Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Versant Media Group, Inc. (VSNT)
NASDAQCommunication ServicesEntertainmentSnapshot 2026-11-04
$33.98+3.95%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesEntertainmentSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.80 → 7.56 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VSNT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Capital returned to shareholders | Management keeps growth and capital return priorities on track. | Intact | capital return falls below $50M repurchases or dividend cut below $0.30 per share next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “With $457 million already returned to shareholders to date, this morning’s announcement of an additional planned $100 million ASR, along with the declaration of our quarterly dividend, underscores our commitment to delivering shareholder value.”” “Consistent with our disciplined capital allocation framework, we returned $100 million to shareholders during the quarter through share repurchases under our existing authorization and today declared our second quarterly cash dividend of $0.375 per share.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a media and digital-platform business with a value-oriented long-term thesis, rather than a clear high-growth story. The thesis remains intact, though its signal has eased from favorable to mildly favorable.
VSNT is assessed as cheap versus peers, and the evidence suggests expectations are below the model’s estimate. The pricing setup is described as justified, with low fragility, but confidence in the valuation assessment is medium.
Near-term results have been strong overall, including a recent earnings beat, and management is delivering on digital-platform growth and capital-return priorities. Platforms revenue growth has varied, and brand-reach progress remains a watch item; sector headwinds and erratic earnings surprises add near-term uncertainty.
Over the next few quarters, a reversal of recently raised guidance would damage management credibility, while further delivery would support the current thesis. The broader setup also depends on whether rate cuts and continued earnings strength from sector peers ease the Communication Services headwind.
For the next one to three years, VSNT has a low-priced, intact thesis backed by recent execution, but confidence is tempered by sector pressure and variable results. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Digital platform revenue growth | Versant Media grows digital platform revenue by about 9.5% in early 2026. | Broken | digital platform revenue growth falls below 5% YoY next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: ““In the third quarter, we advanced Fandango’s evolution into a comprehensive entertainment platform, integrated Full Swing into our golf ecosystem, and launched MS NOW Membership to connect directly with our audiences.” “Business Highlights: In the first quarter of 2026, Versant executed against its strategic priorities: winning with premium content, extending the reach of its brands, and accelerating the growth of its digital platforms, driving continued progress across the business.” Delivery assessment Nov 4, 2026 |
Gross margin percentage | A supporting condition in Versant Media Group, Inc.'s published investment case. The stated target is >=33%. | Intact | gross margin falls below 30% next year | Gross margin: 60.46% FY2026-Q2; GAAP. Published target: >=33%. Target period is not explicitly aligned with this observation. Aug 6, 202660.462287 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Total company revenue | A primary condition in Versant Media Group, Inc.'s published investment case. The stated target is >=$6.6B. | Broken | total revenue falls below $6.3B in 2026-FY | Revenue: $1.594B FY2026-Q3; GAAP. Published target: >=$6.6B. Target period is not explicitly aligned with this observation. Nov 3, 20261,594,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$7.30 → $7.56 · observed estimates
$6.14B → $6.26B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-07-25 | $6.69 | $6,081,150,210 | 4 / 4 |
| 2026-07-26 | $6.69 | $6,081,150,210 | 4 / 4 |
| 2026-07-27 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-07-28 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-07-29 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-07-30 | $6.69 | $6,081,150,210 | 4 / 4 |
| 2026-07-31 | $6.69 | $6,081,150,210 | 4 / 4 |
| 2026-08-01 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-02 | $6.69 | $6,081,150,210 | 4 / 4 |
| 2026-08-03 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-04 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-05 | $6.69 | $6,081,150,210 | 4 / 4 |
| 2026-08-06 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-08 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-09 | $6.75 | $6,100,936,960 | 4 / 4 |
| 2026-08-10 | $6.75 | $6,100,936,960 | 4 / 4 |
| 2026-08-12 | $7.41 | $6,134,633,720 | 5 / 5 |
| 2026-08-13 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-14 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-15 | $7.30 | $6,137,544,333 | 4 / 4 |
| 2026-08-16 | $7.30 | $6,137,544,333 | 5 / 5 |
| 2026-08-17 | $7.30 | $6,137,544,333 | 5 / 5 |
| 2026-08-18 | $7.30 | $6,137,544,333 | 5 / 5 |
| 2026-08-19 | $7.30 | $6,137,544,333 | 5 / 5 |
| 2026-08-20 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-21 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-22 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-23 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-24 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-25 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-26 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-27 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-28 | $6.67 | $6,165,785,500 | 5 / 5 |
| 2026-08-29 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-08-30 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-08-31 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-01 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-02 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-03 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-04 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-05 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-06 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-07 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-08 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-09 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-10 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-11 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-12 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-13 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-14 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-15 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-16 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-17 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-18 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-19 | $6.69 | $6,171,618,833 | 4 / 4 |
| 2026-09-20 | $6.68 | $6,176,288,333 | 4 / 4 |
| 2026-09-21 | $6.68 | $6,176,288,333 | 4 / 4 |
| 2026-09-22 | $6.68 | $6,176,288,333 | 4 / 4 |
| 2026-09-23 | $6.68 | $6,176,288,333 | 4 / 4 |
| 2026-09-24 | $6.68 | $6,176,288,333 | 4 / 4 |
| 2026-09-25 | $6.80 | $6,218,473,347 | 4 / 4 |
| 2026-09-26 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-09-27 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-09-28 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-09-29 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-09-30 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-01 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-02 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-03 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-04 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-05 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-06 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-07 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-08 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-09 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-10 | $6.80 | $6,218,473,347 | 4 / 5 |
| 2026-10-11 | $6.80 | $6,218,473,347 | 4 / 4 |
| 2026-10-12 | $6.80 | $6,218,473,347 | 4 / 4 |
| 2026-10-13 | $6.80 | $6,218,473,347 | 4 / 4 |
| 2026-10-14 | $6.80 | $6,218,473,347 | 4 / 4 |
| 2026-10-15 | $6.80 | $6,218,473,347 | 4 / 4 |
| 2026-10-16 | $6.80 | $6,212,910,570 | 4 / 4 |
| 2026-10-17 | $6.80 | $6,212,910,570 | 4 / 4 |
| 2026-10-18 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-19 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-20 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-21 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-22 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-23 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-24 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-25 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-26 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-27 | $6.80 | $6,212,910,570 | 4 / 5 |
| 2026-10-28 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-10-29 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-10-30 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-10-31 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-11-01 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-11-02 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-11-03 | $6.80 | $6,212,870,370 | 4 / 5 |
| 2026-11-04 | $7.56 | $6,255,275,955 | 4 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 6 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.