Earnings summaries and quarterly performance for Cineverse.
Executive leadership at Cineverse.
Christopher J. McGurk
Chief Executive Officer
Erick Opeka
President and Chief Strategy Officer
Gary S. Loffredo
Chief Legal Officer, Secretary and Senior Advisor
Mark Lindsey
Chief Financial Officer
Mark Torres
Chief People Officer
Tony Huidor
President of Technology and Chief Product Officer
Yolanda Macias
Chief Motion Pictures Officer
Board of directors at Cineverse.
Research analysts who have asked questions during Cineverse earnings calls.
Brian Kinstlinger
Alliance Global Partners
5 questions for CNVS
Daniel Kurnos
The Benchmark Company, LLC
3 questions for CNVS
Dan Kurnos
The Benchmark Company
2 questions for CNVS
Jay Peschak
Corsair Capital
1 question for CNVS
Kevin Pimental
Alliance Global Partners
1 question for CNVS
Recent press releases and 8-K filings for CNVS.
- Cineverse's horror streaming service, SCREAMBOX, reported a +18% year-over-year increase in subscribers as of December 2025.
- This growth contributed to Cineverse's overall streaming channels business, which saw subscribers increase +13% year-over-year and subscription revenue rise +8% last quarter compared to the prior year's quarter.
- The company announced a new slate of programming for SCREAMBOX, including the return of "Bloody Bites" for its 16th season and upcoming titles such as "The Unknowable: Darkland" and "Blood Barn".
- Cineverse Corp. announced the acquisition of Giant Worldwide, a global media services provider, on January 7, 2026.
- The acquisition integrates Giant Worldwide's services into Cineverse's Matchpoint™ platform, bringing deep studio relationships and a substantial base of recurring revenue from major entertainment companies.
- Cineverse expects Giant Worldwide to contribute pro forma revenue of $15-17 million and pro forma EBITDA of $3.5-$4 million in fiscal year 2027, with the transaction being immediately accretive.
- On January 12, 2026, Cineverse announced the leadership team for Giant Worldwide, with the existing management and staff joining Cineverse.
- Cineverse (Nasdaq: CNVS) announced the acquisition of Giant Worldwide, a global media services provider, on January 7, 2026.
- This acquisition integrates Giant Worldwide's existing clients, including major Hollywood studios and streaming platforms, into Cineverse's Matchpoint™ ecosystem, aiming to solidify its role in the automated media supply chain through AI-driven workflows.
- Cineverse expects Giant Worldwide to contribute $15-17 million in pro forma revenue and $3.5-$4 million in pro forma EBITDA in fiscal year 2027, with an anticipated $2.5 million in additional annualized synergies within the first year.
- The all-cash transaction is immediately accretive to Cineverse and was structured to be highly capital-efficient, adding a substantial base of recurring revenue.
- Cineverse Corp. reported total revenue of $12.4 million for Q2 FY 2026, a 3% decrease year-over-year, primarily due to differences in the timing of revenue recognition for content licensing agreements.
- The company recorded a net loss attributable to common stockholders of $(5.7) million, or $(0.31) per basic and diluted share, and an Adjusted EBITDA of $(3.7) million for Q2 FY 2026. This was influenced by increased Selling, General, and Administrative (SG&A) expenses, including approximately $2.3 million in marketing costs for "The Toxic Avenger Unrated".
- Despite the revenue decline, the Direct Operating Margin improved by 7% to 58% compared to the prior-year quarter. As of September 30, 2025, Cineverse had $2.3 million in cash and cash equivalents and net working capital of $(1.3) million.
- Key operational developments include the proposed launch of MicroCo, a new studio for microseries, and the acquisition of exclusive rights for Guillermo del Toro's "Pan's Labyrinth" for a 2026 theatrical re-release.
- Cineverse reported Q2 2026 revenue of $12.7 million, a 3% decrease year-over-year, though it would have been $13.4 million (up 5%) with a $1.1 million licensing deal recognized. The company achieved a gross margin of 58%, up from 51%.
- The quarter saw a net loss of $5.5 million and negative adjusted EBITDA of $3.7 million, attributed to significant investments in sales, marketing, technology, and the new MicroCo venture, which are expected to drive strong top and bottom line results later in the fiscal year.
- The company's content library received an updated third-party valuation of $45 million, substantially higher than its $3.2 million book value.
- Streaming operations demonstrated robust growth, with total viewers increasing 47% to 143.8 million and total minutes streamed up 45% to 3.4 billion.
- Strategic initiatives are advancing, with the Match Point technology platform securing over 20 new customers and onboarding a major Hollywood studio, and the MicroCo micro-drama joint venture receiving a funding commitment.
- Cineverse reported total revenue of $12.4 million for its second quarter ended September 30, 2025, a 3% decrease year-over-year from $12.7 million. The company recorded a net loss attributable to common stockholders of $(5.7) million, or $(0.31) per basic and diluted share, compared to a net loss of $1.4 million, or $(0.09) per share, in the prior-year quarter.
- The company achieved a Direct Operating Margin of 58%, representing a 7% improvement over the prior year quarter. However, Adjusted EBITDA was $(3.7) million, down from $0.5 million last year, primarily due to increased SG&A, which included approximately $2.3 million in marketing costs for the launch of The Toxic Avenger Unrated.
- As of September 30, 2025, Cineverse had $2.3 million in cash and cash equivalents and reported net working capital of $(1.3) million.
- Key operational developments include the launch of the MicroCo venture, the acquisition of rights for the 20th anniversary re-release of Pan's Labyrinth slated for Fall 2026, and the strong ancillary market performance of The Toxic Avenger Unrated, which is projected to generate an IRR of over 40%.
- Cineverse (Nasdaq: CNVS) has signed four new customers for its award-winning Matchpoint™ media supply chain platform, including APTN, The Asylum, Spark, and Waypoint.
- The company also announced the international expansion of its Matchpoint-powered streaming fandom channels through new FAST distribution deals with LG Channels in Australia & New Zealand, Rockbot, and The Roku Channel UK.
- These developments highlight strong market traction for Matchpoint, building on a year that included the launch of Matchpoint 3.0 and other strategic initiatives.
- Cineverse Corp (Nasdaq: CNVS) has launched Matchpoint™ 3.0, the newest version of its proprietary, state-of-the-art, automated media supply chain platform, featuring a new brand identity and updated user interface.
- Matchpoint 3.0 introduces extensive AI-powered automation across its Blueprint, Dispatch, and Insights products, enhancing support across platforms, providing advanced business insights through conversational analytics, and improving advertising capabilities.
- The platform significantly boosts efficiency, with Cineverse's President of Technology & Chief Product Officer stating that Matchpoint can ingest and master 15,000 movies a month with a team of 15, a substantial increase compared to previous external vendor costs of $1.4 million annually for 30-50 movies a month.
- Cineverse's film, , has grossed over $2 million in domestic box office and is the company's No. 2 strongest physical preorder of all time.
- The film has received strong critical and fan reception, with 84% scores by both critics and audiences on Rotten Tomatoes.
- With total acquisition, distribution, and marketing costs of less than $5 million, The Toxic Avenger Unrated is on pace to be a very strong and profitable investment for Cineverse.
- The film will transition from its theatrical run to physical, digital, and eventually streaming windows, aiming to reach larger audiences and generate long-term revenue.
Quarterly earnings call transcripts for Cineverse.
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