TKO Group Holdings, Inc. (TKO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
TKO Group Holdings, Inc. (TKO) Q4 2025 Earnings Call Transcript
TKO Group Holdings (TKO) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of $0.14. This compares to earnings of $0.35 per share a year ago.
The headline numbers for TKO Group (TKO) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
TKO Group President and COO Mark Shapiro was asked Wednesday during the company's quarterly earnings call whether he is rooting for Paramount or Netflix to win the battle for Warner Bros. Discovery. “I'm not going to get pulled into that trap,” he said. “We're just an observer just like everybody else.
Evaluate the expected performance of TKO Group (TKO) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
TKO Group (TKO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TKO Group Holdings is rated a buy, driven by robust cash generation, expanding margins, and long-term contractual visibility. UFC and WWE deliver strong attendance and revenue growth, with new media rights deals set to boost FY26 sales and EBITDA margins. Cash conversion remains the critical metric; recent years show 63–69% EBITDA-to-FCF conversion, supporting a 30x FCF multiple as reasonable.
Shares of TKO Group Holdings, Inc. (NYSE: TKO - Get Free Report) have received an average rating of "Moderate Buy" from the twenty-three analysts that are presently covering the firm, MarketBeat.com reports. Six analysts have rated the stock with a hold recommendation, fifteen have given a buy recommendation and two have assigned a strong buy recommendation
TKO Group Holdings is positioned for significant growth in 2026, with multi-billion-dollar media rights deals for UFC, WWE, and PBR. Despite a 27% YoY revenue decline in Q3 2025, TKO's live events and partnerships, especially UFC's, are driving high-margin, recurring revenues. Innovative fan engagement initiatives, including a Polymarket partnership, target younger demographics and enhance live event experiences for UFC and Zuffa Boxing.
TKO Group Holdings, Inc. ( TKO ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Seth Zaslow - Senior VP & Head of Investor Relations Ariel Emanuel - Executive Chair & CEO Andrew Schleimer - Chief Financial Officer Mark Shapiro - COO, President & Director Nick Khan Lawrence Epstein Conference Call Participants Stephen Laszczyk - Goldman Sachs Group, Inc., Research Division Brandon Ross - LightShed Partners, LLC Benjamin Swinburne - Morgan Stanley, Research Division Peter Supino - Wolfe Research, LLC Ryan Gravett - UBS Investment Bank, Research Division Vikram Kesavabhotla - Robert W. Baird & Co. Incorporated, Research Division Eric Handler - ROTH Capital Partners, LLC, Research Division Presentation Operator Good afternoon.
While the top- and bottom-line numbers for TKO Group (TKO) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.