StubHub Reports Strong Q1 Earnings, Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy STUB?
Source: seekingalpha
- Profitability Improvement: StubHub reported earnings of $0.06 per share for Q1, reversing a loss of $0.12 from the previous year and exceeding expectations by $0.05, indicating significant financial improvement in a healthy operating environment.
- Significant Sales Growth: The company achieved $446 million in sales for Q1, surpassing estimates by $21 million, with a 12% increase in sales reflecting strong performance in both live events and the resale marketplace, enhancing its competitive position.
- Substantial Cash Flow Increase: StubHub nearly doubled its free cash flow to $290.6 million, with a 109% increase in trailing twelve-month cash flow from operations, providing robust funding for future expansion and investments.
- Stable Full-Year Guidance: Despite strong Q1 results, StubHub maintained its full-year guidance, projecting gross merchandise sales between $9.9 billion and $10.1 billion and adjusted EBITDA of $400 million to $420 million, demonstrating confidence in future growth.
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Analyst Views on STUB
Wall Street analysts forecast STUB stock price to rise
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 8.550
Low
16.00
Averages
23.80
High
45.00
Current: 8.550
Low
16.00
Averages
23.80
High
45.00
About STUB
StubHub Holdings, Inc. operates as a secondary ticketing marketplace for live events. The Company operates a ticketing marketplace through brands which include StubHub and viagogo. It provides StubHub Distribution Manager, which is a self-serve tool for event organizers, promoters, and venues to create, manage, and distribute tickets on StubHub. It offers tickets for concerts which include alternative music, country, dance and electronic music; experimental, folk, funk, heavy metal, Latin music, pop, rap and hip-hop; rhythm and blues; soul music, reggae, religious, rock music and vocal. It offers tickets for theatre events which include Broadway shows, classical music and opera; comedy, dance, family and fairs; musicals, plays, and convention. It operates in Atlanta, Chicago, Los Angeles Metro, New York Metro, San Francisco Bay Area, Boston, Houston, Las Vegas, Denver, Detroit, Nashville, Miami, Philadelphia, Seattle, Portland, and Toronto.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
StubHub Reports Significant Profitability Improvement in Q1
- Revenue Growth: StubHub's Q1 revenue increased by 12% year-over-year to $446 million, demonstrating sustained consumer enthusiasm for live events and solidifying its position in the ticketing market.
- Gross Merchandise Sales Rise: The platform's gross merchandise sales (GMS) grew by 7% to $2.2 billion, reflecting a healthy secondary ticketing market and strong consumer demand, which is expected to drive future revenue growth.
- Profitability Improvement: StubHub swung to a net profit of $48 million from a loss of $22.2 million in the year-ago quarter, indicating a significant enhancement in profitability as the company scales its operations and strengthens its financial stability.
- Future Growth Outlook: Management reaffirmed its GMS target for 2026 at $9.9 billion to $10.1 billion, with projected adjusted EBITDA of $400 million to $420 million, showcasing confidence in future growth plans to expand ticket supply by attracting more content rights holders.
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StubHub Shares Surge 19% After Strong Q1 Earnings Beat Expectations
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- Profit Turnaround: The company achieved a net income of $48 million, or $0.06 per share, compared to a net loss of $22.2 million in the same period last year, reflecting a significant improvement in profitability that boosts investor confidence.
- Strong Cash Flow: StubHub generated free cash flow of $290.6 million, nearly double the prior year's figure, with operating cash flow rising 88% year-over-year to $298.4 million, showcasing the company's strong cash generation capabilities that support future investments and debt management.
- Optimistic Full-Year Outlook: StubHub reiterated its full-year 2026 guidance, projecting gross merchandise sales between $9.9 billion and $10.1 billion and adjusted EBITDA of $400 million to $420 million, demonstrating confidence in future growth and a clear strategic direction.
