NYSE$LYV

Live Nation Entertainment Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Live Nation's strongest second quarter ever, driven by global demand and diverse artist pipeline, setting the stage for a record year and continued growth.

Live Nation Entertainment reported a record second quarter in 2023, with revenue up 27% to $5.6 billion and operating income up 21% to $386 million. The company is on pace for a record year, driven by global demand for live music and a diverse artist pipeline. Early indicators for 2024 provide confidence in continued growth.

  • Revenue increased by 27% to $5.6 billion compared to Q2 2022.
  • Operating income rose by 21% to $386 million compared to Q2 2022.
  • The company sold over 117 million tickets year-to-date, a 20% increase year-over-year.
  • Event-related deferred revenue is up 37% compared to Q2 2022, reaching $4.3 billion.

Headline financials

Total Revenue

$5.63B

Previous: $4.43B+27.0%
EPS (adj)

$1.02

Previous: $0.66+54.5%
Fee-bearing tickets sold

78.9M

Previous: 72.0M+9.5%
Total estimated fans

37.1M

Previous: 33.4M+11.1%
Capital Expenditures

-$203M

Previous: -$130M-55.5%
Free Cash Flow

$91.2M

Previous: $57.5M+58.5%
Net Income

$294M

Previous: $188M+56.4%
Operating Income

$386M

Previous: $319M+21.2%
Gross Profit

$1.47B

Previous: $1.17B+25.6%
Cash & Equivalents

$7.13B

Previous: $5.86B+21.6%
Total Assets

$19.9B

Previous: $16.4B+21.3%
Stock-Based Comp

$27.8M

Previous: $12.5M+122.1%

Revenue & EPS history

Live Nation · Revenue · Quarterly

$5.63B

Q2 2023+27%vs Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Live Nation · $5.65B total across 3 segments · Q2 2023

  • Concerts
    $4.63B+28.8%
  • Ticketing
    $709M+23.3%
  • Sponsorship & Advertising
    $303M+14.8%

Forward guidance

Live Nation anticipates a record 2023 with continued growth into 2024, driven by strong ticket sales and a growing global artist pipeline.

Tailwinds

  • Record number of fans expected in 2023, with over 117 million tickets sold year-to-date.
  • Record Ticketmaster sales expected, with 151 million fee-bearing tickets sold year-to-date.
  • Sponsorship pacing to double-digit operating income and AOI growth.
  • $4.3 billion in event-related deferred revenue, setting up double-digit attendance growth in Q3.
  • Early 2024 pipeline is up for arena/amphitheater/stadium shows confirmed and with offers in.

Headwinds

  • Operational challenges in achieving strategic objectives and executing on the company's plans.
  • Risk that the company's markets do not evolve as anticipated.
  • Potential impact of any economic slowdown.
  • Operational challenges associated with selling tickets and staging events.
  • Foreign exchange not expected to materially impact 2023 revenue, operating income or AOI.

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 Q2 2023

Historical avgQ2 2023

+1.5%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+3.1%

Avg return

30 days after

63%

41 / 65 earnings

Positive

+17.6%

Q3 2021

Best reaction

-10.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.4%+2.4%+1.8%
Q4 2025+1.6%-1.4%-5.5%
Q3 2025-10.7%-4.9%-7.6%
Q2 2025+3.3%+7.1%+10.2%
Q1 2025+1.8%+2.1%+4.5%
Q4 2024-1.9%-6.7%-19.2%
Q3 2024+5.4%+4.9%+9.5%
Q2 2024+1.0%+2.1%+4.4%
Q1 2024+6.0%+7.9%+5.0%
Q4 2023+4.5%+2.6%+16.2%
Q3 2023-0.9%+3.0%+12.8%
Q2 2023-8.8%-11.0%-13.4%
Q1 2023+14.7%+15.4%+23.1%
Q4 2022-8.8%-4.5%-12.6%
Q3 2022-7.9%-5.1%-3.7%
Q2 2022-1.3%-3.0%-8.6%
Q1 2022-6.9%-11.3%-4.1%
Q4 2021+6.3%+3.2%-0.6%
Q3 2021+17.6%+10.8%-4.1%
Q2 2021+0.5%+7.9%+9.6%
Q1 2021+1.5%+4.0%+13.3%
Q4 2020-1.8%+0.1%-7.1%
Q3 2020+2.4%+19.2%+27.9%
Q2 2020-0.6%+6.4%+20.6%
Q1 2020+9.0%-0.9%+48.0%
Q4 2019+0.0%-5.2%-22.4%
Q3 2019-7.3%-13.0%-2.0%
Q2 2019+3.8%+1.7%-0.2%
Q1 2019+1.0%+0.2%-4.6%
Q4 2018+8.3%+8.3%+12.8%
Q3 2018+4.9%+5.9%+6.5%
Q2 2018-3.9%-6.0%-5.6%
Q1 2018+13.4%+7.3%+8.6%
Q4 2017-7.8%-9.7%-13.3%
Q3 2017+3.2%+7.0%+5.3%
Q2 2017+4.6%+4.0%+7.3%
Q1 2017+7.5%+5.8%+10.1%
Q4 2016-6.1%-7.5%-3.8%
Q3 2016+4.1%+6.5%+4.6%
Q2 2016+5.4%+1.4%+0.8%
Q1 2016+2.5%
Q4 2015+4.4%
Q3 2015-0.3%
Q2 2015+1.3%
Q1 2015+5.7%
Q4 2014-2.0%
Q3 2014+5.1%
Q2 2014-9.4%
Q1 2014+7.8%
Q4 2013+8.6%
Q3 2013-8.2%
Q2 2013+10.2%
Q1 2013+7.4%
Q4 2012+0.2%
Q3 2012+1.9%
Q2 2012+3.7%
Q1 2012+10.2%
Q4 2011-6.1%
Q3 2011-5.1%
Q3 2010-5.1%
Q2 2011+3.6%
Q1 2010-0.9%
Q1 2011-0.9%
Q2 2010-0.9%
Q4 2010+1.1%

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