Lionsgate Studios (LION) Baird 2024 Global Consumer, Technology & Services Conference summary

Company overview and structure

• Operates three main segments: Motion Picture Group, Television Production, and STARZ streaming platform.

• Plans to separate the studio side and STARZ over the course of the year.

• Motion Picture Group focuses on content production, acquisition, marketing, and distribution.

Key franchises and content pipeline

• Major franchises include The Hunger Games, John Wick, Twilight, and Now You See Me.

• Recent successes include a Hunger Games prequel and John Wick 4 outperforming previous entries.

• Developing new projects like Monopoly (with Margot Robbie), Naruto, and a Dirty Dancing revisit.

Differentiation and business model

• Operates with significantly lower overhead than legacy studios, saving hundreds of millions annually.

• Licenses international distribution, reducing marketing costs and risk exposure.

• Marketing spends are 50% or less than traditional studios, achieving similar results.

• Focuses on reliable returns from small and mid-budget films, not just blockbusters.