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- **Record Library Growth**: Trailing 12-month library revenue hits $1 billion, up 13% YoY, driven by strong TV renewals and film slate visibility.
- **Blockbuster Pipeline**: Upcoming films (*Michael*, *Hunger Games*, *Resurrection*) generate unprecedented excitement, with *Michael* trailer views surpassing *John Wick 4*.
- **Financial Strength**: $1.6 billion backlog and plans to deleverage to 3-3.5x by 2028 through improved EBITDA and potential 3 Arts partnership.
- **AI-Driven Efficiency**: Leveraging AI for cost savings and creative expansion, while protecting IP from unauthorized use.

**【CEO Summary Section】**
- **Revenue and Library Growth**: Trailing 12-month library revenue reached $1 billion for the first time, up 13% year-over-year. Motion Picture segment profit rose significantly due to improved performance compared to last year's underperforming films.
- **Upcoming Releases**: Key films include *Michael* (April 2027), *Hunger Games: Sunrise on the Reaping* (November 2027), and *Resurrection Part 1* (March 2027). The *Michael* trailer generated 30 million views in the first 6 hours, surpassing *John Wick 4*.
- **Strategic Acquisitions**: Acquired future film and TV rights to the *Expendables* franchise and secured distribution rights for the next *Rambo* series. Expanded into sports talent management with the acquisition of A&A Management and hiring of Miles Garrett.
- **AI and Operational Efficiency**: Leveraging AI to enhance productivity and cost savings while protecting intellectual property from unauthorized use.

**【CFO Financial Commentary】**
- **Q2 2026 Financials**: Revenue of $475 million, adjusted OIBDA of $14 million, and a $1.6 billion backlog (up 31% sequentially). Motion Picture revenue was $276 million, driven by *Now You See Me: Now You Don't* and *The Housemaid*, while TV revenue was $199 million, benefiting from renewals of *The Hunting Wives* and *The Rainmaker*.
- **Leverage and Cash Flow**: Net debt of $1.7 billion, with plans to deleverage to 3-3.5x by fiscal 2028 through improved EBITDA and potential 3 Arts partnership. Adjusted free cash flow used was $129 million, with $800 million undrawn revolver and $247 million cash on hand.

**【Q&A Key Highlights】**
- **Film Slate Confidence**: Strong social media traction for *Now You See Me: Now You Don't* and *The Housemaid*, with exhibition partners expressing optimism. *Michael* trailer views exceeded *John Wick 4*, and *Hunger Games* franchise demand is robust.
- **TV Growth**: TV segment profit expected to strengthen in Q3/Q4 due to renewals and international licensing expansions. Scripted series deliveries are set to double in fiscal 2027.
- **Ancillary Revenue**: Stage plays (*John Wick*, *La La Land*) and gaming partnerships (*John Wick*, *Saw*) are generating incremental revenue. The *Michael* musical biopic is projected to perform in line with top-tier musicals.
- **M&A and 3 Arts**: Exploring partnerships to grow 3 Arts' sports and talent management business, with potential updates in Q1 2027. No immediate M&A plans but monitoring industry consolidation.

Lionsgate Studios Corp. (LION) Q2 2026 Earnings Call Transcript

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