Starz Entertainment Corp (NAS:STRZ)

Q4 2025 Starz Entertainment Corp Earnings Call Transcript

Feb 26, 2026 / 10:00 PM GMT

Release Date Price: $9.58 (+3.23%)

Transcript 8-K

Key Points

Positve

Starz Entertainment Corp (STRZ) reported a strong financial and operational quarter, exceeding all financial guidance for 2025.
The company achieved an all-time high of 12.7 million OTT subscribers, growing by 7.6% year-over-year.
Starz Entertainment Corp (STRZ) exceeded its $200 million outlook for 2025 by 2%, delivering $204 million in adjusted OIBDA.
The company successfully premiered popular shows like the Spartacus revival and Power Book IV: Force Season 3, which contributed to significant subscriber growth.
Starz Entertainment Corp (STRZ) has a compelling lineup of originals for 2026, including the conclusion of Outlander and the premiere of Fightland, positioning it well for future growth.

Negative

The company plans to stop disclosing subscriber numbers starting March 2026, which may reduce transparency for investors.
There was a decline in linear and OTT revenue due to ongoing linear declines and heavy holiday promotions.
Starz Entertainment Corp (STRZ) faces challenges in managing cash flow and content spend alignment as it transitions from being part of a studio.
The company has a leverage target of 2.5 times but currently stands at 2.9 times, indicating ongoing financial pressure.
There is uncertainty regarding the impact of industry consolidation and potential M&A opportunities on Starz Entertainment Corp (STRZ)'s strategic direction.

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

STRZ.OQ - Starz Entertainment Corp
Q4 2025 Starz Entertainment Corp Earnings Call
Feb 26, 2026 / 10:00PM GMT

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Good day and thank you for standing by.

Welcome to the Stars Q4 2025 earnings call.

At this time, all participants are in a listen-only mode.

Please be advised that today's conference is being recorded after the speaker's presentation, there will be a question-and-answer session.

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