Jun 2026 (Q2 FY26) — Aug 6, 2026
Versant Media Q2 FY26 — Strong Platform Growth and Raised Full-Year Outlook
Read the full callVersant Media earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,644 | −3.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 22.3 | −1.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 211 | −30.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
YTD: $45 on 31 Dec 2025 → $31.54. High $46.65 (2 Jan 2026), low $27.42 (12 Feb 2026).
Overview
Call summaries
Versant Media Q2 FY26 — Strong Platform Growth and Raised Full-Year Outlook
Read the full callVersant Media Group Q1 FY26 — Strong Start with Platform Growth and Capital Returns
Read the full callVersant Media Q4 FY25 — Strategic Digital Expansion and Capital Returns
Read the full callEvery analysed call
Financials
Net profit, year on year: −30% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Sales | 1,706 | 1,708 | 1,687 | 1,644 |
| Expenses | 1,207 | 1,298 | 1,245 | 1,277 |
| Operating profit | 499 | 410 | 442 | 367 |
| Operating margin | 29.3% | 24.0% | 26.2% | 22.3% |
| Other income | 0 | -1 | 8 | 9 |
| Interest | 0 | 0 | 52 | 52 |
| Profit before tax | 499 | 409 | 398 | 323 |
| Tax rate | 26.4% | 25.9% | 28.1% | 34.7% |
| Net profit | 367 | 302 | 286 | 211 |
| EPS ($ per share) | 2.55 | 2.09 | 1.99 | 1.50 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Reserves | — | — | 0 |
| Total liabilities | — | 1,134 | 1,931 |
| Fixed assets | — | 143 | 423 |
| Total assets | — | 12,049 | 12,333 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 2,428 | 2,211 | 2,022 |
| Cash from investing | -60 | -71 | -155 |
| Cash from financing | -2,355 | -2,155 | -782 |
| Net cash flow | 13 | -16 | 1,084 |
| Capital expenditure | -56 | -54 | -167 |
| Free cash flow | 2,372 | 2,157 | 1,855 |
Content Licensing and Other shrank from 7% to 3% of revenue over the last two quarters.
| Segment | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|
| Linear Distribution | 60% | 58% | — |
| Advertising | 22% | 26% | — |
| Platforms | 11% | 14% | — |
| Content Licensing and Other | 7% | 3% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
43 filings between Jan 2, 2026 and Jul 28, 2026.
Purchases
$6.19M
7 purchases by 4 insiders
Sales
None
No insider sold shares.
Also filed: 1 disposition to issuer, 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| NOVAK DAVID C | $5.27M | — | Mar 5, 2026 |
| Potter Leonard | $510.5K | — | Mar 13, 2026 |
| HASSELL GERALD L | $360.7K | — | Mar 9, 2026 |
| Conway Michael Aaron | $48.8K | — | Mar 9, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 28, 2026 | Lazarus Mark H Chief Executive Officer | Tax withheld | 6,200 | $230.9K |
| Jun 26, 2026 | Montiel Maritza Gomez Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | NOVAK DAVID C Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | Mahoney William Scott Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | HASSELL GERALD L Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | Eun David Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | Conway Michael Aaron Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | Campbell Rebecca Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | Condon Creighton Director | Award | 5,119 | $185.0K |
| Jun 26, 2026 | Potter Leonard Director | Award | 5,119 | $185.0K |
| May 2, 2026 | Fasbender Jordan General Counsel & Corp. Sec. | Tax withheld | 3,720 | $151.9K |
| Apr 3, 2026 | Wright Gregory Michael Chief Accounting Officer | Tax withheld | 495 | $18.5K |
| Mar 13, 2026 | Potter Leonard Director | Purchase | 2,500 | $94.1K |
| Mar 12, 2026 | Potter Leonard Director | Purchase | 5,000 | $189.4K |
| Mar 11, 2026 | Potter Leonard Director | Purchase | 3,000 | $115.0K |
| Mar 10, 2026 | Potter Leonard Director | Purchase | 3,000 | $111.9K |
| Mar 9, 2026 | HASSELL GERALD L Director | Purchase | 10,000 | $360.7K |
| Mar 9, 2026 | Conway Michael Aaron Director | Purchase | 1,350 | $48.8K |
| Mar 5, 2026 | NOVAK DAVID C Director | Purchase | 143,000 | $5.27M |
| Mar 5, 2026 | Kini Anand CFO and COO | Award | 108,784 | — |
| Mar 5, 2026 | Wright Gregory Michael Chief Accounting Officer | Award | 12,238 | — |
| Mar 5, 2026 | Fasbender Jordan General Counsel & Corp. Sec. | Award | 27,196 | — |
| Mar 5, 2026 | Lazarus Mark H Chief Executive Officer | Award | 203,971 | — |
| Jan 9, 2026 | Lazarus Mark H Chief Executive Officer | Award | 287,273 | — |
| Jan 9, 2026 | Lazarus Mark H Chief Executive Officer | Award | 134,821 | — |
| Jan 9, 2026 | Kini Anand CFO and COO | Award | 225,153 | — |
| Jan 9, 2026 | Kini Anand CFO and COO | Award | 80,893 | — |
| Jan 9, 2026 | Fasbender Jordan General Counsel & Corp. Sec. | Award | 46,146 | — |
| Jan 9, 2026 | Fasbender Jordan General Counsel & Corp. Sec. | Award | 10,786 | — |
| Jan 9, 2026 | HASSELL GERALD L Director | Award | 2,378 | — |
| Jan 9, 2026 | NOVAK DAVID C Director | Award | 2,378 | — |
| Jan 9, 2026 | Wright Gregory Michael Chief Accounting Officer | Award | 11,656 | — |
| Jan 9, 2026 | Wright Gregory Michael Chief Accounting Officer | Award | 4,045 | — |
| Jan 9, 2026 | Montiel Maritza Gomez Director | Award | 2,378 | — |
| Jan 9, 2026 | Conway Michael Aaron Director | Award | 2,378 | — |
| Jan 9, 2026 | Mahoney William Scott Director | Award | 2,378 | — |
| Jan 9, 2026 | Eun David Director | Award | 2,378 | — |
| Jan 9, 2026 | Condon Creighton Director | Award | 2,378 | — |
| Jan 9, 2026 | Campbell Rebecca Director | Award | 2,378 | — |
| Jan 9, 2026 | Potter Leonard Director | Award | 2,378 | — |
| Jan 2, 2026 | COMCAST CORP Director | Disposition to issuer | 100 | $0 |
| Jan 2, 2026 | COMCAST CORP Director | Award | 143,790,730 | $0 |
| Jan 2, 2026 | COMCAST CORP Director | Other | 143,790,730 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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