{"filings":[{"id":1178796,"accession_number":"0001628280-26-044510","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-06-22T13:26:03+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Playboy to repurchase 16.6M shares from Fortress at $1.05, 28% discount to market","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchasing 16.6M shares (14.9% of outstanding) from Fortress affiliates at $1.05/share, total ~$17.4M.","First installment $2M paid; remaining $15.4M due in three installments through Dec 31, 2026.","Backstop commitments from Rizvi Traverse and Byborg to buy shares if Playboy cannot pay.","Fortress exits equity position but remains senior secured lender.","CEO cites 5 consecutive quarters of positive adjusted EBITDA; transaction accretive to EPS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1093796,"accession_number":"0001628280-26-043729","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-06-17T12:36:38+00:00","items":["1.01","5.07","8.01","9.01"],"status":"ready","headline":"Playboy highlights turnaround: 5 consecutive quarters of positive Adjusted EBITDA; targets debt to $108M by Q1 2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Doubled Adjusted EBITDA YoY in Q1 2026; five consecutive quarters of positive Adjusted EBITDA.","Senior debt reduced from $218M to $145M after first UTG paydown; targeting $108M gross debt by Q1 2028.","UTG joint venture: $45M cash for 50% of China licensing; $122M guaranteed minimum payments over 8 years.","Licensing revenue $46M in FY2025 with 90% gross margin; $330M+ unrecognized future revenue.","Honey Birdette DTC growth in premium lingerie; asset-light model with brand in 100+ countries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":843996,"accession_number":"0001628280-26-040642","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-06-04T13:03:25+00:00","items":["5.02","9.01"],"status":"ready","headline":"Playboy appoints Jennifer Cabalquinto as independent director, regains Nasdaq compliance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Jennifer Cabalquinto as independent Class I director, effective June 3, 2026.","Board now has 7 directors (4 independent), regaining compliance with Nasdaq Rule 5605(b)(1).","Cabalquinto previously served as CFO of 2K (Take-Two Interactive) and Golden State Warriors.","She also chairs the audit committee for American Century Investments California funds.","Her initial term runs until the 2027 annual meeting; committees not yet assigned."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":471317,"accession_number":"0001628280-26-035592","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-05-15T20:20:14+00:00","items":["1.01","9.01"],"status":"ready","headline":"Playboy amends Miami lease and leases additional floor space through 2037","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Original lease amended: delivery date moved to Jan 1, 2027; term extended to Nov 30, 2037; rent abated from Jan–Jul 2027 then escalates from $176,479/month.","New lease for additional 5,696 RSF on same floor: term to Nov 30, 2037; base rent $49,840/month from Mar 2027 (abated through Feb 2027); $600K letter of credit required.","Both leases contain cross-default provisions; Playboy now leases the entire sixth floor.","Landlord must complete amenities (lobby, speakeasy, gym) by Aug 31, 2026 or face rent abatement and potential termination rights for Tenant.","Tenant has two five-year renewal options under the new lease."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":13244,"accession_number":"0001628280-26-033504","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-05-11T20:14:49+00:00","items":["2.02","9.01"],"status":"ready","headline":"Playboy Q1 2026 revenue $30.2M (+5% YoY); net loss narrows to $4.0M; Adj. EBITDA $5.0M (+111%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $30.2M, up 5% YoY; DTC revenue $18.8M (+15%) from Honey Birdette; licensing $10.9M (-5%).","Net loss of $4.0M ($0.03/share) vs. $9.0M loss YoY; includes $3.5M UTG transaction expenses.","Adj. EBITDA $5.0M (ex-litigation $5.8M); fifth consecutive positive quarter.","UTG China JV closed Mar 20: $15M initial proceeds paid down senior debt; $30M more expected by Jan 2028.","Appointed David Miller President Media & Brand and Phillip Picardi Chief Brand Officer/Editor-in-Chief."],"consensus_eps_estimate":0.0102,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":30236000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95588,"accession_number":"0001628280-26-024747","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Playboy grants 1.32M RSUs to CEO, CFO, GC, and President under retention agreements","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Ben Kohn receives 645,161 RSUs; CFO Marc Crossman, GC Chris Riley, and President David Miller each receive 225,806 RSUs.","RSUs vest on April 30, 2027; similar RSUs intended for 2027 vesting in 2028, subject to committee approval.","Future 2027 RSUs may convert to cash payments upon a change in control or termination without cause.","Retention agreements supersede prior retention agreements for these named executive officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108765,"accession_number":"0001628280-26-022481","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Playboy dismisses BDO as auditor, engages RSM; cites unremediated