"Still, in an extremely competitive market, Curiosity Stream's revenue increased 41 percent year over year in its Q3 2025 earnings announced this month. This was largely due to the licensing of Curiosity Stream's original programming to train large language models (LLMs). "Looking at our year-to-date numbers, licensing generated $23.4 million through September, which ... is already over half of what our subscription business generated for all of 2024," Phillip Hayden, Curiosity Stream's CFO, said during a call with investors this month."
"Thus far, Curiosity Stream has completed 18 AI-related fulfillments "across video, audio, and code assets" with nine partners, an October announcement said. The company expects to make more revenue from IP licensing deals with AI companies than it does from subscriptions by 2027, "possibly earlier," CEO Clint Stinchcomb said during the earnings call."
Curiosity Stream launched in 2015 by John Hendricks offers an ad-free $40 per year service and operates a Curiosity Channel TV channel. The company produces original programming and Curiosity University educational programming and reached positive net income in fiscal Q1 2025. Revenue grew 41 percent year over year in Q3 2025, driven largely by licensing original programming to train large language models. Licensing generated $23.4 million through September and the firm completed 18 AI-related fulfillments across video, audio, and code assets with nine partners. The company expects licensing to exceed subscription revenue by 2027.
Read at Ars Technica
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