Versant Media Group, Inc. (VSNT)

NASDAQ:VSNT

VSNT

Versant Media Group

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Versant Media Group (VSNT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Mar 09, 2027

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

1.63

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 14, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong operational execution, digital and platform momentum, high profitability and healthy cash generation, alongside active capital return and disciplined M&A. These positives largely offset continued revenue pressure from Pay TV secular trends, near-term cost investments for platforms, and variability from content licensing and working capital timing. Management provided concrete guidance and reiterated strategic priorities (platform expansion, D2C launches, library monetization), indicating confidence in the company’s ability to grow and diversify revenues.

Company Guidance

Versant reaffirmed full‑year 2026 guidance of $6.15–$6.40 billion in revenue, $1.85–$2.00 billion of adjusted EBITDA and $1.0–$1.2 billion of free cash flow, while warning of quarter‑to‑quarter variability from content‑licensing timing, working‑capital timing and higher programming costs in H2 (particularly Q4). In Q1 the company reported $1.69 billion of revenue, $704 million of adjusted EBITDA and $558 million of free cash flow, with key line items of $1.01 billion in linear distribution revenue (‑7% YoY), $368 million in advertising revenue (‑5% YoY), $192 million in Platforms revenue (+9% YoY), $121 million in content licensing (vs. $57M prior year), programming & production costs of $519 million, total cost of revenue $638 million and SG&A of $346 million (‑9% YoY). Management expects modest increases in SG&A and capital expenditures over the balance of the year to support D2C/Platforms initiatives and a Manhattan build‑out, finished the quarter with $1.2 billion of cash, declared a $0.375 quarterly dividend, repurchased $100 million of Class A shares in Q1 and announced a $100 million accelerated share repurchase to complete in Q2 under the $1 billion repurchase authorization.

Strong Profitability and EBITDA Expansion

Adjusted EBITDA of $704 million, up 5% year-over-year, with margins remaining well above 30%, reflecting disciplined operating efficiency and cost management.

Robust Free Cash Flow and Liquidity

Free cash flow of $558 million in the quarter and total cash of $1.2 billion at quarter end, enabling returns to shareholders (quarterly dividend of $0.375/sh) and share repurchases ($100M in Q1 plus a $100M accelerated share repurchase announced).

Digital & Audience Engagement Momentum

CNBC delivered its highest-rated quarter in four years with double-digit YoY growth; MS NOW averaged over 30 million weekly viewers with ~9 hours/week per viewer and delivered its strongest Q1 on record. Podcast downloads rose >60% YoY and combined YouTube/TikTok views exceeded 1.6 billion YTD.

Platforms Growth and Commerce Integration

Platforms revenue of $192 million, up 9% YoY, driven by GolfNow and Fandango; GolfPass reached its highest-ever subscriber count. Platform growth shows progress expanding revenue Beyond Pay TV and integrating content-commerce-consumer engagement.

Content Licensing Windfalls

Content licensing & other revenue surged to $121 million from $57 million a year ago (approximately +112% YoY), notably including a multiyear licensing agreement for Keeping Up With the Kardashians—demonstrating strong monetization of the content library.

Live Sports & Event Wins

Delivered the largest Olympic audience in USA Network history (Milan–Cortina), reached ~3/4 of U.S. pay-TV households and secured #1 rank among sports & entertainment cable networks; Golf Channel recorded its largest Players Championship audience in two decades and the Masters week reached 13.5M unique viewers.

Clear Capital Allocation Policy

Management reiterated a three-pronged capital allocation: maintain a strong balance sheet, invest in growth (platforms and D2C), and return capital to shareholders. Full-year guidance provided: revenue $6.15B–$6.4B, adjusted EBITDA $1.85B–$2.0B, free cash flow $1.0B–$1.2B.

Versant Media Group (VSNT) 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

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VSNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 09, 2027	2026 (Q4)	- / -	1.63	―	―	―
May 14, 2026	2026 (Q1)	1.58 / 1.99	2.539	-21.62% (-0.55)	―
Mar 03, 2026	2025 (Q4)	0.96 / 1.40	2.602	-46.20% (-1.20)	―

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

VSNT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 14, 2026	$40.44	$44.43	+9.87%
Mar 03, 2026	$32.41	$33.66	+3.88%

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 Versant Media Group, Inc. (VSNT) report earnings?

Versant Media Group, Inc. (VSNT) is schdueled to report earning on Mar 09, 2027, Before Open (Confirmed).

What is Versant Media Group, Inc. (VSNT) earnings time?

Versant Media Group, Inc. (VSNT) earnings time is at Mar 09, 2027, Before Open (Confirmed).

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