olivLaw · US equity research
Cineverse Corp. CNVS
Services-Video Tape Rental · SIC 7841 · Vertical: Motion pictures (SIC 78xx)
Cineverse is a technology and entertainment company whose core streaming business runs owned enthusiast channels, distributes films and TV programs, and develops the Matchpoint platform. Acquisitions closed in the last quarter of fiscal 2026 changed the company's profile, and quarterly revenue rose 175%.
At the close of 05 Nov 2026, Cineverse Corp. (CNVS) stock was 1.51 USD (−5.03% on the day), with market capitalisation 35.9 m USD, beta 1.33, 52-week range 1.45–3.15 USD. Latest reported quarter (Q1 2027): revenue of 30.6 m USD (+175.2% YoY), net income of -5.7 m USD, diluted EPS -0.28 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 34.3
- weak (30–45)
- Bollinger (20, 2)
- 1.34 – 1.86
- in the lower half of the band · %B 0.33 · band width 32.5%
- SMA 50 / 200
- 1.94 / 2.39
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.13 / -0.15
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −21.8% | −5.9% | −15.8 pp | — |
| 3 months | −43.2% | −4.6% | −38.6 pp | — |
| 6 months | −42.6% | +0.2% | −42.8 pp | — |
| Year to date | −28.4% | +7.4% | −35.9 pp | — |
| 1 year | −45.3% | +8.2% | −53.5 pp | −33.2% |
| 3 years | +31.3% | +68.4% | −37.1 pp | −30.9% |
| 5 years | −96.9% | +56.5% | −153.4 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2027 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 12.7 m | 40.7 m | 15.6 m | 11.1 m | 12.4 m | 16.3 m | 26.0 m | 30.6 m |
| SG&A | 6.4 m | 9.4 m | 5.4 m | 9.0 m | 11.4 m | 10.7 m | 12.3 m | 11.6 m |
| Operating income | -861.0 k | 9.4 m | 2.1 m | -3.7 m | -5.4 m | -656.0 k | -5.4 m | -5.1 m |
| Depreciation & amortisation | 974.0 k | 946.0 k | 1.0 m | 1.1 m | 1.1 m | 1.2 m | 2.6 m | 2.8 m |
| Interest expense | 337.0 k | 2.3 m | 1.3 m | — | — | — | — | — |
| Pre-tax income | -1.2 m | 7.2 m | 945.0 k | -3.5 m | -5.5 m | -856.0 k | -1.6 m | -5.7 m |
| Income tax | 6.0 k | 6.0 k | 87.0 k | 14.0 k | 20.0 k | 19.0 k | -2.9 m | 19.0 k |
| Net income | -1.2 m | 7.2 m | 858.0 k | -3.5 m | -5.5 m | -875.0 k | 1.3 m | -5.7 m |
| Diluted EPS | -0.09 | 0.34 | 0.05 ≈ | -0.21 | -0.31 | -0.05 | 0.06 ≈ | -0.28 |
| Operating cash flow | -85.0 k ≈ | 7.4 m ≈ | 12.4 m | -14.3 m | -7.4 m ≈ | -1.6 m ≈ | -3.2 m | -994.0 k |
| Share repurchases | 27.0 k ≈ | 0 ≈ | 0 | 0 | 0 ≈ | 0 ≈ | 0 | — |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 53.5 m | 39.3 m | 31.4 m | 56.1 m | 68.0 m | 49.1 m | 78.2 m | 65.7 m |
| Revenue YoY | −20.9% | −26.6% | −20.0% | +78.4% | +21.4% | −27.8% | +59.1% | −15.9% |
| Net income | -16.2 m | -14.7 m | -62.9 m | 2.3 m | -9.7 m | -21.3 m | 3.8 m | -8.7 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | −526.9% | unavailable | unavailable | −330.0% |
