Back to top

Image: Bigstock

Lionsgate (LGF.A) Q1 Earnings Top Estimates, Revenues Rise Y/Y

Read MoreHide Full Article

Lionsgate (LGF.A - Free Report) reported adjusted earnings of 18 cents per share for the first quarter of fiscal 2022 which beat the Zacks Consensus Estimate by 100%. However, the figure declined 53.8% from the year-ago period.

Revenues increased 10.8% year over year to $901.2 million and beat the consensus mark by 1.7%.

Segment Details

Motion Picture (32.3% of revenues) revenues increased 3.7% year over year to $291.2 million.

Markedly, film and television library revenues, on a trailing 12-month basis, grew to $740 million in the reported quarter.

The Motion Picture segment generated profit of $44.3 million, down 56.2% year over year.

Television Production (42.8% of revenues) revenues surged 97.3% year over year to $386.7 million. Segment profit was $3 million, which declined 91.4% year over year.

Meanwhile, the Media Networks segment (42.4% of revenues), formed after the acquisition of Starz, reported revenues of $382.3 million, up 4.1% year over year, driven by increased revenues from STARZPLAY International. Segment profit increased 22.8% to $88.2 million.

Starz Networks revenues increased 3.6% year over year to $358.2 million. STARZPLAY International revenues in the quarter surged 141% year over year to $24.1 million.

Media Networks global subscribers increased year over year to 28.9 million, including STARZPLAY Arabia, a non-consolidated equity method investee, driven by robust domestic and international streaming subscriber growth. Global OTT streaming subscribers increased 58% year over year to 16.7 million. STARZPLAY International subscribers grew 106% year over year to 7.0 million.

Operating Details

Lionsgate’s adjusted OIBDA declined 31% year over year to $119.8 million in the reported quarter.

Direct operating expenses, as a percentage of revenues, expanded 200 basis points (bps) on a year-over-year basis to 54%.

Meanwhile, distribution and marketing expenses, as a percentage of revenues, expanded 670 bps on a year-over-year basis to 24.1%.

Moreover, general & administrative expenses, as a percentage of revenues, increased 110 bps year over year to 14.5%.

Operating income was $20.3 million in the reported quarter, down 77.3% year over year.

Balance Sheet & Cash Flow

As of Jun 30, 2021, Lionsgate had cash and cash equivalents of $261.6 million compared with $528.7 million as of Mar 31, 2021.

Net cash outflow from operating activities was $348.7 million at the end of the fiscal first quarter compared with $159.8 million at the end of the previous quarter and positive net cash flow of $81.4 million in the year-ago quarter.

Adjusted negative free cash flow was $191.9 million against free cash flow of $3.1 million in the previous quarter and $77 million in the year-ago quarter.

Zacks Rank & Stocks to Consider

Currently, Lionsgate carries a Zacks Rank #4 (Sell).

Some better-ranked stocks in the broader consumer discretionary sector are WW International, Inc. (WW - Free Report) , CuriosityStream Inc. (CURI - Free Report) and NeoGames S.A. . All the three stocks carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

CuriosityStream and WW International are slated to report quarterly earnings on Aug 10, while NeoGames S.A. is scheduled to report on Aug 11.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Lions Gate Entertainment Corp. (LGF.A) - free report >>

WW International, Inc. (WW) - free report >>

CuriosityStream Inc. (CURI) - free report >>

Published in