Added to YB: 2025-02-17
Pitch date: 2025-02-13
CURI [bullish]
CuriosityStream Inc.
-4.14%
current return
Author Info
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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
4.05 (+59%)
Dividend
3.61%
Sector
Entertainment
Category
growth
CuriosityStream Inc.: Rewriting the Revenue Script
CURI: Factual streaming platform refocusing on profitability. Cost cuts, new monetization (AI licensing, ads) & efficient capital use driving turnaround. Cash-rich balance sheet attracts buyout interest. Profitable DTC growth, content monetization & hidden assets (Nebula stake, IP rights) key to thesis. 3x multiple implies 50% upside. Risks: content slowdown, AI demand longevity.
Read full article (6 min)