We recently published Big Winners: 10 Stocks Refusing to take a Holiday. Lionsgate Studios Corp. (NYSE:LION) is one of the last week's best performers. Lionsgate jumped by 12.03 percent week-on-week to hit a new 52-week high amid the Christmas rush despite the lack of fresh catalysts to spark buying appetite. In other recent news, Lionsgate Studios Corp. (NYSE:LION) said that it tapped FreeWheel to facilitate all advertisements on its FAST channels in the US, allowing businesses to easily place ads. Th ...

For more on the battle for Warner Brothers discovery, let's bring in Lionsgate vice chairman Michael Burns, friend of the show for more than a decade. >> No, since the beginning of the show. >> Beginning of the show.Yes. >> Since the Carl icon the first sitting on set. Yes.>> We should play some of those clips. >> Please don't. [laughter] >> It's great to see you.How do you see this shaking out. >> Well, I don't have a horse in the game, but I think it's uh in many ways great for us. certainly validating th ...

Core Insights - Lionsgate Studios Corp. reported a revenue of $475.1 million for the quarter ended September 2025, reflecting a significant decline of 42.3% year-over-year [1] - The company's EPS was -$0.20, an improvement from -$0.31 in the same quarter last year, but still below the consensus estimate of -$0.14, resulting in an EPS surprise of -42.86% [1] - The reported revenue fell short of the Zacks Consensus Estimate of $601.37 million, indicating a revenue surprise of -21% [1] Revenue Breakdown - Television Production revenue was $198.7 million, significantly lower than the estimated $274.38 million, marking a year-over-year decline of 52.3% [4] - Motion Picture revenue stood at $276.4 million, below the average estimate of $299.92 million, with a year-over-year decrease of 32.1% [4] - Segment Profit for Motion Picture was reported at $30.5 million, exceeding the average estimate of $20.14 million [4] - Segment Profit for Television Production was $12.5 million, which was below the average estimate of $24.42 million [4] Market Performance - Over the past month, shares of Lionsgate Studios Corp. have returned +9.2%, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Financial Performance - Lionsgate Studios Corp. reported a quarterly loss of $0.20 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.14, representing an earnings surprise of -42.86% [1] - The company posted revenues of $475.1 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 21%, and a significant decline from year-ago revenues of $823.7 million [2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] Stock Performance - Shares of Lionsgate Studios Corp. have declined approximately 11.3% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current Zacks Rank for the stock is 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $714.91 million, while for the current fiscal year, the estimate is -$0.13 on revenues of $2.8 billion [7] - The trend of estimate revisions for Lionsgate Studios Corp. was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Media Conglomerates industry, to which Lionsgate Studios Corp. belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting a challenging environment for the stock [8]

Core Insights - Ongoing media and entertainment M&A activity is causing significant disruption in the industry, with companies focusing on their core operations amidst uncertainty [1] - The acquisition of Skydance by Paramount has been completed, and there is speculation about Paramount's potential bid for Warner Bros. Discovery [1][2] - Industry consolidation may lead to reduced spending but can also result in stronger buyers with greater appetites for content [4] Group 1: Industry Dynamics - The uncertainty in the market is leading to decreased purchasing behavior among companies, as highlighted by Lionsgate Television Chairman [2] - The extended acquisition process of Skydance by Paramount has created a freeze in Paramount's activities, which is now expected to change with the resolution of the deal [2] - Comcast is undergoing a corporate shift, spinning off its cable networks into a standalone public company, which may bring more clarity to its operations [3] Group 2: Company Strategies - Lionsgate has separated its Studios from the Starz business, with both entities now trading separately, indicating potential future acquisitions by larger companies [4] - The industry is seeing a mix of fewer buyers and healthier buyers, which can create a more favorable environment for content suppliers like Lionsgate [4]

Core Insights - Lionsgate Studio's revenue declined for the three months ending in September, missing Wall Street forecasts due to fewer film releases and the timing of episodic TV deliveries [1][2] - The company reported an adjusted profit that exceeded expectations, with earnings per share (EPS) in line with forecasts [1] - CEO Jon Feltheimer indicated that the company is positioned for strong growth over the next 18 months with a robust film slate and renewed television series [1] Financial Performance - The Motion Picture segment generated revenue of $276.4 million, down from $409 million, with only two wide releases compared to five the previous year [1] - Profit in the Motion Picture segment increased to $30.5 million from $1.7 million [1] - Television Production revenue fell to $198.7 million, reflecting the timing of episodic deliveries, with TV profit decreasing to $12.5 million from $24.4 million [2] Consolidated Results - Consolidated revenue was reported at $475 million, down from $604 million [3] - The company achieved a record $1 billion in trailing 12-month library revenue, showcasing its portfolio of intellectual property [3] - Feltheimer expressed optimism for significant growth in the upcoming quarters and through fiscal 2027 [3] Market Reaction - Shares of Lionsgate dipped 3% in late trading following the earnings report, despite a recent increase in stock value [4] - Notably, billionaire investor Steven Cohen increased his stake in the company, acquiring over 10 million shares valued at more than $64 million [4] Upcoming Releases - Lionsgate announced the first trailer for "Michael," a biopic about Michael Jackson, set for theatrical release in April [5] - The film features Jaafar Jackson as the lead and highlights both his off-stage life and iconic performances [6] - There are indications of a potential two-part release, which may be clarified in an upcoming post-earnings call [7]

