| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 23.25 | 53.4% | 22.3% |
| Total Income | 23.25 | 53.4% | 22.3% |
| Expenditure | 14.07 | 15.8% | 24.1% |
| PBT | 9.32 | 816.9% | 1291.0% |
| Net Profit | 8.88 | 767.7% | 1038.5% |
| OPM | 39.49% | 49.68pp | 36.97pp |
| NPM | 38.21% | 46.97pp | 34.09pp |
| EPS | 0.15 | 850.0% | 1400.0% |
CuriosityStream Reports Record Q2 2026 Earnings, Raises Full-Year Outlook
13 Aug 2026 · 13 Aug, 2:32 am
Summary
CuriosityStream Inc. announced strong financial results for the second quarter of 2026, highlighted by record net income of $8.9 million and record adjusted EBITDA of $11.4 million. Revenue grew 22% year-over-year to $23.2 million, significantly boosted by a 48% increase in licensing revenue to $14.1 million. The company also saw its gross margin expand to 72.8%. Based on this performance, CuriosityStream has raised its full-year 2026 guidance for both revenue and adjusted EBITDA, signaling continued positive momentum.
Key Highlights
- 1
CuriosityStream Inc. reported record net income of $8.9 million for the second quarter ended June 30, 2026.
- 2
Adjusted EBITDA reached a record $11.4 million, an increase of 276% compared to the second quarter of 2025.
- 3
Revenue for the second quarter of 2026 was $23.2 million, up 22% or $4.2 million compared to the prior year period.
- 4
Licensing revenue significantly increased by 48% to $14.1 million, driven by new partnerships.
- 5
Gross margin expanded to 72.8% in the second quarter of 2026, up from 53.4% in the same period of 2025.
- 6
The company raised its full-year 2026 outlook for both revenue and adjusted EBITDA.
- 7
CuriosityStream Inc. declared a quarterly cash dividend of $0.085 per share.
Management Comments
Clint Stinchcomb
Curiosity delivered a record second quarter, demonstrating the earnings power of our differentiated content and data corpora and our efficient operating model. Licensing revenue reached $14.1 million, supported by new partnerships across traditional media and AI training, while our gross margin expanded to 73%. The combination of strong licensing execution, sturdy subscription revenue and continued cost discipline drove record net income of $8.9 million and record adjusted EBITDA of $11.4 million. This was our sixth consecutive quarter of positive adjusted EBITDA, and we believe we are still in the early stages of realizing the full value of our IP. We continue to expect a significant step-up in revenue and cash flow in 2026 compared with 2025 from our subscription and licensing efforts. Our licensing opportunity is built on three pillars: video licensing to traditional media; audio and video licensing for AI training; and private code licensing for AI training. With a robust pipeline we are raising our full-year revenue and adjusted EBITDA outlook while continuing to invest in growth and return capital to shareholders through dividends.
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