Last mentioned: Mar 12, 2026
Earnings Report
Both CURI and FNV report record or near-record results for Q4 2025.
Pricing Strategy
CuriosityStream implements a subscription price increase to drive 2026 growth.
Pricing Increase
Subscription price hike begins phasing in across the customer base.
Profitability Milestone
CURI completes its 4th straight quarter of positive adjusted EBITDA.
AI Licensing Surge
Licensing revenue hits record levels due to AI model training demand.
Special Dividend
CuriosityStream pays a $0.10 per share special dividend.
Special Dividend
Company pays a $0.10 per share special dividend to shareholders.
EBITDA Profitability
First of four consecutive quarters of positive adjusted EBITDA.
Cash Flow Inflection
CuriosityStream begins its streak of positive operating cash flow.
CuriosityStream (CURI) reported a 40% annual revenue increase to $71.7 million, powered by a massive surge in AI model training licensing. The company achieved its fourth consecutive quarter of positive adjusted EBITDA, signaling a successful transition to a high-margin data provider for the AI cloud.
CuriosityStream and Franco-Nevada reported robust Q4 2025 results, characterized by significant margin expansion and aggressive capital return programs. While CuriosityStream capitalizes on AI model training demand, Franco-Nevada is reaping the rewards of record gold prices and a debt-free balance sheet.
Stellus Capital Investment and CuriosityStream are preparing to report their fourth-quarter 2025 financial results, offering a dual look into the health of middle-market lending and niche streaming services. Investors are focused on Stellus's portfolio quality and CuriosityStream's path toward sustainable profitability.