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Added to YB: 2025-02-14

Pitch date: 2025-02-13

CURI [bullish]

CuriosityStream Inc.

-4.14%

current return

Author Info

Northeastern University Student Value Fund is the premier investment fund at Northeastern University. Visit their website.

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

$2.66

Price Target

N/A

Dividend

3.61%

Sector

Entertainment

Category

growth

Show full summary:
Long: CuriosityStream - Extensive SG&A cuts and strong growth in licensing and D2C being overlooked due to recent turnaround

CURI: SG&A cuts, licensing growth overlooked. AI training opportunity for low-cost revenue. Cost-cutting to reach EBITDA profitability by 2026. D2C upsell & ads to boost subs. Risks: partner dependency, content costs. AI licensing, cost control, AVOD/FAST expansion key catalysts. 30% cash, no debt.

Read full article (4 min)