Cineverse

CNVS

Market cap $61.1M

Cineverse Corp. (CNVS) Q3 2026 Earnings Call Transcript

Total Revenue of $16.3 Million Direct Operating Margin of 69%, compared to 48% in Prior Year Quarter Adjusted EBITDA of $2.4 Million Announces Guidance of $115 to $120 Million of Revenue and $10 to $20 Million of Adjusted EBITDA for Fiscal Year 2027, Commencing April 1, 2026 LOS ANGELES, Feb. 17, 2026 /PRNewswire/ -- Cineverse Corp. ("Cineverse" or the "Company") (NASDAQ: CNVS), a global streaming technology and entertainment company, today announced its financial results for its fiscal third quarter ended December 31, 2025 ("Q3 FY 2026"): Acquisitions (Subsequent Events) Subsequent to quarter end, the Company completed two acquisitions expected to add approximately $53 million in annual Revenue and approximately $10 million in Adjusted EBITDA for Fiscal Year 2027 (April 1, 2026 to March 31, 2027). Both transactions were completed at valuations the Company believes are favorable relative to the acquired businesses' growth profiles and are expected to be immediately accretive.

Establishes Clear Path to $115-$120 Million in Revenue and $10-$20 Million in Adjusted EBITDA in Fiscal Year 2027 Commencing April 1, 2026 (1) Accelerates Transition to Majority Technology Revenue Through Scalable, Recurring Infrastructure Economics Transaction Financed by Existing Long-Term Shareholders LOS ANGELES, Feb. 13, 2026 /PRNewswire/ -- Cineverse Corp. (Nasdaq: CNVS) today announced the acquisition of IndiCue, Inc., a profitable advertising technology company, achieving a major milestone in Cineverse's evolution into a streaming infrastructure company -- building and operating the systems that power how content is distributed and monetized across the global video streaming ecosystem. The acquisition integrates IndiCue's advertising and monetization capabilities directly into Cineverse's award-winning Matchpoint® platform, enabling Cineverse to operate a unified system spanning content preparation, distribution, monetization, reporting, and real-time performance optimization  across FAST, AVOD, Connected TV (CTV), and all ad-supported streaming environments.

NEW YORK, Feb. 12, 2026 /PRNewswire/ -- Cineverse Corp. (Nasdaq: CNVS) ("Cineverse"), an innovative and independent entertainment technology company and studio, today announced the pricing of a public offering of 1,500,000 shares of its Class A common stock (the "common stock") at a public offering price of $2.00 per share. Cineverse granted the underwriter a 30-day option to purchase up to an additional 225,000 shares of common stock at the public offering price, less underwriting discounts and commissions.

LOS ANGELES, Feb. 12, 2026 /PRNewswire/ -- Cineverse Corp. (Nasdaq: CNVS) ("Cineverse"), an innovative and independent entertainment technology company and studio, today announced a proposed underwritten public offering of shares of its Class A common stock (the "common stock"). Cineverse intends to grant the underwriter a 30-day option to purchase up to an additional 15% of the number of shares of its common stock in the underwritten public offering.

LOS ANGELES, Feb. 12, 2026 /PRNewswire/ -- Cineverse Corp. (NASDAQ: CNVS), an innovative and independent entertainment technology company and studio, today announced that on February 12, 2026, it signed an agreement to acquire IndiCue, Inc., a proprietary connected television (CTV) monetization platform that provides publishers and streaming operators with the technology infrastructure to manage, optimize, and grow their advertising revenue, for $22 million in cash and shares of Cineverse common stock, subject to adjustments. The acquisition is expected to be consummated on or about February 13, 2026.

LOS ANGELES, Feb. 10, 2026 /PRNewswire/ --  Cineverse Corp. (Nasdaq: CNVS), a next-generation entertainment studio, announced today that it will release its financial results for its fiscal third quarter ended December 31, 2025, after market close on Tuesday, February 17, 2026. Cineverse will host a conference call discussing these results at 4:30 p.m.

New In-House Agency Specializes in Developing Motion-First Creative for Advertising,On-Air Promotions, and Channel Branding Company Aims for Unit to Generate More than $4.5 Million in Revenue Within First Year LOS ANGELES, Feb. 9, 2026 /PRNewswire/ -- Cineverse (Nasdaq: CNVS), an innovative and independent entertainment technology company and studio, today announced the launch of Matchpoint® Creative Labs (MCL). Cineverse's new in-house agency, MCL was established to support the growing creative demands of connected TV (CTV), free ad-supported streaming television (FAST) channels, and streaming services.

The Fan-Favorite Holiday Slasher, Certified Fresh On Rotten Tomatoes, is Coming To Physical Media Starting February 17 LOS ANGELES, Feb. 5, 2026 /PRNewswire/ -- Cineverse  (Nasdaq: CNVS), a next-generation entertainment studio, has announced today that Silent Night, Deadly Night will be available on physical media beginning February 17, 2026. The film is now available on digital EST/TVOD.

LGBTQ+ Streaming Network to Use Matchpoint Dispatch for Automated Content Delivery LOS ANGELES, Feb. 4, 2026 /PRNewswire/ -- Cineverse (Nasdaq: CNVS), a next-generation entertainment studio, has formed a new commercial relationship with Revry , the world's first LGBTQ+ streaming network, to use Cineverse's automated media supply chain platform, Matchpoint™ .  The award-winning Matchpoint™ is radically changing the way content is managed and delivered.