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StubHub Q1 2026 Earnings Call Highlights
- Significant Revenue Growth: StubHub reported a 12% year-over-year revenue increase to $446 million in Q1, with GMS rising 7% to $2.2 billion, demonstrating strong performance in its core marketplace and reinforcing its leadership in the ticketing industry.
- Profitability Improvement: Adjusted EBITDA reached $72.1 million, with a margin of 16%, expanding over 400 basis points year-over-year, indicating substantial progress in cost control and operational efficiency.
- Cash Flow and Debt Management: StubHub generated approximately $298 million in free cash flow over the trailing 12 months and repaid $100 million of its term loan, showcasing strong financial health and ongoing debt reduction capabilities.
- Optimistic Market Outlook: Management reiterated full-year targets for GMS of $9.9 billion to $10.1 billion and adjusted EBITDA of $400 million to $420 million, expecting continued benefits from the upcoming World Cup and stable market demand.
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StubHub Reports Strong Q1 Earnings, Exceeds Expectations
- Profitability Improvement: StubHub reported earnings of $0.06 per share for Q1, reversing a loss of $0.12 from the previous year and exceeding expectations by $0.05, indicating significant financial improvement in a healthy operating environment.
- Significant Sales Growth: The company achieved $446 million in sales for Q1, surpassing estimates by $21 million, with a 12% increase in sales reflecting strong performance in both live events and the resale marketplace, enhancing its competitive position.
- Substantial Cash Flow Increase: StubHub nearly doubled its free cash flow to $290.6 million, with a 109% increase in trailing twelve-month cash flow from operations, providing robust funding for future expansion and investments.
- Stable Full-Year Guidance: Despite strong Q1 results, StubHub maintained its full-year guidance, projecting gross merchandise sales between $9.9 billion and $10.1 billion and adjusted EBITDA of $400 million to $420 million, demonstrating confidence in future growth.
See More
StubHub Reports Significant Profitability Improvement in Q1
- Revenue Growth: StubHub's Q1 revenue increased by 12% year-over-year to $446 million, demonstrating sustained consumer enthusiasm for live events and solidifying its position in the ticketing market.
- Gross Merchandise Sales Rise: The platform's gross merchandise sales (GMS) grew by 7% to $2.2 billion, reflecting a healthy secondary ticketing market and strong consumer demand, which is expected to drive future revenue growth.
- Profitability Improvement: StubHub swung to a net profit of $48 million from a loss of $22.2 million in the year-ago quarter, indicating a significant enhancement in profitability as the company scales its operations and strengthens its financial stability.
- Future Growth Outlook: Management reaffirmed its GMS target for 2026 at $9.9 billion to $10.1 billion, with projected adjusted EBITDA of $400 million to $420 million, showcasing confidence in future growth plans to expand ticket supply by attracting more content rights holders.
See More
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- Bitcoin-Linked Stocks Rise: Bitcoin rose 2% as the Senate Banking Committee discussed a regulatory framework for cryptocurrencies, with Coinbase shares jumping nearly 9%, indicating growing market confidence that could drive future growth for related companies.
- Starbucks Upgrade: TD Cowen upgraded Starbucks from hold to buy, raising its price target from $106 to $120, with analysts noting multiple positive sales drivers in a strong market backdrop, suggesting improved performance ahead.
- Ford Stock Surge: Ford shares rose 7%, adding to a 13% gain from Wednesday, as Morgan Stanley highlighted its energy storage business and partnership with CATL, projecting a $3 billion incremental revenue opportunity for Ford's Model e segment.
- Applied Materials Earnings Outlook: Applied Materials saw a 2% increase in shares ahead of its fiscal second-quarter results, with analysts expecting earnings of $2.66 per share and revenue of $7.68 billion, reflecting sustained optimism about semiconductor equipment demand.
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StubHub Shares Surge 19% After Strong Q1 Earnings Beat Expectations
- Earnings Beat: StubHub reported Q1 2026 revenue of $446 million, a 12% year-over-year increase that surpassed analyst expectations of $425 million, indicating robust performance in the ticketing market and solidifying its market position.
