Did Dolphin beat or miss consensus estimates last quarter?

What is Dolphin's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Dolphin year over year?

What is Dolphin's gross profit margin?

What were the key takeaways from Dolphin’s earnings call?

What guidance did Dolphin's management provide for the next earnings period?

What factors drove the changes in Dolphin's revenue and profit?

What were the key takeaways from Dolphin's earnings call?

- **Revenue Surge**: 27% Q4 revenue growth (organic), full-year +10% to $56.7M. 
- **Profit Leap**: EBITDA tripled to $2.9M (2024: $0.9M), Q4 EBITDA of $1.7M vs. loss. 
- **Dealmaker Potential**: Community capital raises generating marketing fees and equity with no capital outlay. 
- **AI Innovation**: New division offering AI optimization services, targeting 6-8 figure campaigns. 
- **Cash Flow Catalysts**: $1M annual lease savings, debt repayment by Q3 2028, $127M NOLs shielding taxes. 
- **Growth Confidence**: 5% EBITDA margin in 2025 → higher in 2026; organic growth + margin expansion. 


**【CEO Summary Section】**
- **Revenue Growth**: Full-year revenue increased 10% to $56.7 million, with Q4 revenue up 27% YoY to $15.6 million (entirely organic). 
- **Profitability**: Adjusted EBITDA tripled to $2.9 million (2024: $0.9 million), with Q4 EBITDA of $1.7 million vs. a loss of $0.5 million in 2024. 
- **Dealmaker Partnership**: Strategic collaboration with Dealmaker to enable community capital raises for entertainment brands, generating marketing fees and equity stakes with minimal capital outlay. 
- **Dolphin Intelligence**: New AI-driven marketing division offering generative engine optimization and AI readiness audits, leveraging earned media expertise. 
- **2026 Outlook**: Expect continued organic growth, EBITDA margin expansion (5% in 2025 → higher in 2026), and free cash flow growth driven by $127M NOLs and lease savings. 
- **Financial Catalysts**: $1M annualized lease savings (NY 2026, LA 2027) and debt repayment by Q3 2028. 

**【CFO Financial Commentary】**
- **Full-Year Results**: Operating loss narrowed to $39.5 million (2024: $10.5M loss), net loss of $3.1 million (2024: $12.6M loss). 
- **Q4 Metrics**: Adjusted EBITDA of $1.7 million vs. $0.5M loss in 2024. 
- **Non-GAAP Measures**: Reconciliations provided in earnings release. 

**【Q&A Highlights】**
- **Dealmaker Deal Flow**: Targeting $0.5-$5M raises for consumer products, with 6-8 week prep period and 4-month raise window. 90%+ success rate. 
- **Venture Pipeline**: 1-2 deals/month, focusing on liquor, cosmetics, wellness, and sports products. 
- **AI Adoption**: Existing clients undergoing AI audits, with 6-8 figure marketing campaigns expected. 
- **Youngblood Film**: Pay-per-view window opening in late March, streaming sale pending. 
- **Growth Sustainability**: 27% Q4 revenue growth; expect continued organic growth with EBITDA margin expansion. 
- **Capital Efficiency**: Minimal upfront capital for ventures; NOLs shield tax payments. 


Dolphin Entertainment, Inc.(DLPN)-20260326-2025 Q4 Earnings call transcript

- **Revenue Growth Record**: Q3 2025 revenue $14.8 million (+16.7% YoY), highest since Blue Angels-driven Q1 2024.
- **Profitability Breakthrough**: First quarter with positive operating income ($308k) and adjusted operating income ($1 million).
- **Cross-Selling Success**: 7 subsidiaries achieved organic growth, led by 42West (largest subsidiary) and Shore Fire Media (35 Grammy nominations).
- **Film Momentum**: Youngblood film gains NHL partnership, Toronto Festival success; expects distribution deal by year-end.
- **CEO Investment**: Bought 2% of shares since April and committed $5,000/week stock purchases through 2026.

**【CEO Summary Section】**
- **Record Q3 Revenue Growth**: $14.8 million, up 16.7% YoY, driven by organic growth across 7 subsidiaries without one-time events.
- **Operating Income Turnaround**: $308,296 operating income vs. $8.2 million loss last year; adjusted operating income rose to $1 million (6.9% of revenue) from $492,620 in Q2.
- **Cross-Selling Success**: Subsidiaries like 42West, Shore Fire Media, and The Door achieved strong Q3 performance, with 42West leading as the largest subsidiary.
- **Youngblood Film Momentum**: Premiered at Toronto Film Festival with overflow screenings; partnered with LA Kings for NHL's first major film collaboration in 20+ years; expects distribution announcement soon.
- **CEO Confidence**: Purchased 2% of shares since April and initiated $5,000/week stock buy plan through Dec 2026, signaling long-term belief in growth.

