On this page of StockholderLetter.com we present the latest annual shareholder letter from Cineverse Corp. — ticker symbol CNVS. Reading current and past CNVS letters to shareholders can bring important insights into the investment thesis.
Dear Fellow Shareholders, We have made significant strides in 2025, advancing our position as a next-generation entertainment studio that combines premium content with proprietary technology and AI tools to achieve unparalleled results. As we concluded our fiscal year in March, and in the months following, we have focused on our two core growth engines, content and technology, to expand our operations and strengthen our strategy across several notable departments and initiatives, to bring shareholder value. These include: Cineverse Motion Pictures Group: We launched this division in May, to capitalize on the momentum of our theatrical slate, led by the success of the Terrifier franchise, and the record-breaking run of Terrifier 3 at the box office and in home entertainment. The group is now distributing high-potential titles designed to serve passionate fan communities, including The Toxic Avenger and our upcoming slate: Silent Night, Deadly Night, Return to Silent Hill, Air Bud Returns and Wolf Creek: Legacy. Cineverse Technology Group: We formed this division to accelerate the commercialization of our Matchpoint platform and AI-driven tools. Matchpoint is now a mature, scalable solution, powering one of the most advanced media supply chains in the industry. We are actively expanding licensing partnerships with major studios and media companies, helping them modernize their infrastructure and reduce operational costs. AI initiatives: Our proprietary technology powered by AI such as cineSearch, automated marketing, content valuation, and ad optimization, are delivering measurable results. These tools were developed and enhanced by our engineering team in India, which continues to give us a key competitive advantage as an in-house, cost-saving and efficiency-improving vehicle that will serve as the backbone of our business priorities for the coming year. Additionally, in August, we announced our expansion into the fast-growing microdrama segment with the planned launch of the first U.S.-based studio and AI native platform built specifically for serialized mobile-first storytelling. This joint venture with Banyan Ventures encapsulates Cineverse s position as an innovative industry-leading technology and AI-driven entertainment Company, leveraging our unique combination of assets to become a market leader in a fast growing microdrama market, projected to reach $10 billion in revenues by 2027.
On the organizational front, we have renewed and extended contracts with members of our executive leadership team, including myself; Erick Opeka, President & Chief Strategy Officer; Tony Huidor, President of Technology & Chief Product Officer; Yolanda Macias, Chief Motion Pictures Officer; Mark Torres, Chief People Officer; Gary Loffredo, Chief Legal Officer, Secretary & Senior Advisor; and Mark Lindsey, Chief Financial Officer. This continuity, combined with our financial discipline and focus, ensures we remain aligned and committed to executing our long-term strategy, which includes actively evaluating M&A and new business opportunities that align with our strategic roadmap and enhance shareholder value. Thank you for your continued support. Sincerely, Chris McGurk Chairman & CEO, Cineverse
 • shareholder letter icon 10/10/2025 Letter Continued (Full PDF)
 • stockholder letter icon 10/27/2023 CNVS Stockholder Letter
 • stockholder letter icon 11/20/2024 CNVS Stockholder Letter
 • stockholder letter icon More "Entertainment" Category Stockholder Letters
 • Benford's Law Stocks icon CNVS Benford's Law Stock Score = 47


CNVS Shareholder/Stockholder Letter Transcript:

Dear Fellow Shareholders,
We have made significant strides in 2025, advancing our position as a next-generation
entertainment studio that combines premium content with proprietary technology and AI tools to
achieve unparalleled results.
As we concluded our fiscal year in March, and in the months following, we have focused on our
two core growth engines, content and technology, to expand our operations and strengthen our
strategy across several notable departments and initiatives, to bring shareholder value. These
include:



Cineverse Motion Pictures Group: We launched this division in May, to capitalize on
the momentum of our theatrical slate, led by the success of the Terrifier franchise, and
the record-breaking run of Terrifier 3 at the box office and in home entertainment. The
group is now distributing high-potential titles designed to serve passionate fan
communities, including The Toxic Avenger and our upcoming slate: Silent Night, Deadly
Night, Return to Silent Hill, Air Bud Returns and Wolf Creek: Legacy.
Cineverse Technology Group: We formed this division to accelerate the
commercialization of our Matchpoint platform and AI-driven tools. Matchpoint is now a
mature, scalable solution, powering one of the most advanced media supply chains in
the industry. We are actively expanding licensing partnerships with major studios and
media companies, helping them modernize their infrastructure and reduce operational
costs.
AI initiatives: Our proprietary technology powered by AI     such as cineSearch,
automated marketing, content valuation, and ad optimization, are delivering measurable
results. These tools were developed and enhanced by our engineering team in India,
which continues to give us a key competitive advantage as an in-house, cost-saving and
efficiency-improving vehicle that will serve as the backbone of our business priorities for
the coming year.
Additionally, in August, we announced our expansion into the fast-growing microdrama segment
with the planned launch of the first U.S.-based studio and AI native platform built specifically for
serialized mobile-first storytelling. This joint venture with Banyan Ventures encapsulates
Cineverse   s position as an innovative industry-leading technology and AI-driven entertainment
Company, leveraging our unique combination of assets to become a market leader in a fast
growing microdrama market, projected to reach $10 billion in revenues by 2027.

On the organizational front, we have renewed and extended contracts with members of our
executive leadership team, including myself; Erick Opeka, President & Chief Strategy Officer;
Tony Huidor, President of Technology & Chief Product Officer; Yolanda Macias, Chief Motion
Pictures Officer; Mark Torres, Chief People Officer; Gary Loffredo, Chief Legal Officer,
Secretary & Senior Advisor; and Mark Lindsey, Chief Financial Officer. This continuity,
combined with our financial discipline and focus, ensures we remain aligned and committed to
executing our long-term strategy, which includes actively evaluating M&A and new business
opportunities that align with our strategic roadmap and enhance shareholder value.
Thank you for your continued support.
Sincerely,
Chris McGurk
Chairman & CEO, Cineverse



shareholder letter icon 10/10/2025 Letter Continued (Full PDF)
 

CNVS Stockholder/Shareholder Letter (Cineverse Corp.) | www.StockholderLetter.com
Copyright © 2023 - 2025, All Rights Reserved

Nothing in StockholderLetter.com is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy.