NASDAQ$CNVS

Cinedigm Corp · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Cineverse reported Q4 2024 results with improved direct operating margin and streamlined cost structure.

Cineverse reported Q4 2024 financial results, featuring a total revenue of $9.9 million and an adjusted EBITDA of $1.6 million. The company experienced a decrease in revenue compared to the previous year's quarter, but significantly improved its direct operating margin to 79%. SG&A expenses also decreased, reflecting the impact of cost savings initiatives.

  • Total revenue was $9.9 million, down from $12.5 million year-over-year.
  • Direct operating margin increased to 79% from 48% in the prior year quarter.
  • SG&A expenses decreased by $1.0 million to $6.8 million.
  • Adjusted EBITDA increased by $2.4 million to $1.6 million.

Headline financials

Total Revenue

$9.86M

Previous: $12.5M-21.4%
EPS (adj)

-$0.06

Previous: -$0.35+82.9%
Direct Operating Margin

79.0%

No prior period
Adjusted EBITDA

$1.6M

No prior period
Capital Expenditures

-$428K

Previous: $240K-278.3%
Net Income

-$14.7M

Previous: -$3.08M-377.3%
Operating Income

-$14M

Previous: -$2.62M-435.2%
Gross Profit

$6.85M

Previous: $5.6M+22.2%
Stock-Based Comp

$347K

Previous: $564K-38.5%

Revenue & EPS history

Cinedigm · Revenue · Quarterly

$9.86M

Q4 2024-21.4%vs Q4 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Cineverse is focusing on sustainable profitability, expanding its technology partnerships, and scaling the distribution of audio and video content while optimizing operating and SG&A costs. The company expects to see considerable growth in sales of Matchpoint Dispatch and anticipates significant revenue upside in its Podcast Network. Cineverse also plans on deploying the cineSearch product in cloud marketplaces and engaging in early commercial conversations with various device manufacturers.

Tailwinds

  • The streaming business is currently operating at greater than 50% direct operating margins.
  • Secured carriage agreements for The Dog Whisperer Channel with nearly all hardware manufacturers and FAST streaming services in North America.
  • The channel's performance has exceeded expectations in the short period it has been in the market, outperforming top channels by up to 40% on key platforms.
  • Tripled the size of the direct advertising sales force with experienced executives and closed major campaigns with Focus Features, Amazon Prime Video, SimpliSafe Home Security, 20th Century Fox, Master Class, A24 Studios, and many more.
  • Launched the cineSearch beta during the quarter and are currently in a dual-track effort to refine AI models and focus on commercialization.

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 Q4 2024

Historical avgQ4 2024

+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