CuriosityStream (CURI) is increasingly licensing its video library for AI model training, unlocking new high-margin revenue streams. CURI's vast, high-quality, and copyright-cleared video library positions it as the market leader in the growing AI training (video) data market. The company is finally breaking even in 2025, but the investment remains high-risk due to potential volatility and competitive pressures.
CuriosityStream Inc. ( CURI ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Tia Cudahy - COO & Secretary Clint Stinchcomb - President, CEO & Director Phillip Hayden - CFO & Treasurer Conference Call Participants Laura Martin - Needham & Company, LLC, Research Division Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division David Marsh - Singular Research, LLC Patrick Sholl - Barrington Research Associates, Inc., Research Division Presentation Operator Greetings, and welcome to the CuriosityStream Third Quarter 2025 Financial Results Conference Call [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to your host, Tia Cudahy, CuriosityStream's Chief Operating Officer.
CuriosityStream Inc. (CURI) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to a loss of $0.06 per share a year ago.
| - Industry | - Sector | Clint Stinchcomb CEO | XFRA Exchange | US23130Q1076 ISIN |
| US Country | 45 Employees | 5 Dec 2025 Last Dividend | - Last Split | 8 Jan 2020 IPO Date |
CuriosityStream Inc. stands as a pioneering factual content streaming service and media company, launching its operations in 2015 with headquarters in Silver Spring, Maryland. It differentiates itself by focusing exclusively on delivering a wide array of factual entertainment spanning various genres. This content is made accessible to a global audience through both direct subscription video on-demand (SVoD) platforms and indirectly by forming alliances with distribution partners. These partnerships enable the delivery of CuriosityStream's enriching content through the distributor’s platforms, further expanding its reach and accessibility. The essence of CuriosityStream's mission is to make learning an engaging, entertaining experience by leveraging the power of storytelling through visual and audio content.
CuriosityStream offers a direct-to-consumer service that allows subscribers to access its wide range of educational and informative programming across multiple categories including science, history, society, nature, and more. This service is designed to cater to the curious minds seeking in-depth understanding and insights, accessible via internet-connected devices such as smartphones, computers, and smart TVs.
By collaborating with various distribution partners, CuriosityStream is able to reach a wider audience. These partnerships enable the streaming of CuriosityStream’s content through the distributor's platforms or systems, facilitating access on multiple devices and enhancing viewer engagement by integrating CuriosityStream's factual programming into broader media offerings.
CuriosityStream licenses its content in bundled packages for SVoD and linear broadcast services, allowing for a diversified distribution strategy. This approach enables traditional and digital broadcasters to offer CuriosityStream's premium factual content as part of their subscription packages or linear channels, thereby extending its reach to different audiences and platforms.
Expanding beyond traditional streaming, CuriosityStream offers a series of talks and educational courses. These are designed to provide deeper dives into specific subjects, featuring experts and thought leaders across various fields. This format is tailored for viewers seeking comprehensive knowledge and personal or professional development.
CuriosityStream also engages in bulk sales agreements with partners interested in purchasing subscriptions in volume. This facilitates organizations, educational institutions, and businesses in providing CuriosityStream's rich library of programming to their members, employees, or customers, thereby promoting educational content on a larger scale.