Cineverse Corp.
CNVS · Services-Video Tape Rental · 23.4M shares · -39%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$2M (gross $215K, SBC $2M)
Reference price $2.00 · est. market cap ~$47M — last insider purchase, 2026-02-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D47Cineverse — small streaming/content-distribution firm with losses.
Strengths
- Asset-light streaming-channel and distribution platform
Risks
- Operating loss; weak liquidity (current 0.81), low cash (13th)
- Revenue declining; sub-scale vs. streaming giants
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-23.1%
Net margin
-13.2%
Return on equity
-19.5%
Return on assets
-6.6%
Revenue growth (QoQ)
59.5%
Net-income growth
-330.0%
Current ratio
0.8×
EBITDA
-$9M
Tangible book value
-$21M
Cash & investments
$3M
Stock comp / revenue
4.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-01 | Macias Yolanda | Tax withheld | 14K | $2.62 |
| 2026-05-01 | Huidor Mark Antonio | Option exercise | 26K | — |
| 2026-05-01 | Macias Yolanda | Option exercise | 26K | — |
| 2026-05-01 | Huidor Mark Antonio | Tax withheld | 13K | $2.62 |
| 2026-05-01 | LOFFREDO GARY S | Option exercise | 26K | — |
| 2026-05-01 | LOFFREDO GARY S | Tax withheld | 12K | $2.62 |
| 2026-05-01 | OPEKA ERICK | Option exercise | 32K | — |
| 2026-05-01 | OPEKA ERICK | Tax withheld | 14K | $2.62 |
| 2026-05-01 | MCGURK CHRISTOPHER J | Option exercise | 40K | — |
| 2026-05-01 | Torres Mark | Option exercise | 26K | — |
| 2026-05-01 | Torres Mark | Tax withheld | 14K | $2.62 |
| 2026-04-25 | Huidor Mark Antonio | Option exercise | 42K | — |
| 2026-04-25 | Huidor Mark Antonio | Tax withheld | 46K | $2.39 |
| 2026-04-25 | Torres Mark | Option exercise | 33K | — |
| 2026-04-25 | Torres Mark | Tax withheld | 37K | $2.39 |
| 2026-04-25 | MCGURK CHRISTOPHER J | Option exercise | 50K | — |
| 2026-04-25 | OPEKA ERICK | Option exercise | 46K | — |
| 2026-04-25 | OPEKA ERICK | Tax withheld | 46K | $2.39 |
| 2026-04-25 | Lindsey Mark Wayne | Option exercise | 33K | — |
| 2026-04-25 | Lindsey Mark Wayne | Tax withheld | 34K | $2.39 |
| 2026-04-25 | Macias Yolanda | Option exercise | 33K | — |
| 2026-04-25 | Macias Yolanda | Tax withheld | 37K | $2.39 |
| 2026-04-25 | LOFFREDO GARY S | Option exercise | 33K | — |
| 2026-04-25 | LOFFREDO GARY S | Tax withheld | 33K | $2.39 |
| 2026-02-17 | LOFFREDO GARY S | Buy | 30K | $2.00 |
| 2026-02-17 | Huidor Mark Antonio | Buy | 38K | $2.00 |
| 2026-02-17 | Lindsey Mark Wayne | Buy | 35K | $2.00 |
| 2026-02-17 | Macias Yolanda | Buy | 30K | $2.00 |
| 2026-02-17 | Torres Mark | Buy | 25K | $2.00 |
| 2026-02-17 | MCGURK CHRISTOPHER J | Buy | 75K | $2.00 |
| 2026-02-17 | OPEKA ERICK | Buy | 30K | $2.00 |
| 2025-12-08 | Halford Mary Ann | Grant | 32K | — |
| 2025-12-08 | O'Brien Pat | Grant | 32K | — |
| 2025-12-08 | BROWN PETER C | Grant | 32K | — |
| 2025-12-02 | Macias Yolanda | Sell | 2.2K | $2.42 |
| 2025-04-25 | Lindsey Mark Wayne | Tax withheld | 33K | $3.00 |
| 2025-04-25 | LOFFREDO GARY S | Option exercise | 33K | — |
| 2025-04-25 | LOFFREDO GARY S | Tax withheld | 33K | $3.00 |
| 2025-04-25 | Torres Mark | Option exercise | 33K | — |
| 2025-04-25 | Torres Mark | Tax withheld | 37K | $3.00 |
| 2025-04-25 | OPEKA ERICK | Option exercise | 46K | — |
| 2025-04-25 | OPEKA ERICK | Tax withheld | 46K | $3.00 |
| 2025-04-25 | Huidor Mark Antonio | Option exercise | 42K | — |
| 2025-04-25 | Huidor Mark Antonio | Tax withheld | 50K | $3.00 |
| 2025-04-25 | MCGURK CHRISTOPHER J | Option exercise | 50K | — |
| 2025-04-25 | Macias Yolanda | Option exercise | 33K | — |
| 2025-04-25 | Macias Yolanda | Tax withheld | 37K | $3.00 |
| 2025-04-25 | Lindsey Mark Wayne | Option exercise | 33K | — |
| 2025-02-24 | Halford Mary Ann | Sell | 20K | $3.96 |
| 2025-01-03 | O'Brien Pat | Grant | 24K | — |
| 2025-01-03 | Halford Mary Ann | Grant | 24K | — |
| 2025-01-03 | BROWN PETER C | Grant | 24K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Suppliers (7)
- Hallmark
- ITV
- Nelvana
- ZDF
- Konami
- NFL
- Highlander
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-26 | ResultsExhibits | filing ↗ |
| 2026-05-28 | Exec/director changeExhibits | filing ↗ |
| 2026-05-01 | Material agreement3.02Exhibits | filing ↗ |
| 2026-04-15 | Exec/director changeExhibits | filing ↗ |
| 2026-02-17 | Material agreementAcquisition/dispositionDebt obligation3.02Reg FDExhibits | filing ↗ |
| 2026-02-17 | Material agreementExhibits | filing ↗ |
| 2026-02-17 | ResultsExhibits | filing ↗ |
| 2026-02-12 | Material agreementResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-26 | 2026-06-26 | 0001193125-26-283983 ↗ |
| 10-K | 2026-06-26 | 2026-03-31 | 0001193125-26-284027 ↗ |
| 8-K | 2026-05-28 | 2026-05-28 | 0001193125-26-245350 ↗ |
| 8-K | 2026-05-01 | 2026-04-27 | 0001193125-26-201677 ↗ |
| 8-K | 2026-04-15 | 2026-04-09 | 0001193125-26-157226 ↗ |
| 8-K | 2026-02-17 | 2026-02-12 | 0001193125-26-052164 ↗ |
| 8-K | 2026-02-17 | 2026-02-12 | 0001193125-26-052752 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001193125-26-054528 ↗ |
| 10-Q | 2026-02-17 | 2025-12-31 | 0001193125-26-055008 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001193125-26-048897 ↗ |
| 8-K | 2026-01-13 | 2026-01-07 | 0001193125-26-011867 ↗ |
| 8-K | 2025-11-21 | 2025-11-20 | 0001193125-25-291646 ↗ |