Lionsgate Studios Corp (NYSE:LION)

Q2 2026 Lionsgate Studios Corp Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $7.03 (+4.30%)

Transcript 10-Q8-K

Key Points

Positve

Lionsgate Studios Corp (LION) reported a record trailing 12-month library revenue of $1 billion, highlighting the value of its intellectual property portfolio.
The company announced a multifaceted deal with Millennium to acquire future film and television rights to The Expendables franchise and worldwide distribution rights to the next Rambo movie.
Lionsgate's television business achieved significant success, with three shows winning renewals for two seasons each, and the studio winning a record 13 Emmys.
The motion picture group has a strong film slate for the next 18 months, including major holiday releases and collaborations with renowned filmmakers like Quentin Tarantino.
Lionsgate is leveraging AI to increase productivity, generate cost savings, and expand its creative toolkit, while protecting its intellectual property from unauthorized use.

Negative

Lionsgate Studios Corp (LION) reported an operating loss of $46 million for the quarter, with a fully diluted loss per share of $0.39.
The company's net cash flow used in operating activities was $104 million, with an adjusted free cash flow use of $129 million for the quarter.
Revenue from the motion picture segment was down year over year due to fewer theatrical releases compared to the previous year.
The company reduced its headcount by approximately 5% in September, bringing the overall reduction over the past 18 months to more than 20%.
Lionsgate's leverage increased to 6.4 times due to the timing of content spend, reflecting a modest sequential increase in net debt.

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

LION.N - Lionsgate Studios Corp
Q2 2026 Lionsgate Studios Corp Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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You may press star, then 1 on a touchtone phone.

To withdraw your question, please press, and then 2. Please note this event is being recorded. I would now like to turn the conference over to Neelei Shah, head of Investor relations. Please go ahead.

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Unidentified_2 [2]
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Good afternoon.

Thank you for joining us for the Lionsgate Studios Corporation's fiscal 2026 second quarter conference call. We'll begin with opening remarks from our CEO John Feldheimer, followed by remarks from our CFO Jimmy Barge. After their remarks, we'll open.

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