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Added to YB: 2025-01-24

Pitch date: 2025-01-23

CURI [neutral]

CuriosityStream Inc.

+16.13%

current return

Author Info

The Tiger's Prey is a long-biased generalist public equities stockpicker sharing professional quality research. Sign up for the newsletter.

Company Info

CuriosityStream Inc. operates as a factual content streaming service and media company. The company provides premium video and audio programming services in various categories of factual entertainment, including science, history, society, nature, lifestyle, and technology through direct subscription video on-demand (SVoD) platforms accessible by internet connected devices, or indirectly via distribution partners who deliver CuriosityStream content via distributor’s platform or system, as well as through bundled content licenses for SVoD and linear offerings, talks and courses, and partner bulk sales.

Market Cap

$153.7M

Pitch Price

$2.14

Price Target

N/A

Dividend

3.61%

Sector

Entertainment

Category

growth

Show full summary:
Napkin Reports #2 - Highest Priority On: CURIOSITYSTREAM INC. | NasdaqCM:CURI

CURI (more research needed): Discovery founder's streaming co. 8 qtrs of improved FCF, last 3 positive. Cash-rich, debt-free. CEO guides strong growth, licensing rev >50% of subs. Cost-cutting, new monetization (FAST channels), efficient capital use (dividend, buybacks). AI expansion. Recent price surge warrants research.

Read full article (1 min)