WildBrain Ltd (OTCPK:WLDBF)
$ 0.91 -0.070 (-7.13%) Market Cap: 206.00 Mil Enterprise Value: 160.17 Mil PE Ratio: 0.74 PB Ratio: 1.04 GF Score: 64/100

Q1 2026 WildBrain Ltd Earnings Call Transcript

Nov 14, 2025 / 03:00 PM GMT
Release Date Price: $0.9865 (+1.37%)

Key Points

Positve
  • Global licensing revenue grew by 29% year over year, driven by strong performance in key franchises like Peanuts, Strawberry Shortcake, and Teletubbies.
  • WildBrain Ltd (WLDBF) renewed its multi-year partnership with Apple TV for Peanuts content, extending through 2030, which includes new commitments for original series and specials.
  • The company reported a 13% increase in first-quarter revenue, with a notable 16% increase when excluding television operations.
  • WildBrain Ltd (WLDBF) experienced strong engagement on digital platforms, with YouTube watch time for Strawberry Shortcake up 20% and average view duration up nearly 300%.
  • The company is well-positioned in the fast-growing FAST (Free Ad-Supported Streaming TV) ecosystem, with approximately 180 channels launched globally.
Negative
  • Content creation and audience engagement revenue decreased by 3% due to a reduction in content distribution revenue.
  • The company reported a net loss of $33 million for the quarter, compared to a net loss of $11 million in the prior year.
  • Free cash flow was negative $11 million, a decline from $5 million in the first quarter of 2025.
  • SG&A expenses increased by 7%, driven by less favorable foreign currency rates and higher variable compensation.
  • The television segment ceased operations in October 2025, impacting the company's overall revenue and free cash flow expectations.


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

WILD.TO - WildBrain Ltd
Q1 2026 WildBrain Ltd Earnings Call
Nov 14, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. This is the conference operator. Welcome to Wild Brains fiscal 2026 1st quarter earnings conference call. As a reminder, all participants are in a listen-only mode, and the conference is being recorded. After the presentation, there will be an opportunity to ask questions. To join the question queue, you may press star, then 1 on your telephone.

Should you need assistance during the conference call, you may reach an operator by pressing, then 0.

I would now like to turn the conference over to Kathleen Prasad, Vice President of Investor relations. Please go ahead.

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Unidentified_2 [2]
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