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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. |
|---|---|---|---|
| Brandon Ross | LightShed Partners | 14 | 7% |
| Steve Laszczyk | Goldman Sachs | 12 | 8% |
| Peter Supino | Wolfe Research | 9 | 0% |
| Ben Swinburne | Morgan Stanley | 8 | 0% |
| Ryan Gravett | UBS | 7 | 0% |
| Dave Karnovsky | JPMorgan | 6 | 0% |
| Eric Handler | ROTH Capital Partners | 3 | 0% |
| Sean Diffely | Morgan Stanley | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| LightShed Partners | 1 | 14 | 7% |
| Goldman Sachs | 1 | 12 | 8% |
| Morgan Stanley | 2 | 10 | 0% |
| Wolfe Research |
| 1 |
| 9 |
| 0% |
| UBS | 1 | 7 | 0% |
| JPMorgan | 1 | 6 | 0% |
| ROTH Capital Partners | 1 | 3 | 0% |
Revenue grew 26% with adjusted EBITDA reaching $550 million as live events continued selling out with record attendance across both UFC and WWE. Zuffa Boxing exceeded its internal growth plan while the financial incentive packages pipeline expanded. Management reaffirmed FY2026 guidance of $5.675-5.775 billion revenue and $2.24-2.29 billion EBITDA, noting the expected UFC Freedom 250 loss of approximately $30 million and an aggressive capital return program.
Revenue Growth | Competitive Dynamics | Margin | Innovation & R&D | Geographic Expansion | Subscriber Growth | Demand | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
| 2025Q1 | 7 | 3 | 2 | 2 | 3 | 2 | ||
| 2025Q2 | 6 | 6 | 3 | 2 | 1 | |||
| 2025Q3 | 5 | 5 | 1 | 1 | 2 | 3 | 1 | |
| 2025Q4 | 5 | 2 | 1 | 2 | 1 | 1 | 2 | 2 |
| 2026Q1 | 3 | 4 | 1 | 1 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 7 | 6 | 5 | 5 | 3 |
| Competitive Dynamics | 2 | 3 | 6 | 5 | 2 | 4 |
| Margin | 2 | 2 | 3 | 1 | 1 | 1 |
| Innovation & R&D | 2 | 2 | 2 | 1 | 2 | |
| Geographic Expansion | 2 | 3 | 2 | 1 | 1 | |
| Subscriber Growth | 2 | 1 | 3 | 1 | 2 | |
| Demand | 2 | 1 | 2 | 3 | ||
| Capital Allocation | 1 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TKO TKO Group Holdings | 8 | +25.9% | |
| DIS The Walt Disney Company | 7 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| PSKY Paramount Skydance Corp | 6 | +2.2% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |