Replies to post #1973 on Genius Brands International Inc (GNUS)

[rickn23]

I had hoped we would see some this quarter or next (due to Thomas Edison's Secret Lab), but, I think it will probably be next year, if GNUS is able to sell season 1 "Llama Llama" broadcast rights outside of Netflix for 2019. Or, Netflix pays the going rate to retain season 1 exclusive. I had hoped to hear news from Cannes about season 1 broadcast sales, it would give insight on 2019 revenue.

I am surprised revenue wasn't a bit higher ( "Llama Llama" merchandise licensing).

The Las Vegas Licensing Expo is next week. I hope to see a lot more licensing for "Rainbow Rangers" and "Llama Llama".

If I knew more about T-shirt manufacturing/sales, I would go after the "Llama Llama" license. I think it could be a few million dollars a year business.

[rickn23]

I think you have slightly less than a year, at the most. Netflix will have to pay GNUS for both Season 1 and 2 (of "Llama Llama")for 2019, at some point. I''m assuming either Q4 2018 (for Season 2) or Q1 2019 (especially for Season 1). It should, at least about double the payment GNUS got for season 1 (break-even +/- for GNUS). The more seasons "Llama Llama" can go, GNUS will make correspondingly more revenue from Netflix.

Broadcast sales of season 1 ("Llama Llama"), outside of Netflix, could also push revenue, for 2019, beyond break-even. It would be nearly cost free. Going into 2019, "Llama Llama" looks like a golden goose for GNUS.

Before that, it may depend on the "Rainbow Rangers" and how it does when released, either late Q3 2018 or Q4 (unless it is pushed into 2019).

The Las Vegas Licensing Expo is next week (May 22-24).
https://www.licensingexpo.com/


MIPCOM is in October (15-18).
http://www.mipcom.com/

I hope you are looking at price points to get in. It might be too late when GNUS actually shows the increased revenue.