LIONNYSEServices-Motion Picture & Video Tape ProductionUS GAAP · USD

Lionsgate Studios Corp.

Lionsgate Studios Corp. is a U.S.-based film and television studio company formed around Lionsgate’s studio operations after the Starz separation. It develops, produces, finances, distributes, and licenses motion pictures and television programming, supported by a large film and TV library and talent management capabilities through 3 Arts Entertainment.

Kysy yhtiöstä
Liikevaihto2 632milj. USD
−17,6 %v/v
Liikevoitto (EBIT)97,1milj. USD
+636,5 %v/v
EBIT-marginaali3,7%
+4,3 %-yks.v/v
Nettotulos−198milj. USD
+45,2 %v/v
Vapaa kassavirta11,4milj. USD
+106,4 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−1 00001 0002 0003 0004 000milj. USD202120222023: 3 084 milj. USD2023: EBIT 140 milj. USD20232024: 2 986 milj. USD2024: EBIT 140 milj. USD20242025: 3 196 milj. USD2025: EBIT −18 milj. USD20252026: 2 632 milj. USD2026: EBIT 97 milj. USD20262 63297
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Motion Picture55 %

Includes film production, financing, theatrical distribution, home entertainment and library exploitation.

Television Production35 %

Includes scripted and unscripted TV production, international licensing and format sales.

Library and Ancillary Licensing7 %

Includes monetization of the film and television library, music rights and other ancillary revenues.

Talent Management and Production3 %

Includes 3 Arts Entertainment commissions, packaging and producer fees tied to talent representation.

Asiakkaat

The company sells content and rights to studios, broadcasters, streaming platforms, pay TV services, and digital distributors. It also earns from retailers and home entertainment channels, while library and ancillary licensing reach a broad mix of media buyers and distributors. Demand depends on the appeal of individual titles, franchise strength, and the timing of content releases.

Streaming platforms and digital media services

Buy film and television rights, especially for library titles and new series, to fill content pipelines and attract subscribers.

Broadcasters and television networks

License original scripted series, formats and international programming for scheduled programming and audience retention.

Home entertainment retailers and distributors

Purchase physical and digital film releases; important for motion picture monetization and library sales.

International distributors

Acquire Lionsgate and third-party TV programming for packaged media and digital platforms outside the U.S.

Talent and production partners

Work with 3 Arts and Lionsgate on development, packaging and production of films and premium scripted series.

Strategia

Lionsgate’s strategy is to operate as a standalone content company focused on owning and monetizing premium film and television IP. It is using its library, franchises, production scale and talent relationships to drive licensing, distribution and recurring content monetization across multiple windows and platforms. The Starz separation sharpened the company’s focus on studio economics and should make capital allocation and operating priorities more direct.

Maximize library monetizationKeskipitkä aikaväli

The large catalog creates recurring revenue opportunities across home entertainment, licensing and digital windows.

Strengthen franchise and premium content pipelineKeskipitkä aikaväli

Recognizable IP improves audience demand, distribution leverage and pricing power with buyers.

Increase standalone operating focusLyhyt aikaväli

The separation from Starz allows management to concentrate on studio economics and capital allocation.

Maantiede

2026

Revenue is generated primarily in the U.S., with additional business in Canada, the United Kingdom and other foreign markets. The company discloses that no non-U.S. country individually exceeded 10% of total revenue in fiscal 2025 or the comparable interim periods, so the business is geographically diversified but still U.S.-centric. International licensing and production activity make the company exposed to local market conditions, rights windows and foreign regulatory issues.

USA65 %
Other countries (US filing)33 %
Kanada2,7 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

The business is exposed to hit-driven content economics, where a small number of titles and distributors can materially affect results. It also faces heavy competition for creative talent, content rights and distribution windows, plus international and cybersecurity risks that can disrupt production, licensing and monetization. Because revenue depends on audience acceptance and timing of releases, volatility can be high even when the library base is large.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer concentration in distribution and retail channels1International regulatory and geopolitical exposure3Cybersecurity and ransomware4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer concentration in distribution and retail channelsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A small number of retailers and distributors account for a material percentage of home entertainment revenue.

    Kohdistuu: Amazon.com and Starz were specifically cited as major revenue sources

  2. Hit-driven content performanceVaikutus: Korkea

    Library and new-release economics depend on audience acceptance and the timing of competing releases.

    Kohdistuu: Motion pictures and television series

  3. International regulatory and geopolitical exposureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Foreign licensing and production are subject to local laws, taxes, sanctions and market instability.

    KohdistuuCanadaU.KOther foreign countries
  4. Cybersecurity and ransomwareVaikutus: KeskitasoTodennäköisyys: Matala

    Attacks can interrupt operations, damage data integrity and create reputational harm and recovery costs.

    Kohdistuu: Partly remote workforce and third-party systems

  5. Competition for creative talent and IPVaikutus: Keskitaso

    The company competes with major studios, independents and platforms for scripts, talent and financing.

    Kohdistuu: Production pipeline and franchise development

Kirjanpito

Harkinnanvaraiset erät
Film and television cost capitalization and amortization

Capitalized production costs are amortized as titles monetize, so estimates directly affect gross margin and earnings timing.

Vaikutus: Content asset valuation and expense timing

Impairment and recoverability of content assets

If expected future revenues from a film, series or library title decline, write-downs may be required.

Vaikutus: Potential earnings volatility

Reverse recapitalization and Starz separation accounting

The company’s post-transaction financial statements reflect complex transaction accounting and discontinued operations presentation.

Vaikutus: Comparability across periods

Shared services and corporate allocation methodology

Corporate G&A is allocated across periods and can materially affect segment profitability and overhead trends.

Vaikutus: Segment margin presentation

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Starz Entertainment Corp

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Dolby Laboratories, Inc.

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Kartoon Studios, Inc.

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Goliath Film & Media Holdings

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Päivitetty: 24.9.2026