| Diluted EPS | unavailable | -0.34 | -0.49 | 0.20 | -1.13 | -1.78 | 0.16 | -0.49 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | −665.0% | unavailable | unavailable | −406.3% |
| net % | -30.3% | -37.5% | -200.2% | 4.1% | -14.3% | -43.3% | 4.8% | -13.2% |
| Free cash flow | unavailable | unavailable | -26.5 m | 4.6 m | -10.1 m | -11.7 m | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 3.4 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 43.4 m USD
- Total assets
- 130.3 m USD
- Debt / equity
- unavailable
- Current ratio
- 0.81x
- ROE
- -21.3%
- ROA
- -8.5%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 31.4 m | 56.1 m | 68.0 m | 49.1 m | 78.2 m | 65.7 m | SEC (XBRL)· 26 Jun 2026verified |
| Cost of revenue | — | 813.0 k | — | — | — | — | SEC (XBRL)· 01 Jul 2022verified |
| Gross profit | — | 55.2 m ≈ | — | — | — | — | SEC (XBRL)· 01 Jul 2022derived |
| SG&A | 21.9 m | 29.6 m | 36.8 m | 27.9 m | 27.7 m | 43.3 m | SEC (XBRL)· 26 Jun 2026verified |
| Operating income | -13.5 m | -925.0 k | -8.9 m | -15.7 m | 7.9 m | -15.2 m | SEC (XBRL)· 26 Jun 2026verified |
| Depreciation & amortisation | 6.9 m | 4.6 m | 3.8 m | 3.8 m | 3.8 m | 6.0 m | SEC (XBRL)· 26 Jun 2026verified |
| EBITDA | -6.6 m ≈ | 3.6 m ≈ | -5.1 m ≈ | -11.9 m ≈ | 11.7 m ≈ | -9.2 m ≈ | SEC (XBRL)· 26 Jun 2026derived |
| Interest expense | 4.1 m | 356.0 k | 1.3 m | 1.1 m | 4.4 m | — | SEC (XBRL)· 30 Jun 2025verified |
| Pre-tax income | -63.2 m | 1.5 m | -9.6 m | -21.3 m | 3.9 m | -11.5 m | SEC (XBRL)· 26 Jun 2026verified |
| Income tax | -315.0 k | -788.0 k | 119.0 k | 10.0 k | 106.0 k | -2.8 m | SEC (XBRL)· 26 Jun 2026verified |
| Net income | -62.9 m | 2.3 m | -9.7 m | -21.3 m | 3.8 m | -8.7 m | SEC (XBRL)· 26 Jun 2026verified |
| Diluted EPS | -0.49 | 0.20 | -1.13 | -1.78 | 0.16 | -0.49 | SEC (XBRL)· 26 Jun 2026verified |
| Weighted average diluted shares | 127.8 m | 8.7 m | 8.9 m | 12.3 m | 17.8 m | 18.8 m | SEC (XBRL)· 26 Jun 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue; Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 16.8 m | 13.1 m | 7.2 m | 5.2 m | 13.9 m | 3.4 m | SEC (XBRL)· 26 Jun 2026verified |
| Receivables | 21.1 m | 30.8 m | 20.8 m | 15.1 m | 15.8 m | 38.6 m | SEC (XBRL)· 26 Jun 2026verified |
| Inventories | 166.0 k | 116.0 k | 207.0 k | — | — | — | SEC (XBRL)· 29 Jun 2023verified |
| Current assets | 43.1 m | 52.2 m | 37.6 m | 32.7 m | 38.1 m | 50.8 m | SEC (XBRL)· 26 Jun 2026verified |
| Property, plant & equipment, net | 3.5 m | 2.0 m | 1.8 m | 2.3 m | 2.9 m | 3.9 m | SEC (XBRL)· 26 Jun 2026verified |
| Goodwill | 8.7 m | 21.1 m | 20.8 m | 6.8 m | 6.8 m | 21.2 m | SEC (XBRL)· 26 Jun 2026verified |
| Intangibles (excl. goodwill) | 9.9 m | 20.0 m | 19.9 m | 18.3 m | 18.2 m | 44.1 m | SEC (XBRL)· 26 Jun 2026verified |
