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Feb 13, 2026
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LONG
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The market viewed Sphere as a novelty dependent on U2 concerts. Hunterbrook's data analysis showed the "Wizard of Oz" show and other daily content were generating massive, high-margin revenue on non-concert days. Investors misunderstood the asset utilization rate. It is not just a concert venue; it is a cinema/experience printing money daily. The "Postcard from Earth" and other IP leverage existing content to generate high ROI. The asset is more profitable and sustainable than the initial "novelty" thesis suggested. Content fatigue; high operating costs of the venue. |
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