ライブニュース • May 15
Versant Media Group Eyes Digital Expansion as Q1 Profitability Supports Shareholder Payouts Versant Media Group reported a 1% revenue decline in Q1 2026, mainly tied to softness in Pay TV affecting linear distribution and advertising, while Platforms and content licensing helped balance the impact.
Adjusted EBITDA rose 5% and free cash flow reached US$558 million, supporting a second quarterly dividend of US$0.375 per share and an accelerated US$100 million share repurchase planned for Q2 2026.
The company is putting more focus on direct-to-consumer offerings, with upcoming launches of the MS NOW subscription and Fandango AVOD services aimed at expanding audience reach and engagement.
The mix of solid profitability and meaningful cash returns, alongside investment in digital platforms, indicates a business that is using its existing cash generation to support both shareholder payouts and new growth initiatives.
Investors may want to watch how quickly the MS NOW and Fandango AVOD launches gain traction, since execution and user adoption will be important if the company is seeking to rely less on traditional Pay TV revenue over time. Reported Earnings • May 14
First quarter 2026 earnings released First quarter 2026 results: EPS: US$1.99. Revenue: US$1.69b (down 1.2% from 1Q 2025). Net income: US$286.0m (down 14% from 1Q 2025). Profit margin: 17% (down from 20% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Media industry in the US are expected to grow by 2.7%. お知らせ • Apr 25
Versant Media Group, Inc., Annual General Meeting, Jun 25, 2026 Versant Media Group, Inc., Annual General Meeting, Jun 25, 2026. お知らせ • Apr 14
Versant Media Group, Inc. to Report Q1, 2026 Results on May 14, 2026 Versant Media Group, Inc. announced that they will report Q1, 2026 results on May 14, 2026 お知らせ • Apr 04
Versant Media Group, Inc. (NasdaqGS:VSNT) acquired Stock Story, Inc. Versant Media Group, Inc. (NasdaqGS:VSNT) acquired Stock Story, Inc. on April 2, 2026. As part of the transaction, Adam Hejl will join Versant and report to Deep Bagchee, Chief Product and Technology Officer for News. StockStory’s team will support ongoing product and technology initiatives, with an initial focus on enhancing CNBC’s digital investing capabilities.
Versant Media Group, Inc. (NasdaqGS:VSNT) completed the acquisition of Stock Story, Inc. on April 2, 2026. Recent Insider Transactions • Mar 17
Independent Director recently bought US$510k worth of stock On the 13th of March, Leonard Potter bought around 14k shares on-market at roughly US$37.81 per share. This transaction increased Leonard's direct individual holding by 6x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$559k more in shares than they have sold in the last 12 months. Reported Earnings • Mar 04
Full year 2025 earnings released Full year 2025 results: EPS: US$6.45. Revenue: US$6.69b (down 5.3% from FY 2024). Net income: US$930.0m (down 32% from FY 2024). Profit margin: 14% (down from 19% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Media industry in the US are expected to grow by 2.8%. お知らせ • Feb 03
Versant Media Group, Inc. to Report Q4, 2025 Results on Mar 03, 2026 Versant Media Group, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 03, 2026 お知らせ • Jan 14
Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from NASDAQ-100 Index Versant Media Group, Inc removed from NASDAQ-100 Index. Valuation Update With 7 Day Price Move • Jan 06
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to US$36.26, the stock trades at a trailing P/E ratio of 3.9x. Average forward P/E is 9x in the Media industry in the US.