SPHR Earnings Prediction
The chart below shows how SPHR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SPHR sees a +2.98% change in stock price 10 days leading up to the earnings, and a -3.05% change 10 days following the report. On the earnings day itself, the stock moves by -2.13%. This data can give you a slight idea of what to expect for the next quarter's release.
SPHR Key Earning Data
2024/Q4
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SPHR Earnings Analysis
Sphere Entertainment Co Corporation (SPHR.N) Earnings Conference Call
Positive
Profitable Growth Strategies: Sphere Entertainment is focused on core priorities to drive profitable growth, including developing new productions and optimizing go-to-market strategies.
High-Margin Revenue Success: The Sphere experience in Las Vegas generated over $450 million in high-margin revenue, indicating strong financial performance.
Artist Performance Interest: There is ongoing interest from diverse artists for performances at the Sphere, with notable upcoming shows including Kenny Chesney and the Backstreet Boys.
Expansion Plans Progress: The company is making progress on its expansion plans in Abu Dhabi, working closely with local partners on venue design and planning.
Improved Sell-Through Performance: The Sphere segment showed improvements in sell-through and stronger sequential results in December, reflecting effective scheduling and pricing strategies.
In-House Advertising Strategy: The company has brought its sponsor-driven advertising sales efforts back in-house, which is expected to enhance revenue generation.
Programming Restoration Agreement: MSG Networks reached a new multiyear agreement with Altice USA, restoring programming to over one million subscribers, which is a positive development for the segment.
Negative
Earnings Miss Report: Sphere Entertainment Co. missed earnings expectations with a reported EPS of $-3.49, significantly lower than the expected $-2.15.
Operating Loss Challenges: The Sphere segment reported an adjusted operating loss of $800,000 despite generating $169 million in revenues, indicating challenges in profitability.
High SG&A Expenses Impact: SG&A expenses for the December quarter were high at $119 million, which included $12.4 million in executive management transition costs, impacting overall financial performance.
Revenue Decline and Challenges: MSG Networks experienced a decrease in revenue and adjusted operating income, with a drop from $146.4 million to $139.3 million in revenue year-over-year, reflecting ongoing industry challenges.
Goodwill Impairment Charge: A noncash goodwill impairment charge of $61.2 million was taken for MSG Networks, indicating a reassessment of the business's fair market value due to declining performance.
Debt Concerns and Stability: The company has a significant debt balance of approximately $1.36 billion, which raises concerns about financial stability and future cash flow management.
SPHR FAQs
How does SPHR typically perform around its earnings report dates?
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SPHR Earning Call Sentiment
Sphere Entertainment Co. (NYSE:SPHR) Q2 2025 Earnings Call Transcript
SPHR.N
0.76%Positive
The earnings call presents a mixed picture: strong revenue generation and cash position are offset by high debt and a goodwill impairment charge. Management's evasive responses in the Q&A, particularly regarding RSN business and Abu Dhabi Sphere details, add uncertainty. However, the company’s liquidity position and potential for cost optimization provide some stability. Given the market cap, the stock price is likely to remain stable, resulting in a neutral sentiment.
