Added to YB: 2026-09-09
Pitch date: 2026-09-06
CURI [neutral]
CuriosityStream Inc.
-2.57%
current return
Author Info
No bio for this author
Company Info
CuriosityStream Inc., a media and entertainment company, provides factual content through multiple channels.
Market Cap
$160.8M
Pitch Price
$2.72
Price Target
N/A
Dividend
12.55%
EV/EBITDA
9.76
P/E
-639.45
EV/Sales
2.07
Sector
Entertainment
Category
dividend
CuriosityStream - can they pay the divvy?
CURI (earnings): CuriosityStream remains a small position because, using adjusted EBITDA as a dividend-coverage proxy, its roughly $20.4M annual dividend obligation is barely covered by the midpoint of FY26 adjusted EBITDA guidance of $18-22M. Record Q2 EPS and 73% gross margin largely reflected licensing revenue, including an $8.5M upfront recognition with cash spread over four years. The key question is whether further large licensing deals can support the dividend before cash or revolver draws become necessary.
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