Skydance Corporation is a US-listed company in the movies & entertainment industry. Its financial year ends in December.
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Skydance Corporation valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 10% in the quarter to 2026-06-30, the 2nd beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Nothing in Skydance Corporation's latest figures clears our strength thresholds.
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Company announcements, filed results and changes that matter to shareholders.
Skydance Corporation said it accepted 98.83% of tendered notes and 99.15% of exchange notes. The company completed its acquisition of Warner Bros. Discovery on October 6, 2026. Settlement of the offers is expected on October 9, 2026.
Skydance Corporation said its board appointed Robert A. Kotick and Laurene Powell Jobs on October 4 and 5, 2026. Both appointments take effect when the merger with Warner Bros. Discovery closes. The company noted that both individuals are eligible for the Non-Employee Director Compensation Program.
Paramount Skydance Corporation said it will change its name to Skydance Corporation and move its Class B stock listing from Nasdaq to the NYSE. The changes are expected to take effect on October 6, 2026. The company also plans to distribute warrants to eligible shareholders, with the NYSE to announce the ex-date around the same time.
The company also guided to total revenue growth of 4.00 to 7.00 for the Q3’26; adj. ebitda of $875.00m to $975.00m for the Q3’26.
| At fiscal year end | 2023 | 2024 |
|---|---|---|
| Share price | $14.10 | $10.16 |
| Market value | $9.2bn | $6743 |
| + Net debt (− = net cash) | $0 | $11.8bn |
| Enterprise value | $9.2bn | $11.8bn |
| Multiples | ||
| Price / sales | 0.3x | 0.0x |
| Price / earnings | — | — |
| Price / free cash flow | 62.5x | 0.0x |
| EV / EBITDA | — | — |
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Next results: November 9, 2026, after the close. Analysts expect revenue of $7.6bn and EPS of $0.17 (range −$0.18 to $0.75) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | −$0.54 | −205% | $66.5bn | +130% |
| Next | $0.09 | +116% | $69.7bn | +5% |
Next year's EPS estimate has moved −89.7% in 90 days, across 9 analysts.
The consensus EPS forecast for the current fiscal year is −189.4% on 90 days ago. In the last 30 days, 0 analysts raised Skydance Corporation's forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.61 | $0.85 |
| 60 days ago | $0.56 | $0.82 |
| 30 days ago | $0.54 | $0.82 |
| 7 days ago | −$0.54 | $0.20 |
| Now | −$0.54 | $0.09 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.16 | $0.18 | +9.7% |
| Mar 2026 | $0.15 | $0.23 | +51.4% |
| Dec 2025 | −$0.01 | −$0.12 | −732.2% |
| Sept 2025 | $0.41 | −$0.12 | −129.6% |
Adjusted EPS as companies report it, against the average analyst estimate.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| SKYD | −17% | −42% | −10% | −28% | +30% | −39% |
| Industry peers (median) | −3% | −43% | +7% | +24% | +5% | +24% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| SKYD | 42% | 33% | 58% | 42% | 67% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| SKYD | −71% | −59% | −57% | −34% | −34% | −49% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since October 29, 2015: 92% from March 22, 2021 to October 19, 2026. Getting back needed a 1197% gain, and the shares have not yet recovered.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 4, 2026 | +6.6% | +1.6% | +14.1% | +33.5% |
| May 4, 2026 | −3.9% | +0.4% | −1.7% | −5.8% |
| February 25, 2026 | +7.6% | +0.3% | +16.0% | −14.1% |
| November 10, 2025 | +10.9% | +1.8% | +4.2% | −2.5% |
| Fiscal year | 2023 Dec 2023 | 2024 Dec 2024 | LTM Jun 2025 |
|---|---|---|---|
| Income | |||
| Revenue | 29.7 | 29.2 | 28.8 |
| EBITDA | −0.0 | −4.9 | 1.8 |
| Operating income | −0.5 | −5.3 | 1.4 |
| Net income | −0.6 | −6.2 | −0.0 |
| Diluted EPS | −$1.02 | −$9.34 | — |
| Growth (year on year) | |||
| Revenue | — | −1.5% | — |
| Margins | |||
| EBITDA margin | −0.1% | −16.7% | 6.2% |
| Operating margin | −1.5% | −18.0% | 4.9% |
| Net margin | −2.1% | −21.2% | −0.0% |
| Free-cash-flow margin | 0.5% | 1.7% | — |
| Cash flow | |||
| Cash from operations | 0.5 | 0.8 | — |
