Core Viewpoint - Cineverse Corp. has announced an agreement to acquire IndiCue, Inc. for $22 million, enhancing its capabilities in connected television monetization [1] Group 1: Acquisition Details - The acquisition of IndiCue, Inc. is valued at $22 million, which will be paid in cash and shares of Cineverse common stock, subject to adjustments [1] - The acquisition is expected to be completed on or about February 13, 2026 [1] Group 2: Financing and Capital Structure - Cineverse has agreed to issue convertible notes totaling $13 million, with a four-year term and an interest rate of 9% per annum, convertible into shares of Cineverse's common stock [1] - The proceeds from the convertible notes will be used to fund the IndiCue acquisition, as well as for working capital and other general corporate purposes [1] Group 3: Company Overview - Cineverse is an independent entertainment technology company that develops and invests in technology and content, with a focus on its Matchpoint® ecosystem powered by AI [1] - The company distributes over 71,000 premium films, series, and podcasts across various platforms and operates numerous digital properties [1]

Core Viewpoint - Cineverse Corp. is set to release its financial results for the fiscal third quarter ending December 31, 2025, on February 17, 2026, after market close, highlighting its ongoing commitment to transparency and investor engagement [1]. Company Overview - Cineverse is described as a next-generation entertainment technology company and studio, focusing on innovation and independence in developing and investing in technology and content [1]. - The company operates Matchpoint®, an AI-powered tech ecosystem designed to enhance content preparation, distribution, monetization, and performance across various platforms [1]. - Cineverse distributes over 71,000 premium films, series, and podcasts, and manages numerous digital properties that cater to dedicated fan bases globally [1]. Financial Communication - A conference call will be held on February 17, 2026, at 4:30 p.m. ET to discuss the financial results, with access available through the Cineverse Investor Relations website [1]. - An audio recording of the conference call will be made available for replay shortly after its conclusion [1].

Group 1 - Cineverse announced the physical media release of "Silent Night, Deadly Night" on February 17, 2026, following its availability on digital platforms [1][2] - The film is a reimagining of the controversial classic, featuring a storyline where the protagonist, Billy, confronts his dark past during a holiday season [2] - The physical media will include various formats such as DVD, Blu-ray (Collector's Edition), 4K + Blu-ray (Collector's Edition), and a Steelbook edition [2][3] Group 2 - The film is directed by Mike P. Nelson and stars Rohan Campbell and Ruby Modine among others [3] - Cineverse has a diverse portfolio, distributing over 71,000 films, series, and podcasts, and is known for its innovative approach to entertainment delivery [6] - Upcoming theatrical releases from Cineverse include the 20th anniversary of "Pan's Labyrinth" and "Air Bud Returns," indicating a strategy to cater to various audience segments [4]

Core Insights - Cineverse has partnered with Revry to utilize its automated media supply chain platform, Matchpoint, for content delivery [1][2] - Matchpoint is designed to automate and streamline video content processes, significantly reducing costs and human error while enhancing operational efficiency [2][3] Company Overview - Cineverse is a next-generation entertainment studio that focuses on leveraging technology to deliver a wide range of content, including over 71,000 premium films, series, and podcasts [7][8] - Revry, founded in 2015, is the first global streaming network dedicated to LGBTQ+ content, offering a diverse library of original series, movies, and live TV channels [5][6] Technology and Innovation - Matchpoint Dispatch automates content management and delivery, capable of handling over 116,000 concurrent streams daily and saving more than 121,000 hours of operational efficiency each month [3][4] - The platform employs AI and machine learning to enhance workflows, improve accuracy, and expedite content delivery [2][4] Market Reach and Audience - Revry aims to expand its reach to LGBTQ+ audiences and allies globally, with Matchpoint's technology facilitating this growth [5][6] - The partnership allows Revry to potentially connect with a global audience exceeding one billion [3]

