CNVS earnings / call / takeaways

CNVS Q2 FY27 earnings call: key takeaways

What CNVS said on its earnings call of November 13, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 13, 2026·AI-generated from the call transcript and Lician data

Cineverse reported a net income of $3.2 million or 11 cents per share for Q2 FY2027, which beat the consensus estimate of -$0.23 per share (2:50)
The company reaffirmed its full-year fiscal 2027 guidance of $115 to $120 million in total revenues and $10 to $20 million in adjusted EBITDA. (4:42)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	-$0.23	–	–
Revenue	$24.3M	–	–

What changed since last quarter

Cineverse announced securing long-term rights to the latest feature film in the Jason Universe franchise, which will be fully funded internally. (4:42)
The company highlighted a 110% revenue increase versus the prior year, driven by the impact of recent acquisitions. (2:50)

Guidance

Metric	This call	Previous call
Revenue	Full-year revenue of $115 to $120 million (4:42)	not captured
EBITDA	Full-year adjusted EBITDA of $10 to $20 million (4:42)	not captured

What analysts pressed on

Whether the company is adding people or replacing them with technology (33:42)
Concerns about the impact of a 40% subscription price increase on subscriber numbers (33:42)
Details on the significant use of working capital and its components (33:42)

In their words

We recorded another very strong quarter, both operationally and financially. Christopher McGurk (2:50)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.