Cineverse Corp. · Brief

Next report

11 days

Nov 13 · after closeest.Q2 FY27

Expected move

±45.1%implied · report alone

0.802.12

straddle ±59.7%

spot 1.46exp Nov 20ATM strike 2.5ATM straddle 1.02IV 98%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q1 FY27±22.6%▼−6.27%×0.28

quarterimplied−25%0+25%realized×

Q1 FY27±22.6%▼−6.27%×0.28

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 13 report · est.

Bull2 of 3

45managers reporting a position in the latest quarterly filings13F · Jun 30 '26

+2.23%change in shares held by the ten largest reporting managers13F · Jun 30 '26

Bear2 of 3

30.00%of revenue from the largest disclosed customerSEC filings

8 of 22of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

CNVS report session

No linked exposure.

Oct 30impliedImplied move: ±59.7% into Nov 13 earnings (Oct 30 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.