Lionsgate: Movie revenue up, TV revenue down
February 6, 2026
Lionsgate Studios has reported third quarter results for the quarter ended December 31st 2025.
The company reported Q3 revenue of $724.3 million (€614m), operating income of $36 million and net loss from continuing operations attributable to shareholders of $46.2 million. Adjusted net income from continuing operations attributable to shareholders in the quarter was $3.9 million. Adjusted OIBDA was $85.3 million in the quarter.
“I’m pleased to report a quarter that keeps us on track for our fiscal 2026 financial targets and positions us for significant growth in fiscal 2027 and beyond,” commented Lionsgate CEO Jon Feltheimer. “Our investment in our IP portfolio is achieving its intended results: our film and television pipelines are strong, our library continues to grow, and our extension of franchise properties across multiple platforms continues to increase.”
Trailing 12-month (TTM) library revenue increased 10 per cent from the prior-year quarter to a record $1.05 billion, marking the fifth consecutive quarter of record TTM library revenue.
Third Quarter Segment Results
Motion Picture segment revenue of $421.2 million grew by 35 per cent year-over-year driven by the releases of The Housemaid (pictured) and Now You See Me: Now You Don’t. A sequel to The Housemaid is reportedly already in the works. Segment profit of $58.5 million was impacted by an increase in P&A spend on films released in the quarter.
Television Production segment revenue of $303.1 million (down 25 per cent) and segment profit of $55.7 million declined from the prior year quarter attrbiuted to the timing of episodic deliveries, partially offset by strength in television library revenue.
On a conference call, Feltheimer said that industry consolidation was a potential tailwind based on increased demand for films from competitors like Paramount and Warner Bros Discovery.
“Our film and television pipelines are strong, our library continues to grow, and we’re replenishing it with valuable new franchises and brand-defining television series,” Feltheimer noted. “We’re a leading global content company at a time when content is king, critical to AI, essential to our partners and the subject of every conversation around M&A and industry consolidation.”
Other posts by :