CuriosityStream Q4 revenue beats estimates

CuriosityStream

11/03/2026 20:25

Overview

US factual entertainment firm's Q4 revenue rose 36% yr/yr, beating analyst expectations

Board authorized $6 mln share repurchase

Outlook

CuriosityStream expects first-half 2026 revenue between $38 mln and $42 mln

Company sees first-half 2026 adjusted free cash flow of $6 mln to $9 mln

Result Drivers

AI LICENSING - For the year, company said high-volume video licensing for AI model training was a key revenue driver

SUBSCRIPTION PARTNERSHIPS - Co cited subscription revenue from new and existing partnerships as supporting results

Company press release: ID:nACSdfdKla

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$19.2 mln
$18.83 mln (4 Analysts)
Q4 Net Income
-$3.8 mln
Q4 Gross Profit
$11.6 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 106.3% above its March 10 closing price of $3.15

The stock recently traded at 158 times the next 12-month earnings vs. a P/E of 243 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.)