Lionsgate Studios Corp (NYSE:LION)

Q3 2025 Lionsgate Studios Corp Earnings Call Transcript

Feb 6, 2025 / 10:00 PM GMT

Release Date Price: $7.46 (+1.37%)

Transcript 10-Q8-K

Key Points

Positve

Lionsgate Studios Corp (LION) reported a solid quarter with strong performance in its motion picture business, converting three mid-budget films to significant profitability.
The television business is diversifying its buyer mix and cutting costs, contributing to a busy quarter with numerous scripted and unscripted series in production.
The company's library achieved a record $954 million in trailing 12-month revenue, showcasing successful pivoting to new buyers and innovative strategies.
Lionsgate Studios Corp (LION) announced new exclusive pay deals with Starz and Amazon Prime Video, expected to significantly increase contributions from the pay television window.
The company is capitalizing on ancillary opportunities with projects like the John Wick experience and stage plays, expected to deliver significant incremental contributions.

Negative

The television market remains under pressure due to industry challenges, including strikes and natural disasters affecting the creative community.
Lionsgate Studios Corp (LION) reported a loss of $0.09 per share, indicating financial challenges despite positive adjusted earnings per share.
The company's media networks segment experienced a decline in revenue due to exiting international markets and continued linear pressure.
The separation process of Lionsgate Studios Corp (LION) and Starz is delayed, requiring updates to financial statements and further SEC review.
The company faces elevated leverage levels, particularly in the studio segment, which may pose financial risks as it prepares for separation.

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

LION.OQ - Lionsgate Studios Corp
Q3 2025 Lionsgate Studios Corp Earnings Call
Feb 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Lionsgate third quarter, 2025 earnings call. All participants will be in a listen-only mode. Should you need assistance? Please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions to ask a question. You may press star then one on a touchtone phone to withdraw your question. Please press star and then two.

Please note that this event is being recorded.

I would now like to turn the conference over to Nilay Shah VP of Investor relations. Please go ahead.

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Unidentified_2 [2]
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