CuriosityStream Inc. (CURI) research, news, and more from GeoInvesting

Company description

Thu, 03 Apr 2025 12:56:43 GMT

CuriosityStream Inc is a media and entertainment company. It offers premium video programming across the principal categories of factual entertainment, including science, history, society, nature, lifestyle and technology. The company's mission is to provide premium factual entertainment that informs, enchants and inspires. It is seeking to meet demand for high-quality factual entertainment through SVoD platforms, as well as via bundled content licenses for SVoD and linear offerings, partner bulk sales, brand partnerships and content sales.

Research

Thu, 13 Nov 2025 05:00:00 GMT

CuriosityStream Inc. (NASDAQ:CURI) ($3.76; $217.8M market cap) announced Q3 2025 results:

Q3 sales of $18.4 million vs. $12.6 million in the prior year, ahead of analyst estimates of $16.4 million
Q3 2025 loss per share: ($0.06) vs. loss of ($0.06) in the prior year, below analyst estimates of ($0.03) loss per share
The Company’s Board of Directors declared a Q4 cash dividend of $0.08 per share, payable on December 19, 2025, to stockholders of record on December 5, 2025.
Operating cash flow of $4.5 million, up 101%
Gross margin of 59% vs. 54% in the prior year
$29.3 million in cash/restricted cash/held-to-maturity securities and no debt as of September 30, 2025
Paid $4.6 million in ordinary dividends
Revenue expected between $18 million and $20 million (27%–42% YoY growth)

Management Commentary:

“Our Q3 results—above guidance—reflect disciplined execution and durable, recurring demand for our content. Revenue grew 46% year over year, adjusted free cash flow increased 88%, and Adjusted EBITDA improved from negative to a positive $3 million,” said Clint Stinchcomb, President & CEO of CuriosityStream. “Our complementary growth engines—retail and wholesale subscriptions, plus AI and traditional licensing—are building momentum and strengthening CuriosityStream’s position at the intersection of knowledge, media, and artificial intelligence.”

CuriosityStream is a media and entertainment company that offers a subscription video content platform based on factual entertainment across categories like science, history, society, nature, lifestyle and technology.

Research

Wed, 06 Aug 2025 04:00:00 GMT

CuriosityStream Inc. (NASDAQ:CURI) ($4.71; $271.8M market cap) announced Q2 2025 results:

Q2 2025 sales of $19.0 million vs. $12.4 million in the prior year; ahead of $16.4 million analyst estimate.
Q2 2025 EPS: $0.01 vs. loss of $(0.04) in the prior year and ahead of analyst estimates of a loss of $0.01.
Record net income of $0.8 million, compared to a $2.0 million net loss in Q2 2024
Record gross profit of $10.1 million (53.4% margin) vs. $6.4 million (51.6%)
Paid $4.6 million ordinary dividend and $5.8 million special dividend
Declared Q3 2025 cash dividend of $0.08 per share, payable September 19, 2025
Ended quarter with $30.7 million in cash, restricted cash, and securities; no debt
New/expanded distribution agreements in Asia and Latin America
Service launches across Europe, including Curiosity University on Amazon Prime
Expanded AI/data licensing partnerships for third straight quarter
Guidance: Q3 2025 revenue expected: $15–$18 million (Q3 revenue estimate is $14.4); FY2025 Adjusted Free Cash Flow guidance: $11–$13 million.

"We delivered strong second-quarter results, with net income and EBITDA continuing to grow at record levels. Revenue increased 53% year-over-year to $19 million, surpassing our guidance and underscoring the momentum in our business,” said Clint Stinchcomb, President & CEO of CuriosityStream.

“Our AI licensing business continues to scale with increasing revenue from new partnerships as well as repeat customers among some of the key technology companies in the business.”

Research

Fri, 09 May 2025 20:13:50 GMT

CuriosityStream Inc. (NASDAQ:CURI) ($4.47; $257.6M market cap) announced a special dividend declaration:

Special Dividend: One-time cash dividend of $0.10 per share, payable on June 27, 2025 to shareholders of record on June 13, 2025
This is incremental to regular quarterly dividends which began in April 2024
Current annual dividend rate is $0.32 per share, up from the initial $0.10 per share

Management Commentary:

“Today’s dividend announcement reflects the strength of our financial position and rewards the enduring support of our shareholders,” said Clint Stinchcomb, CEO of CuriosityStream.

“The increase in dividend payouts underscores our long-term commitment to returning value to our shareholders... and our belief that capital beyond our operational needs should be returned to those who have invested in our success.”

Research

Wed, 07 May 2025 13:54:39 GMT

CuriosityStream Inc. (NASDAQ:CURI) ($3.30; $187.9M market cap) announced Q1 2025 results:

Q1 sales of $15.1 million vs. $12.0 million in the prior year
Q1 EPS of $0.01 vs. $(0.09) in the prior year
Dividend Program Increased 100% to $0.32 Annually

"We’re thrilled to begin 2025 with a quarter of historic milestones, achieving positive net income and EBITDA for the first time, 26% top-line revenue growth and a continued trajectory of positive adjusted free cash flow, which came in at the top end of our guidance,” said Clint Stinchcomb, President & CEO of CuriosityStream.

"In light of our confidence in the future and our growth path, and in a continuing effort to reward our shareholders, we are doubling our quarterly dividend to $0.08 per share. We believe our substantial quantity and quality of premium factual video and data represents a corpus of content that is uniquely attractive to a notably broad set of licensors and consumers."

It was nice to see CURI post a solid earnings report on the heels of our bullish Fireside Skull session with management. The skull session was the impetus for adding the stock to our model portfolio.

Research

Thu, 17 Apr 2025 20:00:03 GMT

Curiositystream Inc. (NASDAQ:CURI) ($2.91; $167.6 M market cap) in a 8K filed on April 15th, 2025 the company announced that its wholly owned subsidiary entered into a third party agreement, which the company expects to generate more than $7 million in revenue from.

With quarterly revenues in the $12 to $15 million range, this is a nice sized contract, and matches the narrative in our Skull Session with him two weeks ago. There was no timetable mentioned in the 8K so it is unclear if it will be spread out over the year (or years), or all in one quarter.

No press release was issued as of this email.

CURI is a media and entertainment company that offers a subscription video content platform based on factual entertainment across categories like science, history, society, nature, lifestyle and technology.