Equity Profile

VSNT

Versant Media Group, Inc.

Communication ServicesCable & Satellite$6.1B

May14Thu

Pre-Earnings Brief

UpcomingQ1-2013Pre-Market9:00 AM EDT

Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, focusing on cable and satellite services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

$2.31

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$1.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

VSNT Q1-2013 Earnings Preview

Context

Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, focusing on cable and satellite services. With a market cap of $6 billion, it plays a significant role in delivering media content to consumers, which is crucial as digital consumption continues to rise.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

13%

Avg EPS Surprise

+2.19%

Avg Stock Reaction

+1.23%

Last Quarter Recap

In the last quarter, Versant Media reported an EPS of $1.99, exceeding expectations by 17.54%. The stock reacted positively, gaining nearly 10% the following day.

Management Promises & Guidance

Focus on improving customer retention.
Invest in new content offerings.
Enhance digital service capabilities.

Expectations

Wall Street Expectations

Analysts expect Versant Media to report strong earnings this quarter, with a consensus EPS of $2.31. The market is optimistic about the company's revenue growth amidst increasing demand for media services.

Bull Case

If Versant Media beats EPS expectations, it could signal strong operational performance and customer growth, potentially driving the stock higher.

Bear Case

Conversely, if the company misses EPS expectations, it may raise concerns about its competitive position and ability to sustain growth, leading to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$2.31

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

Revenue

$1.6B

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $2.31?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.

What is the revenue guidance for the upcoming quarters?

Clear revenue guidance will help investors gauge the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Versant Media's ability to outperform the EPS consensus due to its recent strong performance and strategic investments.

Supporting Evidence

The last quarter's EPS beat by 17.54% suggests strong operational execution.

The positive stock reaction indicates investor confidence in the company's growth strategy.

Key Risk

If the company reports significant revenue growth alongside EPS, it could challenge the current consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether Versant Media can maintain its growth momentum in a competitive landscape.

Bull Confirmed If

An EPS of $2.50 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $2.00 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±4.7%

The options market is pricing a move of approximately 4.7% in either direction, indicating uncertainty about the earnings report.

Detail

ATM IV

0.6%

30d HV

27.6%

Calls (29K)P/C Ratio: 0.17Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat in Communication Services

n=30

Fade rate: 12 of 28 (43%)

This setup has occurred 30 times across Communication Services in the last 2 years. 12 of 28 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.1%, with a raw directional average of +2.0% (modestly positive historical bias).

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders adding

Institutional

32.75%

of float

Insider

0.17%

of float

Holders

410

institutions

Top Holders· as of Mar 2026

Davenport & Co LLC
639,238 sh · $24.8M
0.44%
100.0%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Versant Media beats expectations, history suggests a potential stock increase of around 9.87%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further guidance.

Miss

A miss could lead to a significant decline, with historical patterns suggesting a drop of around 9.87%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·0 sells

Members

House only

Est. Notional

$1,016.00–$15,015.00

disclosed dollar ranges

Most Active Members

D-MIDebbie DingellRep.
0

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer retention strategies.
2Details on new content offerings and their expected impact.
3Management's outlook on digital service enhancements.
4Guidance on revenue expectations for the next quarter.
5Insights into competitive positioning in the market.

See the full picture

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Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, focusing on cable and satellite services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

$2.31

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$1.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

VSNT Q1-2013 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

13%

Avg EPS Surprise

+2.19%

Avg Stock Reaction

+1.23%

Last Quarter Recap

In the last quarter, Versant Media reported an EPS of $1.99, exceeding expectations by 17.54%. The stock reacted positively, gaining nearly 10% the following day.

Management Promises & Guidance

Focus on improving customer retention.
Invest in new content offerings.
Enhance digital service capabilities.

Expectations

Wall Street Expectations

Bull Case

If Versant Media beats EPS expectations, it could signal strong operational performance and customer growth, potentially driving the stock higher.

Bear Case

Conversely, if the company misses EPS expectations, it may raise concerns about its competitive position and ability to sustain growth, leading to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$2.31

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

Revenue

$1.6B

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $2.31?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction.

What is the revenue guidance for the upcoming quarters?

Clear revenue guidance will help investors gauge the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Versant Media's ability to outperform the EPS consensus due to its recent strong performance and strategic investments.

Supporting Evidence

The last quarter's EPS beat by 17.54% suggests strong operational execution.

The positive stock reaction indicates investor confidence in the company's growth strategy.

Key Risk

If the company reports significant revenue growth alongside EPS, it could challenge the current consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether Versant Media can maintain its growth momentum in a competitive landscape.

Bull Confirmed If

An EPS of $2.50 or higher would confirm the bull case.

Bear Confirmed If

An EPS below $2.00 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±4.7%

The options market is pricing a move of approximately 4.7% in either direction, indicating uncertainty about the earnings report.

Detail

ATM IV

0.6%

30d HV

27.6%

Calls (29K)P/C Ratio: 0.17Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat in Communication Services

n=30

Fade rate: 12 of 28 (43%)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders adding

Institutional

32.75%

of float

Insider

0.17%

of float

Holders

410

institutions

Top Holders· as of Mar 2026

Davenport & Co LLC
639,238 sh · $24.8M
0.44%
100.0%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Versant Media beats expectations, history suggests a potential stock increase of around 9.87%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further guidance.

Miss

A miss could lead to a significant decline, with historical patterns suggesting a drop of around 9.87%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·0 sells

Members

House only

Est. Notional

$1,016.00–$15,015.00

disclosed dollar ranges

Most Active Members

D-MIDebbie DingellRep.
0

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer retention strategies.
2Details on new content offerings and their expected impact.
3Management's outlook on digital service enhancements.
4Guidance on revenue expectations for the next quarter.
5Insights into competitive positioning in the market.