WildBrain (TSE:WILD)
TSX:WILD
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.07Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call signals a broadly positive transformation: accelerating licensing momentum, improving margins and EBITDA, platform engagement growth, and a transformational Peanuts sale that will eliminate debt and provide capital flexibility. However, there are near-term uncertainties—paused guidance, softer digital monetization in places, SG&A FX/compensation pressures, remaining net loss and dependence on one-time discontinued-ops items—creating transitional visibility risk. On balance the company presented multiple clear drivers for improved profitability and cash generation going forward, while acknowledging timing and execution risks related to the transaction and investments.Company Guidance
Peanuts Sale and Balance Sheet Transformation
Announced sale of WildBrain's 41% interest in Peanuts for $630 million; transaction expected to eliminate all debt and materially improve balance sheet flexibility. Management expects roughly +$40 million of net proceeds after full debt repayment and transaction fees, enabling reinvestment, potential buybacks and M&A optionality.
Revenue Growth in Continuing Operations
Revenue from continuing operations was $72 million, up 11% year-over-year, reflecting strength in higher-margin licensing and resilient content production activity.
Strong Global Licensing Performance
Global licensing revenue (continuing operations) was $27 million, up 24% year-over-year, driven by momentum in owned franchises and the global licensing agency (CPLG), contributing to a favorable mix shift toward higher-margin revenue.
Content Creation and Audience Engagement Momentum
Content creation and audience engagement revenue was $45 million, up 4% year-over-year. Platform engagement metrics were strong: FAST viewership grew 46% in calendar 2025 to 24 billion minutes, Teletubbies YouTube watch time was up 11% YoY and Teletubbies channel delivered its highest ever quarterly watch time.
Improved Profitability Metrics
Gross margin improved to 50% from 48% a year ago, benefiting from a mix shift to licensing. Adjusted EBITDA increased 30% to $15 million for continuing operations.
Positive Free Cash Flow
Consolidated free cash flow was positive $15 million for the quarter, supporting the company’s stated ability to repay debt and fund investments.
Premium Content Wins and Industry Recognition
Premium content successes included 'Finding Her Edge' launching to the Netflix top 10 in 81 countries and receiving a season 2 renewal within a week. Company content received multiple nominations (6 Children’s & Family Emmy nominations, 3 Annie nominations, 5 Kidscreen nominations), validating creative trajectory.
CPLG and Partner Activation Momentum
WildBrain CPLG grew across owned and third-party brands and expanded partnerships (e.g., Dr. Seuss Enterprises). A high-profile collaboration (MGA/LOL Surprise x Strawberry Shortcake) saw dolls sell out in 12 days, illustrating strong retail activation and partner interest.
Franchise Upside: Strawberry Shortcake & Teletubbies
Management highlighted significant runway for core franchises: Strawberry Shortcake reported ~USD 200 million retail trailing 12 months with a stated opportunity to scale to roughly 4x that level; Teletubbies is positioned to grow from an estimated ~$100 million trailing 12 months toward much larger historical peaks (~$1 billion retail historically).
TSE:WILD 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
TSE:WILD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | C$1.30 | C$1.33 | +2.31% |
Nov 13, 2025 | C$1.39 | C$1.39 | 0.00% |
Sep 26, 2025 | C$1.95 | C$1.93 | -1.03% |
May 14, 2025 | C$2.04 | C$2.00 | -1.96% |
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 WildBrain (TSE:WILD) report earnings?
WildBrain (TSE:WILD) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is WildBrain (TSE:WILD) earnings time?
WildBrain (TSE:WILD) earnings time is at May 12, 2026, Before Open (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 TSE:WILD EPS forecast?
TSE:WILD EPS forecast for the fiscal quarter 2026 (Q3) is -0.06.