**【CFO Financial Commentary】**
- **Revenue & Profitability**: Q3 2025 revenue $14.8 million (+16.7% YoY); net loss $365,494 vs. $8.7 million loss last year.
- **Cost Efficiency**: Operating expenses down 30% to $14.5 million; noncash expenses $177,365 vs. $8 million last year.
- **Simplified P&L**: Eliminated warrants, contingent consideration, and most convertible notes; now shows clear operational performance.

**【Q&A Highlights】**
- **Organic Growth Drivers**: Cross-selling between subsidiaries (e.g., 42West + Shore Fire Media) and client retention/expansion.
- **42West Strength**: Q4 typically strong for PR agency; September/October 2025 revenue up significantly.
- **The Door Recovery**: Rebuilt post-COVID with Jesse Gerstein rehires; now represents diverse clients like restaurants, tech, and sports.
- **Youngblood Distribution**: Final footage completed; negotiating with distributors for 2026 release.
- **Strategic Balance**: Investing in growth (e.g., affiliate programs) while maintaining adjusted operating income (Q3: $1 million vs. $492k Q2).
- **Government Shutdown Impact**: No material effect; clients in entertainment, lifestyle, and sports less affected by travel/tariffs.

Dolphin Entertainment, Inc. (DLPN) Q3 2025 Earnings Call Transcript

- **Revenue Milestone**: Q2 2025 revenue of $14.1 million (+23% YoY) marks a record quarter for Dolphin Entertainment.
- **Profitability Breakthrough**: First positive adjusted operating income ($628k) since Q2 2024, signaling margin expansion.
- **Strategic Initiative Launch**: Tastemakers division integrates talent management and PR, creating a unique creator ecosystem.
- **Film Festival Success**: *Youngblood* selected for TIFF premiere, with potential $1 million+ profit if sold.
- **Cost Efficiency Roadmap**: $3.25 million+ annual savings by 2028 from lease expirations and loan repayment.

**【CEO Summary Section】**
- **Record Revenue Growth**: Q2 2025 revenue reached $14.1 million, a 23% year-over-year increase, driven by core subsidiary performance without contributions from ventures.
- **Adjusted Operating Income**: Achieved $628,000 in adjusted operating income, compared to a $137,000 loss in Q2 2024, marking a 4.5% margin.
- **Tastemakers Division Launch**: Integrated talent management and PR division (combining The Digital Department and The Door) to create cohesive creator strategies, with early signings including culinary and lifestyle influencers.
- **Youngblood Film Premiere**: Feature film adaptation of *Youngblood* selected for Toronto International Film Festival premiere, with potential distribution opportunities.
- **Future Cost Savings**: Anticipated $3.25 million+ annual cash savings by 2028 from lease expirations (NYC: 2026, LA: 2027) and repayment of $2.2 million in bank loans by 2028.

**【CFO Financial Commentary】**
- **Revenue and Expenses**: Total revenue $14.1 million vs. $11.4 million YoY; operating expenses $14.1 million (including $600k D&A) vs. $12.6 million YoY.
- **Net Loss**: $1.4 million (Q2 2025) vs. $1.6 million (Q2 2024), with net loss per share of $0.13 vs. $0.17.
- **Non-Recurring Costs**: $900k in Q2 2025 vs. $400k YoY, primarily from Always Alpha/Affiliate Marketing investments.

**【Q&A Highlights】**
- **Revenue Growth Drivers**: Broad-based across 7 subsidiaries, with event company and PR firms (The Door, Shore Fire) outperforming.
- **Investments in Growth**: $2.2 million/year in Always Alpha (women's sports) and Affiliate Marketing, expected to yield returns in 2026+.
- **Youngblood Film Structure**: Fully financed via Canadian co-production credits and bank loans, with no capital outlay for Dolphin; potential $0.5-1 million profit if sold for $2-3 million.
- **IMAX Partnership**: Actively negotiating follow-up to *Blue Angels* documentary, with *Youngblood* signaling return to scripted film production.
- **Seasonality**: Q1 typically weakest, Q4 strongest; Q3/Q2 revenue comparable with slight H2 advantage.

