Reservoir (RSVR) Q4 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 28, 2026 astatine 10:13 AM CDT 22 min read

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DATE

Thursday, May 28, 2026 astatine 10 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Golnar Khosrowshahi

• Chief Financial Officer — James A. Heindlmeyer

Full Conference Call Transcript

Golnar Khosrowshahi, laminitis and main enforcement officer, and James A. Heindlmeyer, main fiscal officer. As a reminder, this telephone is being simultaneously webcast and volition beryllium recorded and archived connected the Investor Relations conception of our website. Before I crook the telephone implicit to Golnar and Jim, I would similar to enactment that today's treatment volition incorporate guardant looking statements that bespeak the existent views of Reservoir Media astir our business, fiscal performance, and aboriginal events and, arsenic such,, impact definite risks and uncertainties. Our expectations, beliefs, and projections are expressed successful bully faith, and we judge determination is simply a tenable ground for them.

However, determination tin beryllium nary assurance that our expectations, beliefs, and projections volition effect oregon beryllium achieved. Please notation to our net property merchandise and our filings with the Securities and Exchange Commission for much accusation connected the circumstantial risks, uncertainties, and different factors that could origin our existent results to disagree materially from our expectations, beliefs, and projections described successful today's discussion. Any guardant looking statements that we marque connected this telephone oregon successful our net property merchandise are arsenic of today, and we undertake nary work to update these statements arsenic a effect of caller accusation oregon aboriginal events but to the grade required by applicable law.

In summation to fiscal results presented successful accordance with mostly accepted accounting principles, we program to present, during this call, definite fiscal measures that bash not conform to US GAAP if we judge they are utile to investors oregon if we judge they volition assistance investors to amended recognize our performance, oregon concern trends. Reconciliations of these non GAAP fiscal measures to the nearest comparable GAAP measures are included successful our net property release. I would present similar to crook the telephone implicit to Golnar.

Golnar Khosrowshahi: Thank you, Jackie. Good morning, everyone, and convey you for joining america today. Reservoir delivered different beardown year, generating 11 successful gross maturation with 6% integrated maturation and 12% adjusted EBITDA maturation successful fiscal 26. These results bespeak the continued occurrence of our disciplined acquisition strategy, the spot of our catalog, and the show of our increasing squad astir the world. Fiscal 26 was a milestone twelvemonth arsenic we deployed astir $120 cardinal crossed acquisitions and advances for some publishing and recorded rights. This enabled america to clasp exceptional creators motion starring modern deed makers, and further grow and diversify our catalog by genre, by era, and geographic representation.