Core Insights - Cineverse's horror division, Bloody Disgusting, is launching the 16th season of 'Bloody Bites' on its SCREAMBOX streaming service, showcasing a diverse range of horror programming [1][3] Subscriber Growth - As of December 2025, SCREAMBOX has experienced an 18% year-over-year increase in subscribers, contributing to a 13% overall growth in Cineverse's streaming channels business [2] - Subscription revenue for Cineverse's streaming channels rose by 8% in the last quarter compared to the same period the previous year [2] Upcoming Programming - SCREAMBOX is set to release several new titles, including: - 'Bloody Bites: Season 16' featuring horror short films [4] - 'The Toxic Avenger' and 'Generation Z', both highlighting unique horror narratives [4] - 'Self Help', 'Savage Flowers', 'The Unknowable: Darkland', 'Blood Barn', 'Pig Hill', and 'The Dæmon', each offering distinct horror experiences [4] Content Variety - SCREAMBOX provides a wide array of content catering to both casual and dedicated horror fans, featuring classic films and popular series such as 'Terrifier 2' and 'Terrifier 3' [5] - The service is accessible on multiple platforms, including iOS, Android, Prime Video, and YouTube TV [5] About Bloody Disgusting - Bloody Disgusting serves as Cineverse's horror division, offering premium content across various formats, including editorial, audio, and video [6] - It operates the leading horror website and podcast network, along with a publishing arm focused on audiobooks and e-books [6] About Cineverse - Cineverse is a next-generation entertainment studio that distributes over 71,000 films, series, and podcasts, aiming to connect fans with independent stories [7] - The company utilizes advanced streaming tools and AI technology to enhance entertainment experiences and drive revenue [7]

Core Insights - Cineverse and GameStop are collaborating on an immersive marketing campaign for the film "Return to Silent Hill," set to release on January 23, 2026 [1][2] - The campaign includes digital messages and exclusive rewards for fans visiting participating GameStop locations, enhancing the connection between in-store experiences and the film's theatrical release [2][3] Company Overview - Cineverse is a next-generation entertainment studio that distributes content across various platforms, including theatrical, digital, and physical formats [7][8] - The company has a history of successful releases, including "Terrifier 3" and upcoming titles like "The Toxic Avenger" and "Air Bud Returns" [7] Film Details - "Return to Silent Hill" is a psychological horror thriller featuring actors Jeremy Irvine and Hannah Emily Anderson, with director Christophe Gans returning to the franchise [5][6] - The film is produced by Victor Hadida and financed by Davis Films and Ashland Hill Media Finance, with Cineverse handling U.S. distribution [6] Franchise Background - The SILENT HILL franchise, launched in 1999 by KONAMI, is renowned for its psychological storytelling and has made a significant impact on the horror genre through various media adaptations [10]

Core Insights - Cineverse has announced the leadership team for Giant Worldwide, which was recently acquired and will be integrated into Cineverse's Matchpoint™ ecosystem [1][2] - The management team from Giant Worldwide, including key executives, will join Cineverse, reducing execution risk [2] Leadership Team - Meri Hassouni, Senior Vice President of Sales, has over 20 years of experience and has been instrumental in the company's growth from a boutique digital facility to a comprehensive service provider [3][4] - Michael Nack, Senior Vice President of Studio Operations, has more than two decades of experience in media, focusing on strategic execution and distribution across evolving platforms [5][6] - Chris Jayasinghe, Vice President of Client Management, has been pivotal in shaping project delivery and business strategy since joining Giant Worldwide in 2023 [7][8] Compensation and Incentives - The executives Hassouni, Nack, and Jayasinghe received restricted stock units (RSUs) for 20,000 shares of Cineverse's Class A Common Stock, vesting over three years [9] Company Overview - Giant Worldwide is a full-service digital studio with over 20 years of experience, specializing in the preparation, localization, quality control, and delivery of premium digital content [10][11] - Cineverse is a next-generation entertainment studio that has developed a technology suite including the Matchpoint media supply chain platform, which enhances content management and delivery [12][14]

