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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the acquisition of ForumNet Group in Italy was interesting.”
Live Nation acquired Italy's ForumNet Group, centered on its arena plus two other venues, as part of Venue Nation's international expansion.
“Spotify, the other week reported facilitating about $1 billion, and I think it was over $1 billion in ticket purchase activity through the platform.”
Spotify reportedly facilitated over $1 billion in ticket purchase activity, underscoring its growing role as a distribution partner driving concert ticket discovery for Live Nation.
“on your purchase of Hayashi, it seems like you've been circling a deal in Japan for a long time.”
Live Nation acquired Hayashi, one of Japan's leading concert promoters, giving it direct promotion capability in a market it had long targeted but previously had to work through third-party promoters to access.
“As far as the latest rounds of Spotify and Apple and Amazon, they've approached us all, we've talked to them all about ideas if they wanted inventory.”
Live Nation is in early, exploratory talks with Amazon about potentially providing presale ticket inventory access as part of premium subscription tiers.
“As far as the latest rounds of Spotify and Apple and Amazon, they've approached us all, we've talked to them all about ideas if they wanted inventory.”
Live Nation is in early, exploratory talks with Apple about potentially providing presale ticket inventory access as part of premium subscription tiers.
“As far as the latest rounds of Spotify and Apple and Amazon, they've approached us all, we've talked to them all about ideas if they wanted inventory.”
Live Nation is in early, exploratory talks with Spotify about potentially providing presale ticket inventory access as part of premium subscription tiers.
“we have a lot of pre-sale programs in place with, you've seen them all, Verizon's and Citibank's, et cetera”
Live Nation runs established ticket pre-sale sponsorship programs with Citibank, monetizing ticket inventory through sponsor partnerships.
“we have a lot of pre-sale programs in place with, you've seen them all, Verizon's and Citibank's, et cetera”
Live Nation runs established ticket pre-sale sponsorship programs with Verizon, monetizing ticket inventory through sponsor partnerships.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Brandon Ross | LightShed Partners | 12 (33%) |
| Cameron Mansson-Perrone | Morgan Stanley | 12 (0%) |
| 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%) |
| Jason Bazinet | Citigroup | 3 (0%) |
| Batya Levi | UBS | 3 (0%) |
| Peter Supino | Wolfe Research | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
Full-year GTV grew approximately 6% driven by 9% concerts growth as Live Nation confirmed double-digit AOI growth guidance for FY2026 across concerts and sponsorship segments. DOJ partial summary judgment dismissed key claims in the antitrust case while the supply pipeline grew double digits across all venue types. Venue Nation preopening costs were expected to ramp to $50 million as international arena acquisitions advanced.
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% |