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Versant Media Group . Class A Common Stock When-issued Earnings Calls
| Release date | Aug 13, 2026 |
| EPS estimate | $1.29 |
| EPS actual | - |
| Revenue estimate | 1.616B |
| Revenue actual | - |
| Expected change | +/- 9.37% |
| Release date | May 14, 2026 |
| EPS estimate | $1.58 |
| EPS actual | $1.99 |
| EPS Surprise | 25.95% |
| Revenue estimate | 1.622B |
| Revenue actual | 1.687B |
| Revenue Surprise | 4.01% |
| Release date | Mar 03, 2026 |
| EPS estimate | $1.69 |
| EPS actual | $1.99 |
| EPS Surprise | 17.75% |
| Revenue estimate | 1.561B |
| Revenue actual | 1.61B |
| Revenue Surprise | 3.15% |
Last 3 Quarters for Versant Media Group . Class A Common Stock When-issued
Below you can see how VSNT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 03, 2026 |
| Price on release | $34.01 |
| EPS estimate | $1.69 |
| EPS actual | $1.99 |
| EPS surprise | 17.75% |
| Date | Price |
|---|---|
| Feb 25, 2026 | $31.00 |
| Feb 26, 2026 | $32.48 |
| Feb 27, 2026 | $33.32 |
| Mar 02, 2026 | $32.74 |
| Mar 03, 2026 | $34.01 |
| Mar 04, 2026 | $36.02 |
| Mar 05, 2026 | $36.77 |
| Mar 06, 2026 | $36.70 |
| Mar 09, 2026 | $36.54 |
| 4 days before | 9.71% |
| 4 days after | 7.44% |
| On release day | 5.91% |
| Change in period | 17.87% |
| Release date | May 14, 2026 |
| Price on release | $44.43 |
| EPS estimate | $1.58 |
| EPS actual | $1.99 |
| EPS surprise | 25.95% |
| Date | Price |
|---|---|
| May 08, 2026 | $41.14 |
| May 11, 2026 | $41.31 |
| May 12, 2026 | $40.37 |
| May 13, 2026 | $40.44 |
| May 14, 2026 | $44.43 |
| May 15, 2026 | $42.98 |
| May 18, 2026 | $42.29 |
| May 19, 2026 | $42.38 |
| May 20, 2026 | $41.88 |
| 4 days before | 8.00% |
| 4 days after | -5.74% |
| On release day | -3.26% |
| Change in period | 1.80% |
| Release date | Aug 13, 2026 |
| Price on release | - |
| EPS estimate | $1.29 |
| EPS actual | - |
| Date | Price |
|---|---|
| Aug 04, 2026 | $36.38 |
| Aug 05, 2026 | $35.79 |
| Aug 06, 2026 | $38.22 |
| Aug 07, 2026 | $38.67 |
| Aug 10, 2026 | $36.76 |
Versant Media Group . Class A Common Stock When-issued Earnings Call Transcript Summary of Q1 2026
Versant Media reported a strong start to 2026 as an independent company driven by high engagement in news, sports and platform businesses. Q1 revenue was $1.69 billion (down 1% YoY) with linear distribution and advertising pressured by Pay TV secular trends but partially offset by Platforms (+9% YoY) and a large content-licensing quarter. Adjusted EBITDA was $704 million (up 5% YoY) with margins above 30% and free cash flow of $558 million. Key operational highlights: exceptional ratings at CNBC and MS NOW, record early-season engagement for Golf Channel and strong Platforms performance (GolfNow, Fandango/Fandango1 and GolfPass). Management is pursuing direct-to-consumer launches (MS NOW subscription service and a Fandango AVOD), completed strategic acquisitions (StockStory, INDY Cinema/Fandango1, Free TV Networks), and sold most of SportsEngine. Capital allocation remains balanced: $0.375 quarterly dividend, $100M repurchased in Q1 plus a $100M ASR announced for Q2 (part of $1B authorization), while maintaining a strong cash balance ($1.2B). Full-year 2026 guidance: revenue $6.15B–$6.4B, adjusted EBITDA $1.85B–$2.0B, and free cash flow $1.0B–$1.2B. Management emphasized disciplined cost control, modest near-term SG&A/CAPEX increases to support D2C and facility build-outs, and continued focus on monetizing content library (multiyear licensing deals contributed to Q1 volatility).
