MSGE Earnings Prediction
The chart below shows how MSGE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MSGE sees a -0.96% change in stock price 10 days leading up to the earnings, and a +2.40% change 10 days following the report. On the earnings day itself, the stock moves by +2.23%. This data can give you a slight idea of what to expect for the next quarter's release.
MSGE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
407.42M
1.18%
193.71%
Gross Margin
48.15%
3.84%
145.29%
Operating Margin
34.44%
0.26%
-357.98%
Net Margin
18.63%
-40.10%
-233.74%
EPS
1.56
-39.77%
-490.00%
No Data Available
MSGE Earnings Analysis
Madison Square Garden Entertainment Corp Corporation (MSGE.N) Earnings Conference Call
Positive
Q2 Revenue Increase: Revenues of $407 million for Q2 2025, reflecting a 1% increase compared to the prior year quarter, driven by growth in food, beverage, merchandise, and arena license fees.
Adjusted Operating Income Increase: Adjusted operating income of $164 million, showcasing strong operational performance and reflecting a 2% increase year-over-year, with a 4% increase when excluding executive transition costs.
Record Revenue Achievement: The Christmas Spectacular achieved record revenue of over $170 million this season, marking a new high for the production with a sell-through rate of 1.1 million tickets sold, the strongest in 25 years.
Increased Venue Revenue: The Knicks and Rangers played three more home games compared to the prior year quarter, contributing to increased revenues from suite license fees and overall in-venue spending.
Stock Buyback Commitment: During the quarter, $25 million was repurchased in Class A common stock, demonstrating a commitment to returning capital to shareholders, with $85 million remaining under the buyback authorization.
Negative
Earnings Per Share Miss: Madison Square Garden Entertainment Corp. reported an EPS of $1.56, missing expectations of $2.46 by 36.5%.
Revenue Stagnation Analysis: Total revenues increased by only 1% year-over-year to $407.4 million, with entertainment offerings revenues remaining essentially unchanged, indicating stagnation in core business areas.
Event Attendance Decline: The number of events hosted decreased year-over-year, primarily due to a lower number of concerts at the Garden, which negatively impacted overall attendance and revenue generation.
Operating Income Adjustment Analysis: Adjusted operating income increased by only 2% to $103.9 million, with higher selling, general, and administrative costs, including $3.1 million in executive management transition costs, indicating potential inefficiencies in cost management.
Debt Burden Analysis: The company reported approximately $618 million in debt, highlighting a significant financial burden, especially in light of only $55 million in unrestricted cash available.
MSGE FAQs
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MSGE Earning Call Sentiment
Madison Square Garden Entertainment Corp. (NYSE:MSGE) Q2 2025 Earnings Call Transcript
MSGE.N
-1.98%Positive
The earnings call presents mixed signals. While there are positives such as strong AOI growth, record revenue from the Christmas Spectacular, and a share repurchase program, there are significant negatives including a miss on EPS expectations, concert revenue decline, and high debt levels. The Q&A reveals some optimism for future bookings and consumer demand, but also highlights management's lack of clarity on certain issues. Given the market cap, the stock is likely to experience a neutral movement, with potential for slight fluctuations within the range of -2% to 2%.
