Q4 2025 WildBrain Ltd Earnings Call Transcript
Key Points
- WildBrain Ltd (WLDBF) reported a 33% growth in global licensing revenue for fiscal 2025, with Strawberry Shortcake being a standout performer, growing nearly 200% year over year.
- The company has seen significant engagement growth on social media platforms for its brands, with Strawberry Shortcake and Teletubbies up 66% and 56%, respectively.
- WildBrain Ltd (WLDBF) has successfully expanded its Peanuts brand globally, particularly in Asia, establishing a new baseline for growth.
- The company's agency, WildBrain CPLG, experienced strong growth, driven by both long-term partnerships and new relationships, enhancing its global licensing operations.
- WildBrain Ltd (WLDBF) has made strategic investments in its Media Solutions business, which is expected to contribute significantly to growth in fiscal 2026 and beyond.
- Content Creation and Audience Engagement revenue decreased by 5% for the year, with a 12% decline in the fourth quarter, driven by reduced distribution revenue.
- The company reported a net loss of $90 million for fiscal 2025, although this was an improvement from the previous year's loss.
- WildBrain Ltd (WLDBF) is exiting its Canadian broadcast business, which, while simplifying operations, may impact short-term revenue.
- The company faces industry headwinds in traditional distribution, which remains constrained and poses a challenge for growth in fiscal 2026.
- There is a noted discrepancy between engagement and monetization in the AVOD and FAST channels, which the company is working to resolve.
Thank you for standing by. This is the conference operator. Welcome to WildBrain's fiscal 2025 fourth and full year earnings conference call. As a reminder, all participants will be in listen-only mode, and the conference is being recorded. (Operator Instructions)
I would now like to turn the conference over to Kathleen Persaud, VP of Investor Relations. Please go ahead.
Thank you, operator, and thank you, everyone, for joining us today for WildBrain's fourth-quarter 2025 earnings call. Joining me today are Josh Scherba, our President and CEO; and Nick Gawne, our CFO.
Before we begin, please note that matters discussed on this call include forward-looking statements under applicable securities laws, which reflects WildBrain's current expectations of future events. Such statements are based on a number of factors and assumptions that management believes are reasonable at the time they were made and information currently available. However, many of these factors and assumptions are subject to
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