Equity Profile

VSNT

Versant Media Group, Inc.

Communication ServicesCable & Satellite$5.0B

May14Thu

Pre-Earnings Brief

UpcomingQ1-2013Pre-Market9:00 AM EDT

Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, specifically focusing on cable and satellite services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$2.31

Revenue

Total revenue is critical for understanding the company's overall sales performance and market demand for its services.

$1.6B

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

VSNT Q1-2013 Earnings Preview

Context

Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, specifically focusing on cable and satellite services. As a major player in this industry, the company plays a crucial role in delivering content and connectivity to consumers, which is increasingly important as demand for digital media continues to grow.

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 the last quarter, Versant Media reported an EPS of $1.99, exceeding estimates by 17.54%. This positive surprise led to a 9.87% increase in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Versant Media's upcoming earnings, expecting solid EPS growth and stable revenue. The consensus EPS estimate reflects confidence in the company's ability to perform well.

Bull Case

If Versant Media exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its services and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet EPS expectations or shows signs of declining revenue, it could raise concerns about its market position and lead to a negative reaction from investors.

Key Metrics to Watch

EPS

$2.31

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$1.6B

Total revenue is critical for understanding the company's overall sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.31?

A beat on EPS would reinforce investor confidence and could lead to a positive stock reaction.

What are the revenue figures compared to the expected $1.6B?

Revenue performance is crucial for assessing the company's growth and market demand, impacting investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Versant Media's ability to capitalize on the growing demand for digital content, leading to higher-than-expected revenue growth.

Supporting Evidence

The company has a history of beating EPS estimates, which could indicate stronger performance than anticipated.

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

Key Risk

If revenue comes in significantly above $1.6B, it could challenge the current consensus and shift investor sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Versant Media can maintain its growth trajectory amid increasing competition in the cable and satellite industry.

Bull Confirmed If

An EPS of $2.50 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.00 would confirm the bear case, suggesting potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.7%

The options market is pricing in a potential move of about 4.7% in either direction following the earnings report, indicating some uncertainty among investors.

Detail

ATM IV

0.6%

30d HV

27.6%

Calls (29K)P/C Ratio: 0.17Puts (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 Media beats expectations, history suggests the stock could rise by around 9.87%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results come in line with expectations, the stock may see a muted reaction as investors await further guidance.

Miss

A miss on earnings could lead to a significant decline, potentially around 9.87%, as concerns about the company's future performance grow.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth rates in key markets.
2Insights into operational efficiencies that could impact margins.
3Management's outlook on competition and market share.
4Comments on new content offerings and their expected impact on revenue.
5Guidance on future capital expenditures and investments.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Versant Media Group, Inc. operates in the Communication Services sector, specifically focusing on cable and satellite services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$2.31

Revenue

Total revenue is critical for understanding the company's overall sales performance and market demand for its services.

$1.6B

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

VSNT Q1-2013 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 the last quarter, Versant Media reported an EPS of $1.99, exceeding estimates by 17.54%. This positive surprise led to a 9.87% increase in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Versant Media exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its services and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet EPS expectations or shows signs of declining revenue, it could raise concerns about its market position and lead to a negative reaction from investors.

Key Metrics to Watch

EPS

$2.31

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$1.6B

Total revenue is critical for understanding the company's overall sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $2.31?

A beat on EPS would reinforce investor confidence and could lead to a positive stock reaction.

What are the revenue figures compared to the expected $1.6B?

Revenue performance is crucial for assessing the company's growth and market demand, impacting investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Versant Media's ability to capitalize on the growing demand for digital content, leading to higher-than-expected revenue growth.

Supporting Evidence

The company has a history of beating EPS estimates, which could indicate stronger performance than anticipated.

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

Key Risk

If revenue comes in significantly above $1.6B, it could challenge the current consensus and shift investor sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Versant Media can maintain its growth trajectory amid increasing competition in the cable and satellite industry.

Bull Confirmed If

An EPS of $2.50 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.00 would confirm the bear case, suggesting potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.7%

The options market is pricing in a potential move of about 4.7% in either direction following the earnings report, indicating some uncertainty among investors.

Detail

ATM IV

0.6%

30d HV

27.6%

Calls (29K)P/C Ratio: 0.17Puts (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 Media beats expectations, history suggests the stock could rise by around 9.87%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results come in line with expectations, the stock may see a muted reaction as investors await further guidance.

Miss

A miss on earnings could lead to a significant decline, potentially around 9.87%, as concerns about the company's future performance grow.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth rates in key markets.
2Insights into operational efficiencies that could impact margins.
3Management's outlook on competition and market share.
4Comments on new content offerings and their expected impact on revenue.
5Guidance on future capital expenditures and investments.