- Profit Turnaround: The company achieved a net income of $48 million, or $0.06 per share, compared to a net loss of $22.2 million in the same period last year, reflecting a significant improvement in profitability that boosts investor confidence.
- Strong Cash Flow: StubHub generated free cash flow of $290.6 million, nearly double the prior year's figure, with operating cash flow rising 88% year-over-year to $298.4 million, showcasing the company's strong cash generation capabilities that support future investments and debt management.
- Optimistic Full-Year Outlook: StubHub reiterated its full-year 2026 guidance, projecting gross merchandise sales between $9.9 billion and $10.1 billion and adjusted EBITDA of $400 million to $420 million, demonstrating confidence in future growth and a clear strategic direction.
See More
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- Biogen Drug Advancement: Biogen announced that its experimental Alzheimer's drug will advance to a phase 3 trial despite not meeting the primary goal in phase 2, with cognitive benefits observed, leading to a 4% increase in stock price and boosting market confidence in its R&D capabilities.
- Versant Media Growth: Versant Media Group's shares surged 14.5% after reporting revenue growth in content licensing and digital platforms, even as overall revenue declined due to ongoing drops in pay TV networks and advertising, with adjusted EBITDA reaching $704 million, surpassing the $608 million expected by analysts, indicating success in its digital transformation.
- Yeti's Strong Performance: Yeti Holdings saw a 10% rise in stock price after reporting adjusted earnings of 26 cents per share in the first quarter, exceeding the 18 cents expected by analysts, while its revenue of $380.4 million also topped the $374.7 million consensus estimate, reflecting robust performance in the outdoor products market.
- Cisco's Strong Guidance: Cisco Systems shares jumped 15% following third-quarter results and guidance that exceeded Wall Street expectations, with adjusted earnings projected between $1.16 and $1.18 per share and revenue between $16.7 billion and $16.9 billion, showcasing strong growth potential in the software market.
See More
StubHub Q1 2026 Earnings Call Highlights
- Significant Revenue Growth: StubHub reported a 12% year-over-year revenue increase to $446 million in Q1, with GMS rising 7% to $2.2 billion, demonstrating strong performance in its core marketplace and reinforcing its leadership in the ticketing industry.
- Profitability Improvement: Adjusted EBITDA reached $72.1 million, with a margin of 16%, expanding over 400 basis points year-over-year, indicating substantial progress in cost control and operational efficiency.
- Cash Flow and Debt Management: StubHub generated approximately $298 million in free cash flow over the trailing 12 months and repaid $100 million of its term loan, showcasing strong financial health and ongoing debt reduction capabilities.
- Optimistic Market Outlook: Management reiterated full-year targets for GMS of $9.9 billion to $10.1 billion and adjusted EBITDA of $400 million to $420 million, expecting continued benefits from the upcoming World Cup and stable market demand.
See More
StubHub Reports Strong Q1 Earnings, Exceeds Expectations
- Profitability Improvement: StubHub reported earnings of $0.06 per share for Q1, reversing a loss of $0.12 from the previous year and exceeding expectations by $0.05, indicating significant financial improvement in a healthy operating environment.
- Significant Sales Growth: The company achieved $446 million in sales for Q1, surpassing estimates by $21 million, with a 12% increase in sales reflecting strong performance in both live events and the resale marketplace, enhancing its competitive position.
- Substantial Cash Flow Increase: StubHub nearly doubled its free cash flow to $290.6 million, with a 109% increase in trailing twelve-month cash flow from operations, providing robust funding for future expansion and investments.
- Stable Full-Year Guidance: Despite strong Q1 results, StubHub maintained its full-year guidance, projecting gross merchandise sales between $9.9 billion and $10.1 billion and adjusted EBITDA of $400 million to $420 million, demonstrating confidence in future growth.
See More
