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TKO Group Holdings

TKO · Communication Services

Last earnings Aug 3, 2026  ·  Next earnings Nov 4, 2026

Key results

Revenuequarter

$1.597 billion

Revenue of $1.597 billion &#x2022

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Net incomequarter

$249.8 million

Net income of $249.8 million &#x2022

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

” Consolidated Results 2 First Quarter 2026 Revenue increased 26%, or $328.1 million, to $1.597 billion.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Net Income was $249.8 million, an improvement of $84.3 million from $165.5 million in the prior year period.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Free cash flowquarter

$674.5 million

Free Cash Flow 3 was $674.5 million, an increase of $539.0 million from $135.5 million, due to the increase in cash flows generated by operating activities and a decrease in capital expenditures.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Revenue increased 12%, or $41.5 million, to $401.2 million primarily driven by a $51.2 million increase in media rights, production and content revenue, and a $2.8 million increase in partnerships and marketing revenue, partially offset by a $10.1 million decrease in live events and hospitality revenue.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Revenue increased 22%, or $84.2 million, to $475.7 million driven by a $47.2 million increase in live events and hospitality revenue, a $30.1 million increase in media rights, production and content revenue, a $6.3 million increase in consumer products licensing and other revenue

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Revenue increased 38%, or $179.1 million, to $655.4 million primarily related to a $179.2 million increase in live events and hospitality revenue.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

AI analysis

Q1 2026 · reported May 6, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 2026
$1.597B
EX-99 · May 6, 2026
Free cash flow · Q1 2026
$674.5M
EX-99 · May 6, 2026
Net income · Q1 2026
$249.8M
EX-99 · May 6, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue$1.597 billion$1.308 billion—
Net income$249.8 million$273.1 million—
Free cash flow$674.5 million$374.9 million—

EX-99 · May 6, 2026

Guidance · company-stated

Direction: Reiterated

Company outlook

““We are reaffirming our full-year guidance, and today’s incremental $1 billion share repurchase authorization underscores our conviction in TKO and its long-term value.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 4, 2026Verified from the company’s own announcement

Cash flow & capex

Free cash flow$674.5M

Capital allocation

Free cash flow$674.5M

“We are reaffirming our full-year guidance, and today’s incremental $1 billion share repurchase authorization underscores our conviction in TKO and its long-term value.

Company-stated claims

Aug 3, 2026

Historical · increased 171% · ebitda

“A djusted EBITDA increased 171%, or $49.6 million, to $78.6 million, primarily due to the increase in revenue (as described above) and a decrease in expenses.”

EX-99 · Aug 3, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

“TKO is off to a formidable start in 2026, with strong results and continued momentum across each of our businesses,” said Ariel Emanuel, Executive Chair and CEO of TKO

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Reiterated

Company outlook: ““We are reaffirming our full-year guidance, and today’s incremental $1 billion share repurchase authorization underscores our conviction in TKO and its long-term value.”

Company outlook — Reiterated (“reaffirming”)
““We are reaffirming our full-year guidance, and today’s incremental $1 billion share repurchase authorization underscores our conviction in TKO and its long-term value.”

Company outlook — Reiterated (“reaffirming”)
“Full Year 2026 Guidance Based on performance through the first three months of the year and our anticipated performance for the remainder of the year, the Company is reaffirming its guidance for the full year 2026.”

Classified from the release's primary full-year outlook statement.

Capital allocation

“We are reaffirming our full-year guidance, and today’s incremental $1 billion share repurchase authorization underscores our conviction in TKO and its long-term value.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Free Cash Flow 3 was $674.5 million, an increase of $539.0 million from $135.5 million, due to the increase in cash flows generated by operating activities and a decrease in capital expenditures.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Gross debt was $4.671 billion as of March 31, 2026.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Other Matters Return of Capital Program The Company announced that its board of directors has authorized up to an additional $1.0 billion of repurchases of its outstanding Class A common stock.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

This authorization is incremental to its previously announced $2.0 billion share repurchase program.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

The Company will determine at its discretion the timing and the amount of any repurchases based on its evaluation of market conditions, share price, and other factors.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Strategy & priorities

The increase was primarily related to an increase in PBR revenue, principally related to higher media rights fees and partnerships revenue, and higher management fees for services related to the Company’s boxing initiatives.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

All statements in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, without limitation, statements regarding TKO’s business strategy and plans, financial outlook, TKO’s capital return program, including the timing of purchases thereunder, trends in consumer demand, and TKO’s financial condition, and anticipated financial and operational performance.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

(2) Includes (i) certain costs of professional advisors related to strategic transactions, primarily the Acquired Businesses, and (ii) certain costs related to integration initiatives resulting from the acquisition of the Acquired Businesses.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Recently Issued Accounting Pronouncements In October 2023, the FASB issued ASU 2023-06, Disclosure Improvements: Codification Amendments in Response to the SEC s Disclosure Update and Simplification Initiative .

SEC original ↗TKO Group Holdings — 10-Q Quarterly report10-QAug 3, 2026

Risks & headwinds

(3) Includes costs, net of insurance recoveries, related to certain litigation matters including antitrust lawsuits for UFC and stockholder litigation for WWE and Endeavor.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Legal Proceedings 48 Item 1A.

SEC original ↗TKO Group Holdings — 10-Q Quarterly report10-QAug 3, 2026

New risk factors and uncertainties may emerge from time to time, and it is not possible for management to predict all risk factors and uncertainties.

SEC original ↗TKO Group Holdings — 10-Q Quarterly report10-QAug 3, 2026

However, these estimates may involve significant uncertainties and judgments and cannot be determined with precision.

SEC original ↗TKO Group Holdings — 10-Q Quarterly report10-QAug 3, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Reiterated

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗TKO Group Holdings — Earnings release (8-K exhibit)EX-99May 6, 2026

Documents

Earnings deck slides

0 decks with slide view

TKO Group Holdings — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

T-Mobile US (TMUS) Communication ServicesSea Limited (SE) Communication ServicesRoblox (RBLX) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesNetEase (NTES) Communication Services

Filings

59 documents

Earnings releases

31 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for TKO Group Holdings are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention TKO Group Holdings by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.