Angel Studios Earnings Call Transcripts
Fiscal Year 2026
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A values-driven streaming platform leverages a 2.2 million-member guild to select and curate diverse content, achieving high audience scores and rapid growth. Strategic partnerships and third-party licensing are expanding the library, with profitability and international expansion as future goals.
Fiscal Year 2025
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Q4 2025 revenue soared 254% year-over-year to $110 million, with Guild membership surpassing 2.2 million and strong box office results from "David" and "Solo Mio." AI-driven efficiencies and expanded content partnerships are fueling growth, with adjusted EBITDA loss for 2026 expected to improve to no greater than $25 million.
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Q3 revenue surged 280% year-over-year to $76.5M, driven by a 500% increase in Guild membership, now at 1.6M, with recurring revenue comprising 77% of the total. Major IP acquisitions and AI-driven engagement support long-term growth, while net loss widened due to heavy investment.