The earnings call presented a strong revenue and streaming growth, expansion of the theatrical slate, and positive feedback for upcoming releases. Despite the decrease in cash and increased net loss due to strategic investments, the company's initiatives and market positioning suggest future positive outcomes. Advertising performance was mixed, with growth in direct business but challenges in open market programmatic.

Company Guidance

During the Cineverse Corp. First Quarter Fiscal Year 2026 Financial Results Conference Call, significant guidance was provided concerning the company's performance and future outlook. Revenue for the quarter reached $11.1 million, marking a 22% increase over the prior year, with a gross margin of 57%, exceeding their guidance of 45% to 50%. Despite a net loss of $3.5 million and an adjusted EBITDA of negative $2.1 million, the company anticipates strong returns in the upcoming quarters due to strategic SG&A investments. Streaming metrics were robust, with total minutes viewed at 4 billion, up 38% year-over-year, and streaming viewers increasing to 214 million, up 24%. Subscriber count rose to 1.4 million, growing by 5% year-over-year. The company also highlighted their expansion into theatrical releases, with a focus on low-risk, high-reward investments such as "The Toxic Avenger Unrated," and announced the launch of MicroCo, a new venture targeting the microseries market projected to reach $10 billion by 2027.

Strong Revenue Growth

Cineverse reported $11.1 million in revenue for the quarter, representing a 22% increase over the prior year quarter. The gross margin was 57%, up from 51% last year.

Increase in Streaming Metrics

Total streaming minutes viewed increased by 38% year-over-year and 20% sequentially. FAST minutes streamed were up 39%, and total streaming viewers climbed by 24%. Subscriber count grew by 5% year-over-year.

Expansion of Theatrical Slate

Cineverse added 'Air Bud Returns' to its slate and announced a 50-50 joint venture for MicroCo, a new studio for Microseries, targeting a projected $10 billion market by 2027.

Positive Reception of 'The Toxic Avenger'

The upcoming release of 'The Toxic Avenger' received positive feedback at Comic-Con, with significant marketing and distribution advantages.

Cineverse (CNVS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CNVS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2026 (Q2)	-0.03 / -	-0.09	―	―	―
Aug 14, 2025	2026 (Q1)	-0.13 / -0.21	-0.2	-5.00% (>-0.01)	―
Jun 27, 2025	2025 (Q4)	-0.07 / 0.04	-1.1	103.64% (+1.14)	―
Feb 13, 2025	2025 (Q3)	0.30 / 0.34	-0.22	254.55% (+0.56)	―
Nov 14, 2024	2025 (Q2)	-0.12 / -0.09	-0.04	-125.00% (-0.05)	―
Aug 14, 2024	2025 (Q1)	- / -	-0.37	―	―
Jul 01, 2024	2024 (Q4)	-0.16 / -0.20	-0.37	45.95% (+0.17)	―
Feb 14, 2024	2024 (Q3)	-0.15 / -0.22	0.6	-136.67% (-0.82)	―
Nov 14, 2023	2024 (Q2)	-0.16 / -0.04	-0.6	93.33% (+0.56)	―
Aug 14, 2023	2024 (Q1)	-1.20 / -0.37	-0.6	38.33% (+0.23)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CNVS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$5.89	$5.10	-13.41%
Jun 27, 2025	$4.18	$4.80	+14.83%
Feb 13, 2025	$4.48	$4.18	-6.70%
Nov 14, 2024	$2.60	$3.20	+23.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cineverse Corp. (CNVS) report earnings?

Cineverse Corp. (CNVS) is schdueled to report earning on Nov 17, 2025, After Close (Confirmed).

What is Cineverse Corp. (CNVS) earnings time?

Cineverse Corp. (CNVS) earnings time is at Nov 17, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CNVS EPS forecast?

CNVS EPS forecast for the fiscal quarter 2026 (Q2) is -0.03.

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