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Versant Media Group
Versant Media Group (VSNT) investor relations material
Versant Media Group Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary4 Dec, 2025
Strategic Vision and Market Positioning
Focus on vertical growth in four core markets: business news/personal finance, political news/opinion, golf/athletics, and sports/entertainment, leveraging iconic brands and live programming to drive engagement and revenue.
Aims to be an industry-changing force, holding leadership positions in key verticals and reaching 65M US households monthly with 14B hours watched in 2024.
Brand awareness exceeds 90% among US adults for key properties.
Transitioning from a legacy cable model to a diversified, digital-first business, with investments in digital platforms, D2C offerings, and new revenue streams.
Commitment to disciplined capital allocation, maintaining a strong balance sheet, and targeting a more balanced revenue mix, aiming for 50% from growth areas over time.
Growth Strategy and Business Model Evolution
Focuses on three pillars: win with premium content, reach new audiences (especially non-pay TV), and launch/scale digital platforms.
Expanding Free TV networks and AVOD/FAST channels to reach 20M+ OTA-only households and extend digital reach.
Strategic acquisitions (Free TV Networks, IndieCinema) to expand reach, enter new markets, and accelerate digital transformation.
Golf & athletics participation revenue mix shifted from 20% in 2014 to 48% in 2024, driven by digital and software expansion.
Launching new digital platforms, including cinema software (Indy Cinema) and a CNBC retail investor subscription service.
Financial Performance and Guidance
Fiscal 2025 guidance: $6.6B in revenue, $2.2B in EBITDA, and $1.4B in free cash flow, with mid-30% margins.
2024-2025 revenue expected to decline 6%, adjusted EBITDA down 10%, and FCF down 15% as business transitions.
2026 forecast: revenue $6.15–6.4B, adjusted EBITDA $1.85–2.0B, FCF $1.0–1.2B, with new product launches and midterm election tailwinds.
Maintains low net leverage (1.25x target), $1.5B liquidity, and plans to allocate 20% of FCF to dividends and up to $1B for share repurchases.
Majority of pay TV distribution contracts extend to 2028 or later, providing stability during transition.
What specific criteria guide Versant's M&A decisions?
How will investments offset 2025-26 revenue declines?
How will new D2C offerings achieve profitability?
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Latest summaries
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Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
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Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRINet loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
- 6 FebCRINet loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next Versant Media Group earnings date
Q4 20253 Mar, 2026
Versant Media Group
Next Versant Media Group earnings date
Q4 20253 Mar, 2026
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