| Total assets | 75.4 m | 104.6 m | 88.0 m | 64.4 m | 72.5 m | 130.3 m | SEC (XBRL)· 26 Jun 2026verified |
| Accounts payable | 30.1 m | 34.2 m | 15.0 m | 5.8 m | 7.3 m | 7.3 m | SEC (XBRL)· 26 Jun 2026verified |
| Short-term debt | 7.8 m | — | — | — | — | — | SEC (XBRL)· 30 Jul 2021verified |
| Current liabilities | 57.4 m | 57.0 m | 45.3 m | 31.2 m | 34.4 m | 63.0 m | SEC (XBRL)· 26 Jun 2026verified |
| Total liabilities | 59.6 m | 63.7 m | 48.9 m | 32.2 m | 34.7 m | 86.9 m | SEC (XBRL)· 26 Jun 2026verified |
| Equity | 15.9 m | 41.0 m | 39.1 m | 32.2 m | 37.8 m | 43.4 m | SEC (XBRL)· 26 Jun 2026verified |
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -20.0 m | 4.9 m | -8.8 m | -10.6 m | 17.4 m | -26.5 m | SEC (XBRL)· 26 Jun 2026verified |
| Capex | 6.5 m | 316.0 k | 1.3 m | 1.1 m | — | — | SEC (XBRL)· 01 Jul 2024verified |
| Free cash flow | -26.5 m ≈ | 4.6 m ≈ | -10.1 m ≈ | -11.7 m ≈ | — | — | SEC (XBRL)· 30 Jun 2025derived |
| Investing cash flow | -1.7 m | -12.3 m | -1.3 m | -531.0 k | -635.0 k | -14.3 m | SEC (XBRL)· 26 Jun 2026verified |
| Financing cash flow | 24.3 m | 2.6 m | 4.2 m | 9.1 m | -8.0 m | 30.2 m | SEC (XBRL)· 26 Jun 2026verified |
| Share repurchases | — | 4.8 m | — | 0 | 215.0 k | 0 | SEC (XBRL)· 26 Jun 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 4 of at least 6
- score weight coverage: 25.0% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 35.9 m USD
Key indicators
Coverage and freshness
Score by group
25% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the input exists, but its latest figure is far older than the latest reported period: not used
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 4 of at least 6; score weight coverage: 25.0% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -12.7% | 29 (vs peers) | 25% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -1.1% | 0 (on a fixed band) | 33% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.7x | 0 (on a fixed band) | 17% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 0.0% | 0 (on a fixed band) | 25% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial0/100 · 1/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality· partial29/100 · 1/3 factors with a value
- Returns· partial0/100 · 1/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
CINEVERSE CORP. (CNVS). Latest full fiscal year: 2026; data up to 2026-06-30.
Figures computed from the financial statements: revenue 65.7 m USD in 2026; YoY growth -15.9%; net margin -12.7%; ROE -28.1%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 4 of at least 6; score weight coverage: 25.0% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- Net margin: -12.7%
- Revenue CAGR 3Y: -1.1%
- Current ratio: 0.7x
- Shareholder yield (distributions): 0.0%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, FCF yield, Payout ratio (FCF).
