ANGXHIGH SIGNALFINANCIAL10-K

Angel Studios completed a transformative business combination with a SPAC, dramatically expanding its scale while reporting massive operating losses that increased over 100-fold.

The company underwent a reverse merger with Southport Acquisition Corporation, transitioning from a private to public company structure with dual-class shares that may concentrate control. While revenue more than tripled to $321.6M, the company's operating losses exploded from -$1.6M to -$164.1M, indicating severe operational inefficiencies or one-time charges related to the business combination that require careful scrutiny.

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FINANCIAL ANALYSIS

Angel Studios experienced dramatic financial expansion across all metrics following its SPAC merger, with total assets growing over 200-fold to $241.4M and revenue increasing 233% to $321.6M. However, this growth came at an extraordinary cost, as operating losses ballooned over 100-fold to -$164.1M and operating cash flow deteriorated to -$83.3M, while current liabilities of $219M now significantly exceed current assets of $134.9M. The massive scale-up suggests either substantial one-time transaction costs or fundamental operational challenges that investors must monitor closely as the company transitions to public markets.

FINANCIAL STATEMENT CHANGES
Total Assets
Balance Sheet
+22779.8%
$1.1M$241.4M

Asset base grew 22779.8% — expansion through organic growth, acquisitions, or capital deployment.

Current Assets
Balance Sheet
+21446.8%
$626K$134.9M

Current assets grew 21446.8% — improving short-term liquidity or inventory/receivables build.

Operating Income
P&L
-10238.9%
-$1.6M-$164.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Current Liabilities
Balance Sheet
+4779.2%
$4.5M$219.0M

Current liabilities surged 4779.2% — significant near-term obligations; verify ability to meet short-term debt.

Operating Cash Flow
Cash Flow
-3547.9%
-$2.3M-$83.3M

Operating cash flow fell 3547.9% — earnings quality concerns; investigate working capital changes and non-cash items.

Net Income
P&L
-3238.1%
-$5.1M-$170.5M

Net income declined 3238.1% — review whether driven by operations, interest costs, or non-recurring items.

Total Liabilities
Balance Sheet
+2827.4%
$9.1M$267.2M

Liabilities grew 2827.4% — significant increase in debt or obligations, assess impact on financial flexibility.

Cash & Equivalents
Balance Sheet
+511.3%
$7.2M$44.1M

Cash position surged 511.3% — strong cash generation or capital raise providing significant financial cushion.

Revenue
P&L
+233.2%
$96.5M$321.6M

Strong top-line growth of 233.2% — accelerating demand or successful expansion into new markets.

Accounts Receivable
Balance Sheet
+214.9%
$16.2M$51.1M

Receivables surged 214.9% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

LANGUAGE CHANGES
NEW — 2026-03-12
PRIOR — 2025-04-15
ADDED
(Exact name of registrant as specified in its charter) Delaware 86-3483780 (State or other jurisdiction of incorporation or organization) (I.R.S.
As of March 9, 2026, 112,425,272 shares of the Registrant s Class A common stock, $.0001 par value per share, and 57,082,997 shares of the Registrant s Class B common stock, $.0001 par value per share, were outstanding.
The Proxy Statement will be filed with the Securities and Exchange Commission within 120 days after the end of the fiscal year covered by this Annual Report on Form 10-K.
(f/k/a Angel Studios, Inc.), a Delaware corporation ( Angel Legacy ).
Pursuant to the terms of the Merger Agreement, a merger was effected in which Merger Sub merged with and into Angel Legacy, the separate corporate existence of Merger Sub ceased and Angel Legacy survived as the surviving company and direct wholly-owned subsidiary of the Company (the Merger and, collectively with the other transactions described in the Merger Agreement, the Business Combination ).
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REMOVED
7262(b)) by the registered public accounting firm that prepared or issued its audit report.
As of April 15, 2025, there were 4,237,987 shares of Class A common stock and 1,550,000 shares of Class B common stock of the registrant issued and outstanding.
Those forward-looking statements include, but are not limited to, statements regarding our or our management team s expectations, hopes, beliefs, intentions or strategies regarding the future.
In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements.
The words anticipate, believe, continue, could, estimate, expect, intends, may, might, plan, possible, potential, predict, project, should, would and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not a forward-looking statement.
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