Q3 2025 Lions Gate Entertainment Corp Earnings Call Transcript
Key Points
- Lions Gate Entertainment Corp (LGF.B) reported a solid quarter with strong performance in both Motion Picture and Television businesses.
- The company announced successful mid-budget films, contributing to profitability and a strong fiscal '26 slate.
- Starz returned to domestic OTT subscriber growth and expanded its distribution footprint with new bundling deals.
- The company achieved a record $954 million in trailing 12-month library revenue, showcasing effective content strategies.
- Lions Gate Entertainment Corp (LGF.B) secured new exclusive pay deals with Starz and Amazon Prime Video, enhancing the value of its post-theatrical window.
- The company reported a loss of $0.09 per share for the quarter, indicating financial challenges.
- Media Networks' revenue was down year over year due to the exit from international markets.
- The company's leverage remains high, with consolidated Lionsgate leverage at 6.5 times.
- The separation of Lionsgate Studios and Starz has been delayed, requiring updated financials and further SEC review.
- The industry is still recovering from strikes and wildfires, impacting content production and delivery timelines.
Good day, and welcome to the Lionsgate third-quarter 2025 earnings call. (Operator Instructions) Please note that this event is being recorded.
I would now like to turn the conference over to Nilay Shah, EVP of Investor Relations. Please go ahead.
Good afternoon. Thank you for joining us for the Lionsgate Studios Corporation and Lionsgate Entertainment Corporation fiscal 2025 third-quarter conference call. We'll begin with opening remarks from our CEO, Jon Feltheimer; followed by remarks from our CFO, Jimmy Barge. After their remarks, we'll open the call for questions.
Also joining us on the call today are Vice Chairman, Michael Burns; COO, Brian Goldsmith; Chairman of the TV Group, Kevin Beggs; Chairman of the Motion Picture Group, Adam Fogelson; and President of Worldwide TV and Digital Distribution, Jim Packer. And from Starz, we have President and CEO, Jeffrey Hirsch; CFO, Scott MacDonald; and President of Domestic Networks, Alison Hoffman.
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