NASDAQ$NXST

Nexstar Media Group Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Nexstar Media Group reported record Q4 2024 revenue, driven by political advertising and distribution growth.

Nexstar Media Group achieved record net revenue of $1.49 billion in Q4 2024, reflecting a 14.1% year-over-year increase, mainly due to a surge in political advertising revenue. Net income reached $229 million, more than doubling from the prior year. Adjusted EBITDA rose by 39.9% to $628 million, while free cash flow increased by 67.8% to $411 million. The company continued reducing debt and returning capital to shareholders.

  • Total net revenue reached $1.49 billion, up 14.1% year-over-year.
  • Political advertising revenue surged to $254 million, offsetting declines in non-political ad sales.
  • Net income increased 129% year-over-year to $229 million.
  • Adjusted EBITDA grew 39.9% to $628 million, driven by revenue growth.

Headline financials

Total Revenue

$1.49B

Previous: $1.3B+14.1%
EPS (adj)

$7.56

Previous: $3.32+127.7%
Capital Expenditures

-$35M

Previous: $36M-197.2%
Free Cash Flow

$411M

No prior period
Net Income

$229M

Previous: $100M+129.0%
Operating Income

$416M

Previous: $230M+80.9%
Gross Profit

$710M

Previous: $554M+28.2%

Revenue & EPS history

Nexstar · Revenue · Quarterly

$1.49B

Q4 2024+14.1%vs Q4 2023
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 continued revenue growth in 2025, supported by strong distribution agreements, improving profitability at The CW, and an increasing share of political ad spending.

Tailwinds

  • 2025 Adjusted EBITDA guidance set between $1.5 billion and $1.595 billion.
  • Political advertising expected to remain a major revenue driver.
  • Improved profitability at The CW Network expected to contribute to earnings growth.
  • Renewal of key distribution agreements covering 60% of the subscriber base.
  • Strong balance sheet with ongoing debt reduction initiatives.

Headwinds

  • Non-political advertising market remains soft.
  • Ongoing subscriber attrition impacting distribution revenue growth.
  • Higher interest rates may increase financing costs.
  • Competition in digital advertising space continues to intensify.
  • Potential regulatory changes could impact business operations.

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 Q4 2024

Historical avgQ4 2024

+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%

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