Canada · Delayed Price · Currency is CAD WildBrain Earnings Call Transcripts
Fiscal Year 2026
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Fiscal 2026 saw major restructuring, debt elimination, and a shift to three core segments. Revenue and EBITDA declined year-over-year, but gross margin improved and key brands gained momentum. Fiscal 2027 will be an investment year, with strong growth expected in revenue and EBITDA, though free cash flow will be negative due to planned investments.
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Revenue declined 16% year-over-year due to lower production activity, but gross margin rose to 46% and Global Licensing revenue grew 35%. The company is debt-free, investing in technology and content, and expects strong growth in fiscal 2027 with a robust content pipeline.
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Strong licensing and digital engagement drove 11% revenue growth and 30% higher adjusted EBITDA. The Peanuts sale will eliminate debt and provide significant cash, positioning for global IP expansion and technology investment.
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Fiscal 2026 began with strong revenue and licensing growth, led by Peanuts, Strawberry Shortcake, and Teletubbies. Adjusted EBITDA rose 37% as gross margin improved, while the Peanuts-Apple TV partnership was renewed through 2030. Guidance for 15–20% core growth was reaffirmed.
Fiscal Year 2025
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A minority stake in a major franchise was sold for $630 million, eliminating debt and enabling reinvestment in high-margin, wholly-owned brands. The deal sharpens strategic focus on digital content, global licensing, and operational efficiency, positioning for sustainable growth.
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Fiscal 2025 delivered strong growth in global licensing, led by Strawberry Shortcake and Peanuts, while digital engagement and Media Solutions expanded. The company exited its Canadian broadcast business to focus on scalable, high-margin areas, with 2026 guidance targeting double-digit growth in core businesses.
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Third quarter saw 42% year-over-year revenue growth from continuing operations, driven by strong licensing and core brands. Free cash flow turned positive, and guidance for fiscal 2025 remains robust, with continued focus on high-margin IP and operational streamlining.
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Strong global licensing growth drove record results, with Peanuts, Strawberry Shortcake, and Teletubbies delivering significant year-over-year gains. Revenue and free cash flow rose, while the business streamlined operations and reaffirmed double-digit growth guidance for 2025.
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Q1 FY2025 saw 5% revenue growth, led by a 27% surge in global licensing, especially Peanuts, Strawberry Shortcake, and Teletubbies. Content creation lagged but is expected to rebound, while AVOD and FAST channels continue to expand. Guidance for 10%-15% revenue growth is reaffirmed.
Fiscal Year 2024
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Fiscal 2024 saw revenue decline 13% due to industry-wide production slowdowns, but Q4 rebounded with 4% growth, driven by AVOD, FAST, and licensing. Strategic focus on core brands, successful debt refinancing, and strong digital engagement position the company for 10%-15% revenue growth in fiscal 2025.