TKO Group Holdings Reports Strong Q4 2025 Earnings with Major Media Deals
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 hours ago
0mins
Should l Buy TKO?
Source: seekingalpha
- Media Rights Deals: TKO Group's $7.7 billion UFC deal with Paramount and $1.6 billion WWE agreement with ESPN represent significant advancements in media rights, expected to drive future revenue growth and enhance market competitiveness.
- Strong Financial Performance: In 2025, TKO Group generated $4.735 billion in revenue and $1.585 billion in adjusted EBITDA, both exceeding expectations, demonstrating the company's robust capabilities in executing strategies and delivering capital returns.
- Optimistic Outlook: Management anticipates 2026 revenue between $5.675 billion and $5.775 billion, with adjusted EBITDA growth of 43%, driven by UFC and WWE media agreements and global partnerships, reflecting strong confidence in future growth.
- Shareholder Return Plans: TKO Group has completed nearly $1 billion in share repurchases and plans to repurchase an additional $1 billion, indicating the company's commitment to enhancing shareholder value and optimizing its capital structure.
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Analyst Views on TKO
Wall Street analysts forecast TKO stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 207.210
Low
210.00
Averages
229.42
High
251.00
Current: 207.210
Low
210.00
Averages
229.42
High
251.00
About TKO
TKO Group Holdings, Inc. is a sports and entertainment company. The Company owns properties including Ultimate Fighting Championship (UFC), a mixed martial arts organization; World Wrestling Entertainment, LLC (WWE), a sports entertainment; and Professional Bull Riders (PBR), a bull riding organization. It also services and partners with sports rights holders through IMG, a global sports marketing agency, and On Location, an experiential hospitality. Its segments include UFC, WWE and IMG. UFC segment reflects the business operations of UFC, which consists of media rights fees associated with the distribution of its programming content; ticket sales and site fees associated with the business’s global live events; partnerships and marketing, and consumer product licensing agreements of UFC-branded products. WWE segment reflects the business operations of WWE. IMG segment includes IMG business and On Location. IMG business is an independent global distributor of sports programming.
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.
US Stocks Close Mixed: Dow Rises Slightly, Nasdaq Declines
- Mixed Market Performance: On Thursday, the S&P 500 Index fell by 0.54% and the Nasdaq 100 Index declined by 1.16%, while the Dow Jones Industrial Average rose slightly by 0.03%, indicating a divergence in market sentiment, particularly under pressure from tech stocks.
- Nvidia Earnings Impact: Nvidia reported Q4 revenue of $62.3 billion, exceeding expectations, yet its stock dropped over 5% due to uncertainties regarding the Chinese market, reflecting investor concerns about an overheated AI economy that could affect related chipmakers' performance.
- Labor Market Signals: Initial jobless claims in the US rose by 4,000 to 212,000, lower than the expected 216,000, indicating resilience in the labor market, which may provide support for the stock market, especially amid potential interest rate cuts by the Fed.
- Geopolitical Risks Intensify: President Trump threatened military action against Iran, heightening market uncertainty; although there are signs of progress in US-Iran nuclear negotiations, geopolitical risks remain a focal point for investors and could negatively impact the stock market.
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TKO Group Holdings Reports Strong Q4 2025 Earnings with Major Media Deals
- Media Rights Deals: TKO Group's $7.7 billion UFC deal with Paramount and $1.6 billion WWE agreement with ESPN represent significant advancements in media rights, expected to drive future revenue growth and enhance market competitiveness.
- Strong Financial Performance: In 2025, TKO Group generated $4.735 billion in revenue and $1.585 billion in adjusted EBITDA, both exceeding expectations, demonstrating the company's robust capabilities in executing strategies and delivering capital returns.
- Optimistic Outlook: Management anticipates 2026 revenue between $5.675 billion and $5.775 billion, with adjusted EBITDA growth of 43%, driven by UFC and WWE media agreements and global partnerships, reflecting strong confidence in future growth.
- Shareholder Return Plans: TKO Group has completed nearly $1 billion in share repurchases and plans to repurchase an additional $1 billion, indicating the company's commitment to enhancing shareholder value and optimizing its capital structure.
