Curiosity Stream Ditches Original Content for AI Licensing Model

Curiosity Stream, a science-centric streaming service founded by Discovery Channel founder John Hendricks in 2015, has made a significant shift in its business model by transitioning into an AI-licensing firm. The company, which has been operating without commercials and offering original programming and educational content through its Curiosity University, has reported its first positive net income in its fiscal Q1 2025, marking a milestone in its decade-long journey. According to an interview with Curiosity Stream's CEO, Rob Baker, the company's decision to pivot into AI-licensing was driven by the growing demand for AI-powered content and the need to diversify its revenue streams. "We've seen a significant increase in interest from our subscribers and partners for AI-generated content, and we believe that this is an area where we can leverage our expertise in science and education to create unique and engaging experiences," Baker said. The company has already started licensing its AI technology to other streaming services and media companies, with plans to expand its offerings in the coming months. Curiosity Stream's focus on science, history, research, and education has allowed it to maintain a loyal subscriber base of 23 million users, despite being a smaller player compared to other streaming services like Netflix, which boasts 301.6 million subscribers as of January 2025. The company's commitment to quality content and its unique business model have also helped it to stay afloat in a crowded market. The shift towards AI-licensing is a significant development for Curiosity Stream, and it has implications for the broader streaming industry. As AI-generated content becomes increasingly prevalent, companies like Curiosity Stream are well-positioned to capitalize on this trend and provide high-quality, engaging content to their subscribers. "This is a game-changer for us, and we're excited to see where this new direction takes us," Baker said. In addition to its AI-licensing efforts, Curiosity Stream continues to produce original programming and educational content through its Curiosity University platform. The company has also expanded its reach through its Curiosity Channel TV channel, which offers a range of science and education-focused programming. With its focus on quality content and its commitment to innovation, Curiosity Stream is well-positioned for continued growth and success in the streaming industry. As the company looks to the future, it is clear that AI-licensing will play a major role in its strategy. With its expertise in science and education, Curiosity Stream is poised to become a leader in the development and distribution of AI-generated content. As the streaming industry continues to evolve, it will be interesting to see how companies like Curiosity Stream adapt and innovate in response to changing consumer demands and technological advancements.