View ValuationVersant Media Group 향후 성장Future 기준 점검 1/6Versant Media Group 의 수익은 연간 3.3% 감소할 것으로 예상되는 반면, 연간 수익은 9.7% 로 증가할 것으로 예상됩니다. EPS는 연간 17.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10% 로 예상됩니다.핵심 정보9.7%이익 성장률17.05%EPS 성장률Media 이익 성장33.4%매출 성장률-3.3%향후 자기자본이익률10.04%애널리스트 커버리지Good마지막 업데이트10 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jul 08Versant Media Group, Inc. (NasdaqGS:VSNT) entered into a definitive agreement to acquire Full Swing Golf Holdings, Inc. from Bruin Capital Holdings, LLC and a group of minority investors for approximately $530 million.Versant Media Group, Inc. (NasdaqGS:VSNT) entered into a definitive agreement to acquire Full Swing Golf Holdings, Inc. from Bruin Capital Holdings, LLC and a group of minority investors for approximately $530 million on July 6, 2026. A cash consideration of $530 million will be paid by Versant Media Group, Inc. As part of consideration, $530 million is paid towards common equity of Full Swing Golf Holdings, Inc. Following the closing of the transaction, Full Swing will operate within Versant’s Digital Platforms and Ventures portfolio, and Ryan Dotters will join Versant, reporting to Will McIntosh. The transaction is subject to the satisfaction or waiver of customary closing conditions and is expected to close in the second half of 2026. Gibson, Dunn & Crutcher LLP acted as legal advisor for Versant Media Group, Inc. Moelis & Company LLC acted as financial advisor for Bruin Capital Holdings, LLC. Kirkland & Ellis LLP acted as legal advisor for Bruin Capital Holdings, LLC. The Kirkland team included corporate lawyers Christopher Burwell, Frank Saviano, Jason Krochak, Alan Heisman; tax lawyers Mark Schwed, David Gilbert; technology & IP transactions lawyers Seth Traxler; employment & labor lawyers Risa Salins; employee benefits lawyers Matthew Antinossi; debt finance lawyers Ashley Martin and Jason Kanner; antitrust & competition lawyers Andrea Murino; and executive compensation lawyers Maddison Malone Riddick.속보 • Jul 07Versant Media Group Agrees to Acquire Full Swing to Expand Sports Tech PortfolioVersant Media Group has entered a definitive agreement to acquire Full Swing, a sports technology company known for its interactive sports platform, in a cash deal expected to close in the second half of 2026. The deal broadens Versant Media Group’s reach beyond its current golf offerings into wider sports engagement, training, entertainment and performance data, adding a new technology layer to its existing interactive sports experiences. Versant Media Group shares trade at $37.22, with the stock down 20.2% year to date. This acquisition leans into tech-driven sports engagement. The key questions for investors are how effectively Versant Media Group integrates Full Swing’s platform and what it pays relative to the revenue and usage that technology can support.공시 • Jul 07Versant Media Group, Inc. to Report Q2, 2026 Results on Aug 06, 2026Versant Media Group, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 06, 2026공시 • Jun 29+ 3 more updatesVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from Russell 1000 Value-Defensive IndexVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from Russell 1000 Value-Defensive IndexUpcoming Dividend • Jun 24Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 01 July 2026. Payment date: 22 July 2026. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.2%).공시 • Jun 22Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from FTSE All-World Index (USD)Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from FTSE All-World Index (USD)Seeking Alpha • Jun 19Versant Media Group: Cheap Cash Flow, But Not Enough To Justify BuySummary Versant Media Group earns a hold rating due to strong free cash flow but persistent core earnings decline. VSNT trades at a low multiple (~7x NTM P/E) and returns capital, yet legacy segments (80%+ revenue) are shrinking rapidly. Platform assets like Fandango and GolfNow show promise, with Q1 platform revenue up 9.5% y/y, but remain too small to offset declines. VSNT’s long-term upside depends on successfully pivoting to digital and direct-to-consumer models to stabilize or grow earnings. Read the full article on Seeking Alpha속보 • May 15Versant Media Group Eyes Digital Expansion as Q1 Profitability Supports Shareholder PayoutsVersant 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 14First quarter 2026 earnings releasedFirst 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%.공시 • Apr 25Versant Media Group, Inc., Annual General Meeting, Jun 25, 2026Versant Media Group, Inc., Annual General Meeting, Jun 25, 2026.공시 • Apr 14Versant Media Group, Inc. to Report Q1, 2026 Results on May 14, 2026Versant Media Group, Inc. announced that they will report Q1, 2026 results on May 14, 2026공시 • Apr 04Versant 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 17Independent Director recently bought US$510k worth of stockOn 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 04Full year 2025 earnings releasedFull 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%.공시 • Mar 03+ 1 more updateVersant Media Group, Inc. (NasdaqGS:VSNT) announces an Equity Buyback for $1,000 million worth of its shares.Versant Media Group, Inc. (NasdaqGS:VSNT) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares.공시 • Feb 03Versant Media Group, Inc. to Report Q4, 2025 Results on Mar 03, 2026Versant Media Group, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 03, 2026공시 • Jan 14Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from NASDAQ-100 IndexVersant Media Group, Inc removed from NASDAQ-100 Index.Valuation Update With 7 Day Price Move • Jan 06Investor 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.공시 • Jan 06+ 6 more updatesVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from S&P 500 ValueVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from S&P 500 Value이익 및 매출 성장 예측NasdaqGS:VSNT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,9261,0209511,160512/31/20276,1141,0689871,237612/31/20266,4106001,2141,47863/31/20266,6698491,9562,129N/A12/31/20256,6889301,8552,022N/A9/30/20256,8011,1252,0182,156N/A6/30/20256,8511,2292,1482,240N/A3/31/20256,9551,3292,0852,147N/A12/31/20247,0621,3632,1572,211N/A12/31/20237,4451,5392,3722,428N/A12/31/20227,8341,7642,4442,509N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: VSNT 의 연간 예상 수익 증가율(9.7%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: VSNT 의 연간 수익(9.7%)이 US 시장(18.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: VSNT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: VSNT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.3%).고성장 매출: VSNT 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -3.3%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: VSNT의 자본 수익률은 3년 후 10%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/10 06:07종가2026/07/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Versant Media Group, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPMichael NgGoldman SachsDavid KarnovskyJ.P. Morgan4명의 분석가 더 보기
