$STRZ mention timeline

Starz Entertainment. Every tracked FinTwit mention of $STRZ, newest first. 15 mentions since the first on Jun 17, 2025. See the price chart.

May 2026 · 2 mentions

May 12
Colin King — Baird upgrades $STRZ with $30 target… that’s ~5.3x EBITDA based on 2026 guidance↗
May 11
Colin King — $STRZ Starting to see cash content spending coming down (big part of original thesis)... voluntarily terminated pay 2 window with universal, originals launching, etc. Expect to h…↗

Apr 19
Colin King — $STRZ Stock ripping lately... CEO incentive comp is old news (Nov 2025) Hmm... VSNT likely acquirer here... they want non-linear revenue streams and STRZ gets 70% of revenue fro…↗
Apr 17
Colin King — Good write-up on the incentive structures at $LION $STRZ↗

Mar 8
Colin King — Names I like and have talked about $ATNI 3-5yr horizon (maybe longer) $DNOW 3yrs (maybe longer) $LEG 2-3yrs $ZD 9-12 months $VSNT 6-12 months $STRZ 3yrs $APTV 3-12 months (depends…↗

Feb 27
Colin King — Things on my to-do list today: $ZD earnings review $KBR earnings review $STRZ earnings review↗

Dec 28
Colin King — $VSNT notes (spin-off from $CMCSA) 1) spin coming Jan 2026, 1 share of VSNT for every 25 CMCSA = ~145m s/o 2) linear cable networks (MSNBC, CNBC, Golf, USA Networks, etc.) -- sal…↗

Nov 17
Colin King — $STRZ filed 8-K this morning with incentive comp for CEO Jeff Hirsch... ~$12.5m incentive (>8x base comp) based on hitting OIBDA targets and stock prices ranging from $25-50 t…↗

Aug 16
Colin King — Despite the red flags, I’m adding to $STRZ Comes down to whether they can grow OTT subs / revenue over next few years. https://t.co/8LIeQ6cL1P↗
Aug 14
Colin King — $STRZ call updates - Expecting sequential subscriber growth next 2 Qs - Maintaining $200m OIBDA guide FY25 ($179m TTM) - Maintaining 70% FCF conversion in FY26 - Leverage will jum…↗
Aug 14
Colin King — At first glance, $STRZ Q2 results quite bad Revenue -8% YoY OTT subs -2% YoY & -1% QoQ OIBDA -41% YoY OTOH, content spend -30% = FCF up significantly TTM OIBDA $179m vs. $20…↗

Jul 26
Colin King — $STRZ bear thesis... they weren't included in $CHTR slide on "expensive" OTT package https://t.co/KgOJ9CvBWn↗
Jul 1
Colin King — @capitalemployed Starz $STRZ Recently spun off lions gate studio biz. Pure play DTC streaming with low exposure to linear cable (30% of revs). Was captive source of cash inside…↗

Jun 18
Colin King — @stockspinoffss @natstewart5 I've had a few decent special sit picks over the years... $DBD $STRZ $SDZNY $PHIN $MPC https://t.co/dujIwywHO0↗
Jun 17
Colin King — Some examples from my list: - Reorg $GTX - Spin-off $STRZ - Turnaround $MNRO - Inflection stories $CVEO - GoodCo / BadCo $THRY - Management change $MNRO x2 - Public LBO / delevera…↗