CuriosityStream Q1 revenue misses analyst estimates

CuriosityStream

14/05/2026 21:24

Overview

Global factual entertainment firm's Q1 revenue was flat yr/yr, missing analyst expectations

Diluted EPS for Q1 was negative, net income declined from prior-year quarter

Company raised quarterly dividend and repurchased 90 thousand shares

Outlook

CuriosityStream sees 2026 revenue between $75 mln and $80 mln

Company expects 2026 Adjusted EBITDA of $16 mln to $20 mln

Licensing revenue expected to surpass subscriptions as main growth driver in 2026

Result Drivers

GROSS MARGIN IMPROVEMENT - Co said gross margin rose to 56% from 53% in prior-year qtr

LICENSING PARTNERSHIPS - Co said it expanded data and video licensing partnerships for AI training for fourth straight qtr

Company press release: ID:nACS98F99a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$15.16 mln
$16.96 mln (4 Analysts)
Q1 EPS
-$0.02
Q1 Net Income
-$1.33 mln
Q1 Gross Profit
$8.50 mln
Q1 Operating Income
-$1.54 mln
Q1 Pretax Profit
-$1.30 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for CuriosityStream Inc is $6.50, about 120.3% above its May 13 closing price of $2.95

The stock recently traded at 45 times the next 12-month earnings vs. a P/E of 186 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)