Science-Centric Streaming Service Curiosity Stream is an AI-licensing Firm Now

Curiosity Stream, the decade-old science documentary streaming service founded by Discovery Channel's John Hendricks, expects its AI licensing business to generate more revenue than its 23 million subscribers by 2027 -- possibly earlier. The company's Q3 2025 earnings revealed a 41% year-over-year revenue increase, driven largely by deals licensing its content to train large language models. Year-to-date AI licensing brought in $23.4 million through September, already exceeding half of what the subscription business generated for all of 2024.

The streaming service's library contains 2 million hours of content, but the 'overwhelming majority' is earmarked for AI licensing rather than subscriber viewing, CEO Clint Stinchcomb said during the earnings call. Curiosity Stream is licensing 300,000 hours of its own programming and 1.7 million hours of third-party content to hyperscalers and AI developers. The company has completed 18 AI-related deals across video, audio, and code assets.

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