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Stock impact report

Starz Entertainment Corp. (STRZ): A Bull Case Theory [Yahoo! Finance]

Starz Entertainment Corp. - Common Shares (STRZ) 
US:NASDAQ Investor Relations: starbuffet.com/starbuffet/investorinfo.html
Company Research Source: Yahoo! Finance
Starz Entertainment Corp.'s share was trading at $9.98 as of January 29th. STRZ's forward P/E was 3.59 according to Yahoo Finance. alin-surdu-j5GCqQM3eYA-unsplash (1) Starz Entertainment (STRZ), the RemainCo from Lionsgate's recent spin-off, saw its shares surge 75% after listing earlier this year, driven by low initial valuation and a strong Q4 print. However, a weak Q1 result—marked by a 1% sequential decline in OTT subscribers and lower-than-expected OIBDA—led to a 20% pullback, creating what could be an attractive entry point. STRZ operates a dual-revenue model comprising its OTT streaming platform and legacy pay-TV business, with streaming now accounting for nearly 70% of revenue. Despite subscriber softness, Starz has an entrenched niche in premium content for women and underrepresented audiences, backed by an exclusive output deal with Lionsgate through 2028. Management under CEO Jeffrey Hirsch is executing a clear plan to cut content costs, enhance show ownership, and ca Show less Read more
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