material weaknesses","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dismissed BDO as independent auditor on March 26, 2026; engaged RSM on March 31, 2026.","No disagreements with BDO on accounting principles or audit scope in recent fiscal years.","BDO reports for FY2024 and FY2025 were unqualified; no adverse opinion or disclaimer.","Material weaknesses in internal controls over financial reporting remain unremediated as of filing.","RSM previously provided tax services to Playboy from 2022 through Q1 2025; no prior audit consultations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108764,"accession_number":"0001628280-26-020693","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Playboy details debt reduction plan and strategic growth pillars; targets $105M debt by Q1 2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["China licensing JV: sells 50% for $45M cash plus $67M guaranteed distributions and $10M brand support.","Senior debt reduced from $218M (Q3 2024) to $153M; targeting ~$105M by Q1 2028; cash interest to fall 50%.","Four consecutive quarters of positive Adjusted EBITDA; FY2025 licensing revenue $46M at 90% gross margin.","Honey Birdette adjusted operating income $6.6M in FY2025; Q4 2025 comp store sales positive despite tough compare.","Media & Experiences: new film/TV projects in development; hospitality non-binding LOI signed for Miami Beach club."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108763,"accession_number":"0001193125-26-120809","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Playboy closes initial 16.67% China JV sale to UTG for $15M, pays down debt","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial closing on March 20, 2026: UTG acquired 16.67% equity in China JV for $15M.","Playboy used the full $15M to pay down senior secured debt, reducing interest expense.","Total contracted cash payments of $122M expected, including $30M remaining purchase price and $10M brand support.","Playboy to receive guaranteed minimum JV distributions of $10M in 2026, declining to $8M annually through 2033.","UTG will manage all operations in China, Hong Kong, Macau; Playboy retains 50% economic interest post-final close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108762,"accession_number":"0001628280-26-018172","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Playboy Q4 revenue $34.9M, net income $3.6M; UTG China deal $122M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $34.9M (+4% YoY); net income $3.6M vs $12.5M loss; adjusted EBITDA $7.1M.","FY 2025 revenue $120.9M (+4%); net loss improved to $12.7M from $79.4M; adjusted EBITDA $17.0M.","UTG partnership: $122M cash including $45M purchase for 50% of China licensing; $52M debt paydown.","Honey Birdette Q4 sales +9%, gross margin 77.8%; licensing 90% contractual with $343M unrecognized future revenue.","Appointed David Miller as President, Media & Brand; Phillip Picardi as Chief Brand Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108761,"accession_number":"0001628280-26-010883","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Playboy appoints David Miller as President, Playboy, Media & Brand, effective Feb 23, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Miller previously EVP & GM of National Geographic Media (2018-2025).","Annual base salary of $400,000; target cash bonus equal to 80% of base salary.","Initial RSU grant of 248,869 shares vesting over three years; annual equity awards target $700,000.","Severance: 9-12 months salary; after change in control, 12-18 months.","Non-solicitation of employees covenant for 12 months post-employment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108760,"accession_number":"0001193805-26-000176","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Playboy Q4 2025 prelim: rev $34-35M, net income $2.5-3.5M vs loss $12.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue expected $34-35M vs $33.5M in Q4 2024; licensing strength and UTG joint venture cited.","Net income of $2.5-3.5M vs net loss of $12.5M; includes $1.2M transaction costs and $0.9M litigation costs.","Adjusted EBITDA of $6.6-7.0M vs adjusted EBITDA loss of $0.1M; excluding litigation would be $7.5-7.9M.","Honey Birdette subsidiary growing sales and expanding margins despite reduced promotions.","Complete Q4 and FY 2025 results expected in March 2026; subject to year-end closing adjustments."],"consensus_eps_estimate":0.0136,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":120928000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108759,"accession_number":"0001193125-26-042968","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Playboy sells 50% of China business to UTG for $45M, expects $122M total payments","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale of 50% interest in China JV to UTG Brands for $45M payable over 2 years; $9M deposit paid.","Total guaranteed cash: $67M minimum distributions over 8 years plus $10M brand support for 3 years = $122M.","Minimum $50M of proceeds to reduce debt; transaction expected to close by March 31, 2026.","Playboy retains 50% of JV and expects incremental distributions from UTG-led growth; deal is immediately accretive to earnings.","Amendment No. 7 to credit agreement permits the sale and requires prepayment of $51.666M from proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125208,"accession_number":"0001628280-25-058362","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["3.01","5.02"],"status":"ready","headline":"Playboy independent director resigns; temporary Nasdaq non-compliance for board majority","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Natalia Premovic resigned from Board on Dec 15, 2025, for personal reasons; no disagreement cited.","After resignation, Board has 3 independent, 3 non-independent directors and 1 vacant seat; majority not independent.","Company received Nasdaq deficiency letter on Dec 18 for non-compliance with Rule 5605 (majority independent directors).","Cure period extends until 2026 annual meeting; company seeking new independent director to fill vacancy.","Listing and trading of PLBY common stock unaffected; no immediate delisting risk."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125207,"accession_number":"0001628280-25-053323","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Playboy posts investor presentation on website; no material new info disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation available on investors.playboy.com; no financial results or guidance provided.","Filing contains only boilerplate cautionary language and disclaimers.","No specific operational or strategic updates found in the excerpted exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125206,"accession_number":"0001628280-25-051608","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Playboy posts Q3 net income of $0.5M, first since IPO; adjusted EBITDA $4.1M, licensing +61%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $0.5M ($0.00 EPS) vs net loss of $33.8M in Q3 2024; first net income quarter since going public.","Revenue $29.0M, down 1% from $29.4M; adjusted up 4.2% ex one-timers; licensing revenue up 61% to $12.0M.","Adjusted EBITDA $4.1M (incl $2.5M litigation costs; without would be $6.6M) vs -$0.6M prior year.","Amended debt facility extends maturity to May 2028; cash on hand $32M.","Signed 6 new licensing deals in Q3 (14 YTD); restructured China partnership; pursuing $81M arbitration award."],"consensus_eps_estimate":-0.0204,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":86017000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141925,"accession_number":"0001803914-25-000129","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Playboy wins arbitration against ex-licensee New Handong, awarded $81M","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Tribunal ruled PEII's termination of New Handong license lawful; orders ~$81M payment for royalties, termination fee, and marketing expenses.","New Handong must cease all use of Playboy IP; all counterclaims were dismissed.","Payment due by Sept 20, 2025; 8.25% annual interest accrues if not paid.","Playboy will seek enforcement in Chinese courts if New Handong fails to pay; collection not assured."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141924,"accession_number":"0001803914-25-000127","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"Playboy converts all remaining Series B preferred shares to common, eliminating preferred stock outstanding","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Converted remaining 21,000.00001 Series B shares into 12,439,730 common shares at $1.74448 per share.","Conversion price is >6% premium to Aug 21, 2025 close and >16% premium to Q4 2024 private placement.","Post-conversion: no preferred stock outstanding; 107,548,055 common shares outstanding.","Net debt ~$128M, reduction of ~$70M over past 12 months.","Undiscounted interest savings of $6.992M through remaining term of Series B (scheduled through end of 2027)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141923,"accession_number":"0001803914-25-000120","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Playboy Q2 revenue up 13% to $28.1M; net loss narrows to $7.7M; adjusted EBITDA turns positive at $3.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Licensing revenue more than doubled to $10.9M (+105% YoY) driven by $5M in minimum guaranteed royalties and new partners.","Honey Birdette revenue grew 14% to $16.5M; same-store sales up 28%; gross margin improved ~200bps to 59%.","Adjusted EBITDA of $3.5M vs. ($2.9M) in prior year; excludes $1.3M incremental litigation cost from two former licensees.","Company has over $30M cash; plans to move HQ to Miami and launch Playboy hospitality venue in Miami Beach.","Secured two new gaming deals, a beauty/grooming deal, and an energy drink license; pipeline growing."],"consensus_eps_estimate":-0.0408,"consensus_eps_actual":-0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":57023000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141922,"accession_number":"0001803914-25-000114","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Playboy appoints Natalia Premovic as independent director; board now majority independent","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Natalia Premovic appointed independent Class III director effective Aug 4, 2025; board expands to 7 directors, 4 independent.","Ms. Premovic most recently Head of US/Canada/Australia/NZ Consumer Products and Global e-Commerce at Netflix (Jan 2019–Jul 2025).","Previously held executive roles at The Walt Disney Company (2007–2019) leading e-commerce and digital content strategy.","Appointment