Equity Profile

VSNT

Versant Media Group, Inc.

Communication ServicesCable & Satellite$6.1B

May14Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Versant Media Group, Inc. Beats on EPS, Stock Up 0.02%

Metric	Actual	Expected	Surprise
EPS	$1.99	$2.31	+17.54%
Revenue	—	$1.6B	—

management commentary, guidance changes, and full analysis available with Pro.

Versant Media Group, Inc. Beats on EPS, Stock Up 0.02%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.99	$2.31	+17.54%
Revenue	—	$1.6B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Versant Media Group reported earnings that beat expectations on EPS but did not provide revenue figures. The stock reacted modestly, increasing by 0.02%. The positive surprise in EPS may indicate better-than-expected profitability, but the lack of revenue data leaves some uncertainty about overall performance.

Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, specifically in the Cable & Satellite industry....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$2.31

Revenue

Revenue figures will provide 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.

Original Pre-Earnings Preview

Context

Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, specifically in the Cable & Satellite industry. The company is significant as it provides essential media services, which are increasingly important in a world where digital content 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 Group did not provide specific guidance, leaving investors in the dark about future performance. Historical earnings have shown mixed results, with some quarters exceeding expectations while others fell short.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Versant Media Group's upcoming earnings, with expectations of solid EPS and revenue figures. However, the lack of management guidance raises concerns about potential volatility.

Bull Case

If the company meets or exceeds the EPS and revenue estimates, it could signal strong operational performance and boost investor confidence.

Bear Case

Conversely, if the earnings fall short of expectations, it could indicate underlying issues in the business model or market challenges, leading to a decline in stock price.

Key Metrics to Watch

EPS

$2.31

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.6B

Revenue figures will provide 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 Versant Media Group achieve an EPS of $2.31 or better?

This figure is crucial as it will indicate the company's profitability and efficiency in managing costs.

How does the company plan to sustain or grow its $1.6B revenue?

Understanding revenue growth strategies will be vital for assessing the company's market position and future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Versant Media Group to exceed the $2.31 EPS estimate due to its strong market positioning and cost management strategies.

Supporting Evidence

The options market is pricing an 8.5% move, indicating expectations of significant volatility that could favor a positive outcome.

Historical trends show that similar setups in the Communication Services sector have often resulted in positive surprises.

Key Risk

If the company reports an EPS below $1.77, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate market challenges and meet investor expectations.

Bull Confirmed If

Achieving an EPS of $2.31 or better would confirm the bull case, indicating strong financial health.

Bear Confirmed If

An EPS below $1.77 would confirm the bear case, raising concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±8.5%

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Detail

30d HV

31.0%

Calls (5K)P/C Ratio: 0.41Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat setup in Communication Services

n=30

Fade rate: 9 of 23 (39%)

This setup has occurred 30 times across Communication Services in the last 2 years. 14 of 23 (61%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 3.8%, with a raw directional average of +1.0% (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 Group beats expectations, history suggests the stock could rise by around 3.8%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 3.8%.

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 subscriber growth and retention rates.
2Details on cost management strategies and their impact on profitability.
3Insights into competitive pressures in the cable and satellite industry.
4Comments on future growth initiatives and market expansion plans.
5Management's outlook on economic conditions affecting consumer spending.

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Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, specifically in the Cable & Satellite industry....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$2.31

Revenue

Revenue figures will provide 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.

Original Pre-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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company meets or exceeds the EPS and revenue estimates, it could signal strong operational performance and boost investor confidence.

Bear Case

Conversely, if the earnings fall short of expectations, it could indicate underlying issues in the business model or market challenges, leading to a decline in stock price.

Key Metrics to Watch

EPS

$2.31

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.6B

Revenue figures will provide 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 Versant Media Group achieve an EPS of $2.31 or better?

This figure is crucial as it will indicate the company's profitability and efficiency in managing costs.

How does the company plan to sustain or grow its $1.6B revenue?

Understanding revenue growth strategies will be vital for assessing the company's market position and future prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Versant Media Group to exceed the $2.31 EPS estimate due to its strong market positioning and cost management strategies.

Supporting Evidence

The options market is pricing an 8.5% move, indicating expectations of significant volatility that could favor a positive outcome.

Historical trends show that similar setups in the Communication Services sector have often resulted in positive surprises.

Key Risk

If the company reports an EPS below $1.77, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate market challenges and meet investor expectations.

Bull Confirmed If

Achieving an EPS of $2.31 or better would confirm the bull case, indicating strong financial health.

Bear Confirmed If

An EPS below $1.77 would confirm the bear case, raising concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±8.5%

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Detail

30d HV

31.0%

Calls (5K)P/C Ratio: 0.41Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat setup in Communication Services

n=30

Fade rate: 9 of 23 (39%)

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 Group beats expectations, history suggests the stock could rise by around 3.8%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 3.8%.

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 subscriber growth and retention rates.
2Details on cost management strategies and their impact on profitability.
3Insights into competitive pressures in the cable and satellite industry.
4Comments on future growth initiatives and market expansion plans.
5Management's outlook on economic conditions affecting consumer spending.