CuriosityStream Inc Class A (CURI)

CuriosityStream reported a 46% year-over-year revenue increase in Q3 2025, but missed EPS estimates. In Q2 2025, the company announced a 53% year-over-year revenue growth and reported positive net income and adjusted EBITDA. A quarterly cash dividend of $0.08 per share was declared on January 28, 2026. CuriosityStream reaffirmed its Q4 2025 revenue guidance. A share repurchase program for up to $4 million of common stock was authorized. CURI's stock has traded between $2.06 and $7.15 over the past 52 weeks.

CuriosityStream's revenue exhibits some seasonality, with the fourth quarter being the strongest. Revenue in the first quarter is expected to decline relative to the fourth quarter, primarily due to lower pre-sales licensing revenue. This decline is then anticipated to be partially offset by continued growth in the direct-to-consumer business, with modest revenue increases expected between the first and second quarters.

CuriosityStream, Inc. (CURI) is a media and entertainment company specializing in factual content, operating within the Communication Services sector. It delivers premium factual entertainment through its subscription video-on-demand (SVOD) platforms. Content is delivered through distribution partners. The company licenses its extensive library of factual films, shows, and series. Content is provided to institutional clients. Video and audio content is licensed for artificial intelligence model training. A linear television channel is available through global distribution partners. Talks and courses from university professors are featured. Free, ad-supported channels are available. Original content and podcasts are offered. Original programming is overseen.

CuriosityStream operates on a global scale, reaching over 175 countries and serving millions of subscribers worldwide.

CuriosityStream's brand reputation has been influenced by challenges with declining subscribers and strategic advancements. The entry into AI video training data licensing has generated positive buzz. The announcement of a quarterly dividend has contributed to a perception of financial confidence. Cost-cutting measures have raised concerns about potential compromises to its long-term growth trajectory.

CuriosityStream Inc. has a diverse ownership structure including institutional owners, insiders, public companies, and individual investors. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., Thompson Siegel & Walmsley Llc, Renaissance Technologies Llc, and State Street Corp. Insider trading activity has shown 26 sales and no purchases by various executives in the past six months.