WildBrain Ltd (TSX:WILD)
C$ 1.55 -0.08 (-4.91%) Market Cap: 328.03 Mil Enterprise Value: 1.13 Bil PE Ratio: 0 PB Ratio: 0 GF Score: 72/100
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Q1 2025 WildBrain Ltd Earnings Call Transcript

Nov 8, 2024 / 03:00 PM GMT
Release Date Price: C$1.06 (-1.85%)

Key Points

Positve
  • WildBrain Ltd (WLDBF) reported a 5% increase in consolidated revenue for Q1 2025, reaching $111 million.
  • Global licensing revenue grew by 27%, driven by strong performance in Peanuts, WildBrain CPLG, and brands like Strawberry Shortcake and Teletubbies.
  • The company saw significant growth in its AVOD business, with YouTube experiencing double-digit revenue growth.
  • WildBrain Ltd (WLDBF) successfully refinanced its debt, extending maturity to 2029, which improves its financial stability.
  • The company is well-positioned to capitalize on the growing FAST channel opportunity, with a strong presence in the kids' content market.
Negative
  • Content creation and audience engagement revenue decreased by 14% due to fewer productions and timing impacts in live-action production.
  • Gross margins declined to 47% from 49% year-over-year, affected by higher content amortization and third-party participation expenses.
  • SG&A expenses increased by 11% year-over-year, partly due to higher variable compensation costs.
  • Adjusted EBITDA fell by 19%, indicating challenges in maintaining profitability amidst rising costs.
  • The company faces headwinds in its content production and distribution business, with a slow recovery expected in the industry.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WILD.TO - WildBrain Ltd
Q1 2025 WildBrain Ltd Earnings Call
Nov 08, 2024 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to Wren's first quarter, fiscal 2025 earnings call. Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session to ask a question during that time. Please press star then one on your telephone keypad. If you would like to draw your question. Press star two.

I'd now like to turn the call over to Kathleen Purcell, Vice President, Investor Relations at Wildbrain. Your line is now open.

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Unidentified_2 [2]
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