Versant Media Group: The Comcast Spin-Off The Market May Be Mispricing

Versant Media Group is a Comcast spin-off trading at a deep value, with resilient cash flow from live news, sports, and digital assets. Despite linear TV decline, VSNT's diversified revenue streams—including Fandango, GolfNow, and content licensing—support a stable free cash flow profile. Capital returns are underway: $100M buybacks completed, another $100M authorized, and a $1.50 annualized dividend, enhancing per-share value.

Seeking Alpha • Jun 12, 2026

Versant Media Group, Inc. (VSNT) Presents at 2026 Evercore Global TMT Conference Transcript

Versant Media Group, Inc. (VSNT) Presents at 2026 Evercore Global TMT Conference Transcript

Seeking Alpha • Jun 2, 2026

Versant is the cable TV company Comcast didn't want to own. Here's what CEO Mike Lazarus wants to do with it.

The cable TV industry is in decline. But cable TV networks still generate a lot of cash.

Business Insider • May 20, 2026

Versant Media Group, Inc. (VSNT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Versant Media Group, Inc. (VSNT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Seeking Alpha • May 20, 2026

Versant to Present at the 2026 Evercore Global TMT Conference

NEW YORK--(BUSINESS WIRE)--Versant Media Group, Inc. (Nasdaq: VSNT) today announced that Anand Kini, Chief Financial Officer and Chief Operating Officer, is scheduled to present on June 2, 2026, at 9:10 a.m. PT at the 2026 Evercore Global TMT Conference in San Francisco, CA. A live webcast of the presentation will be available on the Versant Media Investor Relations website at investors.versantmedia.com. A replay of the webcast will be available on the website for a limited time following the c.

Business Wire • May 18, 2026

Best Value Stocks to Buy for May 18th

KSS, DK and VSNT made it to the Zacks Rank #1 (Strong Buy) value stocks list on May 18, 2026.

Zacks Investment Research • May 18, 2026

Versant reports first-quarter revenue decline, with bright spots in platforms and licensing

Versant, the portfolio of TV networks including CNBC and MS Now that recently spun out from Comcast, reported first-quarter earnings before the bell on Thursday. Revenue was down 1% as linear distribution and advertising declined during the quarter, a continued sign of pressure on the pay TV business.

CNBC • May 14, 2026

Versant beats revenue estimates on licensing deals, digital platform growth

Versant Media topped Wall Street estimates for first-quarter revenue on Thursday, as content licensing deals and strong ​sales at businesses like Fandango helped cushion the ‌impact of pay-TV cord cutting.

Reuters • May 14, 2026

Versant Media Group Shares Rise Following Positive Q1 Earnings Report

Shares of Versant Media Group rose around 10% on Thursday, following its first quarter earnings report to investors.

Forbes • May 14, 2026

Versant Shares Rally After Reporting Better-Than-Expected Q1 Results

Versant Media Group, Inc. (NASDAQ:VSNT) shares are trading higher Thursday after the company reported better-than-expected first-quarter financial results.

Benzinga • May 14, 2026