restores compliance with Nasdaq Listing Rule 5605(b)(1) requiring majority independent board.","No related-party transactions or arrangements; compensated under standard non-employee director policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159857,"accession_number":"0001803914-25-000109","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"Playboy completes name change, increases authorized shares to 400M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Corporate name changed from PLBY Group, Inc. to Playboy, Inc., effective June 25, 2025.","Authorized common stock increased from 150 million to 400 million shares via certificate amendment.","Common stock continues trading on Nasdaq under ticker PLBY; CUSIP unchanged.","Stockholders approved name change and share increase at June 16, 2025 annual meeting.","Bylaws and 2021 Equity Plan amended solely to reflect new corporate name."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159856,"accession_number":"0001803914-25-000102","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"PLBY shareholders reject second tranche of Byborg investment; approve name change to Playboy","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nasdaq Proposal (issuance of 16.96M shares at $1.50 to The Million S.a.r.l.) rejected: 30.5M against vs 17.9M for.","Share increase to 400M authorized shares approved; name change to Playboy, Inc. approved.","Directors Juliana F. Hill and György Gattyán elected; BDO USA ratified as auditor for 2025.","Say on Pay approved; CEO Ben Kohn reaffirms focus on deleveraging and positive cash flow in 2025.","Byborg states continued commitment as largest licensing partner despite failed tranche."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159855,"accession_number":"0001803914-25-000098","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PLBY enters retention agreements with CEO, CFO, GC; awards 1.7M RSUs total","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Ben Kohn receives 1,000,000 RSUs; CFO Marc Crossman and GC Chris Riley receive 350,000 RSUs each.","2025 RSUs vest April 30, 2026; 2026 grants (same amounts) subject to Compensation Committee approval.","If change in control occurs before 2026 grants, executives get cash equal to share value times unissued RSUs.","Termination without cause before 2026 grants triggers cash payout at market value per share.","Agreements replace prior 2024 retention letter; 2024 and 2025 grants already awarded."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159854,"accession_number":"0001803914-25-000085","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Group Q1 2025 revenue $28.9M, net loss narrows to $9.0M, adj. EBITDA turns positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $28.9M (+2% YoY); licensing rev. $11.4M (+175% YoY) on Byborg deal and China rebuild.","Net loss $9.0M (improvement of $7.4M); adj. EBITDA $2.4M vs -$2.5M in Q1 2024, first positive since 2023.","Honey Birdette rev. $16.3M (-13% YoY) due to fewer sale days; full-price sales +8%, gross margin 58% vs 52%.","Byborg deal: $5M guaranteed royalties in Q1, $20M/yr for 15 yrs; $3.8M transition costs incurred, $20M due by July 1.","Cash $23.7M, long-term debt $155.1M; operating expenses down 6% YoY to $35.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":28875000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159853,"accession_number":"0001803914-25-000049","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PLBY cancels special meeting for $25.4M stock issuance; defers to annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Special meeting to approve 16.96M share issuance at $1.50/share cancelled due to lack of quorum.","Proposal to sell shares to affiliate The Million S.a.r.l. will be added to 2025 annual meeting proxy by April 30.","Company states approval is critical for raising capital and reducing debt; financing cannot proceed without it."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178225,"accession_number":"0001803914-25-000038","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PLBY Group adjourns special meeting due to lack of quorum; reconvenes April 17, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Special meeting adjourned on March 20, 2025 because insufficient shares were present to constitute a quorum.","Reconvened meeting will be held virtually on April 17, 2025 at 1:00 p.m. ET to vote on the same proposals.","Board unanimously recommends voting FOR all proposals; ISS and Glass Lewis also recommend FOR.","Record date remains January 23, 2025; previously submitted proxies will be voted unless revoked.","Company continues soliciting votes; stockholders who haven't voted are urged to do so by April 16, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178224,"accession_number":"0001803914-25-000033","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"PLBY Group posts investor presentation; no new financial details disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed 8-K on March 17, 2025 to announce investor presentation on company website.","Presentation intended for use in investor communications and conferences.","No financial results, guidance changes, or material operational updates provided in filing.","Exhibit 99.1 attached, but content not fully available for