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You are at:Home»Entertainment»Thunderbird Entertainment Group Inc (THBRF) Q3 2025 Presentation of results calls: Ferts strong …
Entertainment

Thunderbird Entertainment Group Inc (THBRF) Q3 2025 Presentation of results calls: Ferts strong …

May 14, 2025004 Mins Read
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  • Income: $ 45.5 million for the third quarter of 2025, an increase of 29% compared to $ 35.4 million during the same period last year.

  • Updated year income: $ 138.3 million, an increase of 22% compared to $ 113.5 million for the first nine months of the previous year.

  • Production services income: $ 34.6 million for the quarter, an increase of 6% in annual sliding.

  • License and distribution income: $ 10.8 million for the third quarter, an increase of 302% compared to the same period last year.

  • Grute margin: 24.2% for the third quarter, against 23.3% during the same period last year.

  • Net income: $ 2.2 million for the third quarter, against a profit of $ 5,000 in the same period last year.

  • Adjusted Ebitda: $ 5.9 million for the third quarter, compared to $ 3.3 million during the same period last year.

  • Adjusted Ebitda of the year: $ 14.2 million, an increase of 46% compared to $ 9.7 million the previous year.

Release date: May 13, 2025

For the complete transcription of the gains call, please refer to Complete transcription of winning calls.

  • Thunderbird Entertainment Group Inc (Thbrf) said a 29% increase in revenues for the third quarter of 2025, reaching $ 45.5 million, compared to $ 35.4 million in the same period last year.

  • The company has increased 46% of the EBITDA adjusted for the nine -month period, from $ 9.7 million to $ 14.2 million.

  • Thunderbird’s diversified commercial model, including partnerships with the main buyers and a mixture of scripted and uncribated content, reduces the risks and supports growth.

  • The company is without debt, providing financial flexibility to continue growth opportunities and meteorological market uncertainties.

  • Thunderbird adopts artificial intelligence as a positive tool for content creation, indicating an avant-garde approach to industry trends.

  • The potential introduction of rates on content not produced by the United States creates uncertainty and could have an impact on future production plans.

  • License and distribution income decreased by 22% for the start of the year, reflecting a lower demand for unicenized IP emissions.

  • The company faces pressures on suppliers’ prices, in particular for software used in production workflows, which could affect costs management.

  • Despite income growth, the gross margin for the nine months closed on March 31 decreased to 21.7%, against 22.9% during the same period last year.

  • The uncertain environment, including potential prices and market disturbances, requires a cautious approach to cash management, limiting immediate opportunities for share buybacks.

Q: Have you noticed a greater hesitation to the new shows in green light due to the prices potential, and is it true that the Trump administration only offers rates on feature films? A: Jennifer McCarron, CEO, said that there is currently no details available concerning prices, and it is not clear if they will affect the whole cinema industry or simply feature films. There is no immediate impact on Thunderbird’s affairs, but uncertainty is recognized. Simon Bodymore, CFO, added that industry is waiting to see how the situation is going, highlighting the current uncertainty of the market.

Q: What do you think of the normal course issuer offer (NCIB)? A: Jennifer McCarron explained that, taking into account the current uncertainties, Thunderbird favors the maintenance of a solid cash position on the acquisitions of action. The company considers that there are more beneficial means of using their money to create a value of shareholders and guarantee financial stability.

Q: How could artificial intelligence (AI) have an impact on Thunderbird, and are there efforts to increase the visibility of the company among investment managers? A: Jennifer McCarron expressed that Thunderbird adopts AI as a positive tool for content creation, similar to past innovations such as 3D animation. Regarding visibility, it recognized the potential of the company as an “unprecedented jewel” and mentioned continuous efforts to improve relationships with investors and share the history of Thunderbird.

Q: Can you provide more details on the performance and financial prospects of the company? A: Simon Bodymore declared a 29% increase in third quarter income to $ 45.5 million and an increase of 46% of the EBITDA adjusted to $ 5.9 million. Despite the impacts of potential prices, Thunderbird maintains a solid assessment without a business debt, offering flexibility to pursue growth opportunities and meteorological market uncertainties.

Q: What is Thunderbird’s strategy to sail in industry and ensure long -term resilience? A: Jennifer McCarron underlined the accent put by Thunderbird on diversification between products, genres of content and partnerships. The company takes advantage of its solid relations with the main buyers and explores new mediums such as podcasts and video games to extend its scope and capitalize on industry disturbances.

For the complete transcription of the gains call, please refer to Complete transcription of winning calls.

This article appeared for the first time on Gurufocus.

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