Starz (STRZ) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy STRZ?
Source: NASDAQ.COM
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Analyst Views on STRZ
Wall Street analysts forecast STRZ stock price to rise
4 Analyst Rating
1 Buy
3 Hold
0 Sell
Hold
Current: 11.000
Low
13.00
Averages
20.00
High
39.00
Current: 11.000
Low
13.00
Averages
20.00
High
39.00
About STRZ
Starz Entertainment Corp. is the premium entertainment destination for women and underrepresented audiences, and home to some of the popular franchises and series on television. The Company offers a programming mix for discerning adult audiences, including originals and an expansive lineup of movies, and is embodied by its brand positioning We're All Adults Here. Complementary to any platform or service, it is available across a range of digital over-the-top (OTT) platforms and multichannel video distributors and is a bundling partner of choice. The Company operates primarily in the United States and Canada and distributes the STARZ branded premium subscription video services on a direct-to-consumer OTT basis through the Starz App and through wholesale OTT and multichannel video programming distributors (MVPDs), including cable operators, satellite television providers and telecommunications companies (in the aggregate the Starz Platform).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Starz (STRZ) Q4 2025 Earnings Call Transcript
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Starz Entertainment Corp. Reports Strong Q4 2025 Earnings and Subscriber Growth
- Significant Subscriber Growth: Starz added 370,000 OTT subscribers in Q4 2025, bringing the total to 12.7 million, which represents a 7.6% year-over-year increase, enhancing the company's competitive position in the streaming industry.
- Financial Performance Exceeds Expectations: The company reported an adjusted OIBDA of $204 million for the year, surpassing the $200 million outlook, indicating strong profitability and effective cost management that will support future investments and expansion.
- Strategic Transformation and Content Investment: Starz restructured its Canadian business into a licensing revenue stream and plans to launch several original series in 2026, demonstrating a commitment to content creation that is expected to drive future user retention and revenue growth.
- Cash Flow and Leverage Improvement: The company anticipates generating between $80 million to $120 million in positive free cash flow in 2026, with leverage expected to decrease to 2.7x, reflecting positive progress in financial health and sustainable growth.
See More
Starz Entertainment Corp Q4 Earnings Analysis
- Earnings Performance: Starz Entertainment Corp reported a Q4 GAAP EPS of -$1.24, missing expectations by $0.09, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: Despite the EPS miss, Starz's revenue reached $322.8 million, beating market expectations by $0.64 million, suggesting the company retains some competitive strength in revenue generation.
- Rating Upgrade: Seeking Alpha's Quant Rating has upgraded Starz Entertainment Corp, indicating potential market confidence in its future turnaround, which may attract more investor interest.
- Historical Financial Data: The historical financial data provided by Starz offers a foundation for analyzing its long-term performance, assisting investors in assessing the company's future growth potential and risks.
See More
STARZ to Report Q4 2025 Financial Results on February 26
- Earnings Release Schedule: STARZ announced it will report its Q4 2025 financial results on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Analyst Call: Following the earnings release, senior management will hold an analyst and investor call at 2:00 PM PT (5:00 PM ET) to provide in-depth insights into the financial results, aiming to bolster investor confidence.
- Market Positioning: As a leading entertainment destination for women and underrepresented audiences, STARZ offers a diverse programming mix, emphasizing its unique positioning and brand value in the competitive streaming market.
- Technological Infrastructure: The company leverages advanced technology, data analytics, and digital infrastructure to ensure its content is widely available across major digital OTT platforms and multichannel video distributors, enhancing user experience and market competitiveness.
See More
STARZ to Report Q4 2025 Financial Results on February 26
- Earnings Release Date: STARZ announced it will report its Q4 2025 financial results on February 26, 2026, reflecting the company's commitment to transparency and investor communication, which may influence market expectations regarding its future performance.
- Analyst Call: Following the earnings release, STARZ management will hold an analyst and investor call at 2:00 PM PT (5:00 PM ET), providing in-depth financial analysis and strategic discussions aimed at bolstering investor confidence.
- Brand Positioning: STARZ aims to be the leading entertainment destination for women and underrepresented audiences, offering a diverse mix of original programming and blockbuster films, showcasing its unique positioning and market strategy in the competitive streaming landscape.
- Technological Infrastructure: STARZ leverages advanced technology, data analytics, and digital infrastructure to ensure its competitiveness across OTT platforms and multichannel video distributors, further solidifying its market leadership.
See More
Starz Entertainment Corp. Reports Results for the Third Quarter Ended September 30, 2025
Financial Performance: STARZ reported a revenue of $320.9 million for Q3 2025, with an operating loss of $(34.8) million and an adjusted OIBDA of $21.8 million.
