The call reflects a company in transition, dealing with significant challenges from the loss of a major customer, Diamond. However, it also highlights strategic shifts towards more efficient operations and a new content strategy that could stabilize and potentially grow the business in the future.
Company Guidance -
Q3 2025
During the IDW Media Holdings Second Quarter Fiscal Year 2025 Conference Call, the company provided insight into its financial adjustments following the cessation of business with Diamond, which previously accounted for 15% to 30% of their business. The transition to Penguin Random House as the new distributor is expected to temporarily diminish sales, with a 2 to 4-month adjustment period anticipated for retailers. Despite a reported $1.7 million loss in the six months ending April, $750,000 of this was attributed to the Diamond situation. The company highlighted the growth in its digital sales channel, which accounts for 5% to 7% of annual revenue, and emphasized efforts to mitigate risks and manage costs. IDW is shifting focus towards creating company-owned content and is reorganizing its original content into targeted imprints, such as IDW Dark for horror titles, while continuing to manage licensed and creator-owned content efficiently.
Operational Efficiency Improvements
The company has taken steps over the past two years to make operations more efficient, reflected in their financials. Despite a $1.7 million loss, $750,000 was directly attributable to the Diamond situation, implying that without it, the company would be in a better position with $2 million less revenue compared to last year.
Strategic Shift to Imprints and Company-Owned Content
IDW is restructuring its content strategy by moving from IDW Originals to more targeted imprints, starting with IDW Dark for horror titles. They are also creating a new category for company-owned content, aiming for complete ownership and control of their IP, which could represent significant future value.
IDW Media Holdings (IDWM) 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
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
IDWM Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jun 12, 2025
$37.00
$42.00
+13.51%
Mar 13, 2025
$41.00
$41.00
0.00%
Jan 29, 2025
$39.75
$39.75
0.00%
Sep 12, 2024
$33.00
$31.50
-4.55%
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 Idw Media Holdings, Inc. (IDWM) report earnings?
Idw Media Holdings, Inc. (IDWM) is schdueled to report earning on Sep 10, 2025, TBA (Confirmed).
What is Idw Media Holdings, Inc. (IDWM) earnings time?
Idw Media Holdings, Inc. (IDWM) earnings time is at Sep 10, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.