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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Cameron Mansson-Perrone | Morgan Stanley | 14 questions · 0% challenging |
| Brandon Ross | LightShed Partners | 14 questions · 36% challenging |
| David Karnovsky | JPMorgan | 13 questions · 0% challenging |
| Stephen Laszczyk | Goldman Sachs | 12 questions · 0% challenging |
| Kutgun Maral | Evercore ISI | 6 questions · 17% challenging |
| Peter Henderson | Bank of America | 6 questions · 0% challenging |
| Robert Fishman | MoffettNathanson | 5 questions · 0% challenging |
| Batya Levi | UBS | 4 questions · 0% challenging |
| Peter Supino | Wolfe Research | 4 questions · 0% challenging |
| Jason Bazinet | Citigroup | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 14 questions · 0% challenging |
| Goldman Sachs | 2 analysts | 14 questions · 0% challenging |
| LightShed Partners | 1 analyst | 14 questions · 36% challenging |
| JPMorgan | 1 analyst | 13 questions · 0% challenging |
| Wolfe Research | 3 analysts | 6 questions · 17% challenging |
| Evercore ISI | 1 analyst | 6 questions · 17% challenging |
| Bank of America | 1 analyst | 6 questions · 0% challenging |
| MoffettNathanson | 1 analyst | 5 questions · 0% challenging |
Revenue grew 12% with show count and ticket sales tracking ahead of the prior year by double digits, while Venue Nation fan count was expected to grow at a double-digit rate. The DOJ settlement and regulatory uncertainty remained the key overhang, though secondary ticketing faced a mid-single-digit structural headwind from broker inventory restrictions. Premium hospitality monetization and Ticketmaster product innovation with AI continued advancing.
Revenue Growth | Demand | Competitive Dynamics | Capex Investment | Geographic Expansion | Margin | Regulation Policy | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 2 | 3 | 1 | 2 | 1 | 2 |
| 2025Q1 | 4 | 4 | 4 | 1 | 1 | 2 | 2 | 2 |
| 2025Q2 | 5 | 2 | 3 | 2 | 4 | 2 | 1 | |
| 2025Q3 | 7 | 5 | 4 | 1 | 1 | 1 | 2 | 1 |
| 2025Q4 | 4 | 3 | 4 | 2 | 2 | 2 | 2 | 1 |
| 2026Q1 | 5 | 4 | 2 | 4 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 6 | 4 | 5 | 7 | 4 | 5 |
| Demand | 3 | 4 | 2 | 5 | 3 | 4 |
| Competitive Dynamics | 2 | 4 | 3 | 4 | 4 | 2 |
| Capex Investment | 3 | 1 | 2 | 1 | 2 | 4 |
| Geographic Expansion | 1 | 1 | 4 | 1 | 2 | 3 |
| Margin | 2 | 2 | 2 | 1 | 2 | 1 |
| Regulation Policy | 1 | 2 | 2 | 2 | 2 | |
| Pricing | 2 | 2 | 1 | 1 | 1 | 1 |
What LYV and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Similar to what you've heard on the earnings calls with Live Nation and the Walt Disney Company, we have seen no consumer pullback whatsoever.”
TKO benchmarks its resilient consumer demand against Live Nation's commentary, both reporting no consumer pullback in live/experiential spending.
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Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
Revenue grew 12% with show count and ticket sales tracking ahead of the prior year by double digits, while Venue Nation fan count was expected to grow at a double-digit rate.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Live Nation Entertainment (LYV), FY2026 Q1: 7/10. Scores: Live Nation Entertainment’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: LYV daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +12.2% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.68B | -2.7% | $0.56 | +144.1% | -4.2% | 3.5% | $870M |
| FY2025 Q1 | $3.38B | -11.0% | $-0.32 | +39.6% | 3.4% | 0.7% | $1.13B |
| FY2025 Q2 | $7.01B | +16.3% | $0.41 | -60.2% | 6.9% | 3.5% | $-40M |
| FY2025 Q3 | $8.50B | +11.1% | $0.73 | -56.0% | 9.3% | 5.1% | $-350M |
| FY2025 Q4 | $6.31B | +11.1% | $-1.05 | -289.2% | -0.4% | -3.2% | $-406M |
| FY2026 Q1Selected | $3.79B | +12.1% | $-1.85 | -478.1% | -9.8% | -10.3% | $2.03B |
| FY2026 Q2 | $7.67B | +9.4% | $1.05 | +156.1% | 6.8% | 3.8% | $130M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LYV Live Nation Entertainment | 7 | +12.2% | |
| AMC AMC Entertainment Holdings, Inc. | · | n/a | |
| DIS The Walt Disney Company | 6 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| ROKU Roku, Inc. | 9 | +22.4% | |
| SKYD Skydance Corporation | 6 | +2.2% | |
| TKO TKO Group Holdings | 7 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -1.0% |