Reservoir Media (RSVR)

NASDAQ:RSVR

RSVR

Reservoir Media

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Reservoir Media (RSVR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

-0.01

Last Year’s EPS

-0.01

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:May 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented multiple meaningful growth highlights — double-digit revenue growth, strong Q4 performance, sustained adjusted EBITDA expansion, active M&A deployment (~$120M), digital and sync momentum, international expansion, and healthy operating cash flow and liquidity. Counterbalancing these positives are rising leverage and interest expense, higher administrative costs, margin pressure from lower‑margin acquisitions (e.g., Viral-Wave) and international investments, revenue volatility from timing/nonrecurring items, and only modest net income improvement. On balance the company demonstrated clear growth and operational execution, but with notable financial leverage and margin headwinds to monitor.

Company Guidance

Reservoir guided fiscal 2027 revenue of $186 million to $191 million and adjusted EBITDA of $75 million to $79 million (compared with FY26 revenue of $175.7M and adjusted EBITDA of $73.6M), implying roughly 6–9% top‑line growth year‑over‑year and a modest adj. EBITDA increase (about 1.9%–7.4%) with a slight decline in adjusted EBITDA margin (FY26 ~41.9% to an implied FY27 margin near ~40–41%), which management attributed to the lower‑margin Viral‑Wave acquisition and continued investments in frontline recorded music; they also reiterated expectations of mid‑single‑digit organic growth, disciplined cost management and steady operating cash flow, and closed FY26 with $25.9M cash, $91.2M revolver (total liquidity $117.1M), total debt $455.7M (net debt $429.8M) and FY26 interest expense of $26.5M.

Full Year Revenue and EBITDA Growth

Fiscal 2026 revenue of $175.7M, up ~11% year-over-year with 6% organic growth; adjusted EBITDA grew 12% to $73.6M and OIBDA increased 12% to $69.0M.

Strong Fourth Quarter Performance

Q4 revenue of $47.5M, up 15% YoY; Q4 recorded music revenue +27% and music publishing revenue +11%. Q4 OIBDA rose 16% to $19.9M and adjusted EBITDA rose 16% to $21.2M; Q4 diluted EPS $0.07 vs $0.04 prior year.

Digital and Sync Momentum

Digital revenue gains: music publishing digital revenue up 24% in the quarter to $16.9M; recorded music digital revenue up 17% in Q4. Sync business growth: publishing sync +5% Y/Y and recorded sync +39% Y/Y (recorded sync Q4 spike +161% due to timing of licenses).

Active M&A and Catalog Investment

Deployed approximately $120M in acquisitions and advances during fiscal 26, including Miles Davis catalog, Fool's Gold master rights, Viral-Wave, HFM Production, and other publishing/recorded catalog deals — expanding genre, era and geographic diversification.

International Expansion and New Markets

Launched Mumbai-based Pop-India, completed Viral-Wave acquisition with PopArabia to scale MENA operations (added ~30 employees), and signed regional artists (e.g., Yohani, Divine). Management cited large TAMs (India streaming projected to $4.8B by 2030 at ~17% CAGR; MENA recorded revenues +15.2% in 2025).

Healthy Operating Cash Flow and Liquidity

Operating cash flow increased by $4.9M YoY to $50.1M. Ended FY26 with total liquidity of $117.1M (cash $25.9M and $91.2M revolver availability), supporting continued M&A and advances.

Commercial Recognition and Placements

Catalogs achieved commercial and charting success (Billboard full-year top 10 market share inclusion), major sync placements in film/TV and partnerships with global brands (Anthropic, Volkswagen, Netflix, Lexus, Amazon), supporting long-term monetization.

Reservoir Media (RSVR) 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 >

RSVR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2027 (Q1)	-0.01 / -	-0.01	―	―	―
May 28, 2026	2026 (Q4)	0.04 / 0.07	0.04	75.00% (+0.03)	―
Feb 04, 2026	2026 (Q3)	0.01 / 0.03	0.08	-62.50% (-0.05)	―
Nov 04, 2025	2026 (Q2)	0.04 / 0.03	0	―	―
Aug 05, 2025	2026 (Q1)	>-0.01 / -0.01	-0.01	0.00% (0.00)	―
May 28, 2025	2025 (Q4)	0.04 / 0.04	0.04	0.00% (0.00)	―
Feb 05, 2025	2025 (Q3)	0.02 / 0.08	-0.05	260.00% (+0.13)	―
Oct 30, 2024	2025 (Q2)	0.03 / 0.00	0.01	―	―
Jul 31, 2024	2025 (Q1)	>-0.01 / -0.01	0.004	-350.00% (-0.01)	―
May 30, 2024	2024 (Q4)	0.01 / 0.04	0.04	0.00% (0.00)	―

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

RSVR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 28, 2026	$10.40	$10.15	-2.40%
Feb 04, 2026	$7.22	$7.49	+3.74%
Nov 04, 2025	$7.38	$7.41	+0.41%
Aug 05, 2025	$7.81	$7.53	-3.59%

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 Reservoir Media (RSVR) report earnings?

Reservoir Media (RSVR) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).

What is Reservoir Media (RSVR) earnings time?

Reservoir Media (RSVR) earnings time is at Aug 05, 2026, Before Open (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 RSVR EPS forecast?

RSVR EPS forecast for the fiscal quarter 2027 (Q1) is -0.01.