| Capital spending | 0.3 | 0.3 | — |
| Free cash flow | 0.1 | 0.5 | — |
| Stock-based pay | 0.2 | 0.2 | 0.2 |
| Free cash flow after stock pay | −0.0 | 0.2 | — |
| Balance sheet | |||
| Cash | — | 2.7 | — |
| Total debt | — | 14.5 | — |
| Net debt (negative = net cash) | — | 11.8 | — |
| Diluted shares | 652m | — | — |
| Returned to shareholders | |||
| Dividends | 0.4 | 0.1 | — |
| Total returned | 0.4 | 0.1 | — |
| Quarter | 2024 Q3 Sept 2024 | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 |
|---|---|---|---|---|---|---|---|
| Income | |||||||
| Revenue | 6,731 | 7,984 | 7,192 | 6,849 | 8,148 | 7,347 | 6,913 |
| EBITDA | 433 | 224 | 638 | 486 | 25 | 978 | 839 |
| Operating income | 337 | 129 | 550 | 399 | −339 | 616 | 475 |
| Net income | 1 | −224 | 152 | 57 | −573 | 168 | 41 |
| Diluted EPS | $0.00 | −$0.32 | $0.22 | $0.08 | −$0.52 | $0.15 | $0.04 |
| Growth (year on year) | |||||||
| Revenue | — | — | — | — | +2.1% | +2.2% | +0.9% |
| EBITDA | — | — | — | — | −88.8% | +53.3% | +72.6% |
| Operating income | — | — | — | — | — | +12.0% | +19.0% |
| Net income | — | — | — | — | — | +10.5% | — |
| Diluted EPS | — | — | — | — | — | −31.8% | — |
| Margins | |||||||
| EBITDA margin | 6.4% | 2.8% | 8.9% | 7.1% | 0.3% | 13.3% | 12.1% |
| Operating margin | 5.0% | 1.6% | 7.6% | 5.8% | −4.2% | 8.4% | 6.9% |
| Net margin | 0.0% | −2.8% | 2.1% | 0.8% | −7.0% | 2.3% | 0.6% |
| Free-cash-flow margin | — | 0.7% | 1.7% | 1.7% | 1.2% | 1.3% | 3.7% |
| Cash flow | |||||||
| Cash from operations | — | 168 | 180 | 159 | 217 | 185 | 319 |
| Capital spending | — | 112 | 57 | 45 | 116 | 89 | 61 |
| Free cash flow | — | 56 | 123 | 114 | 101 | 96 | 258 |
| Stock-based pay | 65 | 70 | 44 | 43 | 101 | 80 | 50 |
| Free cash flow after stock pay | — | −14 | 79 | 71 | 0 | 16 | 208 |
| Last 12 months unless stated | SKYD | LYV | NFLX | DIS | WMG | ROKU | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $28.8bn | $26.3bn | $49.7bn | $98.9bn | $7.3bn | $5.5bn | $1.1bn |
| Revenue growth, last 12 months | — | 10.8% | 14.7% | 4.6% | 12.9% | 21.1% | 8.5% |
| Revenue growth, 3-year average | — | 11.0% | 15.0% | 4.0% | 7.1% | 17.8% | 7.1% |
| Revenue growth, latest quarter | 0.9% | 9.4% | 11.8% | 6.8% | 10.4% | 24.1% | 11.0% |
| Gross margin | — | — | 50.7% | — | 45.8% | 45.3% | 33.2% |
| Operating margin | 4.9% | 3.0% | 31.3% | 18.4% | 13.7% | 7.8% | 2.8% |
| Operating margin, 3-year average | — | 3.8% | 28.7% | 17.9% | 12.8% | −0.6% | −0.6% |
| Net margin | −0.0% | 0.5% | 29.7% | 8.7% | 9.2% | 9.3% | 0.3% |
| Cash from operations / revenue | — | 9.9% | 24.7% | 17.2% | 12.9% | 14.7% | 9.9% |
| Free-cash-flow margin | — | 5.3% | 22.9% | 8.4% | 11.4% | 14.6% | 5.3% |
| Free-cash-flow margin, 3-year average | — | 4.1% | 20.8% | 9.8% | 10.4% | 9.4% | 6.1% |
| Stock pay / revenue | 0.8% | 0.6% | 1.1% | 1.5% | 1.2% | 5.8% | 1.3% |
| Change in share count | — | 0.2% | −0.2% | −2.0% | — | 3.2% | 1.6% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Affiliate and Subscription | $13.2B | 45.0% | ▲ 1.0% |
| Advertising | $10.3B | 35.2% | ▲ 3.1% |
| Licensing and Other | $5B | 17.0% | ▼ 15.1% |
| Theatrical | $813M | 2.8% | 0.0% |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $23.7B | 81.1% | ▼ 1.1% |
| Outside the US | $5.5B | 18.9% | ▼ 2.9% |
From Skydance Corporation's 10-K filed February 25, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Lingotto Investment Management LLP | $456M | 46.1M | 13.7% | 0.0% |
| State Street Corp | $272M | 27.4M | 8.2% | ▼ 19.9% |
| UBS Group AG | $260M | 26.4M | 7.8% | ▲ 30.6% |
| Invesco Ltd. | $236M | 23.9M | 7.1% | ▲ 1.4% |
| Vanguard Capital Management LLC | $221M | 22.4M | 6.7% | ▲ 10.5% |
| Blackrock, Inc. | $164M | 16.6M | 4.9% | ▼ 5.3% |
| Morgan Stanley | $157M | 16.0M | 4.7% | ▼ 0.4% |
| Vanguard Portfolio Management LLC | $153M | 15.5M | 4.6% | ▲ 14.6% |
| Pentwater Capital Management LP | $118M | 12.0M | 3.6% | ▲ 192.7% |
| Mtco Ltd. | $81.3M | 8.3M | 2.4% | ▲ 31.0% |
| Geode Capital Management, LLC | $74.5M | 7.6M | 2.2% | ▲ 1.8% |
| Slate Path Capital LP | $74.1M | 7.5M | 2.2% | 0.0% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Skydance Corporation's complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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