WildBrain earnings date
WildBrain (D6X) Q1 2027 Earnings Report
DE:D6X Q1 2027 EPS Results
- Actual EPS
- -EUR 0.02
- Consensus EPS
- EUR 0.00
- Beat/Miss
- Missed by -EUR 0.01
- One Year Ago EPS
- -EUR 0.10
DE:D6X Q1 2027 Revenue Results
- Actual Revenue
- EUR 52.92M
- Expected Revenue
- EUR 39.18M
- Beat/Miss
- Beat by +EUR 13.74M
- YoY Revenue Growth
- -33.67%
Earnings Announcement Details
- Quarter
- Q1 2027
- Date
- 11/12/2026
- Time
- Before Open
- Conference Call
- Thursday, November 12, 2026
WildBrain's next earnings date is estimated for February 9, 2027, based on past reporting schedules.
Q1 2027 Earnings Call Audio
Q1 2027 Earnings Slide Deck
No slide deck is available for this earnings event.
Q1 2027 Earnings Call Summary
The call was predominantly positive. Management reaffirmed fiscal 2027 guidance and the fiscal 2029 adjusted EBITDA target, reported momentum in Strawberry Shortcake, Teletubbies, FAST and direct advertising, highlighted improving gross margin and a lower net loss, and described a detailed investment program intended to support longer-term growth. The main challenges were the continuing Paramount headwind, lower content profitability, reduced toy-advertiser spending, negative quarterly and expected full-year free cash flow, and variability in quarterly results.
WildBrain reaffirmed fiscal 2027 guidance for revenue of CAD 270 million to CAD 295 million, representing year-over-year growth of approximately 15% at the midpoint, and adjusted EBITDA of CAD 28 million to CAD 32 million, representing growth of approximately 44% at the midpoint; it expects negative free cash flow for fiscal '27 while executing its approximately CAD 30 million investment program, allocated across approximately CAD 6 million reflected in adjusted EBITDA, CAD 2 million in reorganization development and other expenses, CAD 13 million of capital expenditures and CAD 9 million in content and AI content capabilities. Licensing and advertising revenue are weighted towards the second quarter, contracted content production is expected to ramp through the balance of the year, and absent these planned investments, the continuing business is expected to generate positive free cash flow based on the revised definition, which deducts capital expenditures. WildBrain is also reaffirming its expectation to approximately double adjusted EBITDA from the midpoint of its fiscal 2027 guidance by the end of fiscal 2029, with Nick Gawne clarifying that the guidance is for posting CAD 60 million of EBITDA in fiscal '29 rather than exiting fiscal '29 at that level.
- Fiscal 2027 Guidance ReaffirmedWildBrain reaffirmed fiscal 2027 revenue guidance of CAD 270 million to CAD 295 million, representing approximately 15% year-over-year growth at the midpoint, and adjusted EBITDA guidance of CAD 28 million to CAD 32 million, representing approximately 44% growth at the midpoint.
- Long-Term EBITDA Growth TargetManagement reaffirmed its expectation to approximately double adjusted EBITDA from the midpoint of its fiscal 2027 guidance by the end of fiscal 2029, with the Q&A clarifying that the company is guiding to achieving approximately CAD 60 million of EBITDA in fiscal 2029 rather than exiting fiscal 2029 at that level.
- First-Quarter Revenue GrowthRevenue from continuing operations was CAD 58 million, up 1% compared with the prior-year quarter. Franchise and licensing revenue was CAD 20 million, up 5%, and WildBrain Network revenue was CAD 12 million, up 7%.
- Own-Brand Licensing MomentumCombined revenue from Strawberry Shortcake and Teletubbies grew double digits year-over-year. Franchise and Global Licensing adjusted EBITDA increased 13% to CAD 5 million from CAD 4 million, primarily driven by growth in own-brand royalties.
- Strawberry Shortcake Audience and Content ProgressStrawberry Shortcake's Bake Shop launched on the WildBrain network and reached 500,000 YouTube views within its first 14 days, achieving the initial 28-day target two weeks ahead of schedule. The brand has approximately 11 million social followers and generated 1.2 billion FAST and AVOD minutes watched in the first quarter, up 25% year-over-year.
- Teletubbies Brand Engagement GrowthTeletubbies generated more than 500 million impressions in Japan through recent TikTok live campaigns over six days, launched its first pop-up in Taiwan with approximately 200 products, and partnered with Aman in Shanghai on a Teletubbies afternoon tea experience. The brand has more than 7 million global followers, while FAST and AVOD watch time increased approximately 10% in the quarter.
- Strong Teletubbies YouTube GrowthTeletubbies rolling annual YouTube views grew 104% from May 2025 to October 2026, making it one of the fastest-growing preschool franchises tracked by the company.
- CPLG Growth Excluding ParamountExcluding the Paramount impact, CPLG revenue increased 9% year-over-year, supported by growth across the third-party brands portfolio. Management cited positive feedback from Brand Licensing Europe, China Licensing Expo and the North American Licensing Summit.