Core Insights - Lionsgate, in collaboration with Virtual Brand Group (VBG) and Super League, has launched The Strangers: Chapter 2 immersive survival experience on Roblox, targeting the Halloween season and leveraging the platform's 111.8 million daily active users [1][5][8] Group 1: Marketing and Engagement - The Strangers: Chapter 2 experience merges cinematic content with interactive gameplay, creating a cultural touchpoint for fans and enhancing long-term audience engagement [3][8] - Major entertainment studios are increasingly using Roblox as a marketing platform to connect with younger generations, offering immersive and interactive experiences that traditional advertising cannot match [3][4] Group 2: Gaming Experience - The experience is integrated into five popular Roblox games, where players aged 13 and above face survival challenges against characters like Pinup Girl, Scarecrow, and Dollface [2][4] - Survival gaming is a trending category on Roblox, with five of the top 20 most-played games in this genre, indicating a strong demand for high-stakes gaming experiences [4] Group 3: Rewards and Merchandise - Players participating in The Strangers: Chapter 2 can unlock rewards through the Lionsgate virtual Movie Store, enhancing the incentive to engage with the experience [6] - The collaboration extends into PopMall, where franchise-themed fashion items will be available for purchase, further integrating the gaming and retail experience [7]

Core Viewpoint - Lionsgate will release its financial results for the fiscal 2026 second quarter on November 6, 2025, after market close, followed by an analyst and investor conference call [1]. Company Overview - Lionsgate is a leading standalone, publicly-traded content company, involved in diversified motion picture and television production and distribution, with a significant portfolio of brands and franchises, and a library of over 20,000 titles [2].

Core Insights - The Coffee Bean & Tea Leaf® has partnered with Lionsgate for a promotional collaboration tied to the film "Now You See Me: Now You Don't," featuring limited-time iced teas inspired by the movie [1][2][3] Company Overview - The Coffee Bean & Tea Leaf® was founded in Southern California in 1963 and operates over 1,100 locations across more than 20 countries, focusing on handcrafted beverages and innovative flavors [9] - The company is part of the Jollibee Group of Companies and aims to inspire new experiences through its global coffee and tea offerings [9] Product Launch - The collaboration introduces two exclusive caffeine-free drinks: Mango Magic Heist Tea and Strawberry Shimmer Heist Tea, both featuring Swedish Berry tea, lemonade, and magical glitter [5][3] - The drinks are available from now until November 28, 2025, allowing customers to experience the magic firsthand [3] Sweepstakes Details - A sweepstakes runs from October 15 to November 14, 2025, offering a grand prize of a VIP trip to the film's red-carpet premiere in New York City on November 10, 2025 [3][6] - Additional weekly prizes will be revealed, enhancing customer engagement and excitement around the partnership [4][6] Film Synopsis - "Now You See Me: Now You Don't" features the return of the Four Horsemen, who team up with a new generation of illusionists to expose corruption linked to a powerful diamond heiress [2][8] - The film promises high-stakes adventure and thrilling illusions, characteristic of the franchise [2][8]

Group 1 - Lionsgate will reduce its companywide staff by 5%, resulting in a total headcount reduction of 13% after previous layoffs of 8% [1][4] - The layoffs are part of a corporate belt-tightening strategy, aligning with industry trends as companies like Paramount Global also undergo staff reductions [2] - The company aims to enhance efficiency and position itself for future growth by separating Lionsgate and STARZ into independent entities and monetizing non-core assets [3][4] Group 2 - The headcount reduction is described as a difficult decision impacting long-term employees, with efforts to ensure smooth transitions for those affected [4] - Despite the layoffs, the company maintains its core strengths, including a valuable film and television library, premium franchises, and a talented workforce [5] - The leadership expresses confidence in the company's ability to achieve significant growth in the coming years [5]