summary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178223,"accession_number":"0001803914-25-000029","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Group Q4 revenue $33.5M, net loss $12.5M; signs $300M Byborg licensing deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $33.5M vs $39.4M YoY; full-year revenue $116.1M vs $143.0M.","Q4 net loss $12.5M vs $9.6M; full-year net loss improved to $79.4M from $180.4M.","Adjusted EBITDA loss $0.1M in Q4; ex-FX loss would have been +$2.6M.","Byborg deal: $22.4M equity in, $300M licensing minimums, $65.3M debt reduction; guides ~$120M revenue for 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178222,"accession_number":"0001803914-25-000024","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-02-14T23:59:59+00:00","items":["3.01","5.02","9.01"],"status":"ready","headline":"PLBY Group appoints Gyorgy Gattyan to board; Nasdaq noncompliance triggered, cure period to Aug 2025","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Board expanded from five to seven directors; Gattyan appointed as Class II director effective Feb 11, 2025.","Gattyan is CEO of Docler Holding, parent of Byborg, PLBY's largest licensee under a $20M annual minimum royalty LMA.","Company noncompliant with Nasdaq Rule 5605 (majority independent directors); cure period expires August 11, 2025.","One board seat remains vacant; Company and Byborg working to appoint an independent director.","Byborg affiliate previously invested $22.35M in Nov 2024; additional $25.44M investment pending stockholder approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178221,"accession_number":"0001803914-25-000014","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"PLBY converts 25% of Series B preferred into common at $1.85/share as part of deleveraging","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Converted 7,000 Series B Convertible Preferred shares into 3,784,688 common shares at $1.84956 per share.","Series B shares outstanding reduced to 21,000.00001; common shares outstanding increased to 93,736,325.","Conversion price represents ~23% premium to December 2024 Byborg Enterprises SA securities purchase agreement.","Company received no proceeds; may elect to convert additional Series B stock or redeem for cash in future."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178220,"accession_number":"0001803914-25-000006","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2025-01-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PLBY Group retains Honey Birdette; 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minimum guaranteed royalties of $20M/year ($300M total) plus 25% net profit share.","Byborg affiliate commits to purchase $25M of PLBY common stock at $1.50/share, subject to stockholder approval and price adjustment mechanism if 5-day VWAP above $1.65.","Byborg previously purchased 14.9M shares on Nov 5, 2024 for $22.35M; combined holdings capped at 29.99% post-closing with lock-up until Nov 5, 2025.","PLBY expects transition to asset-light model, significant cost reductions, and positive EBITDA/cash flow by June 30, 2025.","Board expansion to 7 directors; Byborg to nominate one director and one mutually agreed independent director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194883,"accession_number":"0001803914-24-000106","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"PLBY Group regains Nasdaq minimum bid price compliance after cure","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq confirmation on December 3, 2024, that bid price deficiency is cured.","Closing bid price exceeded $1.00 for more than 10 consecutive trading days.","Compliance with Nasdaq Listing Rule 5450(a)(1) restored; matter closed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194882,"accession_number":"0001104659-24-119206","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","9.01"],"status":"ready","headline":"PLBY Group exchanges ~$65M of loans for Series B Convertible Preferred Stock; amends credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued 28,000 shares of Series B Convertible Preferred Stock in exchange for $6.4M Tranche A and $58.9M Tranche B loans.","Preferred stock carries 12% annual dividend, convertible into common at $1.50–$4.50 per share, mandatory redemption by Dec 31, 2027.","Amendment No. 3 reduces credit facility principal to ~$152.4M and sets interest margin at 6.25% + 0.10% over SOFR.","Certificate of Elimination filed for Series A Preferred Stock (no shares outstanding)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194881,"accession_number":"0001803914-24-000101","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Group Q3 revenue down 21% to $12.9M; signs deal to reduce senior debt by $66M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $12.9M, down 21% YoY; licensing revenue $7.4M, down 32% due to termination of two China licensees.","Net loss from continuing ops $33.8M (vs $7.1M loss in Q3 2023) due to impairment charges and licensing decline.","Adjusted EBITDA loss $1.8M vs positive $1.8M in prior year; cost rationalization partially offset revenue drop.","Signed deal to restructure senior debt reducing principal from ~$218M to ~$152M; will issue $28M convertible preferred with 12% dividend.","Secured $22.35M investment from Byborg at $1.50/sh; non-binding LOI for licensing Playboy digital IP with $300M minimum guarantees over 15 years."