- Personality AI Acquisition and Licensing OpportunityWildBrain deployed approximately CAD 16 million in cash to acquire Personality AI, adding Kid Safe AI capabilities. Management said brand owners showed significant interest in COPPA-compliant, AI-enabled character experiences and that the near-term focus is integrating the technology, developing commercial use cases and converting partner interest into revenue opportunities.
- Content Production Pipeline and EightyEight PartnershipWildBrain reported progress across its production pipeline, including increased live-action activity, and expects contracted production activity to ramp through the balance of the year. The strategic partnership with EightyEight Pictures combines WildBrain and House of Cool's creative expertise with EightyEight's CG production capabilities to provide greater flexibility and scalability while maintaining creative leadership and core production functions in Canada.
- FAST and Network Audience ExpansionFAST delivered strong year-over-year growth, driven primarily by Pokémon across WildBrain's channel network. Across the network, FAST and AVOD watch time exceeded 10 billion minutes in the quarter, up 60% year-over-year.
- Expansion of Direct Advertising RelationshipsWildBrain generated revenue from 10 new direct advertising clients during the quarter, delivered three campaigns with advertisers outside its traditional toy and entertainment categories, and worked with 15 agencies compared with nine in the prior-year period. A new U.K. toy-focused agency relationship delivered 14 campaigns during the quarter.
- Media Solutions Pipeline GrowthPipeline activity for the next few quarters was approximately 85% higher than at the same point last year. The company has begun building out its sales team, with new sellers in place and ramping, while its top agencies represented a smaller share of Media Solutions revenue than in the prior-year period.
- Improved Gross Margin RateFirst-quarter gross margin was CAD 24 million, or 42% of revenue, compared with CAD 26 million, or 35% of revenue, in the prior-year quarter. The improvement was supported in part by higher gross margin in WildBrain Network, revenue growth and lower content costs.
- Network Segment EBITDA ImprovementWildBrain Network adjusted EBITDA improved to positive CAD 0.3 million from negative CAD 1 million in the prior-year period, driven by revenue growth across FAST, AVOD and YouTube.
- Lower Net LossNet loss from continuing operations attributable to shareholders improved to CAD 7 million from CAD 40 million in the prior-year quarter.
- Capital Returns and Balance Sheet PositionWildBrain ended the quarter with CAD 69 million of cash and cash equivalents. It repurchased approximately 13.8 million shares for CAD 20 million through the substantial issuer bid and approximately 2.7 million shares through the normal course issuer bid, for approximately 16.4 million shares repurchased through both programs.
- Targeted Investment Program UnderwayThe approximately CAD 30 million fiscal 2027 investment program remains intact. It includes approximately CAD 11 million for franchise content, AI content capabilities and marketing; CAD 3 million for WildBrain Network Media Solutions; approximately CAD 9 million through fiscal 2027 and fiscal 2028 for technology and operating infrastructure; and approximately CAD 7 million for leasehold improvements and production infrastructure.
- Investment Milestones and Operating Leverage ObjectivesManagement said the investment program is intended to expand owned-brand licensing, increase direct advertising revenue, simplify workflows, improve data access and automation, and create a more scalable operating base. New Media Solutions sales hires are expected to require 6 to 12 months to reach full productivity, and the company expects technology investments to generate meaningful annual savings in labor and compliance costs once systems are fully implemented.
- Positive Underlying Business Cash Flow Excluding Planned InvestmentsAlthough WildBrain expects negative free cash flow for fiscal 2027 while executing the investment program, management said the continuing business would generate positive free cash flow under the revised definition absent those planned investments.
- No Incremental Macro Impact Reported in CPLGIn response to a question about consumer-spending pressures, management said it was not seeing incremental impacts in CPLG demand from licensees or retailers, while acknowledging that markets vary across its global footprint.
DE:D6X Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 09, 2027 | 2027 (Q2) | 0.03- | -0.06 | ― | ― |
| Nov 12, 2026 | 2027 (Q1) | -0.00-0.02 | -0.1 | 83.33% (+0.08) | |
| Sep 24, 2026 | 2026 (Q4) | -0.020.01 | 0.04 | -71.43% (-0.03) | |
| May 14, 2026 | 2026 (Q3) | -0.04-0.06 | -0.04 | -28.57% (-0.01) | |
| Feb 12, 2026 | 2026 (Q2) | 0.00-0.06 | -0.24 | 75.68% (+0.18) | |
| Nov 13, 2025 | 2026 (Q1) | -0.02-0.10 | -0.03 | -200.00% (-0.06) | |
| Sep 26, 2025 | 2025 (Q4) | 0.010.04 | -0.25 | 117.95% (+0.29) | |
| May 14, 2025 | 2025 (Q3) | -0.00-0.04 | -0.04 | 0.00% (+0.00) | |
| Feb 11, 2025 | 2025 (Q2) | -0.00-0.24 | 0.01 | -1950.00% (-0.25) | |
| Nov 07, 2024 | 2025 (Q1) | -0.02-0.03 | -0.05 | 37.50% (+0.02) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
