earnings
confidence high
sentiment positive
materiality 0.85
TKO Q1 net income $165.5M, Adj. EBITDA $417.4M, raises FY25 guidance
TKO Group Holdings, Inc.
2025-Q1 EPS reported
$0.69
revenue$1,268,800,000
- Q1 revenue $1.27B (+4% YoY); net income $165.5M vs prior year loss of $234.5M due to absence of $335M legal charge.
- UFC revenue $359.7M (+15% YoY), WWE $391.5M (+24% YoY); IMG $476.3M (-13% YoY).
- Full-year 2025 guidance raised: revenue $3.005-3.075B (ex-acq.) and $4.490-4.560B (incl. acquired businesses).
- Acquired IMG, On Location, PBR for $3.25B equity on Feb 28, 2025; now reporting three segments.
- $2B share repurchase program to start in H2 2025; inaugural $75M dividend paid March 31.