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21:00
Jul 30 ◎
Jul 30 ◎
SPOT
META
SNAP
C
LYV
▾
HIGH
New partnership where Spotify pays for presale ticket access; small allocation, but monetizes Live Nation's inventory and provides distribution for shows that don't sell out.
"If Spotify was willing to compensate us properly for access to some presale tickets, we think it's a great win-win for both sides."
SPOT WATCH
Facebook is an established distribution partner for ticket sales; part of Live Nation's broader open-platform strategy.
"We've done this with Facebook for years."
META WATCH
Snapchat is a distribution partner for ticket discovery and sales.
"We've done it with Snapchat."
SNAP WATCH
Citi is a partner that pays for presale access as part of Live Nation's distribution strategy.
"like a Verizon deal or a Citi deal."
C WATCH
Strong guidance raised; record year expected with double-digit fan growth, revenue, and AOI, driven by robust consumer demand and further margin expansion.
"We expect double-digit fan growth for the full year to drive then double-digit revenue and AOI growth and then ultimately margin expansion."
LYV WATCH
HIGH
22:00
Feb 19 ◎
Feb 19 ◎
SPOT
LYV
▾
HIGH
Spotify's ticketing integration is viewed as a distribution channel that helps sell tickets for less popular shows, not a threat.
"We've had lots of different partners who help us reach fans and some of those shows that, you know, the Tuesday night show in Indianapolis that isn't sold out."
SPOT WATCH
Management's tone is highly confident, forecasting double-digit AOI growth driven by strong demand, robust supply across all venue types, and a positive legal ruling that removes a key overhang.
"So on the demand side, we're continuing to see very strong, consistent demand."
LYV WATCH
HIGH
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