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":32824000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194880,"accession_number":"0001803914-24-000094","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PLBY Group closes $22.35M private placement, issues 14.9M shares at $1.50/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 14.9M newly issued shares to Byborg Enterprises affiliate at $1.50/share for $22.35M total.","Shares subject to one-year lock-up with limited exceptions.","Post-closing shares outstanding approximately 89.59M.","Closing follows prior disclosure on October 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194879,"accession_number":"0001803914-24-000090","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["1.01","3.02","8.01","9.01"],"status":"ready","headline":"PLBY Group enters $22.35M equity investment and strategic licensing partnership with Byborg Enterprises","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Byborg to purchase 14.9M shares of PLBY at $1.50 per share, raising $22.35M in gross proceeds.","Parties sign non-binding LOI for Byborg to license Playboy digital IP with $300M minimum guaranteed payments over 15 years.","Byborg will nominate a board member and PLBY will add an independent director, expanding board to seven.","Standstill agreement caps Byborg's ownership at 29.99% and includes one-year lock-up on shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194878,"accession_number":"0001803914-24-000084","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PLBY Group Board unanimously rejects Cooper Hefner's unsolicited bid for Playboy assets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board unanimously rejected unsolicited, non-binding offer from Cooper Hefner and Hefner Capital for Playboy assets.","Offer publicly disclosed October 21, 2024; Board says it 'substantially undervalues' Playboy assets.","CEO Ben Kohn reaffirms commitment to asset-light model and evaluating all options for Playboy.","Board concludes the proposal is not in the best interests of PLBY Group stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211174,"accession_number":"0001193805-24-001105","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-09-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"PLBY Group posts investor presentation; no material updates in 8-K","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company made an investor presentation available on its website on September 11, 2024.","Presentation intended for use in investor communications and conferences.","No specific financial results, guidance, or other material information disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211173,"accession_number":"0001803914-24-000068","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Q2 revenue down 29% to $24.9M; net loss improves to $16.7M; enters exclusivity to repay senior debt at discount","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $24.9M vs $35.1M YoY; licensing revenue fell 49% to $5.3M due to China licensee terminations.","Net loss from continuing operations $16.7M vs $132.3M loss in Q2 2023 (prior year included $146.2M impairment).","Adjusted EBITDA loss $2.9M vs $0.1M loss YoY, driven by lower licensing EBITDA and Honey Birdette decline.","Senior lenders granted exclusivity period to repay debt at a significant discount; engaged investment bank for new financing.","Signed $45M+ in new licensing minimum guarantees; Playboy magazine returning early 2025 with global Playmate search."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":53204000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211172,"accession_number":"0001193805-24-001012","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PLBY Group enters ATM equity offering agreement for up to $15M with Roth Capital","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sales Agreement with Roth Capital Partners allows sale of up to $15M of common stock via at-the-market offerings.","Commission rate of 3% of gross proceeds; Agent may sell on Nasdaq or in negotiated transactions.","Shares issued under existing shelf registration statement (Form S-3, effective Sept 2022); prospectus supplement dated Aug 8, 2024.","Company is not obligated to sell any shares; may suspend offering upon notice.","Agreement includes customary representations, indemnification, and expense reimbursement up to $50,000 plus $7,500 per quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211171,"accession_number":"0001803914-24-000054","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PLBY Group enters global condom license with Thai Nippon Rubber, settles lawsuit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Multi-year license grants TNR rights to design, produce, and distribute Playboy-branded condoms and lubricants globally.","PLBY will receive royalty payments, including minimum guarantees, on products sold under the agreement.","The new license and settlement resolve a previously disclosed lawsuit; dismissal with prejudice expected, no admission of liability.","CEO Ben Kohn calls this an important commercial milestone for the licensing business.","No financial terms disclosed; prior lawsuit related to a prior license agreement for condoms under Playboy brand."