Equity Profile

VSNT

Versant Media Group, Inc.

Communication ServicesCable & Satellite$6.1B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-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

Subscriber Growth

Subscriber numbers are vital for revenue generation and indicate the company's market position.

N/A

Average Revenue Per User (ARPU)

ARPU reflects how much revenue the company earns from each subscriber, which is critical for profitability.

N/A

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

VSNT Q2-2026 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, the company plays a significant role in delivering media content to consumers, which is crucial as digital streaming continues to reshape the media 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%. The stock reacted positively, increasing by nearly 10% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are keenly watching Versant Media's upcoming earnings, especially after a strong performance last quarter. The lack of analyst estimates adds uncertainty to expectations.

Bull Case

If Versant can demonstrate continued subscriber growth and improved ARPU, it could signal strong demand for its services, leading to further stock appreciation.

Bear Case

Conversely, if the company fails to meet expectations on subscriber metrics or shows signs of declining margins, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current subscriber growth rate compared to last quarter?

Subscriber growth is a key indicator of the company's performance and market competitiveness, and any slowdown could raise concerns.

How has the Average Revenue Per User (ARPU) changed this quarter?

Changes in ARPU directly impact revenue and profitability, making it a critical metric for assessing financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for subscriber growth driven by new content offerings, which could lead to higher engagement and retention.

Supporting Evidence

The last quarter showed a strong EPS beat, indicating better-than-expected performance.

Options pricing suggests a significant move, indicating that investors are bracing for surprises.

Historical patterns show that Versant has consistently beaten EPS estimates, suggesting a potential for continued outperformance.

Key Risk

If subscriber growth comes in below expectations, it could challenge the bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on subscriber metrics and revenue generation efficiency, which are crucial for future growth.

Bull Confirmed If

Demonstrating a subscriber growth rate of over 5% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

A decline in ARPU below $50 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.2%

The options market is pricing in a significant potential move in either direction, reflecting uncertainty ahead of the earnings report.

Detail

ATM IV

0.4%

30d HV

38.1%

Calls (13K)P/C Ratio: 5.67Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat setup in Communication Services

n=30

Fade rate: 13 of 28 (46%)

This setup has occurred 30 times across Communication Services in the last 2 years. 13 of 28 faded and 15 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.1%, with a raw directional average of +2.1% (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 a potential stock increase of around 9.87%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may see muted movement as investors reassess future growth.

Miss

In the event of a miss, history suggests a potential decline, though specific data on past misses is unavailable.

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 new content partnerships or programming that could drive subscriber growth.
2Details on cost management strategies and their impact on operating margins.
3Insights into competitive pressures and how Versant plans to address them.
4Management's outlook on market trends and consumer behavior in the cable and satellite industry.

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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

Subscriber Growth

Subscriber numbers are vital for revenue generation and indicate the company's market position.

N/A

Average Revenue Per User (ARPU)

ARPU reflects how much revenue the company earns from each subscriber, which is critical for profitability.

N/A

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

VSNT Q2-2026 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%. The stock reacted positively, increasing by nearly 10% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are keenly watching Versant Media's upcoming earnings, especially after a strong performance last quarter. The lack of analyst estimates adds uncertainty to expectations.

Bull Case

If Versant can demonstrate continued subscriber growth and improved ARPU, it could signal strong demand for its services, leading to further stock appreciation.

Bear Case

Conversely, if the company fails to meet expectations on subscriber metrics or shows signs of declining margins, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the current subscriber growth rate compared to last quarter?

Subscriber growth is a key indicator of the company's performance and market competitiveness, and any slowdown could raise concerns.

How has the Average Revenue Per User (ARPU) changed this quarter?

Changes in ARPU directly impact revenue and profitability, making it a critical metric for assessing financial health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for subscriber growth driven by new content offerings, which could lead to higher engagement and retention.

Supporting Evidence

The last quarter showed a strong EPS beat, indicating better-than-expected performance.

Options pricing suggests a significant move, indicating that investors are bracing for surprises.

Historical patterns show that Versant has consistently beaten EPS estimates, suggesting a potential for continued outperformance.

Key Risk

If subscriber growth comes in below expectations, it could challenge the bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on subscriber metrics and revenue generation efficiency, which are crucial for future growth.

Bull Confirmed If

Demonstrating a subscriber growth rate of over 5% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

A decline in ARPU below $50 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.2%

The options market is pricing in a significant potential move in either direction, reflecting uncertainty ahead of the earnings report.

Detail

ATM IV

0.4%

30d HV

38.1%

Calls (13K)P/C Ratio: 5.67Puts (4K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat setup in Communication Services

n=30

Fade rate: 13 of 28 (46%)

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 a potential stock increase of around 9.87%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may see muted movement as investors reassess future growth.

Miss

In the event of a miss, history suggests a potential decline, though specific data on past misses is unavailable.

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 new content partnerships or programming that could drive subscriber growth.
2Details on cost management strategies and their impact on operating margins.
3Insights into competitive pressures and how Versant plans to address them.
4Management's outlook on market trends and consumer behavior in the cable and satellite industry.