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CuriosityStream (CURI)
NASDAQ:CURI
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operating momentum driven by rapid licensing growth, significant revenue and free-cash-flow expansion (40% revenue growth, 46% FCF growth), margin improvement to 60% in Q4, an adjusted EBITDA turnaround, and a healthy balance sheet with dividends and buyback authorization. Key risks include remaining GAAP net loss influenced by large noncash stock-based compensation, higher storage/delivery costs, lumpy licensing revenue recognition that reduces short-term predictability, and some inconsistency between the numeric guidance and management commentary. On balance, the positive operational and financial progress considerably outweighs the negatives.Company Guidance
Strong Full-Year Revenue Growth
Full year 2025 revenue grew 40% year-over-year to $71,700,000 from $51,100,000 in 2024.
Quarterly Revenue Momentum
Q4 2025 revenue rose 36% year-over-year to $19,200,000 from $14,100,000 a year ago.
Material Free Cash Flow Improvement
Adjusted free cash flow increased 46% year-over-year to $13,900,000 (from $9,500,000) for the full year; Q4 adjusted free cash flow was $4,300,000 (up 33% YoY).
Adjusted EBITDA Turnaround
Company reported positive adjusted EBITDA of $1,100,000 in Q4 (improvement of $3,100,000 YoY) and full-year adjusted EBITDA of $8,200,000 vs. an adjusted EBITDA loss of $6,000,000 in 2024 (improvement of $14,300,000).
Licensing Growth Driving Results
Licensing revenue was $9,800,000 in Q4 (up $6,100,000 YoY). Full-year licensing totaled $33,200,000 vs. subscriptions $37,000,000; licensing increased by over $25,000,000 year-over-year, driven by AI training fulfillments and new license agreements.
Improved Gross Margins and Cost Discipline
Q4 gross margin expanded to 60% from 52% a year ago; full-year gross margin was 57%, reflecting operational execution and cost discipline (company also noted reduced nondiscretionary G&A by 33% YoY).
Strong Balance Sheet and Capital Returns
Ended year with $27,300,000 in cash and securities, no outstanding debt, paid $22,000,000 in dividends during 2025, expired 6.7M warrants (reducing dilution), and increased share repurchase authorization to $6,000,000.
Recurring Positive Operating Cash
Company reported its eighth consecutive quarter of positive operating cash and noted over $20,000,000 in operating cash generated over the last two years.
Commercial Momentum and Partnerships
Management highlighted repeat business and renewals across LLM/AI licensors, expect partner roster to more than double in 2026 and to expand further in 2027; plans for 12–20 new platform launches in FY26 and price increase launched March 1 to support subscription revenue growth.
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 |
|---|---|---|---|
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% |
May 06, 2025 | $3.01 | $4.22 | +40.29% |
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 (CURI) report earnings?
CuriosityStream (CURI) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is CuriosityStream (CURI) earnings time?
CuriosityStream (CURI) earnings time is at May 12, 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 CURI EPS forecast?
CURI EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.