CuriosityStream 2025 Q2 Earnings Strong Performance as Net Income Surges 138.6%

Generated by AI AgentAinvest Earnings Report Digest
Thursday, Aug 7, 2025 4:32 pm ET2min read
Aime RobotAime Summary

- CuriosityStream (CURI) reported Q2 2025 earnings with 53.4% revenue growth to $19.01M and a 138.6% net income turnaround to $784K.

- Content Licensing drove 49% of revenue ($9.34M), while AI licensing expansion and international growth fueled raised full-year guidance.

- Despite strong results, shares fell 19.39% recently, contrasting historical post-earnings outperformance of 122.02% over three years.

- CEO Clint Stinchcomb highlighted record Adjusted EBITDA ($3M) and $11-13M 2025 Free Cash Flow guidance amid new global partnerships.

CuriosityStream(CURI) reported its fiscal 2025 Q2 earnings on Aug 07th, 2025. The company beat expectations with a 53.4% year-over-year revenue increase and a significant turnaround to profitability. It raised guidance for the year, reflecting confidence in continued momentum in key growth areas like AI licensing.

Revenue
CuriosityStream’s revenue surged 53.4% to $19.01 million in Q2 2025, far exceeding the $12.39 million reported in the same period a year ago. The Direct Business segment accounted for $8.38 million, while Content Licensing brought in $9.34 million, the largest single contribution. The Bundled Distribution segment added $921,000, and Other segments contributed $368,000, collectively rounding out the company’s total revenue.

Earnings/Net Income
The company returned to profitability, reporting a net income of $784,000 for Q2 2025, representing a dramatic 138.6% improvement from the $2.03 million net loss in Q2 2024. Earnings per share (EPS) came in at $0.01, a 125.0% positive swing from a $0.04 loss per share in the prior year. This marked a new six-year high for Q2 net income.

Price Action
Despite the strong earnings report, CuriosityStream’s stock price has seen a notable pullback, falling 19.39% on the most recent trading day and declining further by 7.63% over the past week and 11.11% month-to-date.

Post Earnings Price Action Review
A buy-and-hold strategy initiated on the day of the earnings report has historically performed exceptionally well over the past three years, delivering a 122.02% return compared to the 49.25% benchmark return. This strategy achieved an excess return of 72.77% and maintained a maximum drawdown of 0.00%, reflecting strong risk-adjusted performance with a Sharpe ratio of 0.35. The consistent 30.78% CAGR further underscores its robustness.

CEO Commentary
Clint Stinchcomb, President & CEO of , praised the second-quarter results, highlighting the 53% year-over-year revenue increase as a significant achievement that exceeded guidance. He emphasized growing momentum, particularly in AI licensing, where new and repeat partnerships are fueling expansion. Stinchcomb noted that net income and EBITDA reached record levels, with Adjusted EBITDA at $3.0 million, an improvement of $4.0 million compared to the prior year.

Guidance
CuriosityStream provided forward-looking revenue guidance for Q3 2025 of $15–$18 million and expects Adjusted Free Cash Flow for the full year 2025 to be between $11–$13 million. The company also reiterated its strategic focus on AI licensing expansion and international distribution, with new partnerships and market entries planned across Asia, Latin America, and Europe.

Additional News
On Aug 07, 2025, CuriosityStream issued its quarterly earnings report under the headline: *CuriosityStream (NASDAQ:CURI) Issues Quarterly Earnings …*. The report was published on its official site, though access required JavaScript and cookies to be enabled. No M&A activity, C-level changes, or dividend/buyback announcements were disclosed in the three weeks following the report. The primary focus remained on the strong financial performance and strategic initiatives in AI licensing and international growth.

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