Starz Entertainment Corp. (STRZ)
STRZ Q2 Earnings Miss Estimates on Higher Costs, Revenues Beat
Starz's Q2 revenues beat estimates, but higher costs widen losses as OTT gains are offset by weaker linear revenues and restructuring charges.
Starz Entertainment's Stock Is Powerful, But It Still Rates As A Hold
Starz Entertainment Corp. has seen recent technical momentum mostly driven by consolidation speculation. STRZ's Q2 showed stable OIBDA growth but negative unlevered free cash flow and persistent leverage above $600 million; there is definitely room for improvement with fundamental growth. Management focuses on cost discipline and original content, but lacks bold strategic pivots in AVOD or expansion into multiplex-film distribution.
Starz Entertainment Corp. (STRZ) Q2 2026 Earnings Call Transcript
Starz Entertainment Corp. (STRZ) Q2 2026 Earnings Call Transcript
Starz Entertainment Q2 Earnings Call Highlights
Starz Entertainment NASDAQ: STRZ reported second-quarter results that management said reflected improving streaming revenue, audience engagement and free-cash-flow generation, prompting the company to raise its full-year adjusted OIBDA growth outlook and increase its unlevered free cash flow guidance.
Starz Entertainment Corp. (STRZ) Reports Q2 Loss, Tops Revenue Estimates
Starz Entertainment Corp. (STRZ) came out with a quarterly loss of $1.26 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to a loss of $2.23 per share a year ago.
Starz Subscriber Levels Climbed In Q2 Despite Price Increase, CEO Jeff Hirsch Says
Starz CEO Jeff Hirsch said total subscribers rose in the second quarter despite a price increase taking effect during the period. Speaking to Wall Street analysts Friday on the company's quarterly earnings call, Hirsch declined to state a number of subscribers, in keeping with the company's decision to stop breaking out that metric.
Starz Entertainment Q1 Earnings Call Highlights
Starz Entertainment NASDAQ: STRZ executives said the company delivered a strong first quarter of fiscal 2026 and is moving faster than previously expected toward its long-term margin target, aided by content cost reductions, pricing discipline and a shift toward owned original programming.
Starz Entertainment Q1 Loss Wider Than Expected, Revenues Fall Y/Y
STRZ posts a wider-than-expected Q1 loss; revenues fall 7.2% YoY and miss estimates, while free cash flow remains positive.
Starz Entertainment Corp. (STRZ) Q1 2026 Earnings Call Transcript
Starz Entertainment Corp. (STRZ) Q1 2026 Earnings Call Transcript
Starz Q1 Mixed As It Marks First Year Flying Solo: CEO Jeff Hirsch Calls Company “Structurally Stronger” Since Split From Lionsgate
Starz posted a mixed first quarter as it celebrated one year as a standalone company after separating from Lionsgate. It continues to juggle OTT and linear as it fine tunes programming including with new owned originals. The stock has surged this year. It closed off a quarter at $20.
Look At The Starz, Look How They Shine For You
Starz trades at a deep discount, with a 4x EV/EBITDA multiple and 24.5% unlevered FCF yield, despite strong OTT subscriber growth. OTT now represents 72% of STRZ's 17.6 million US subs, with linear rapidly declining; the business is nearing an inflection where streaming growth offsets linear erosion. STRZ's in-house content production, like Fightland, aims to boost margins and address concerns over lack of proprietary library, supporting OIBDA growth from $200M (2025) to $300M (2028).
How Much Upside is Left in Starz Entertainment Corp. (STRZ)? Wall Street Analysts Think 64.7%
The average of price targets set by Wall Street analysts indicates a potential upside of 64.7% in Starz Entertainment Corp. (STRZ). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
