LION

Lionsgate Studios Corp. (LION) Q2 2027 Earnings Call Transcript

Lionsgate Studios posted fiscal second quarter revenue of $667 million, up 41%, beating Wall Street forecasts. The standalone public company, which separated from Starz in 2025 and has been the focus of heated takeover speculation, narrowed its net loss for the three months ended in September to $15.5 million from $113.

Revenue was $668.8 Million, Up 41% Year-over-Year Operating Income was $29.1 Million  Adjusted OIBDA was $72.0 Million  Net Loss from Continuing Operations Attributable to Shareholders was $15.5 Million, or $0.05 Diluted Net Loss Per Share  Adjusted Net Income from Continuing Operations Attributable to Shareholders was $20.3 Million, or $0.07 Adjusted Diluted Net Income Per Share  Trailing 12-Month Library Revenue was $1.04 Billion in the Quarter, Second Highest Ever SANTA MONICA, Calif. and VANCOUVER, BC, Nov. 5, 2026 /PRNewswire/ -- Lionsgate Studios Corp. (NYSE: LION) today reported second quarter results for the quarter ended September 30, 2026.

The limited-edition collaboration immerses fans in the world of Panem through personal, home and car fragrance inspired by the highly anticipated film NEW YORK, Nov. 5, 2026 /PRNewswire/ -- Scentbird and Drift are bringing the world of Panem to life with a new fragrance collaboration inspired by The Hunger Games: Sunrise on the Reaping. Marking the first time Scentbird has launched an IP fragrance collection alongside a major film release, the limited-edition collaboration spans an Eau de Parfum, Home Scent Diffuser and Car Freshener, translating the film's breathtaking landscape and enduring sense of hope into scent.

SP Media Has Made a Significant Capital Investment to Co-invest into New Businesses that Expand Lionsgate's Global Platform  Deal Includes Partnership on Independent Feature Film Production and Extends Resources toward the Continuing Diversification of 3 Arts and Other Lionsgate Businesses SANTA MONICA, Calif., Oct. 26, 2026 /PRNewswire/ -- Lionsgate (NYSE: LION) and SP Media, led by longtime producer, financier and entrepreneur Steven Paul, today announced the formation of a joint venture through which SP Media will make a significant capital investment to co-invest in new ventures that expand and grow the Lionsgate platform as well as extending resources toward the continuing diversification of 3 Arts and other Lionsgate businesses.

Lionsgate Studios surged on reports of a potential Legendary Entertainment bid, with M&A interest reigniting after prior quiet periods. Both LION and Legendary are positioned for near-term content windfalls, enhancing their strategic value and M&A appeal. Valuation analysis suggests LION's equity is worth $19–$24 per share, well above current trading levels around $12.50.

SANTA MONICA, Calif. and VANCOUVER, BC, Oct. 14, 2026 /PRNewswire/ -- Lionsgate (NYSE: LION) today announced it will release its financial results for the fiscal 2027 second quarter ended September 30, 2026 after market close on Thursday, November 5.

Following the success of its debut Twilight fragrance, Scentbird returns to Forks with an exclusive The Twilight Saga: New Moon fragrance, launching October 1 NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Scentbird, the leading fragrance discovery platform, today announced the second drop in its collaboration with Lionsgate's fan-favorite The Twilight Saga, introducing a new exclusive The Twilight Saga: New Moon Eau de Parfum.  Following the strong response to its debut Twilight Eau de Parfum, a top-selling SKU since launch, Scentbird is bringing fans the next limited-edition offering in Twilight fragrance.

Lionsgate is rated Buy, offering value from a recovering media business with a strong content library and improved operational focus post-Starz separation. LION's forward earnings growth is driven by a better film slate, increased TV deliveries, and disciplined cash flow management, and is not dependent on acquisition speculation. Projected fiscal 2027 revenue of $3.4 billion and 14% adjusted OIBDA margin underpin a share price target near $15, implying attractive upside from current levels.

Launching September 14, the brand's third major entertainment collaboration transforms one of pop culture's most iconic worlds into an immersive scent experience for car and home. NEW YORK, Sept.