Subscriber Growth: The company experienced a U.S. OTT subscriber growth of 520,000 year-to-date and 670,000 year-over-year, reaching a total of 12.3 million U.S. OTT subscribers.
Management Outlook: STARZ management reiterated their 2025 outlook, emphasizing plans to generate new revenue through content licensing and improve series ownership economics.
Debt and Financial Position: As of September 30, 2025, STARZ had $588.1 million in total net debt, with $300 million outstanding on its Term Loan A credit facility and $325.1 million in senior unsecured notes.
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Starz (STRZ) Q4 2025 Earnings Call Transcript
See More
Starz Entertainment Corp. Reports Strong Q4 2025 Earnings and Subscriber Growth
- Significant Subscriber Growth: Starz added 370,000 OTT subscribers in Q4 2025, bringing the total to 12.7 million, which represents a 7.6% year-over-year increase, enhancing the company's competitive position in the streaming industry.
- Financial Performance Exceeds Expectations: The company reported an adjusted OIBDA of $204 million for the year, surpassing the $200 million outlook, indicating strong profitability and effective cost management that will support future investments and expansion.
- Strategic Transformation and Content Investment: Starz restructured its Canadian business into a licensing revenue stream and plans to launch several original series in 2026, demonstrating a commitment to content creation that is expected to drive future user retention and revenue growth.
- Cash Flow and Leverage Improvement: The company anticipates generating between $80 million to $120 million in positive free cash flow in 2026, with leverage expected to decrease to 2.7x, reflecting positive progress in financial health and sustainable growth.
See More
Starz Entertainment Corp Q4 Earnings Analysis
- Earnings Performance: Starz Entertainment Corp reported a Q4 GAAP EPS of -$1.24, missing expectations by $0.09, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: Despite the EPS miss, Starz's revenue reached $322.8 million, beating market expectations by $0.64 million, suggesting the company retains some competitive strength in revenue generation.
- Rating Upgrade: Seeking Alpha's Quant Rating has upgraded Starz Entertainment Corp, indicating potential market confidence in its future turnaround, which may attract more investor interest.
- Historical Financial Data: The historical financial data provided by Starz offers a foundation for analyzing its long-term performance, assisting investors in assessing the company's future growth potential and risks.
See More
STARZ to Report Q4 2025 Financial Results on February 26
- Earnings Release Schedule: STARZ announced it will report its Q4 2025 financial results on February 26, 2026, reflecting the company's ongoing commitment to transparency and investor communication.
- Analyst Call: Following the earnings release, senior management will hold an analyst and investor call at 2:00 PM PT (5:00 PM ET) to provide in-depth insights into the financial results, aiming to bolster investor confidence.
- Market Positioning: As a leading entertainment destination for women and underrepresented audiences, STARZ offers a diverse programming mix, emphasizing its unique positioning and brand value in the competitive streaming market.
- Technological Infrastructure: The company leverages advanced technology, data analytics, and digital infrastructure to ensure its content is widely available across major digital OTT platforms and multichannel video distributors, enhancing user experience and market competitiveness.
See More
STARZ to Report Q4 2025 Financial Results on February 26
- Earnings Release Date: STARZ announced it will report its Q4 2025 financial results on February 26, 2026, reflecting the company's commitment to transparency and investor communication, which may influence market expectations regarding its future performance.
- Analyst Call: Following the earnings release, STARZ management will hold an analyst and investor call at 2:00 PM PT (5:00 PM ET), providing in-depth financial analysis and strategic discussions aimed at bolstering investor confidence.
- Brand Positioning: STARZ aims to be the leading entertainment destination for women and underrepresented audiences, offering a diverse mix of original programming and blockbuster films, showcasing its unique positioning and market strategy in the competitive streaming landscape.
- Technological Infrastructure: STARZ leverages advanced technology, data analytics, and digital infrastructure to ensure its competitiveness across OTT platforms and multichannel video distributors, further solidifying its market leadership.
See More
Starz Entertainment Corp. Reports Results for the Third Quarter Ended September 30, 2025
Financial Performance: STARZ reported a revenue of $320.9 million for Q3 2025, with an operating loss of $(34.8) million and an adjusted OIBDA of $21.8 million.
Subscriber Growth: The company experienced a U.S. OTT subscriber growth of 520,000 year-to-date and 670,000 year-over-year, reaching a total of 12.3 million U.S. OTT subscribers.
Management Outlook: STARZ management reiterated their 2025 outlook, emphasizing plans to generate new revenue through content licensing and improve series ownership economics.
Debt and Financial Position: As of September 30, 2025, STARZ had $588.1 million in total net debt, with $300 million outstanding on its Term Loan A credit facility and $325.1 million in senior unsecured notes.
See More
