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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.21Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted material top-line acceleration driven by two strategic acquisitions, strong streaming engagement and subscriber growth, a clear technology-first positioning (Matchpoint + IndiCue + Giant) and reaffirmed FY2027 guidance. However, the quarter also showed near-term profitability and margin compression (adjusted EBITDA down to $0.1M, direct operating margin down to 40%), modest cash on hand and negative working capital (driven in part by deferred consideration), and near-term ad market CPM pressure. Management provided a clear plan for cost reductions and synergies that should improve margins through FY2027, and recurring/SaaS metrics (IndiCue ~98% NRR) underpin longer-term revenue quality. On balance, the positives from acquisitions, revenue growth, engagement, and strategic positioning materially outweigh the near-term financial and market headwinds.Company Guidance
Strong Quarterly Revenue Growth with Acquisition Contribution
Consolidated revenues of $26.0M in Q4, up 67% year-over-year (from $15.6M) and up 60% sequentially (from $16.3M). Revenues included $11.6M of partial-quarter contributions from recent acquisitions (Giant Worldwide and IndiCue).
Net Income Improvement and Transaction Gains
Net income attributable to stockholders of $1.1M, a 51% increase versus the prior year quarter. Results were aided by a $4.3M bargain purchase gain on the Giant acquisition and a $2.9M tax benefit primarily related to the IndiCue acquisition.
High Engagement and Subscriber Growth
SVOD subscribers reached 1.52M, up 13% year-over-year. Streaming viewers rose 66% to ~130M and total minutes streamed increased 58% to 4.4 billion for the quarter. Several channels showed strong Y/Y gains (Docurama +47%, Dog Whisperer +84%, Screambox +40%, Midnight Pulp ad-supported growth >10x Y/Y).
Strategic Acquisitions Strengthen Technology-First Flywheel
Acquisitions of IndiCue (CTV monetization platform: >40 live clients, ~75 publishers onboarding) and Giant Worldwide (studio relationships, integrated into Matchpoint) create an integrated supply-to-monetization flywheel. Management expects over 50% of FY27 revenue to be technology-based and durable/recurring.
Reaffirmed Fiscal 2027 Guidance
Company reaffirmed FY2027 guidance of $115M–$120M consolidated revenue and $10M–$20M adjusted EBITDA, citing expected durable recurring, technology-based revenue mix and acquisition synergies.
Recurring Revenue and Retention Strength in SaaS
IndiCue net revenue retention reported near 98%, signaling strong recurring SaaS monetization and customer stickiness for the advertising platform.
Cost Savings and Expected Synergies
Completed approximately $2M in SG&A reductions in FY26, targeting the majority of $7.5M total cost reductions (including $5.5M remaining) by end of Q2 FY27. Expect approximately $2.5M of annualized synergies from integrating Giant into Matchpoint.
Market Position and Differentiated Product
Matchpoint positioned as an integrated media supply-chain platform (ingestion to monetization) with a moat vs. manual/fragmented competitors; management cites growing enterprise traction and RFP wins leveraging Giant's studio relationships.
CNVS 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
CNVS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 26, 2026 | $2.68 | $3.15 | +17.54% |
Feb 17, 2026 | $2.71 | $2.97 | +9.59% |
Nov 14, 2025 | $2.41 | $2.57 | +6.64% |
Aug 14, 2025 | $5.89 | $5.10 | -13.41% |
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 Aug 17, 2026, After Close (Confirmed).
What is Cineverse Corp. (CNVS) earnings time?
Cineverse Corp. (CNVS) 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 CNVS EPS forecast?
Currently, no data Available