Curiositystream SEC Filings

CuriosityStream Inc. filed its annual report describing a niche streaming and factual media business that remains unprofitable but cash-generative from operations. For the year ended December 31, 2025, the company reported $71.7 million in revenue and a net loss of $6.4 million, with an accumulated deficit of $335.8 million.

The company monetizes a library of roughly 14,000 programs across four streams: direct-to-consumer and partner subscriptions, traditional and AI-focused content licensing, bundled distribution through MVPD and vMVPD partners, and advertising and sponsorships, including AVOD and FAST channels such as dedicated YouTube and linear channels.

Management highlights new revenue from licensing video and audio assets to train generative AI models and a growing use of non-cash barter deals that swap library content for programming or advertising inventory. The filing also notes declining DTC subscriptions, intense competition from large streaming platforms, reliance on key partners, frequent barter transactions, significant past impairments, and ongoing cost-saving initiatives, all of which may pressure future growth and profitability.

CuriosityStream granted Chief Commercial Officer John T. Vilade a total of 250,000 restricted stock units (RSUs) on February 10, 2026 under its 2020 Omnibus Incentive Plan. One award covers 150,000 performance-based RSUs that vest in four tranches of 37,500 when the Board determines specific performance conditions are achieved, tied either to 10-day volume-weighted average price (VWAP) targets of $6.50, $7.50, $9.50 and $11.50 or to achieving 2026–2029 annual bonus plan targets at 100%. Any of these RSUs not earned by January 31, 2030 will be cancelled. The second award covers 100,000 RSUs that vest in four equal annual tranches of 25,000 on the first through fourth anniversaries of the grant date. Each RSU represents one share of common stock, settled at or within 30 days after vesting, and all vesting requires continued employment.

CuriosityStream Inc. reported that its General Counsel, Rebecca R. Reed, received a grant of 30,000 restricted stock units (RSUs) on February 10, 2026 under the company’s 2020 Omnibus Incentive Plan. The RSUs vest in four equal tranches of 7,500 units on each of the first four anniversaries of the grant.

Each RSU represents one share of CuriosityStream common stock and will be settled upon vesting or within 30 days afterward, as long as Ms. Reed remains employed through each vesting date. Following this award, she directly holds 30,000 derivative securities in the form of RSUs.

CuriosityStream Inc. reported that its Chief Financial Officer, P. Brady Hayden, acquired 30,000 restricted stock units (RSUs) on February 10, 2026 under the company’s 2020 Omnibus Incentive Plan. Each RSU represents one share of common stock.

The RSUs vest in four equal tranches of 7,500 units on each of the first, second, third and fourth anniversaries of the grant date, and are settled in shares upon vesting or within 30 days after. All vesting is contingent on Mr. Hayden’s continued employment on each vesting date.

CuriosityStream Inc. officer John T. Vilade reports holding 6,840.5 shares of common stock. The filing lists these shares as directly owned, reflecting his beneficial ownership in the company. Vilade is identified as the Chief Commercial Officer of CuriosityStream Inc. as of the event date of January 30, 2026.

CuriosityStream Inc. reported an insider equity award to its founder and major shareholder John S. Hendricks, who is both a director and a 10% owner. On February 4, 2026, the company granted him 27,439 restricted stock units (RSUs) under its 2020 Omnibus Incentive Plan at a price of $0 per unit.

Each RSU represents a contingent right to receive one share of CuriosityStream common stock. The RSUs will vest on February 4, 2027, and will be settled in common shares upon vesting or within 30 days after that date. Following this grant, Hendricks beneficially owns 27,439 derivative securities directly in the form of these RSUs.

CuriosityStream Inc. director Patrick J. Keeley reported equity compensation activity involving restricted stock units (RSUs) and common stock. On February 4, 2026, 43,750 previously granted RSUs vested and converted into 43,750 shares of CuriosityStream common stock on a one-for-one basis, leaving him with 220,009 shares of common stock held directly.

On the same date, the company granted Mr. Keeley 21,341 new RSUs under its 2020 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of common stock, scheduled to vest on February 4, 2027 and be settled upon vesting or within 30 days thereafter, resulting in 21,341 RSUs held directly after the grant.

CuriosityStream, Inc. announced it has created a new executive role, Chief Commercial Officer, and appointed John T. Vilade to the position effective immediately. He will report directly to President and CEO Clint Stinchcomb.

As Chief Commercial Officer, Vilade will lead sales and business development, focusing on high-margin, durable growth through global distribution partnerships and expanding AI licensing relationships. He brings more than three decades of experience across major media and technology companies, including NBCUniversal, Hulu, Discovery Communications, CBS, and Premion. The company also included standard cautionary language about forward-looking statements and referenced its existing SEC risk factor disclosures.

CuriosityStream Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.08 per share on its common stock. The dividend will be payable on March 20, 2026 to stockholders of record as of March 6, 2026.

The company also issued a press release dated February 4, 2026 detailing this dividend declaration, which is incorporated by reference as an exhibit.