WildBrain (D6X) Q4 2026 Earnings Report
DE:D6X Q4 2026 EPS Results
- Actual EPS
- EUR 0.01
- Consensus EPS
- -EUR 0.02
- Beat/Miss
- Beat by +EUR 0.03
- One Year Ago EPS
- EUR 0.04
DE:D6X Q4 2026 Revenue Results
- Actual Revenue
- EUR 35.10M
- Expected Revenue
- EUR 44.84M
- Beat/Miss
- Missed by -EUR 9.74M
- YoY Revenue Growth
- -66.79%
Earnings Announcement Details
- Quarter
- Q4 2026
- Date
- 09/24/2026
- Time
- Before Open
- Conference Call
- Thursday, September 24, 2026
WildBrain's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
Q4 2026 Earnings Slide Deck
Q4 2026 Earnings Call Summary
The call was positive overall. WildBrain reported significant near-term revenue, EBITDA, cash-flow, and content-performance declines, along with planned fiscal 2027 investment that is expected to reduce profitability and produce negative free cash flow. However, these challenges were outweighed by the sale of Peanuts, full repayment of corporate debt, improved full-year gross margin, strong owned-brand licensing growth, audience and direct-advertising momentum, a growing content pipeline, the Personality AI acquisition, and fiscal 2027 guidance calling for approximately 15% revenue growth and approximately 44% adjusted EBITDA growth at the midpoint.
For fiscal 2027, WildBrain expects revenue of CAD 270 million-CAD 295 million, with the midpoint representing year-over-year growth of approximately 15%, and adjusted EBITDA of CAD 28 million-CAD 32 million, with the midpoint representing year-over-year growth of approximately 44%. The company expects approximately CAD 30 million of planned investments, fiscal 2027 to be an investment year, free cash flow to be negative in fiscal 2027, and the continuing business to generate positive free cash flow in fiscal 2027 before these planned investments. It expects growth in owned brand licensing programs, a rebound in Content production revenue, growth in total advertising revenue at the WildBrain Network, SG&A to grow ahead of advertising revenue in fiscal 2027, and improved operating leverage and increased margin dollars in subsequent periods. Following fiscal 2027, adjusted EBITDA is expected to approximately double from the midpoint of the fiscal 2027 outlook by the end of fiscal 2029, while free cash flow generation is expected to improve as adjusted EBITDA grows and the fiscal 2027 investment program moderates.
- Strategic Reset and Debt EliminationFiscal 2026 was described as a transformational year: WildBrain completed the sale of its interest in Peanuts, exited the Canadian television broadcasting business, and fully repaid its corporate debt. The company repositioned around three reporting segments: Franchise & Global Licensing, Content, and the WildBrain Network.
- Increased Financial FlexibilityManagement said the portfolio simplification and debt repayment strengthened the balance sheet and created financial flexibility to invest in franchises, content, advertising capabilities, technology, operating infrastructure, selective acquisitions, and shareholder returns.
- Franchise and Global Licensing Revenue GrowthFull-year Franchise & Global Licensing revenue grew 27% to approximately CAD 88 million, supported by growth in owned brand royalties and WildBrain CPLG agency commissions.
- Strawberry Shortcake MomentumStrawberry Shortcake remained a key driver of owned brand royalty growth and continued to expand across content, retail, licensing, and live experiences. New programming on the WildBrain Network is intended to deepen fan engagement and support future consumer products opportunities.
- Teletubbies Expansion in AsiaTeletubbies continued to build momentum, particularly across Asia. The first themed Teletubbies and In the Night Garden retail store opened in China in June, and WildBrain is developing a coordinated global program ahead of the brand's 30th anniversary across content, consumer products, retail, and live experiences.
- CPLG Partner and Regional ExpansionWildBrain CPLG expanded its partner-brand activities, including new Peter Rabbit licensing collaborations in North America and an expanded mandate from Miraculous Corp. to lead location-based entertainment opportunities across EMEA and Asia Pacific. The company also opened a new WildBrain CPLG office in Japan and expanded local capabilities in key regions.
- Personality AI AcquisitionWildBrain announced the acquisition of Personality AI after the quarter. The kid-safe, scalable interactive character platform adds proprietary generative AI capabilities deployable across COPPA-compliant toys, apps, games, digital platforms, and physical experiences for WildBrain and partner brands.
- Content Pipeline and New ProductionsManagement cited a number of greenlit animation and live-action projects expected to support a rebound in production activity during fiscal 2027. The pipeline includes Snoopy Unleashed for Apple Original Films, the animated feature Little Santa, the Peanuts holiday special Twelve Days of Snoopy for Apple TV+, and the second season of Finding Her Edge for Netflix.
- WildBrain Network Quarterly GrowthFourth-quarter WildBrain Network revenue increased 6% year-over-year to approximately CAD 12 million, driven by higher direct advertising revenue from the Media Solutions business.
- Direct Advertising ProgressFourth-quarter direct advertising revenue growth exceeded 20%. WildBrain also entered an exclusive direct advertising sales partnership with Miraculous Corp, expanding the publisher-direct inventory available through the network.
- Scaled Audience Reach and Watch-Time GrowthThe WildBrain Network spans more than 1,000 channels across YouTube, FAST, and AVOD platforms. Watch time on WildBrain-owned channels increased 10% year-over-year, while Teletubbies recorded its strongest quarter ever for watch time.
- Full-Year Gross Margin ImprovementFull-year gross margin increased to CAD 111 million, or 45% of revenue, from CAD 110 million, or 40%, in fiscal 2025. Management attributed the approximately 500 basis point improvement to the higher contribution from higher-margin owned brand licensing revenue.
- Full-Year Licensing EBITDA ImprovementFranchise & Global Licensing full-year segment adjusted EBITDA increased to CAD 22 million from CAD 11 million, reflecting the segment's revenue growth, partly offset by higher staff, content, and marketing costs.
- Improved Full-Year Net LossFull-year net loss from continuing operations attributable to shareholders improved to CAD 75 million from CAD 122 million in fiscal 2025.
- Cash Balance and Share RepurchasesWildBrain ended the year with CAD 89 million of cash and cash equivalents. Through the end of August, the company had returned approximately CAD 3.2 million to shareholders through share repurchases under its normal course issuer bid.
- Fiscal 2027 Revenue and EBITDA GuidanceWildBrain expects fiscal 2027 revenue of CAD 270 million-CAD 295 million and adjusted EBITDA of CAD 28 million-CAD 32 million. At the midpoint, management said this represents approximately 15% year-over-year revenue growth and approximately 44% year-over-year adjusted EBITDA growth.
- Expected Longer-Term EBITDA ExpansionFollowing fiscal 2027, management expects adjusted EBITDA to approximately double from the midpoint of the fiscal 2027 outlook by the end of fiscal 2029, principally through growth in owned brand licensing, increased advertising revenue, improved operating leverage, and moderation of incremental transformation spending.
- Technology and Operating Infrastructure InvestmentsWildBrain is investing in enterprise data, modernized systems, automation, production technology, and scalable operating workflows. Management said these initiatives are intended to reduce complexity, improve visibility, enable faster workflows, and allow the business to scale without a proportional increase in headcount.
DE:D6X Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Nov 11, 2026 | 2027 (Q1) | -0.00- | -0.1 | ― | ― |
| 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) | |
| Sep 18, 2024 | 2024 (Q4) | 0.01-0.25 | -0.15 | -62.50% (-0.10) |
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.