NYSE$EVC

Entravision Communications-A · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Entravision's Q4 2023 results were impacted by the upcoming wind-down of Meta's ASP program, with the company initiating a review of its operating strategy and cost structure.

Entravision Communications Corporation reported its Q4 and full year 2023 financial results, highlighting an 8% increase in net revenue for the quarter, driven by growth in the digital segment, but a significant decrease in consolidated EBITDA due to increased costs. The company announced Meta's decision to wind down its ASP program, which is expected to impact future revenue. Despite this, Entravision is confident in its long-term opportunities and is taking steps to reinforce its operating foundation.

  • Net revenue increased by 8% to $320.1 million compared to Q4 2022, driven by growth in the digital segment.
  • Consolidated EBITDA decreased by 56% to $16.2 million compared to Q4 2022, impacted by increased costs.
  • Meta Platforms intends to wind down its ASP program by July 1, 2024, which represented approximately $23.8 million of the Company’s $57.7 million total consolidated EBITDA and $586.4 million of the Company’s $1,106.9 million of total consolidated revenue for full year 2023.
  • The company's Board of Directors approved a quarterly cash dividend of $0.05 per share, payable on March 29, 2024.

Headline financials

Total Revenue

$320M

Previous: $296M+8.0%
EPS (adj)

-$0.21

Previous: -$0.02-950.0%
Capital Expenditures

-$7.45M

Previous: $3.59M-307.6%
Net Income

-$18.1M

Previous: $725K-2589.8%
Operating Income

-$16.9M

Previous: $6.74M-350.2%
Gross Profit

$41.2M

Previous: $104M-60.5%
Stock-Based Comp

$6.65M

Previous: $12M-44.8%

Revenue & EPS history

Entravision · Revenue · Quarterly

$320M

Q4 2023+8%vs Q4 2022
Beat estimate in 5 of 10 quarters(50%)
ActualEstimate

Forward guidance

Entravision is conducting an extensive review of its strategy and cost structure to reinforce its operating foundation and ensure it is best positioned to capitalize on its global advertising, media and technology solutions.

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 2023

Historical avgQ4 2023

-0.5%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+4.0%

Avg return

30 days after

55%

32 / 58 earnings

Positive

+15.8%

Q4 2025

Best reaction

-51.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.7%+88.4%+138.9%
Q4 2025+15.8%-3.0%+0.0%
Q3 2025+2.1%+5.6%-4.2%
Q1 2025+0.0%+2.1%+9.5%
Q4 2024-16.8%-9.6%-7.2%
Q3 2024-3.7%+3.7%-3.7%
Q2 2024+1.1%-1.6%+6.6%
Q1 2024+3.2%-3.7%-0.9%
Q4 2023-51.1%-59.3%-48.6%
Q3 2023+12.3%+6.6%+12.8%
Q2 2023-17.7%-19.4%-19.2%
Q1 2023-8.7%-21.5%-29.4%
Q4 2022-6.1%-5.0%-13.0%
Q3 2022+8.2%+6.5%+15.8%
Q2 2022+2.3%+1.2%-6.6%
Q1 2022-16.1%-14.0%-1.3%
Q4 2021-4.1%-6.2%-1.8%
Q3 2021+2.9%-1.0%-17.4%
Q2 2021+15.1%+25.1%+26.9%
Q1 2021-3.1%-5.8%+10.9%
Q4 2020+11.5%+16.2%+5.8%
Q3 2020+1.6%+25.7%+65.8%
Q2 2020+3.0%+1.5%+11.9%
Q1 2020+10.8%+0.0%+43.8%
Q4 2019+0.0%+11.7%-23.9%
Q3 2019+1.7%+1.4%-3.8%
Q2 2019-8.5%-8.5%-2.3%
Q1 2019+4.1%+6.1%-4.8%
Q4 2018+10.5%+5.1%+3.0%
Q3 2018-17.1%-31.5%-41.0%
Q2 2018+4.5%+7.9%+18.0%
Q1 2018-8.3%-13.5%-11.5%
Q4 2017-19.8%-26.2%-23.8%
Q3 2017-2.9%+8.6%+41.0%
Q2 2017-4.5%-9.1%-14.4%
Q1 2017-4.2%-1.7%+0.0%
Q4 2016+9.9%+11.7%+11.7%
Q3 2016-6.3%-7.8%+3.9%
Q2 2016+5.5%+7.9%+7.3%
Q1 2016-1.9%
Q4 2015-1.2%
Q3 2015+2.7%
Q2 2015+8.0%
Q1 2015+1.2%
Q4 2014+0.0%
Q3 2014+2.2%
Q2 2014-13.6%
Q1 2014-4.2%
Q4 2013+8.9%
Q3 2013-5.6%
Q2 2013+14.6%
Q1 2013+7.2%
Q2 2012+12.1%
Q4 2012+4.7%
Q3 2012+1.4%
Q4 2011+7.5%
Q2 2011+7.5%
Q3 2011-9.8%

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