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211170,"accession_number":"0001803914-24-000051","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-07-03T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"PLBY Group receives Nasdaq deficiency notice for low bid price; has until Dec 24, 2024 to regain compliance","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Common stock bid price below $1.00 for 32 consecutive business days, triggering Nasdaq deficiency letter.","Company has 180 days, until Dec 24, 2024, to close at $1.00+ for 10 consecutive days.","If not compliant, may transfer to Nasdaq Capital Market or effect a reverse stock split.","No immediate effect on listing; company is monitoring and evaluating options."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229712,"accession_number":"0001803914-24-000047","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PLBY Group stockholders elect directors, ratify auditor, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Ben Kohn and Suhail Rizvi elected as Class I directors with 26.6M and 26.3M votes for, respectively.","Ratification of BDO USA as independent auditor for FY2024: 40.1M for, 3.8M against.","Non-binding advisory vote to approve executive compensation passed with 26.5M for, 4.0M against.","Broker non-votes of 13.8M on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229711,"accession_number":"0001803914-24-000033","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Group Q1 net loss narrows 55% to $16.4M; new China deal with $37M minimum royalties","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $28.3M, down 20% YoY; net loss from continuing ops $16.4M vs $36.3M prior year.","Adjusted EBITDA loss improved to $2.5M from $9.7M YoY, a 74% improvement.","Signed 5-year China licensing deal with Guandong Duhan requiring ~$37M in minimum royalties.","Honey Birdette sales up 8% QoQ, gross margin 43% to 52%; company considering sale of business.","Cash and equivalents $19.0M at quarter end; new China cash expected in future periods."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":28319000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248222,"accession_number":"0001803914-24-000018","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-03-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Group reports Q4 revenue $39.4M; net loss $3.8M; adj. EBITDA positive $1.1M; amends credit facility","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $39.4M down 12% YoY; net loss from continuing ops $9.6M incl. $8.3M impairments.","Full-year revenue $143.0M down 23% YoY; net loss from continuing ops $186.4M incl. $154.9M impairments.","Adjusted EBITDA $1.1M in Q4 (vs. -$2.6M) and -$7.3M for full year (vs. -$4.5M).","Credit facility amended: total net leverage covenant replaced with $7.5M minimum cash balance until Q2 2026.","China: terminated two largest licensing agreements; sued former licensee for $140M due under agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248221,"accession_number":"0001803914-24-000005","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["4.02","9.01"],"status":"ready","headline":"PLBY Group restates Q2 & Q3 2023 financials on license contract impairment error; reduces net loss, boosts EBITDA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restatement corrects impairment of a Chinese license contract; should have reduced deferred revenue, not recorded impairment expense.","Commission expense reversals reclassified from impairment to cost of sales; no impact on revenue, cash flows, or operations.","Amended Q2/Q3 10-Qs expected by March 15; Q4 and FY 2023 results to be reported March 27.","Net loss to decrease, adjusted EBITDA to increase for restated periods; total liabilities to decrease.","Errors did not affect audited annual financials; company cites no misconduct or override of controls."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248220,"accession_number":"0001803914-24-000002","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"PLBY Group regains Nasdaq minimum bid price compliance after cure period","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received letter from Nasdaq on Jan 10, 2024 confirming cure of bid price deficiency.","Closing bid price remained at $1.00 or greater for over 10 consecutive trading days.","Compliance with Nasdaq Listing Rule 5450(a)(1) restored; matter closed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265693,"accession_number":"0001803914-23-000107","cik":1803914,"company_name":"Playboy, Inc.","ticker":"PLBY","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PLBY Group Q3 revenue down 27% to $33.3M; net loss $16.4M, adj EBITDA $0.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $33.3M vs $45.7M in Q3'22; licensing down 27% to $10.9M, DTC down 34%.","Honey Birdette sales fell 19% to $17.0M; days-on-sale cut 85% to protect brand, gross margin up 3pp.","Terminated certain China licensees for non-payment; received unsolicited offer for China trademarks.","Digital subscriptions up 11% to $5.2M; Playboy Club membership launch planned by end of 2023.","Cash (restricted+unrestricted) ~$22M; completed sale of Lovers business on Nov 3, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":103586000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161774059.3984962,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-11-09T23:59:59+00:00|265693"}