NASDAQ$NXST

Nexstar Media Group Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported a decrease in net revenue due to decline in political advertising and distribution revenue impact but highlighted growth in digital revenue and return of capital to shareholders.

Nexstar Media Group reported Q3 2023 results with a net revenue of $1.13 billion, a decrease compared to $1.27 billion in the prior year quarter. The decline was primarily due to a decrease in political advertising revenue and distribution revenue. Despite the revenue decrease, the company focused on returning capital to shareholders, repurchasing shares, and paying dividends.

  • Net revenue for Q3 2023 was $1.13 billion, compared to $1.27 billion in Q3 2022.
  • Core advertising revenue decreased by 2.3% year-over-year to approximately $391 million.
  • Digital revenue increased by 15.1% year-over-year to approximately $99 million.
  • The company returned $246 million to shareholders through share repurchases and dividends in Q3 2023.

Headline financials

Total Revenue

$1.13B

Previous: $1.27B-10.8%
EPS (adj)

$0.70

Previous: $6.24-88.8%
Adjusted EBITDA

$236M

Previous: $489M-51.7%
Political Advertising Revenue

$19M

Previous: $129M-85.3%
Capital Expenditures

-$113M

Previous: -$100M-13.0%
Free Cash Flow

-$88M

Previous: $189M-146.6%
Net Income

$25M

Previous: $289M-91.3%
Operating Income

$94M

Previous: $355M-73.5%
Gross Profit

-$537M

Previous: -$511M-5.1%
Cash & Equivalents

$150M

Previous: $347M-56.7%
Total Assets

$12B

Previous: $13.1B-8.0%
Stock-Based Comp

$17M

Previous: $17.2M-1.2%

Revenue & EPS history

Nexstar · Revenue · Quarterly

$1.13B

Q3 2023-10.8%vs Q3 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Nexstar · $598M total across 1 segment · Q3 2023

  • Distribution
    $598M-6.8%

Forward guidance

Nexstar expects the balance of 2023 and full year 2024 to benefit from recently renegotiated distribution contracts. In 2024 Nexstar will realize upside from presidential election year political advertising, reduced losses related to The CW Network and an improving economic environment.

Tailwinds

  • Recently renegotiated distribution contracts are expected to benefit the balance of 2023 and full year 2024.
  • Upside from presidential election year political advertising in 2024.
  • Reduced losses related to The CW Network in 2024.
  • Expecting an improving economic environment.
  • Clear set of objectives for creating the greatest long-term value for our shareholders.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+0.9%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+3.6%

Avg return

30 days after

59%

38 / 64 earnings

Positive

+11.5%

Q1 2020

Best reaction

-10.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-0.0%-7.8%
Q4 2025+5.5%+4.7%-8.3%
Q3 2025-3.4%-0.7%-3.7%
Q1 2025+5.4%+11.9%+8.4%
Q4 2024+11.1%+16.0%+20.6%
Q3 2024-9.4%-8.2%-7.1%
Q2 2024-7.9%-8.5%-6.1%
Q1 2024+2.5%+6.9%-6.9%
Q4 2023+2.3%-3.9%+6.1%
Q3 2023-4.8%-5.1%-1.9%
Q2 2023-10.3%-10.5%-27.4%
Q1 2023-3.6%-3.7%+1.4%
Q4 2022-3.2%-4.9%-11.5%
Q3 2022+2.5%+8.5%+17.4%
Q2 2022+1.9%+3.1%+0.5%
Q1 2022+6.2%+12.9%+12.6%
Q4 2021-3.2%+1.9%+8.2%
Q3 2021+6.1%+8.6%+0.1%
Q2 2021+3.3%+1.6%+0.6%
Q1 2021+0.6%-0.6%+0.2%
Q4 2020+8.1%+7.0%+13.6%
Q3 2020+5.6%+15.8%+35.3%
Q2 2020-0.3%-0.3%+6.8%
Q1 2020+11.5%+18.8%+53.1%
Q4 2019-1.8%+1.3%-45.1%
Q3 2019+5.0%+11.6%+12.3%
Q2 2019-0.3%-0.1%+2.5%
Q1 2019+0.3%-3.4%-10.5%
Q4 2018+5.1%+11.8%+21.6%
Q3 2018-2.6%-3.3%+2.5%
Q2 2018+1.0%+0.6%+4.3%
Q1 2018+1.9%+6.6%+13.2%
Q4 2017-3.1%-1.5%-9.8%
Q3 2017+3.5%+4.1%+12.9%
Q2 2017+3.0%+2.9%-5.1%
Q1 2017+0.5%-3.4%-2.0%
Q4 2016+4.2%+3.0%+0.2%
Q3 2016+4.9%+20.7%+34.5%
Q2 2016-3.1%+1.4%+3.2%
Q1 2016-1.2%
Q4 2015+7.1%
Q3 2015+1.0%
Q2 2015+0.2%
Q1 2015-2.1%
Q4 2014+0.5%
Q3 2014+4.8%
Q2 2014+3.5%
Q1 2014-4.0%
Q4 2013-3.9%
Q3 2013-1.3%
Q2 2013-5.1%
Q1 2013+6.7%
Q4 2012+4.9%
Q3 2012+1.9%
Q2 2012+2.5%
Q1 2011+1.0%
Q1 2012+0.9%
Q4 2011-0.5%
Q2 2011-0.5%
Q3 2011-1.5%
Q4 2010+7.8%
Q3 2010-6.9%
Q2 2010+2.2%
Q1 2010-2.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro