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Cineverse Corp. (CNVS)
NASDAQ:CNVS
Earnings Data
Report Date
Jun 25, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.02Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call outlined a clear strategic pivot anchored by two transformative acquisitions (Giant Worldwide and IndiCue) that materially increase recurring revenue, EBITDA and product capability—positioning Matchpoint as a unified content delivery and monetization platform. Management highlighted meaningful operational progress (improved margins, adjusted EBITDA improvement, audience and subscriber growth, initial cost-savings realized) and early post-acquisition traction (efficiency gains, outsized order increases at Giant). Key near-term risks remain: a steep YoY revenue decline driven by last year’s theatrical results, a thin cash position entering the quarter, integration and earnout/financing complexity, and the need to fully convert manual workflows to software-like margins. On balance, the positives from high-accretion acquisitions, improved operating metrics, and a credible execution plan outweigh the lowlights, though execution risk and liquidity should be monitored closely.Company Guidance
Transformative Acquisitions Planned and Closed
Closed two strategic acquisitions (Giant Worldwide and IndiCue) after quarter end that are expected to add in excess of $50M of revenue and $10M of adjusted EBITDA for fiscal 2027. Giant was acquired as an all-cash asset purchase for $2.0M (with $350K initial payment and $1.65M deferred), and IndiCue was acquired for base consideration of $22M (with potential earnouts up to $40M).
Ambitious FY2027 Guidance
Provided consolidated guidance for fiscal 2027 of $115M to $120M in revenue and $10M to $20M in adjusted EBITDA, reflecting the combined impact of the two acquisitions and operational improvements.
Adjusted EBITDA and Operating Margin Improvement
Reported adjusted EBITDA of $2.4M for the quarter, a $6.0M improvement sequentially, and improved direct operating margin to 69% versus 48% in the prior year quarter (a +21 percentage point improvement).
Sequential Revenue Growth and Stabilization
Quarterly revenue rose to $16.3M from $12.4M in the prior quarter (up ~31.5% sequentially), indicating short-term operational stabilization ahead of the post-quarter acquisitions.
Strong Audience and Platform Metrics
Streaming and engagement metrics: 35.5M unique monthly viewers, SVOD subscribers up 15% year-over-year to 1.55M, ~1.14 billion streaming minutes per month, content library >66,000 assets (≈58,000 films/seasons/episodes + 8,500 podcasts), and social footprint >25.4M followers.
Early Integration and Efficiency Gains at Giant / Matchpoint
Early Matchpoint integration with Giant produced reported short-term coding/delivery efficiency improvements of ~60%–70% and resulted in Giant receiving more work orders in days than in its history; management confirms anticipated Giant FY2027 contribution of $15M–$17M revenue and $3.5M–$4.0M adjusted EBITDA.
IndiCue Monetization Capabilities and Scale
IndiCue brings a CTV monetization/ad server stack with over 40 live clients and ~75 onboarding; management expects IndiCue to contribute ~>$38M revenue and ~$7M adjusted EBITDA for fiscal 2027 (management also cited ~25% margin and calendar-2026 projections in discussion).
Cost Reduction Progress
Realized approximately $1.9M of targeted $7.5M cost cuts across studio operations and corporate overhead, and improved net loss to $875K (a $4.7M improvement sequentially).
Accretive, Low-Leverage Deal Financing and Insider Alignment
IndiCue acquisition financed with $13M of convertible notes from existing long-term shareholders (no warrants) and management invested alongside the transaction; also completed a $3.2M equity sale (1.725M shares at $2) for working capital.
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 |
|---|---|---|---|
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% |
Jun 27, 2025 | $4.18 | $4.80 | +14.83% |
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 Jun 25, 2026, After Close (Confirmed).
What is Cineverse Corp. (CNVS) earnings time?
Cineverse Corp. (CNVS) earnings time is at Jun 25, 2026, 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 (Q4) is -0.02.