Q4 2025 Angel Studios Inc Earnings Call Transcript

Mar 13, 2026 / 03:00 PM GMT

Release Date Price: €3.16 (-18.56%)

Transcript 10-K8-K

Key Points

Positve

Angel Studios Inc (ANGX) reported a significant increase in guild membership, growing from 1.6 million to 2.2 million members, contributing to $360 million in annual recurring revenue.
The company achieved a 254% increase in Q4 2025 revenue compared to the previous year, reaching $110 million.
Angel Studios Inc (ANGX) has been successful in theatrical releases, with two of the top 10 highest-grossing animated domestic theatrical releases of 2025.
The company has made significant progress in improving unit economics, including being accepted into the Apple Partner program, which is expected to add $300,000 per month to the bottom line.
Angel Studios Inc (ANGX) is leveraging AI tools to enhance productivity, achieving a 10x productivity increase in key functions, and improving engineering efficiency.

Negative

Despite revenue growth, Angel Studios Inc (ANGX) reported a net loss of $79 million for Q4 2025, compared to a $37 million loss in the same quarter of the previous year.
Selling and marketing expenses increased significantly to $121 million in Q4 2025, up from $38 million in Q4 2024.
The company faces challenges in achieving profitability, with an adjusted EBITDA loss expected to be no greater than $25 million for 2026.
Angel Studios Inc (ANGX) has not published churn numbers, making it difficult to assess customer retention rates.
The company acknowledges that theatrical releases are not expected to be a standalone profit center, as they are primarily seen as marketing events to grow the guild.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ANGX.N - Angel Studios Inc
Q4 2025 Angel Studios Inc Earnings Call
Mar 13, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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At this time, I would like to welcome everyone to the Angels Q4 2025 earnings call.

At this time, all participants are in a listen-only mode. The question-and-answer session will follow the formal presentation.

May be placed in the question in queue at any time by pressing one on your telephone keypad.

If anyone should require assistance, please press 0. As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Luke Jansen. You may begin your conference.

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Unidentified_2 [2]
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