Cineverse Corp. Class A (CNVS)

In the past six months, Cineverse Corp. reported strong Q4 and fiscal year 2025 results, driven by the success of "Terrifier 3" and growth in streaming, digital, and podcast businesses. The company announced a 22% jump in Q1 revenue and a 73% year-over-year growth in FAST viewing. A shareholder investigation was announced regarding potential breaches of fiduciary duties. Benchmark maintained a "Speculative Buy" recommendation for Cineverse. Cineverse Corp. reported its Q2 2026 earnings per share (EPS) of -$0.31, missing estimates. The share price of CNVS declined by 35.84% between November 20, 2024, and November 19, 2025.

Demand seasonality for Cineverse Corp.'s products and services is influenced by general streaming and entertainment consumption patterns. The company anticipates its horror vertical to enter its busiest season. Ad-supported Connected TV (CTV) viewership has shown increases during summer months. There can be monthly variations in TV usage, with February showing a decline in overall TV and streaming consumption compared to January.

Cineverse Corp. operates in the Communication Services sector, focusing on Entertainment and Movies and Entertainment industries. The company owns and operates streaming channels catering to niche audiences, including SVOD, AVOD, and FAST channels. It aggregates and distributes feature films and television programs, and offers the Matchpoint™ SaaS platform for OTT app development and content distribution. Cineverse also sells physical products like DVDs and Blu-ray discs and operates the Cineverse Podcast Network.

Cineverse Corp. is headquartered in New York, New York, and Los Angeles, California, primarily serving audiences in the United States and Canada. It has international licensing agreements in Europe and Latin America and has expanded its FAST footprint with channels launched on Samsung TV Plus Australia. Cineverse also has an offshoring initiative to Cineverse Services India to reduce operating expenses.

Information directly assessing Cineverse Corp.'s brand reputation in the past year is not readily available. The company rebranded to Cineverse Corp. in May 2023 to reflect its focus on streaming content and technology. A shareholder investigation announced in October 2025 could potentially affect reputation, but its impact is yet to be determined.

Cineverse Corp. has 59 institutional owners and shareholders holding a total of 3,959,569 shares, including Corsair Capital Management, L.P., and Vanguard Group Inc. Key individual executives with reported shareholdings include Christopher J. McGurk, Gary S. Loffredo, and Erick Opeka.