Core Insights - Cineverse has acquired Giant Worldwide, enhancing its Matchpoint™ ecosystem with established relationships with major Hollywood studios and streaming platforms [1][2][3] Company Overview - Cineverse is a next-generation entertainment studio that focuses on leveraging technology to deliver content efficiently, distributing over 71,000 premium films, series, and podcasts [17] - Giant Worldwide, now a Matchpoint Company, specializes in digital content preparation, localization, quality control, and delivery, with over 20 years of experience [18] Acquisition Details - The acquisition of Giant Worldwide is expected to add a recurring revenue base of $15-17 million and pro forma EBITDA of $3.5-$4 million for fiscal year 2027, primarily from ongoing service relationships [8][10] - The transaction is structured to be capital-efficient, requiring minimal upfront investment while providing significant recurring services revenue [10] Market Context - The global post-production and media services market is projected to reach $74 billion by 2034, growing at a CAGR of over 11%, driven by the rise of streaming platforms and global OTT distribution [6] - Despite growth, the industry remains fragmented and operationally constrained, with many services still reliant on manual workflows [6][7] Strategic Implications - The acquisition positions Cineverse to leverage Giant Worldwide's established relationships to accelerate the growth of its Matchpoint SaaS business, which is designed to transform the media services industry through AI-powered automation [10][14] - Matchpoint aims to replace labor-intensive processes with automated, AI-driven workflows, enhancing efficiency and reducing costs [4][5] Operational Capabilities - Matchpoint's platform can ingest and master over 15,000 titles per month with a small team, achieving efficiency gains of 60-70% and gross margins of 70-80% [12][13] - The platform is recognized for its ability to deliver high-quality services while meeting stringent security requirements for handling high-value content [12][13] Future Outlook - The acquisition is seen as a foundational step in Cineverse's strategy to consolidate the media services industry and drive AI-driven transformation [14] - Management anticipates strong synergies and market validation from the acquisition, with expectations for additional customer transitions to the Matchpoint platform [9]

Group 1 - Cineverse has announced that Hulu has acquired the streaming rights to "The Toxic Avenger," with the premiere set for January 8, 2026 [1][2] - The film has received an 86% score on Rotten Tomatoes, indicating strong critical acclaim and positive audience reception [1][2] - "The Toxic Avenger" features a notable cast including Peter Dinklage, Kevin Bacon, Elijah Wood, Jacob Tremblay, and Taylour Paige, and is directed by Macon Blair [2][3] Group 2 - The film's campaign has contributed to eliminating over $15 million in medical debt for more than 10,000 individuals through collaboration with Undue Medical Debt [2] - Cineverse is positioned as a next-generation entertainment studio, distributing over 71,000 films, series, and podcasts, and focusing on innovative storytelling and technology [5] - The film is based on the "THE TOXIC AVENGER" franchise created by Lloyd Kaufman and is produced by Legendary Entertainment [3][4]

Core Insights - Cineverse has announced the upcoming debut of its AI-powered content search and discovery tool, CINESEARCH, at CES 2026, featuring new capabilities such as CTV and voice functionalities to enhance user engagement and decision-making in viewing options [1][5] Group 1: Product Features and Innovations - CINESEARCH has been recognized as a top emerging technology tool and ranked 4 in innovative AI applications in entertainment, showcasing its industry impact [2] - The platform aims to alleviate user frustration from excessive scrolling on streaming services by providing a more engaging and efficient search experience [3] - CINESEARCH utilizes a proprietary dataset optimized for advanced AI search, which includes over 500 streaming services and an extensive taxonomy of emotional metadata, allowing users to search based on human emotions [4] Group 2: Upcoming Developments and Features - At CES, CINESEARCH will unveil a new design that reflects its innovative search capabilities, with a focus on addressing industry pain points through scalable solutions [5] - New features include voice authentication for personalized user experiences, enabling seamless switching between accounts for different household members while ensuring privacy through local data storage [7] - CES attendees will have the opportunity to engage with Cineverse executives to learn about the company's vision and future product developments [8] Group 3: Company Overview - Cineverse is positioned as a next-generation entertainment studio, distributing over 71,000 films, series, and podcasts, and is recognized for its innovative technology solutions in the video streaming industry [11] - The company leverages its proprietary technology, including the award-winning Matchpoint platform and the extensive cineCore dataset, to redefine entertainment delivery and enhance audience engagement [10]