Versus the vertical median
Motion pictures (SIC 78xx) · same major group (2-digit SIC) · compared with 14 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| NFLXNetflix, Inc. | 269.2 bn | 18.9 | 53.5% | 29.7% | +15.9% | −39% / +38% |
| CNKCinemark Holdings, Inc. | 4.8 bn | 31.9 | — | 5.3% | +2.1% | +46% / +181% |
| LIONLionsgate Studios Corp. | 3.7 bn | — | — | -0.7% | +1.8% | +68% / +19% |
| AMCAmc Entertainment Holdings, Inc. | 2.7 bn | — | — | -2.6% | +4.6% | +26% / −54% |
| FUBOFuboTV Inc. | 2.6 bn | — | -5.8% | -0.7% | +18.6% | −79% / −80% |
| ANGXAngel Studios, Inc. | 617.3 m | — | — | -37.5% | +233.2% | −32% / unavailable |
| MCSMarcus Corp | 511.7 m | 20.3 | 5.4% | 3.1% | +3.1% | +71% / +93% |
| STRZStarz Entertainment Corp. | 419.7 m | — | -87.9% | -32.5% | −1.6% | +122% / unavailable |
| IQiQIYI, Inc. | 308.7 m | — | -1.6% | -0.8% | −2.5% | −59% / −80% |
| CURICuriositystream Inc. | 149.5 m | 484.2 | 0.1% | 0.0% | +40.1% | −48% / +265% |
| MPUMega Matrix Inc | 46.3 m | — | -213.2% | -131.4% | −27.9% | −95% / −95% |
| CNVSCineverse Corp. | 35.9 m | — | -28.1% | -12.7% | −15.9% | −45% / +31% |
| TOONKartoon Studios, Inc. | 30.3 m | 9.9 | 21.7% | 26.9% | +20.7% | −34% / −70% |
| RDIReading International, Inc | — | — | — | -5.9% | −3.6% | +28% / −10% |
| GAIAGaia, Inc | — | — | -9.3% | -1,090.3% | +55.2% | −67% / −52% |
1- and 3-year price returns: for CNVS from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Cineverse is a technology and entertainment company whose core streaming business runs owned enthusiast channels, distributes films and TV programs, and develops the Matchpoint platform. Acquisitions closed in the last quarter of fiscal 2026 changed the company's profile, and quarterly revenue rose 175% 13.
SWOT
Strengths
- The company has a large content library, long-standing relationships with digital platforms and a proprietary platform for operating at scale 1.
- Revenue growth has been driven by recent acquisitions, and technology is now the largest source of revenue 3.
- The content library is valued well above its book value, which suggests a significant asset not fully reflected on the balance sheet 3.
Weaknesses
- The company has incurred long-term losses and has negative working capital, which limits financial flexibility 12.
- The direct operating margin has fallen sharply due to high revenue-share costs on advertising 3.
- Liquidity is tight, with little room left on the credit line and convertible notes that could dilute shareholders 23.
Opportunities
- If synergies and cost reductions materialise, profitability could rise in the second half of fiscal 2027 3.
- Expanding CTV advertising services and premium streaming channels could add recurring revenue 3.
- Automating media services on the Matchpoint platform could improve margins and support studio work 3.
Threats
- Strong competition from better-resourced companies could pressure prices and market share 1.
- Falling physical sales and dependence on third-party platforms could affect revenue 1.
- If financing becomes more expensive or harder to obtain, the company could be forced to cut investment or refinance its debt 12.
Risks
- Net losses and negative working capitalhigh
The company says it may continue to generate losses and cannot predict when or whether it will reach sustained profitability 12.
- Debt and restrictive covenantshigh
The credit line and future financing include covenants that could limit operations and access to new credit 1.
- Dilution from convertibles and the ATM programmemedium
Convertible notes issued in February 2026 and the at-the-market programme could dilute existing shareholders if converted or sold 23.
- Acquisition integration riskmedium
Integrating Giant Worldwide and IndiCue could meet difficulties or unexpected costs, and benefits could fall short of expectations 13.
- Goodwill impairmentlow
The company has recorded goodwill impairment charges in the past and could record more if asset values decline 1.
Investment thesis
What would need to be true (bull case)
- If cost reductions and synergies are realised in the seasonally stronger quarters, margins could rise significantly from current levels 3.
- Technology is now the largest revenue source, with long-term clients and high retention at IndiCue, which could make revenue more predictable 3.
- The content library, valued far above its book value, could support the company's value if upcoming films perform well 3.
