Versant Media Group, Inc. (Class A) functions as a leading entity within the media and entertainment sector. The company primarily focuses its ...
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$0.75 per share
$0.75 per share
Est. EPS $4.09 · Revenue $6.44B · 3 analysts
Est. EPS $6.69 · Revenue $6.17B · 4 analysts
EPS $0.55 · Revenue $1.66B
EPS $2.09 · Revenue $1.71B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $6.7B | -5.3% | -2.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $930.0M | -31.8% | -26.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +56.1% | -0.9% | -2.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +19.0% | -27.1% | -14.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +13.9% | -28.0% | -24.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.9B | -14.0% | +62.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +27.7% | -9.2% | +67.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 9.6% | — | -0.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.02x | +80.1% | +2.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $12.3B | +2.4% | +1.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 6.43 vs 6.59 | -2.4% | 1.49 vs 0.82 | +81.1% |
| Revenue Surprise | $6.7B vs $6.6B | +0.7% | $1.6B vs $1.5B | +6.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 28, 2026 | Lazarus Mark H | director, officer: Chief Executive Officer | Class A Common Stock | D | 6,200 | $37.24 |
| Jun 26, 2026 | Condon Creighton | director | Class A Common Stock | A | 5,119 | $36.14 |
| Jun 26, 2026 | Campbell Rebecca | director | Class A Common Stock | A | 5,119 | $36.14 |
| Jun 26, 2026 | Conway Michael Aaron | director | Class A Common Stock | A | 5,119 | $36.14 |
| Jun 26, 2026 | Eun David | director | Class A Common Stock | A | 5,119 | $36.14 |
Operator: Greetings. Welcome to Versant Media's Second Quarter 2026 Operating and Financial Results Conference Call. [Operator Instructions] Please note that this conference is being recorded. I'll now turn the conference over to Wylie Collins, Executive Vice President of Treasury and Investor Relations. Thank you. You may begin. Wylie Collins: Thank you, and good morning, everyone. Welcome to Versant Media's Second Quarter 2026 Operating and Financial Results Conference Call. Joining us today are Mark Lazarus, Chief Executive Officer; and Anand Kini, Chief Financial Officer and Chief Operating Officer. Also with us are Jordan Fasbender, General Counsel; and Natalie Candela, Vice President of Investor Relations. Before we begin, I'd like to remind you that certain statements made during this call may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. For a discussion of these risks and uncertainties, please refer to Versant Media's filings with the SEC and today's earnings release. All forward-looking statements are made as of today, August 6, 2026, and we undertake no obligation to update them. In addition, we may refer to certain non-GAAP financial measures. Information and reconciliations to the most directly comparable GAAP measures are included in today's earnings release and in the materials posted in the Investor Relations section of our website. During today's call, all comparisons to the prior year are against stand-alone adjusted figures, which represent our estimated 2025 results as if Versant were already a separate independent company. And with that, I'll turn the call over to Mark. Mark Lazarus: Thank you, Wylie, and good morning, everybody. Our second quarter results reinforced the strength of our portfolio and the strategy that we're executing: to win with premium live content, extend the reach of our iconic brands and accelerate growth across our platforms. Across news, sports and entertainment, our brands continue to grow audiences and engagement while delivering value for viewers, advertisers and our distribution partners. Our TV portfolio now reaches more than 120 million viewers each month with double-digit audience increases in aggregate across our networks. We also recently completed multiyear renewals with 2 large pay TV distribution partners, one in the U.S. and one in Canada, further highlighting the value of our portfolio. That strength gives us confidence to invest where we see the greatest opportunities, growing our digital platforms, advancing our direct-to-consumer offerings and deepening our audience relationships. Together, these investments extend our audience reach and build upon the foundation of our iconic, highly cash-generative brands. Our performance this …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
David Pietrycha | Chief Revenue & Business Officer | Male | — | Active |
Mark H. Lazarus | CEO & Director | Male | 1964 | Active |
Will McIntosh | President of Digital Platforms & Ventures | Male | — | Active |
Jordan R. Fasbender | General Counsel & Corporate Secretary | Female | 1983 | Active |
Val Boreland | President of Entertainment | Female | — | Active |
Keith J. Cocozza | Chief Communications Officer | Male | — | Active |
Jeff Mayzurk | President of Operations & Technology | Male | — | Active |
Anand Kini | CFO & COO | Male | 1972 | Active |
Brian Dorfler | Chief Human Resources Officer | Male | — | Active |
Matthew C. Hong | President of USA Sports | Male | 1973 | Active |
Wylie Collins | Executive Vice President of Investor Relations & Treasury | — | — | Active |
Investors with an interest in Media Conglomerates stocks have likely encountered both Versant (VSNT) and Pearson (PSO). But which of these two stocks is more attractive to value investors?
Versant Media Group, a recent Comcast spin-off, is highlighted as a very cheap stock with a high return on capital. VSNT trades at less than 3x Free Cash Flow with an accelerated buyback authorization in place. The company is finding momentum in digital with its MS NOW network, which has gained reach on YouTube, TikTok, and podcasts.
CIB and VSNT made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 20, 2026.
YEXT, VSNT and BCC made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 20, 2026.
Aire Advisors LLC acquired a new position in shares of Versant Corporation (NASDAQ: VSNT) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 19,773 shares of the company's stock, valued at approximately $732,000. Other hedge funds also recently modified their holdings
| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2025 | 4,400 | 10-K | Mar 3, 2026 | View |
