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STRZBullishEarningsnews
High materiality8/10

STARZ Reaffirms 2026 Targets as OTT Growth Drives OIBDA Expansion

Oct 29, 2026, 4:23 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Reaffirmed guidance, improving Adjusted OIBDA trajectory, and a contained leverage profile reduce downside risk; positive FCF potential and liquidity cushion could attract buyers and support multiple expansion if execution remains on track.

AI summary

What happened, with direct paths to the underlying reporting

STARZ reported Q3 2026 results with robust OTT revenue growth and reaffirmed its 2026 targets, including positive OTT revenue growth and mid-single-digit OIBDA gains. Adjusted OIBDA was $44.2m with a modest operating loss, while free cash flow remains positive and liquidity is ample with an undrawn revolver. The company maintains its leverage target around 2.7x by year-end, supporting a constructive stance on STRZ if the trajectory continues.

  • Q3 2026 OTT revenue $226.6m; total revenue $322.4m.
  • Adjusted OIBDA $44.2m; operating loss $21.2m.
  • Unlevered Free Cash Flow $18.8m; Equity Free Cash Flow $13.1m.
  • Reaffirms 2026 targets: OTT revenue growth, OIBDA growth, and FCF.
  • Leverage 2.8x; revolver undrawn $183.0m; outlook unchanged.

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