What would break the thesis
- The direct operating margin has dropped sharply, and revenue-share costs could limit the benefit of growth 3.
- The company has debt, negative working capital and limited cash, which could force costly or dilutive financing 23.
- If integration of the acquisitions or synergies is delayed, guidance for fiscal 2027 could become hard to reach 3.
What to watch
- Delivery of the 13 million USD annualized cost reduction and synergy programmeQ3 2027
- Direct operating margin trend after moving Giant operations onto MatchpointQ2 2027
- Reaffirmation or change of fiscal 2027 revenue and adjusted EBITDA guidancenext 10-K
- Use of convertible notes, the ATM programme and the credit line, and the dilution effectQ2 2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The Matchpoint platform offers clients AVOD, SVOD, TVOD and linear capabilities, automates content distribution and includes a data analytics system 1. Through the integration of Giant Worldwide, it was extended with digital delivery, master quality control and content localization 1. The IndiCue CTV monetization technology provides location-based advertising, and a platform for DOOH networks manages advertising inventory 1. The stated aim is profitable growth through acquisitions and cost reduction 13.
Segments
Market context
The market Cineverse serves includes distribution of films and content to streaming platforms, CTV advertising and automated media services 1. The company describes the enthusiast niche as a significant and underserved opportunity on a global basis 1. Sales of DVD and Blu-ray discs are in decline, as the company itself notes 1.
Growth in CTV advertising and digital production services could support revenue if the integration of the acquisitions succeeds 13. The size of the overall market is not clear from the analysed sources, and year-over-year comparisons are affected by acquisitions 3.
Trends
- Consolidation of CTV ad technologytailwind
The IndiCue acquisition brought recurring advertising revenue on connected TVs and net revenue retention of about 98% 3. If this continues, it could support quarterly revenue 3.
- Decline of physical salesheadwind
Sales of DVD and Blu-ray discs continue to fall, and the company has listed this decline as a risk to its distribution business 12.
- Automation of media workflowstailwind
Moving Giant Worldwide operations onto the Matchpoint platform could reduce manual costs and improve margins, the company says 3.
- Pressure from revenue-share costsheadwind
Revenue-share payments to supplier partners have reduced the direct operating margin, which fell to 35% in the current quarter 3.
Competitive position
The company acknowledges that competition is intense and that many rivals have longer operating histories, greater financial resources and stronger brand recognition 1. Pricing pressure could affect revenue and margins 1.
In advertising technology and streaming, competition comes from companies that can build similar capabilities and from platforms expanding their own services 1. The analysed sources do not name specific competitors, so the competitive picture remains general 1.
- Large streaming and digital distribution platforms
Companies the filings cite as distribution channels for the content include Netflix, Hulu, Amazon Prime and Apple iTunes, which are also partners rather than only rivals 1.
- Larger distribution companies
The company states that some competitors have longer operating histories and greater financial resources, without naming them in the analysed sources 1.
- Major film and TV production companies
Cineverse says it operates with flexibility that larger entertainment companies, which must protect legacy businesses, may not have 1.
- CTV advertising technology providers
Competition in CTV advertising includes companies able to develop similar technology, as the company's risk factors state 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Proxy statement28 Oct 2026
- Current report17 Sept 2026Shareholder vote
- Current report04 Sept 2026Material agreement · Creation of a direct financial obligation
- Quarterly report13 Aug 2026
- Current report13 Aug 2026Results of operations · Financial statements and exhibits
- Proxy statement10 Aug 2026
- Annual report26 Jun 2026
- Current report26 Jun 2026Results of operations · Financial statements and exhibits
- Current report28 May 2026Departure or appointment of officers · Financial statements and exhibits
- Current report01 May 2026Material agreement · Item 3.02 · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-03-31 · SEC / Cineverse Corp. · 26 Jun 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Cineverse Corp. · 13 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Cineverse Corp. · 13 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.