Cineverse (CNVS) Q4 FY26 earnings call

Earnings call· Mar 2026 (Q4 FY26)· Communication Services· Jun 26, 2026

Source: earnings call transcript

Two acquisitions in six weeks (Giant Worldwide, IndiCue) pivot Cineverse from a hit-driven film distributor into a technology-first, ad-tech-integrated media-services platform, with management leaning on a 'flywheel' of automated content supply chain plus CTV monetization. The near-term cost is compressed profitability during integration; the bet is that durable, majority-technology recurring revenue and a reaffirmed FY27 ramp validate the transformation.

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CNVS operating KPIs by quarter

CNVS operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q4 FY26	Jun 2026 Q1 FY27	Change vs prior quarter
Paid subscribers SVOD	1.52M We ended the quarter with 1.52 million SVOD subscribers, up 13% year-over-year. Source: earnings call transcript	1.52M Streaming viewers grew 12% to 122.8 million in the quarter, and we ended the quarter with 1.52 million SVOD subscribers, up 12%. Source: earnings call transcript	0%
Streaming viewers	<130M Streaming viewers were up 66% to nearly 130 million and total minutes streamed, rose 58% to 4.4 billion for the quarter. Source: earnings call transcript	122.8M Streaming viewers grew 12% to 122.8 million in the quarter, and we ended the quarter with 1.52 million SVOD subscribers, up 12%. Source: earnings call transcript	—
Minutes streamed	4.4B Streaming viewers were up 66% to nearly 130 million and total minutes streamed, rose 58% to 4.4 billion for the quarter. Source: earnings call transcript	4.5B This was the most watched quarter in company history with 4.5 billion minutes streamed up 33% year-over-year. Source: earnings call transcript	+2.3%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.