Versant Media Group (VSNT) 2026 Evercore Global TMT Conference summary

Internal mindset and culture

• Emphasizes an entrepreneurial, data-driven, and disciplined approach post-spin, with urgency and speed in decision-making.

• Focuses on leveraging existing assets and audience reach to drive growth and shareholder value.

Business evolution and growth metrics

• Diversification beyond pay TV is tracked by revenue mix, audience engagement, and monetization outside traditional channels.

• EBITDA and free cash flow remain key financial metrics as the business evolves.

Platform and vertical strategy

• Platform businesses like GolfNow and Fandango are growing, driven mainly by transaction volume and expanding service offerings.

• GolfNow aims to increase penetration by growing digital bookings and expanding into more venues, including simulators.

• Fandango is evolving into a broader entertainment platform, integrating AVOD, software for exhibitors, and leveraging Rotten Tomatoes.