CuriosityStream

Q2 FY2026 EarningsQ2 FY26 results significantly outperformed consensus across all key profitability metrics. Revenue reached $23.2M, beating the $21.2M estimate by 9.6%, while GAAP EPS of $0.15 was more than 4x the expected $0.037. The beat was primarily driven by a 48% YoY surge in Licensing revenue ($14.1M), particularly from AI training partnerships, which helped expand gross margins to a record 73% (vs. 57.5% expected). Management raised full-year revenue and Adjusted EBITDA guidance, signaling sustained momentum in AI-driven IP monetization.