CuriosityStream Inc. (CURI) Earnings Call Transcripts

CuriosityStream Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, CuriosityStream Inc. (CURI:US) reported revenue of $15.2 million, a slight increase from $15.1 million year-over-year, but below expectations due to strategic decisions impacting near-term revenue. The company recorded a net loss of $1.3 million, primarily attributed to a noncash stock-based compensation charge. Management has raised guidance for full-year 2026 revenue to a range of $75 million to $80 million, indicating confidence in future growth driven by licensing and subscription expansion.

Reported metrics

Guidance from management

Management expects full-year 2026 revenue in the range of $75 million to $80 million and adjusted EBITDA of $16 million to $20 million, indicating a strong outlook for growth driven by licensing and subscription expansion.

What management said

Thank you, Brady. We will now turn to questions from the analyst community, including Patrick Sholl from Barrington Research, Jason Kreyer from Craig-Hallum and Laura Martin from Needham & Company. Starting first with questions regarding our subscription business. From Pat Sholl, what subscriber trends are you seeing? And is it difficult to retain subscribers given your focus on AI licensing? And then from Jason, w...

Thank you, Vanessa. Our licensing initiatives have no impact on our subscriber retention. Both licensing and subscription businesses require new content typically. So in that sense, they are synergistic. But we're able to attend to both businesses, both revenue streams with the resources at hand. Our robust licensing business with the hundreds of partners who are part of our corpus only helps our retention efforts as...

What analysts pressed on

Analysts expressed concerns regarding the increase in costs associated with stock-based compensation and marketing expenses, which rose by 27% year-over-year. There were also questions about subscriber retention amid the focus on AI licensing and the impact of recent price increases on subscriber acquisition.

Main topics on the call

• Revenue Growth Strategy — Management emphasized a strategic shift towards long-term revenue opportunities, stating, "we made several deliberate choices in Q1 that affected near-term quarterly revenue, but in our view, strengthened the company's m...
• Licensing Revenue Growth — Licensing revenue increased by 11% year-over-year to $6 million, with management noting that "licensing revenue does not always move in a straight line quarter-to-quarter," indicating a focus on building durable partners...
• Adjusted EBITDA Performance — CuriosityStream achieved positive adjusted EBITDA of $0.9 million for the fifth consecutive quarter, reflecting operational efficiency despite a net loss, which was driven by stock-based compensation.
• Dividend Increase — The quarterly dividend was raised from $0.05 to $0.085, reflecting a commitment to returning value to shareholders, with a yield of over 11% based on the recent closing price.

Read the full CuriosityStream Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 CuriosityStream Inc. earnings call transcripts on record, spanning November 12, 2020 to May 14, 2026. Based on this history, CuriosityStream Inc. reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CURI

Exchange

NasdaqCM

Country

US

Sector

Communication Services

Industry

Entertainment

Calls on record

23

First call

November 12, 2020

Most recent

May 14, 2026

Reporting cadence

quarterly