Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Cameron Mansson-Perrone | Morgan Stanley | 12 | 0% |
| Brandon Ross | LightShed Partners | 12 | 33% |
| Dave Karnovsky | JPMorgan | 11 | 0% |
| Steve Laszczyk | Goldman Sachs | 10 | 0% |
| Kutgun Maral | Evercore ISI | 6 | 0% |
| Peter Henderson | Bank of America | 5 | 0% |
| Rob Fishman | MoffettNathanson | 3 | 0% |
| Batya Levi | UBS | 3 | 0% |
| Jason Bazinet | Citigroup | 3 | 0% |
| Ian Moore | Bernstein | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 2 | 12 | 0% |
| Morgan Stanley | 1 | 12 | 0% |
| LightShed Partners | 1 | 12 | 33% |
| JPMorgan | 1 |
| 11 |
| 0% |
| Evercore ISI | 1 | 6 | 0% |
| Bank of America | 1 | 5 | 0% |
| Wolfe Research | 3 | 4 | 0% |
| Citigroup | 1 | 3 | 0% |
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 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LYV Live Nation Entertainment | 7 | +12.2% | |
| DIS The Walt Disney Company | 7 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| PSKY Paramount Skydance Corp | 6 | +2.2% | |
| TKO TKO Group Holdings | 8 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |