Funko, Inc. (FNKO) Q4 2025 Earnings Call Transcript

SA Transcripts158.95K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Funko, Inc. (FNKO) Q4 2025 Earnings Call March 12, 2026 4:30 PM EDT Company Participants Katie WilsonJosh Simon - CEO & DirectorYves Le Pendeven - CFO, Principal Financial Officer & Principal Accounting Officer Presentation Katie Wilson Hi, everyone, and welcome to Funko's 2025 Fourth Quarter Financial Results Conference Call. I'm Katie Wilson, and I'm here at the Funko store in Hollywood. With me are Josh Simon, our Chief Executive Officer; and Yves Le Pendeven, our Chief Financial Officer. Welcome, guys. Josh SimonCEO & Director Hello.

Katie Wilson Josh, I have heard this is one of your favorite places in Los Angeles. Josh SimonCEO & Director It is. Yes, I've been on the job for about 6 months now. I think I've spent the majority of my time in this store. They actually gave me a key to the store earlier this week, so I can come and go even after hours. But what I love about being here is it really embodies the strength and how much fun the Funko brand is. You kind of see around us here from an IP standpoint, KPop Demon Hunters, Mickey Mouse, Michael Jordan in the background. I come here over the weekends. And there's people from all over the world, all ages, all demographics, and it's really fun watching them kind of discover their favorite fandom or IP. And so we thought it would be a fun new way to do the earnings call from here today.

Katie Wilson So how have your first 6 months been? Josh SimonCEO & Director Well, see, we're just getting back from the Toy Fair circuit.

So London Toy Fair, Nuremberg, New York Toy Fair. I've been going to these toy fairs for a while in various capacities. And I can say, definitely, I felt more energy around the Funko