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Revenue by Segment
Breaks revenue down by business units—streaming, TV networks, studio/film, international licensing, and others—showing which divisions drive growth, where margins differ, and where management should prioritize investment or cost control.Affiliate & subscription revenue is the durable growth engine—steady ARPU-driven gains and cleaner subscriber mix (removal of low-ARPU bundles) are underpinning recurring revenue. Advertising is the weaker, cyclical piece—Q1 softness reflects near-term headwinds, but management’s ad‑tech improvements and guidance point to a back‑half recovery. Theatrical and licensing remain lumpy but strategically important as studio output doubles and a 30-film cadence should boost upside in later quarters; beware transaction/timing benefits and H2 DTC margin pressure that could compress near-term profitability.
Date | Advertising | Affiliate and Subscription | Theatrical | Licensing and Other |
|---|---|---|---|---|
Jun 30, 2026 | $1.96B | $3.52B | $138.00M | $1.30B |
Mar 31, 2026 | $2.44B | $3.50B | $152.00M | $1.25B |
Dec 31, 2025 | $2.52B | $3.40B | $115.00M | $2.11B |
Sep 30, 2025 | $1.94B | $3.43B | $112.00M | $1.22B |
Jun 30, 2025 | $2.15B | $3.44B | $254.00M | $998.00M |
Mar 31, 2025 | $2.51B | $3.40B | $148.00M | $1.13B |
Dec 31, 2024 | $2.77B | $3.31B | $414.00M | $1.49B |
Sep 30, 2024 | $2.17B | $3.21B | $108.00M | $1.23B |
Jun 30, 2024 | $2.25B | $3.27B | $138.00M | $1.15B |
Mar 31, 2024 | $3.10B | $3.36B | $153.00M | $1.08B |