NASDAQ$CNVS

Cinedigm Corp · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported a solid quarter of growth and financial improvement, driven by content licensing, advertising, technology, and streaming businesses, despite not including financial results from Terrifier 3.

Cineverse reported Q2 FY 2025 results with a 20% increase in total revenue excluding the Digital Cinema business, a direct operating margin of 51%, reduced SG&A expenses, and a net loss of $1.4 million. The company's performance was driven by growth in content licensing, advertising, technology and streaming businesses. The financial results do not include any impact from Terrifier 3.

  • Total revenue increased by 20% excluding the Digital Cinema business, reaching $12.7 million.
  • Direct operating margin improved to 51%, exceeding the target of 45% to 50%.
  • SG&A expenses decreased by 7% due to cost savings initiatives.
  • Total monthly viewership across the channel portfolio increased by 54%.

Headline financials

Total Revenue

$12.7M

Previous: $13M-2.1%
EPS

-$0.09

Previous: -$0.04-125.0%
Direct Operating Margin

51.0%

No prior period
Capital Expenditures

-$400K

Previous: -$243K-64.6%
Net Income

-$1.2M

Previous: -$317K-279.5%
Operating Income

-$861K

Previous: $586K-246.9%
Gross Profit

$12.7M

Previous: $13M-2.1%
Cash & Equivalents

$2.43M

Previous: $8.62M-71.8%
Total Assets

$60.6M

Previous: $84.7M-28.4%
Stock-Based Comp

$503K

No prior period

Revenue & EPS history

Cinedigm · Revenue · Quarterly

$12.7M

Q2 2025-2.1%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Cineverse anticipates a major positive financial impact from Terrifier 3 in the fiscal 3rd quarter and beyond, expecting at least $20 million in theatrical rental revenues alone.

Tailwinds

  • Terrifier 3's theatrical release is expected to generate at least $20 million in rental revenues in the next quarter.
  • Significant additional revenue and high-margin profit streams are expected from domestic ancillary markets related to Terrifier 3.
  • Profits and cash flow from Terrifier 3 are expected to contribute to a sustainable, self-funding balance sheet.
  • Cineverse sees no need to raise any outside equity capital to fund operations for the foreseeable future.
  • Cineverse aims to release more of its own films using the Terrifier 3 model and distribute other studio's releases.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.8%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-4.9%

Avg return

30 days after

60%

24 / 40 earnings

Positive

+51.6%

Q3 2024

Best reaction

-21.7%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+9.6%+14.8%-14.4%
Q2 2026+0.0%+1.7%-5.8%
Q1 2026-13.4%-18.0%-42.3%
Q4 2025+14.8%+36.4%+39.0%
Q3 2025-6.7%+2.9%-18.3%
Q2 2025-3.0%+43.3%+33.2%
Q1 2025+1.2%+5.0%+5.0%
Q4 2024+1.1%-5.6%-9.0%
Q3 2024+51.6%-0.6%-19.4%
Q2 2024+1.8%-1.8%+0.9%
Q1 2024+4.7%-1.6%-1.6%
Q4 2023+4.1%-15.8%-28.1%
Q3 2023-8.3%-23.3%-21.7%
Q2 2023-1.6%-24.6%-21.3%
Q1 2023-1.3%-23.4%-29.9%
Q4 2022+7.7%-21.5%-12.3%
Q3 2022-3.7%+3.7%-15.9%
Q2 2022+2.8%-24.0%-40.1%
Q1 2022+4.9%+6.4%+20.2%
Q4 2021+2.5%-4.5%+12.1%
Q3 2021-3.0%-28.9%-17.8%
Q2 2021+10.0%-1.7%+36.7%
Q1 2021-14.6%-30.5%-44.5%
Q4 2020-0.5%-6.2%-29.7%
Q3 2020-5.5%-1.8%-36.4%
Q2 2020+3.4%+4.6%-13.8%
Q1 2020+0.8%-2.4%-23.4%
Q4 2019-4.1%+0.8%+0.8%
Q3 2019+14.3%+17.1%+73.3%
Q2 2019+2.3%-12.6%-12.6%
Q1 2019+5.5%-4.1%-9.0%
Q4 2018+0.0%+2.0%-1.3%
Q3 2018+3.2%-0.8%+4.8%
Q2 2018+0.7%+7.3%+8.8%
Q1 2018+1.3%-3.3%-1.3%
Q4 2017-8.0%-22.6%-33.2%
Q3 2017+7.2%+28.0%+11.2%
Q2 2017+3.8%+8.9%-9.5%
Q1 2017+7.1%-10.3%-23.2%
Q4 2016-21.7%+30.4%+94.8%
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2013
Q2 2014
Q2 2013
Q4 2013
Q2 2012
Q1 2012
Q1 2013
Q4 2012
Q2 2011
Q4 2011
Q1 2011

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro