Guidance
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TKO
FY2026 Q2
Повышен
Отчётный звонок TKO Group Holdings, Inc.
Вывод Buzzberg
Full-year guidance raised on strong H1 performance
TKO delivered a strong Q2 2026, beat expectations, and raised full-year guidance. Management highlighted the success of major events like UFC Freedom 250 and the FIFA World Cup hospitality program, and emphasized strong momentum across UFC, WWE, and its newer assets like On Location and Zufa Boxing. Raised FY2026 revenue guidance to $5.775B-$5.825B and adjusted EBITDA to $2.275B-$2.305B.
Вывод Buzzberg Full-year guidance raised on strong H1 performance TKO delivered a strong Q2 2026, beat expectations, and raised full-year guidance. Management highlighted the success of major events like UFC Freedom 250 and the FIFA World Cup hospitality program, and emphasized strong momentum across UFC, WWE, and its newer assets like On Location and Zufa Boxing. Raised FY2026 revenue guidance to $5.775B-$5.825B and adjusted EBITDA to $2.275B-$2.305B. Читать полный анализСвернуть анализ
TKO delivered a strong Q2 2026, beat expectations, and raised full-year guidance. Management highlighted the success of major events like UFC Freedom 250 and the FIFA World Cup hospitality program, and emphasized strong momentum across UFC, WWE, and its newer assets like On Location and Zufa Boxing. Raised FY2026 revenue guidance to $5.775B-$5.825B and adjusted EBITDA to $2.275B-$2.305B.
- UFC Freedom 250 was a marketing success but an anticipated ~$30M loss for the quarter.
- On Location's FIFA World Cup hospitality program is a major success, surpassing $2B in sales and exceeding full-year EBITDA expectations.
- UFC and WWE both showed robust growth in global partnerships and financial incentive packages.
Выручка$1.5471B-3% к/к
EPS$1.34+20% к/к
Операционная маржа27.78%Факт
Свободный денежный поток$1.024B+52% к/к
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Marketing
UFC Freedom 250 generated $1B in earned media value
Demand
On Location World Cup hospitality sales surpassed $2B
Показать ещё 3 тезиса
Growth
Zufa Boxing ahead of schedule, signing Shakur Stevenson
M&A
No M&A on horizon, denying F1 rumors
Live Events
Financial incentive packages nearly doubled year over year at UFC
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $1.5471B | -3% к/к |
| EPS | $1.34 | +20% к/к |
| Операционная маржа | 27.78% | Факт |
| Свободный денежный поток | $1.024B | +52% к/к |
| Капзатраты | $0.0444B | Факт |
| Чистая прибыль | $0.1016B | +14% к/к |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Операционная маржа | FY2026 | $2.275B–$2.305B | $2.29B | Повышен |
| Выручка | FY2026 | $5.775B–$5.825B | $5.8B | Повышен |
AI, капзатраты и спрос
Оценка менеджмента
Confident
Management repeatedly emphasized execution, raised guidance, and highlighted strong demand and growth catalysts.
все упомянутые компании ниже: 2
Компаниис момента звонка
Партнёры
Партнёры
Mark Shapiro
The Paramount+ deal is driving significant engagement and is working as intended, indicating strong execution of the partnership.
Доказательства
“Since the start of the year, 20 million subscriber households have watched more than 200 million hours of UFC programming on Paramount+.”
Партнёры
Mark Shapiro
Netflix's global rollout for WWE is progressing, expanding the partnership into new markets and driving international growth.
Доказательства
“beyond our expansion with Netflix into Italy, we recently launched premium live events with the streamer in Germany, Austria and Switzerland as markets continued to come online.”
Внешние сигналы
Альфа цепочки поставок · 2с момента звонка
UFC Freedom 250, while a marketing success, was an anticipated ~$30M loss for the quarter due to higher costs and no ticket sales, impacting consolidated margins.
Доказательства
“Given the event's financial profile, which, as anticipated, resulted in an approximately $30 million loss, our margins at UFC, as well as on a consolidated basis, were meaningfully impacted.”
WWE's growth strategy involves a deliberate near-term margin trade-off: staging more international events increases costs and lowers quarterly margins, but is a strategic investment for long-term global growth.
Доказательства
“We did, however, in the quarter as well, stage more events, more international events as well, 22 versus 2 in the prior year quarter. Again, this is an investment... in broadening and growing its fan base.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 2. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.