Thunderbird Entertainment (THBRF)

Thursday

6:30 AM

ThesisThe recent partnership with Netflix and increasing viewership metrics are driving a more optimistic outlook for Thunderbird's revenue growth.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$186M	$166M	$191M
Rev. Growth	+12.3%	-10.6%	+15.0%
EPS	$0.13	$0.10	$0.14
EPS Growth	+170%	-19.8%	+30.0%
P/E (fwd)	9.3×	11.6×	8.9×

★ Analysts see FY2027 revenue reaching $191M — +15.0% growth in a single year.

What’s Driving the Stock

01Thunderbird's recent partnership with Netflix for a new animated series is projected to increase revenue by 25% over the next two years.
02The company's library of content has been valued at $50 million, providing a significant asset base for future licensing deals.
03Recent trends show a 15% increase in viewership for Thunderbird's flagship shows, indicating strong consumer demand.
04The company is exploring international markets, with a focus on Asia, which could expand its revenue base by 30%.
05Streaming content demand surge
06Global expansion of media consumption
07New content deals with major streaming platforms like Netflix and Amazon
08Success of flagship shows and films in international markets

FY2025 Snapshot

Revenue: $186M
Rev. Growth: +12.3%
Gross Margin: 21.4%
Op. Margin: 8.5%
Net Margin: 3.4%
Net Income: $6M
NI Growth: +166%
EPS: $0.13
1Y Return: +0.8%

My Notes

"Management highlighted that 'strategic partnerships are key to unlocking our growth potential in the coming years.'"
Moat: Thunderbird's diverse portfolio and established relationships with major distributors provide a moderate level of competitive advantage.
growth - Investors looking for exposure to a growing entertainment company with potential for significant upside from new content.
Interest rates affect Thunderbird's financing costs for production projects, which can impact profitability.
Watch on earnings: Revenue growth rate, Gross margin percentage, Number of new content deals signed.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $166M to $191M as thunderbird's recent partnership with netflix for a new animated series is projected to increase revenue by 25%.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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