Dolphin Entertainment, Inc. (DLPN) Q2 2025 Earnings Call Transcript

- **Core Revenue Growth**: 2% YoY in entertainment marketing, resilient despite $3.4M Blue Angels loss.
- **Strategic Investments**: 
  - **Women's Sports**: Doubling roster to 30+ athletes by year-end, targeting 2026+ profit.
  - **Affiliate Marketing**: Tripling influencers to 75+ by year-end, aiming for Q4 2025 profitability.
- **Operational Strength**: $600K adjusted loss contained, with CEO initiating stock purchases.
- **Film Pipeline**: Youngblood film targeting February 2026 release, with Q4 2025 festival screenings.
- **Growth Catalysts**: Affiliate marketing (25%+ of influencer business by year-end), women's sports first-mover advantage.

**【Management Opening Remarks】**
- James Carbonara provided standard disclaimers regarding forward-looking statements and non-GAAP financial measures, emphasizing the exclusion of one-time Blue Angels documentary revenue from core performance metrics.

**【CEO Commentary】**
- **Revenue Performance**: Q1 2025 total revenue was $12.2 million (down 20% YoY), but core entertainment publicity and marketing revenue grew 2% YoY to $12.1 million, excluding the $3.4 million Blue Angels contribution.
- **Strategic Investments**: 
  - **Always Alpha**: Targeting doubling the women's sports roster by end-2025, with focus on soccer and basketball. Current roster includes 15+ athletes, with revenue recognition lagging 6-9 months due to endorsement deal timelines.
  - **Affiliate Marketing**: Aiming to triple influencer roster from 24 to ~75 by year-end, positioning as a one-stop shop for creators and brands. Expected to become a profit center by Q4 2025.
- **Operational Resilience**: Adjusted operating loss of $600K was contained despite LA wildfires and lighter award season, reflecting cost discipline.
- **CEO Confidence**: Bill O’Dowd initiated weekly stock purchases via 10b5-1 plan, signaling belief in long-term growth potential.

**【CFO Financial Commentary】**
- **Key Metrics**: 
  - Total revenue: $12.2M (vs. $15.2M YoY)
  - Operating expenses: $13.9M (down 8% YoY)
  - Adjusted operating loss: $600K (vs. $1M YoY, excluding Blue Angels)
  - Net loss: $2.3M (vs. $0.3M YoY)
- **Cost Management**: Non-cash expenses were $1.2M, with 2% core revenue growth driven by agency fee increases and client retention.

**【Q&A Highlights】**
- **Always Alpha Growth**: Managers take 3-6 months to sign talent, with revenue recognition lagging 6-9 months. Potential for 2026+ profit center.
- **Affiliate Marketing**: 24 influencers → 75+ by year-end, targeting 25%+ of core influencer business. Quick turnaround (cash-positive within months) due to affiliate link optimization.
- **Youngblood Film**: Aiming for February 2026 release, aligning with Winter Olympics and NHL playoffs. Currently in post-production with Q4 2025 festival screenings.
- **2025 Priorities**: Expand Always Alpha, scale affiliate marketing, and execute film/venture pipeline.


Actual							0.1	-1.2	-0.1	-1.46	0.26	-0.54	-0.26	0.08	-0.28	-0.66	-0.46	-1.2	-0.54	-1.08	-0.04	-0.16	-0.8	-0.21	-0.13	-0.03	0.1
Forecast							-0.7	-0.7667	-0.6333	-0.28	-0.39	0.01	0.11	-0.07	-0.06	0	-0.18	-0.12	-0.16	-0.42	-0.3	-0.18	-0.1	-0.15	-0.05	-0.06	0
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+114.29%	-56.51%	+84.21%	-421.43%	+166.67%	-5500.00%	-336.36%	+214.29%	-366.67%	0.00%	-155.56%	-900.00%	-237.50%	-157.14%	+86.67%	+11.11%	-700.00%	-40.00%	-160.00%	+50.00%	0.00%

DLPN

DLPN fundamentals

DLPN Q4 2025 Earnings

Earnings Call

You can ask Aime

DLPN

DLPN fundamentals

DLPN Q4 2025 Earnings

Earnings Call

DLPN Earnings Call Summary for Q4/20254:30 PM on Mar 25, 2026

DLPN Earnings Call Summary for Q3/20254:30 PM on Nov 12, 2025

DLPN Earnings Call Summary for Q2/20254:30 PM on Aug 13, 2025

DLPN Earnings Call Summary for Q1/20254:30 PM on May 13, 2025

DLPN Earnings Call Summary for Q3/20244:30 PM on Nov 14, 2024

You can ask Aime