See More
TKO Group Holdings Sets 2026 Revenue and EBITDA Targets
- Earnings Report: TKO Group's Q4 GAAP EPS of -$0.08 misses expectations by $0.30, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $1.04 billion, a 12.1% year-over-year increase, beating market expectations by $20 million, reflecting strong performance in UFC and WWE deals that enhance market competitiveness.
- Annual Targets: TKO Group is targeting 2026 revenue between $5.675 billion and $5.775 billion, with adjusted EBITDA projected at $2.240 billion to $2.290 billion, demonstrating confidence in future growth and strategic planning.
- Market Impact: With Netflix becoming the new home for WWE's premium events, TKO Group's ability to convert media rights into cash flow will be further strengthened, potentially leading to sustained revenue growth.
See More
Analysis and Outlook: Exploring Claude Nine
- Market Recovery: Stocks made a significant recovery on Tuesday, nearly offsetting the losses experienced on Monday.
- Investor Sentiment: The rebound indicates a shift in investor sentiment following a period of decline.
- Economic Indicators: The recovery may be influenced by various economic indicators that are being closely monitored by analysts.
- Future Outlook: Analysts are assessing whether this trend will continue or if further volatility is expected in the market.
See More
TKO Group Holdings Sees Surge in Options Trading Volume
- Surge in Options Volume: TKO Group Holdings experienced an options trading volume of 5,571 contracts, equivalent to approximately 557,100 shares, representing 70.4% of its average daily trading volume over the past month, indicating a significant increase in market interest.
- High Volume Put Options: Notably, the $170 strike put option expiring on April 17, 2026, saw 1,625 contracts traded today, representing about 162,500 underlying shares, suggesting heightened investor expectations for a potential price decline.
- JPM Options Activity: Concurrently, JPMorgan Chase reported an options trading volume of 71,107 contracts, translating to approximately 7.1 million shares, which accounts for 67.6% of its average daily trading volume over the past month, reflecting strong market activity.
- Active Call Options: Within JPMorgan, the $310 strike call option expiring on February 27, 2026, recorded a trading volume of 5,822 contracts today, representing around 582,200 underlying shares, indicating a bullish sentiment among investors regarding the stock's future performance.
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- Deposit Program Launch: The LA28 Olympic Games have officially opened their hospitality package deposit program, allowing consumers to secure early access by placing a fully refundable deposit starting at $500, significantly enhancing fan engagement ahead of general ticket sales in April 2026.
- Unique Experience Assurance: Hospitality packages include world-class food and beverage, priority venue access, and unique opportunities such as meet-and-greets with athletes, aiming to create unforgettable Olympic memories for participants and further enhance the event's appeal.
- Official Channel Security: The LA28 hospitality and ticketing programs are the only official and secure sources for purchasing tickets and packages, ensuring consumers avoid risks associated with non-official purchases, thereby increasing consumer confidence.
- Historic Milestones: LA28 will mark the first Olympic Games in history to feature more female athletes than male, and it will also be the first Games since 1948 to not build any new permanent infrastructure, highlighting the event's sustainability and innovation.
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US Stocks Close Mixed: Dow Rises Slightly, Nasdaq Declines
- Mixed Market Performance: On Thursday, the S&P 500 Index fell by 0.54% and the Nasdaq 100 Index declined by 1.16%, while the Dow Jones Industrial Average rose slightly by 0.03%, indicating a divergence in market sentiment, particularly under pressure from tech stocks.
- Nvidia Earnings Impact: Nvidia reported Q4 revenue of $62.3 billion, exceeding expectations, yet its stock dropped over 5% due to uncertainties regarding the Chinese market, reflecting investor concerns about an overheated AI economy that could affect related chipmakers' performance.
- Labor Market Signals: Initial jobless claims in the US rose by 4,000 to 212,000, lower than the expected 216,000, indicating resilience in the labor market, which may provide support for the stock market, especially amid potential interest rate cuts by the Fed.
- Geopolitical Risks Intensify: President Trump threatened military action against Iran, heightening market uncertainty; although there are signs of progress in US-Iran nuclear negotiations, geopolitical risks remain a focal point for investors and could negatively impact the stock market.
