Lionsgate Studios Corp (NYSE:LION)

Q4 2026 Lionsgate Studios Corp Earnings Call Transcript

May 21, 2026 / 09:00 PM GMT

Release Date Price: $12.91 (+2.46%)

Transcript 10-K8-K

Key Points

Positve

Lionsgate Studios Corp (LION) reported a third consecutive quarter of $1 billion trailing 12-month library revenue, showcasing consistent performance.
The company secured renewals for 12 of its 13 scripted series, indicating strong demand and setting the stage for increased episodic deliveries.
Lionsgate Studios Corp (LION) leaned into AI to enhance the creative process, aiming to improve quality and efficiency across its operations.
The successful release of movies like 'The Housemaid' and 'Michael' demonstrated the company's ability to compete effectively at the box office.
The company ended fiscal '26 with strong free cash flow of $190 million, reflecting improved operating performance and cash returns on content investments.

Negative

Lionsgate Studios Corp (LION) reported a year-over-year decline in revenue to $907 million for the quarter.
The television segment experienced lower revenue and profit due to the timing of episodic deliveries and a lower volume of scripted deliveries compared to the prior year.
The company's net debt stood at approximately $1.6 billion, although it showed improvement from the previous quarter.
The fiscal '27 profit cadence is expected to be more back-end loaded, particularly in the television segment, which may affect financial predictability.
Despite strong performance, the company faces uncertainties in the timing and release schedules of its film slate and episodic deliveries, impacting future financial outcomes.

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

LION.N - Lionsgate Studios Corp
Q4 2026 Lionsgate Studios Corp Earnings Call
May 21, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the Lionsgate Studios fourth quarter 2026 earnings conference call.

All participants will be in 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 your telephone keypad.

To withdraw your question, please press star then two.

Please note, this event is being recorded.

I would now like to turn the conference over to Nile Shah, Head of Investor Relations. Please go ahead.

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