iHeartMedia: Record Political Ad Spending In H2 2026 To Drive EBITDA
iHeartMedia, Inc. is maintained at BUY, with the investment case weighted toward a 2H26 rebound driven by record political ad spending. IHRT's Digital Audio Group, led by its #1 podcast platform, delivers superior EBITDA margins (34%) and is a key forward earnings driver. 2Q26 results saw higher non-cash marketing spend depress EBITDA, but management reaffirmed 17% YoY EBITDA growth guidance for 2026 and $200M programmatic revenue.
iHeartMedia (IHRT) Reports Q2 Loss, Tops Revenue Estimates
iHeartMedia (IHRT) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.54 per share a year ago.
iHeartMedia Q2 Earnings Call Highlights
iHeartMedia NASDAQ: IHRT reported second-quarter revenue growth that exceeded its prior outlook, led by continued expansion in digital audio and podcasting, while its broadcast-focused Multiplatform Group remained under pressure from macroeconomic uncertainty and non-cash marketing expenses.
iHeartMedia: Stronger H2 Expected
iHeartMedia is rated BUY, driven by strong 2H26 catalysts and secular podcast growth. Podcasting and programmatic advertising are key earnings drivers, with digital audio margins set to improve in 2H26. Management guides for $800m EBITDA (+17% yoy) and $200m FCF in 2026, despite a highly leveraged balance sheet.
iHeartMedia Q1 Earnings Call Highlights
iHeartMedia NASDAQ: IHRT reported first-quarter 2026 revenue growth that met management's expectations, while adjusted earnings came in modestly below guidance as the company cited timing of non-cash marketing expenses and softer March advertising demand.
iHeartMedia (IHRT) Reports Q1 Loss, Tops Revenue Estimates
iHeartMedia (IHRT) came out with a quarterly loss of $0.61 per share versus the Zacks Consensus Estimate of a loss of $0.49. This compares to a loss of $0.63 per share a year ago.
IHeartMedia Revenue Rises on Demand for Digital, Podcast Advertising
The streaming media and radio company's revenue rose 9.6% to $884.2 million in the first quarter.
iHeartMedia Shares Jump After Report Of Early Merger Talks With SiriusXM
Shares in iHeartMedia jumped more than 35% on Friday following a report from Bloomberg that said the radio giant has started early talks with satellite radio's SiriusXM to combine.
iHeartMedia (IHRT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for iHeartMedia (IHRT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
iHeartMedia, Inc. (IHRT) Q4 2025 Earnings Call Transcript
iHeartMedia, Inc. (IHRT) Q4 2025 Earnings Call Transcript
Is the Options Market Predicting a Spike in iHeartMedia Stock?
Investors need to pay close attention to IHRT stock based on the movements in the options market lately.
Compared to Estimates, iHeartMedia (IHRT) Q3 Earnings: A Look at Key Metrics
The headline numbers for iHeartMedia (IHRT) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