See More
TKO Group Holdings Reports Strong Q4 2025 Earnings with Major Media Deals
- Media Rights Deals: TKO Group's $7.7 billion UFC deal with Paramount and $1.6 billion WWE agreement with ESPN represent significant advancements in media rights, expected to drive future revenue growth and enhance market competitiveness.
- Strong Financial Performance: In 2025, TKO Group generated $4.735 billion in revenue and $1.585 billion in adjusted EBITDA, both exceeding expectations, demonstrating the company's robust capabilities in executing strategies and delivering capital returns.
- Optimistic Outlook: Management anticipates 2026 revenue between $5.675 billion and $5.775 billion, with adjusted EBITDA growth of 43%, driven by UFC and WWE media agreements and global partnerships, reflecting strong confidence in future growth.
- Shareholder Return Plans: TKO Group has completed nearly $1 billion in share repurchases and plans to repurchase an additional $1 billion, indicating the company's commitment to enhancing shareholder value and optimizing its capital structure.
See More
TKO Group Holdings Sets 2026 Revenue and EBITDA Targets
- Earnings Report: TKO Group's Q4 GAAP EPS of -$0.08 misses expectations by $0.30, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $1.04 billion, a 12.1% year-over-year increase, beating market expectations by $20 million, reflecting strong performance in UFC and WWE deals that enhance market competitiveness.
- Annual Targets: TKO Group is targeting 2026 revenue between $5.675 billion and $5.775 billion, with adjusted EBITDA projected at $2.240 billion to $2.290 billion, demonstrating confidence in future growth and strategic planning.
- Market Impact: With Netflix becoming the new home for WWE's premium events, TKO Group's ability to convert media rights into cash flow will be further strengthened, potentially leading to sustained revenue growth.
See More
Analysis and Outlook: Exploring Claude Nine
- Market Recovery: Stocks made a significant recovery on Tuesday, nearly offsetting the losses experienced on Monday.
- Investor Sentiment: The rebound indicates a shift in investor sentiment following a period of decline.
- Economic Indicators: The recovery may be influenced by various economic indicators that are being closely monitored by analysts.
- Future Outlook: Analysts are assessing whether this trend will continue or if further volatility is expected in the market.
See More
TKO Group Holdings Sees Surge in Options Trading Volume
- Surge in Options Volume: TKO Group Holdings experienced an options trading volume of 5,571 contracts, equivalent to approximately 557,100 shares, representing 70.4% of its average daily trading volume over the past month, indicating a significant increase in market interest.
- High Volume Put Options: Notably, the $170 strike put option expiring on April 17, 2026, saw 1,625 contracts traded today, representing about 162,500 underlying shares, suggesting heightened investor expectations for a potential price decline.
- JPM Options Activity: Concurrently, JPMorgan Chase reported an options trading volume of 71,107 contracts, translating to approximately 7.1 million shares, which accounts for 67.6% of its average daily trading volume over the past month, reflecting strong market activity.
- Active Call Options: Within JPMorgan, the $310 strike call option expiring on February 27, 2026, recorded a trading volume of 5,822 contracts today, representing around 582,200 underlying shares, indicating a bullish sentiment among investors regarding the stock's future performance.
See More
LA28 Olympic Hospitality Packages Now Available for Deposit
- Deposit Program Launch: The LA28 Olympic Games have officially opened their hospitality package deposit program, allowing consumers to secure early access by placing a fully refundable deposit starting at $500, significantly enhancing fan engagement ahead of general ticket sales in April 2026.
- Unique Experience Assurance: Hospitality packages include world-class food and beverage, priority venue access, and unique opportunities such as meet-and-greets with athletes, aiming to create unforgettable Olympic memories for participants and further enhance the event's appeal.
- Official Channel Security: The LA28 hospitality and ticketing programs are the only official and secure sources for purchasing tickets and packages, ensuring consumers avoid risks associated with non-official purchases, thereby increasing consumer confidence.
- Historic Milestones: LA28 will mark the first Olympic Games in history to feature more female athletes than male, and it will also be the first Games since 1948 to not build any new permanent infrastructure, highlighting the event's sustainability and innovation.
See More
