Curiositystream Inc (CURI)
NASDAQ:CURI
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced several operational and financial positives—modest YoY revenue growth, double-digit licensing growth, improved gross margin, consecutive quarters of positive adjusted EBITDA and free cash flow, a strong cash position with no debt, and an increased dividend—against near-term challenges including a Q1 net loss driven by a $2.2M noncash stock-based compensation charge, a 27% YoY rise in combined ad & G&A, flat subscription results, and intentionally lumpy licensing revenue due to a pilot-first approach. Management presented clear guidance and a long-term strategy built on proprietary content and expanding licensing demand, but execution of pilot conversions and tech investments will determine the pace at which the expected revenue and cash-flow acceleration materialize.Company Guidance
Revenue Stability with Modest Year-over-Year Improvement
Q1 revenue was $15.2M, a slight increase from $15.1M in Q1 2025 (≈+0.7% YoY). Management framed Q1 as a transition quarter and expects 2026 to step up materially versus 2025.
Licensing Growth and Expanding Partner Base
AI and traditional licensing revenue totaled $6.0M in Q1, up 11% YoY. Management reported pilot/framework agreements with large partners and a broader roster of partners versus last year, positioning licensing to become the larger growth engine and to surpass subscriptions for the full year.
Recurring Subscription Revenue Stability
Subscription revenue was $8.8M in Q1 and was roughly equivalent to Q4, with management reporting minimal churn after a recent price increase and an increase in subscriber lifetime value. They expect subscription revenue to grow mid-to-single digits in 2026.
Profitability and Cash Generation Traction
Adjusted EBITDA was positive at $0.9M (fifth consecutive positive quarter). Adjusted free cash flow was $1.3M (ninth consecutive positive quarter), indicating ongoing cash-generation momentum.
Improved Gross Margin
First quarter gross margin improved to 56% from 53% a year ago (+3 percentage points), reflecting favorable mix and lower distribution costs in the period.
Strong Balance Sheet and Capital Returns
Ended the quarter with $23.4M in cash and securities, no debt, paid a $4.9M dividend in March, repurchased $0.3M of stock, and announced an increase in the quarterly dividend from $0.05 to $0.085 per share (+70%), implying a dividend yield of >11% at the prior close.
Substantial Proprietary Content and IP Positioning
CuriosityStream emphasized ownership of much of its licensable IP: a curated corpus of 3M+ hours of factual and entertainment content, partnerships with 200+ content/data partners, and hundreds of millions of production-grade tokens and specialized video types (HDR, egocentric, multi-camera) that are scarce and rights-aware.
Clear 2026 Guidance and Growth Targets
Management provided 2026 guidance: H1 revenue $35M–$41M, FY revenue $75M–$80M; H1 adjusted EBITDA $5M–$7M, FY adjusted EBITDA $16M–$20M. They reiterated an objective to build to $100M+ of reliable annualized revenue and forecast continued double-digit growth in revenue and cash flow.
CURI Earnings History
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
CURI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $3.13 | $2.52 | -19.49% |
Mar 11, 2026 | $3.27 | $3.20 | -2.14% |
Nov 12, 2025 | $3.61 | $4.47 | +23.95% |
Aug 05, 2025 | $4.44 | $4.00 | -9.98% |
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 Curiositystream Inc (CURI) report earnings?
Curiositystream Inc (CURI) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Curiositystream Inc (CURI) earnings time?
Curiositystream Inc (CURI) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CURI EPS forecast?
CURI EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.