Curiosity Stream, a science-centric streaming service, has taken an unconventional route to generate revenue. Instead of relying on subscription fees and ads, the company has shifted its focus to licensing its content to artificial intelligence (AI) companies. This move has proven lucrative, with the firm generating $23.4 million in revenue from AI licensing deals as of September 2025.
The streaming service, founded by John Hendricks, was initially launched in 2015 with a focus on science, history, and education. While it has struggled to attract a large subscriber base, with only 23 million users compared to Netflix's 301.6 million, its revenue has grown significantly over the years.
Curiosity Stream's decision to license its content to AI companies is part of a broader trend in the streaming industry. As AI technology continues to evolve, companies are looking for new sources of revenue to fund their operations and invest in emerging technologies.
The firm's CEO, Clint Stinchcomb, believes that licensing content to AI companies is a key driver of growth and will become increasingly important in the coming years. "In 2027, possibly earlier, as more open source models become accessible, there will potentially be hundreds and even thousands of companies who will need video to fine-tune specific models for consumer and enterprise purposes," he said.
While this move has helped Curiosity Stream boost its revenue, it also raises questions about the long-term sustainability of this business model. The company is already generating more revenue from AI licensing than subscription fees, and there are concerns that hyperscalers may not be willing to pay content companies for an extended period.
As the streaming industry continues to evolve, Curiosity Stream's decision to shift its focus to AI licensing will likely have a significant impact on the future of the business. The company is well-positioned to capitalize on this trend, but it remains to be seen whether other streaming services can follow suit and adapt to the changing landscape.
In the meantime, Curiosity Stream is committed to building long-term relationships with its content partners and exploring new revenue streams beyond traditional licensing agreements. As Stinchcomb noted, "We're building long-term relationships, and we're committed to making sure that as we enter into all of these agreements, it's not one and done."
The future of streaming services will likely be shaped by the success of companies like Curiosity Stream, which are embracing new technologies and business models to stay ahead in an increasingly competitive market.
The streaming service, founded by John Hendricks, was initially launched in 2015 with a focus on science, history, and education. While it has struggled to attract a large subscriber base, with only 23 million users compared to Netflix's 301.6 million, its revenue has grown significantly over the years.
Curiosity Stream's decision to license its content to AI companies is part of a broader trend in the streaming industry. As AI technology continues to evolve, companies are looking for new sources of revenue to fund their operations and invest in emerging technologies.
The firm's CEO, Clint Stinchcomb, believes that licensing content to AI companies is a key driver of growth and will become increasingly important in the coming years. "In 2027, possibly earlier, as more open source models become accessible, there will potentially be hundreds and even thousands of companies who will need video to fine-tune specific models for consumer and enterprise purposes," he said.
While this move has helped Curiosity Stream boost its revenue, it also raises questions about the long-term sustainability of this business model. The company is already generating more revenue from AI licensing than subscription fees, and there are concerns that hyperscalers may not be willing to pay content companies for an extended period.
As the streaming industry continues to evolve, Curiosity Stream's decision to shift its focus to AI licensing will likely have a significant impact on the future of the business. The company is well-positioned to capitalize on this trend, but it remains to be seen whether other streaming services can follow suit and adapt to the changing landscape.
In the meantime, Curiosity Stream is committed to building long-term relationships with its content partners and exploring new revenue streams beyond traditional licensing agreements. As Stinchcomb noted, "We're building long-term relationships, and we're committed to making sure that as we enter into all of these agreements, it's not one and done."
The future of streaming services will likely be shaped by the success of companies like Curiosity Stream, which are embracing new technologies and business models to stay ahead in an increasingly competitive market.