Q1 2026 Blue Ant Media Corp Earnings Call Transcript

Jan 14, 2026 / 01:30PM GMT

Release Date Price: €4.64 (-1.69%)

Transcript

Key Points

Positve

Blue Ant Media Corp (BRMIF) reported a 65% increase in consolidated revenue, reaching CAD80.5 million in Q1 2026 compared to Q1 2025.
The company successfully expanded its studio operations through acquisitions, including Insight Productions, Jam Filled Entertainment, and Proper Television.
Blue Ant Media Corp (BRMIF) launched multiple channel feeds globally, enhancing its free ad-supported TV footprint and expanding global advertising distribution.
The company maintained a strong balance sheet with surplus cash, minimal debt, and substantial undrawn credit capacity, totaling over CAD100 million for growth initiatives.
The acquisition of Magellan TV and the proposed acquisition of Thunderbird Entertainment are expected to enhance scale, create cost synergies, and strengthen earnings and cash flow.

Negative

Blue Ant Media Corp (BRMIF) reported a net loss of CAD6.8 million in Q1 2026, compared to a net income of CAD1.2 million in Q1 2025, due to non-recurring items.
Adjusted EBITDA decreased to CAD5 million from CAD6.4 million in Q1 2025, reflecting industry-wide ad softness and integration costs.
The company faced challenges with CPMs in Smart TV advertising, impacting revenue growth despite increased audience viewership.
Canadian Media segment revenue declined to CAD14.4 million from CAD15.5 million, with continued softness in the linear ad market.
The integration of newly acquired companies resulted in transaction and restructuring costs, affecting short-term financial performance.

Operator

Good morning. My name is Sylvie, and I will be your conference operator today. At this time, I would like to welcome everyone to Blue Ant Media Q1 fiscal 2026 conference call. (Operator Instructions)

A reminder that for the purpose of recording, today is Wednesday, January 14, 2026. I would now like to turn the conference over to Madeleine Cohen, Head of Investor Relations for Blue Ant. Please go ahead.

Madeleine Cohen Blue Ant Media Corp;Vice President

Corporate Planning & Investor Relations

Thank you, Sylvie. Good morning, everyone. Welcome to Blue Ant Media's Q1 2026 conference call for the period ended November 30, 2025. Before we begin, I would like to remind listeners that today's remarks include non-IFRS measures, specifically adjusted EBITDA. These should be considered as a supplement to and not a substitute for IFRS financial measures. Reconciliations between the two and relevant disclaimers can be found in our earnings press release, which is available on our investor website.

The company will make forward

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