Equity Profile

VSNT

Versant Media Group, Inc.

Communication ServicesCable & Satellite$5.0B

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 offerings....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$2.31

Revenue

Total revenue gives insight into the company's sales performance and market demand for its services.

$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 offerings. With a market cap of $5 billion, the company plays a significant role in how consumers access media and entertainment, which is increasingly important in today's digital landscape.

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 Q1-2026, Versant Media reported an EPS of $1.99, exceeding expectations by 17.54%. However, revenue details were not disclosed.

Management Promises & Guidance

Focus on improving customer retention rates.
Commitment to expanding content offerings.
Plans to enhance digital distribution channels.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Versant Media's upcoming earnings, expecting a solid EPS performance.

Bull Case

If the company meets or exceeds EPS expectations, it could signal strong operational efficiency and growth potential.

Bear Case

Conversely, if earnings fall short, it could raise concerns about market competition and customer engagement.

Key Metrics to Watch

EPS

$2.31

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$1.6B

Total revenue gives insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.31?

A beat on EPS would reinforce confidence in the company's profitability and operational strategy.

What are the revenue figures and growth trends?

Understanding revenue performance will provide insight into market demand and the effectiveness of the company's strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Versant's ability to capitalize on new content offerings, which could drive higher engagement and revenue.

Supporting Evidence

Last quarter's EPS surprise indicates strong operational performance.

The company has committed to enhancing digital distribution, which could attract more subscribers.

Options pricing suggests a significant move, indicating market uncertainty.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's focus is on whether Versant can maintain its growth trajectory amidst competitive pressures.

Bull Confirmed If

An EPS of $2.31 or higher would confirm strong profitability and operational efficiency.

Bear Confirmed If

An EPS below $1.77 would raise significant concerns about the company's performance.

Pre-Earnings Positioning

Options Market

Implied Move

±4.7%

The options market is pricing in a potential move of about 4.7% in either direction following 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 setup 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 beats expectations, history suggests the stock could rise around 9.87%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction as investors await further clarity on future growth.

Miss

If the company misses expectations, it could result in a notable decline, potentially similar to past performance patterns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention strategies.
2Details on new content partnerships or acquisitions.
3Management's outlook on competitive pressures in the cable and satellite industry.
4Insights into operational efficiencies and cost management.
5Future guidance on revenue and EPS expectations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

May11

APGEBMO

Apogee Therapeutics, Inc.

PreviewView

May11

KSPIBMO

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$2.31

Revenue

Total revenue gives insight into the company's sales performance and market demand for its services.

$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 Q1-2026, Versant Media reported an EPS of $1.99, exceeding expectations by 17.54%. However, revenue details were not disclosed.

Management Promises & Guidance

Focus on improving customer retention rates.
Commitment to expanding content offerings.
Plans to enhance digital distribution channels.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Versant Media's upcoming earnings, expecting a solid EPS performance.

Bull Case

If the company meets or exceeds EPS expectations, it could signal strong operational efficiency and growth potential.

Bear Case

Conversely, if earnings fall short, it could raise concerns about market competition and customer engagement.

Key Metrics to Watch

EPS

$2.31

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$1.6B

Total revenue gives insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.31?

A beat on EPS would reinforce confidence in the company's profitability and operational strategy.

What are the revenue figures and growth trends?

Understanding revenue performance will provide insight into market demand and the effectiveness of the company's strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Versant's ability to capitalize on new content offerings, which could drive higher engagement and revenue.

Supporting Evidence

Last quarter's EPS surprise indicates strong operational performance.

The company has committed to enhancing digital distribution, which could attract more subscribers.

Options pricing suggests a significant move, indicating market uncertainty.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's focus is on whether Versant can maintain its growth trajectory amidst competitive pressures.

Bull Confirmed If

An EPS of $2.31 or higher would confirm strong profitability and operational efficiency.

Bear Confirmed If

An EPS below $1.77 would raise significant concerns about the company's performance.

Pre-Earnings Positioning

Options Market

Implied Move

±4.7%

The options market is pricing in a potential move of about 4.7% in either direction following 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 setup 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 beats expectations, history suggests the stock could rise around 9.87%, confirming strong operational performance.

In-Line / Cautious

An in-line report may lead to a muted reaction as investors await further clarity on future growth.

Miss

If the company misses expectations, it could result in a notable decline, potentially similar to past performance patterns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention strategies.
2Details on new content partnerships or acquisitions.
3Management's outlook on competitive pressures in the cable and satellite industry.
4Insights into operational efficiencies and cost management.
5Future guidance on revenue and EPS expectations.