CuriosityStream (NASDAQ:CURI) Issues Quarterly Earnings Results

CuriosityStream (NASDAQ:CURI) posted its earnings results on Thursday. The company reported ($0.02) EPS for the quarter, meeting analysts’ consensus estimates of ($0.02), FiscalAI reports. The firm had revenue of $15.16 million during the quarter, compared to the consensus estimate of $16.79 million. CuriosityStream had a negative return on equity of 17.49% and a negative net margin of 11.26%.

Here are the key takeaways from CuriosityStream’s conference call:

• CuriosityStream reported Q1 revenue of $15.2 million, up slightly year over year, with positive adjusted EBITDA of $0.9 million and positive adjusted free cash flow of $1.3 million for the quarter. This marked the company’s fifth straight quarter of positive adjusted EBITDA and ninth consecutive quarter of positive free cash flow.
• Management said it intentionally prioritized larger, broader AI licensing relationships over near-term revenue recognition, which helped expand the partner roster and deepen the pipeline. The company highlighted growing demand for its rights-aware content across frontier model training, multimodal applications, and Physical AI.
• The company reaffirmed a meaningful 2026 growth outlook, expecting full-year revenue of $75 million to $80 million and adjusted EBITDA of $16 million to $20 million. Management also said it expects licensing to surpass subscriptions as the larger growth engine this year.
• CuriosityStream raised its quarterly dividend to $0.085 per share and said it intends to fund 2026 dividends from cash generated by operations. The company ended the quarter with $23.4 million in cash and securities and no debt.
• Subscription revenue was roughly flat at $8.8 million, while the company said pricing increases have produced minimal churn and higher lifetime value. Management emphasized that the subscription business remains important as a predictable recurring revenue base even as licensing grows faster.

CuriosityStream Price Performance

Shares of CURI stock opened at $2.52 on Friday. CuriosityStream has a 1-year low of $2.30 and a 1-year high of $7.15. The stock’s 50-day moving average is $3.18 and its 200 day moving average is $3.65. The company has a market cap of $148.60 million, a P/E ratio of -19.38 and a beta of 1.82.

CuriosityStream Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Investors of record on Friday, June 5th will be given a dividend of $0.085 per share. The ex-dividend date of this dividend is Friday, June 5th. This is an increase from CuriosityStream’s previous quarterly dividend of $0.08. This represents a $0.34 dividend on an annualized basis and a yield of 13.5%. CuriosityStream’s dividend payout ratio is -320.00%.

Institutional Investors Weigh In On CuriosityStream

Institutional investors have recently added to or reduced their stakes in the stock. Quarry LP bought a new stake in CuriosityStream during the third quarter valued at about $45,000. Schonfeld Strategic Advisors LLC bought a new stake in CuriosityStream during the third quarter valued at about $54,000. Mangrove Partners IM LLC bought a new stake in CuriosityStream during the fourth quarter valued at about $42,000. The Manufacturers Life Insurance Company bought a new stake in CuriosityStream during the second quarter valued at about $64,000. Finally, Sherbrooke Park Advisers LLC bought a new stake in CuriosityStream during the third quarter valued at about $67,000. Institutional investors own 6.79% of the company’s stock.

CuriosityStream News Summary

Here are the key news stories impacting CuriosityStream this week:

• Positive Sentiment: CuriosityStream raised its quarterly dividend to $0.085 per share from $0.08, a 6.3% increase and a sign of confidence in cash generation. CuriosityStream Reports First Quarter 2026 Financial Results and Raises Dividend
• Positive Sentiment: Gross margin improved to 56% from 53% a year ago, suggesting better operating efficiency. CuriosityStream Reports First Quarter 2026 Financial Results and Raises Dividend
• Positive Sentiment: The company reiterated a path toward profitability, forecasting $16 million to $20 million in adjusted EBITDA for 2026. CuriosityStream forecasts $75M-$80M 2026 revenue while targeting 16M-20M adjusted EBITDA
• Neutral Sentiment: First-quarter adjusted EPS of $(0.02) matched analyst estimates, but revenue of $15.16 million missed expectations of $16.79 million. CuriosityStream earnings report
• Negative Sentiment: Management’s 2026 revenue guidance of $75 million to $80 million came in below the market’s estimate of about $80.9 million, raising concerns about top-line growth. CuriosityStream forecasts $75M-$80M 2026 revenue while targeting 16M-20M adjusted EBITDA

Wall Street Analysts Forecast Growth

CURI has been the subject of a number of research reports. Zacks Research upgraded CuriosityStream from a “strong sell” rating to a “hold” rating in a research report on Tuesday, February 10th. Barrington Research decreased their price target on CuriosityStream from $5.50 to $5.00 and set an “outperform” rating on the stock in a report on Friday. Finally, Weiss Ratings upgraded CuriosityStream from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, March 13th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $6.00.

About CuriosityStream

CuriosityStream, Inc (NASDAQ: CURI) is a global streaming media company specializing in factual content across science, nature, history and technology. Founded in 2015 by John Hendricks, the founder of the Discovery Channel, CuriosityStream offers on-demand documentaries, series and short-form programming designed to inform and entertain viewers with high-quality educational content. The company’s library features both original productions and licensed titles, covering topics such as space exploration, wildlife conservation, archaeology and cutting-edge scientific research.

Since its launch, CuriosityStream has expanded its reach to subscribers in more than 175 countries, delivering content in multiple languages and via a range of platforms.