공시 • Jul 08Versant Media Group, Inc. (NasdaqGS:VSNT) entered into a definitive agreement to acquire Full Swing Golf Holdings, Inc. from Bruin Capital Holdings, LLC and a group of minority investors for approximately $530 million.Versant Media Group, Inc. (NasdaqGS:VSNT) entered into a definitive agreement to acquire Full Swing Golf Holdings, Inc. from Bruin Capital Holdings, LLC and a group of minority investors for approximately $530 million on July 6, 2026. A cash consideration of $530 million will be paid by Versant Media Group, Inc. As part of consideration, $530 million is paid towards common equity of Full Swing Golf Holdings, Inc. Following the closing of the transaction, Full Swing will operate within Versant’s Digital Platforms and Ventures portfolio, and Ryan Dotters will join Versant, reporting to Will McIntosh. The transaction is subject to the satisfaction or waiver of customary closing conditions and is expected to close in the second half of 2026. Gibson, Dunn & Crutcher LLP acted as legal advisor for Versant Media Group, Inc. Moelis & Company LLC acted as financial advisor for Bruin Capital Holdings, LLC. Kirkland & Ellis LLP acted as legal advisor for Bruin Capital Holdings, LLC. The Kirkland team included corporate lawyers Christopher Burwell, Frank Saviano, Jason Krochak, Alan Heisman; tax lawyers Mark Schwed, David Gilbert; technology & IP transactions lawyers Seth Traxler; employment & labor lawyers Risa Salins; employee benefits lawyers Matthew Antinossi; debt finance lawyers Ashley Martin and Jason Kanner; antitrust & competition lawyers Andrea Murino; and executive compensation lawyers Maddison Malone Riddick.
속보 • Jul 07Versant Media Group Agrees to Acquire Full Swing to Expand Sports Tech PortfolioVersant Media Group has entered a definitive agreement to acquire Full Swing, a sports technology company known for its interactive sports platform, in a cash deal expected to close in the second half of 2026. The deal broadens Versant Media Group’s reach beyond its current golf offerings into wider sports engagement, training, entertainment and performance data, adding a new technology layer to its existing interactive sports experiences. Versant Media Group shares trade at $37.22, with the stock down 20.2% year to date. This acquisition leans into tech-driven sports engagement. The key questions for investors are how effectively Versant Media Group integrates Full Swing’s platform and what it pays relative to the revenue and usage that technology can support.
공시 • Jul 07Versant Media Group, Inc. to Report Q2, 2026 Results on Aug 06, 2026Versant Media Group, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 06, 2026
공시 • Jun 29+ 3 more updatesVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from Russell 1000 Value-Defensive IndexVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from Russell 1000 Value-Defensive Index
Upcoming Dividend • Jun 24Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 01 July 2026. Payment date: 22 July 2026. Payout ratio is a comfortable 6.2% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.2%).
공시 • Jun 22Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from FTSE All-World Index (USD)Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from FTSE All-World Index (USD)
Seeking Alpha • Jun 19Versant Media Group: Cheap Cash Flow, But Not Enough To Justify BuySummary Versant Media Group earns a hold rating due to strong free cash flow but persistent core earnings decline. VSNT trades at a low multiple (~7x NTM P/E) and returns capital, yet legacy segments (80%+ revenue) are shrinking rapidly. Platform assets like Fandango and GolfNow show promise, with Q1 platform revenue up 9.5% y/y, but remain too small to offset declines. VSNT’s long-term upside depends on successfully pivoting to digital and direct-to-consumer models to stabilize or grow earnings. Read the full article on Seeking Alpha
속보 • May 15Versant Media Group Eyes Digital Expansion as Q1 Profitability Supports Shareholder PayoutsVersant 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 14First quarter 2026 earnings releasedFirst 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%.
공시 • Apr 25Versant Media Group, Inc., Annual General Meeting, Jun 25, 2026Versant Media Group, Inc., Annual General Meeting, Jun 25, 2026.
공시 • Apr 14Versant Media Group, Inc. to Report Q1, 2026 Results on May 14, 2026Versant Media Group, Inc. announced that they will report Q1, 2026 results on May 14, 2026
공시 • Apr 04Versant 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 17Independent Director recently bought US$510k worth of stockOn 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 04Full year 2025 earnings releasedFull 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%.
공시 • Mar 03+ 1 more updateVersant Media Group, Inc. (NasdaqGS:VSNT) announces an Equity Buyback for $1,000 million worth of its shares.Versant Media Group, Inc. (NasdaqGS:VSNT) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares.
공시 • Feb 03Versant Media Group, Inc. to Report Q4, 2025 Results on Mar 03, 2026Versant Media Group, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 03, 2026
공시 • Jan 14Versant Media Group, Inc.(NasdaqGS:VSNT) dropped from NASDAQ-100 IndexVersant Media Group, Inc removed from NASDAQ-100 Index.
Valuation Update With 7 Day Price Move • Jan 06Investor 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.
공시 • Jan 06+ 6 more updatesVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from S&P 500 ValueVersant Media Group, Inc.(NasdaqGS:VSNT) dropped from S&P 500 Value