NYSE$LYV

Live Nation Entertainment Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Delivered record revenue and operating income, driven by strong demand for live events and effective execution across all divisions.

Live Nation Entertainment reported a strong third quarter in 2022, with revenue up 63% to $6.2 billion and operating income up 95% to $506 million compared to Q3 2019. The company experienced record attendance with over 44 million fans and a significant increase in Ticketmaster's gross transaction value. The outlook for 2023 remains positive, with strong ticket sales and confirmed sponsorship commitments.

  • Reported revenue increased by 63% to $6.2 billion compared to Q3 2019.
  • Operating income rose by 95% to $506 million compared to Q3 2019.
  • Attendance reached a record high with over 44 million fans across 11,000 events.
  • Ticketmaster's fee-bearing gross transacted value reached an all-time high of $7.3 billion, up 62% compared to Q3 2019.

Headline financials

Total Revenue

$6.15B

Previous: $2.7B+128.0%
EPS (adj)

$1.39

Previous: $0.19+631.6%
Fee-bearing tickets sold

73.4M

No prior period
Total estimated fans

44.3M

Previous: 16.9M+162.8%
Capital Expenditures

-$206M

Previous: -$104M-98.2%
Free Cash Flow

$155M

Previous: -$57M+372.5%
Net Income

$361M

Previous: $46.9M+670.9%
Operating Income

$506M

Previous: $137M+269.1%
Gross Profit

$1.45B

Previous: $729M+98.4%
Cash & Equivalents

$4.95B

Previous: $4.63B+7.0%
Total Assets

$15.8B

Previous: $13.3B+18.4%
Stock-Based Comp

$24.4M

Previous: $27.3M-10.5%

Revenue & EPS history

Live Nation · Revenue · Quarterly

$6.15B

Q3 2022+128%vs Q3 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Live Nation · $6.17B total across 3 segments · Q3 2022

  • Concerts
    $5.29B+146.0%
  • Ticketing
    $532M+42.1%
  • Sponsorship & Advertising
    $343M+96.7%

Forward guidance

Live Nation anticipates a strong finish to 2022 and continued growth in 2023, driven by increased ticket sales, sponsorship commitments, and strategic initiatives in the concert and ticketing businesses.

Tailwinds

  • Ticket sales for concerts in 2023 are pacing stronger than the previous year, excluding rescheduled shows.
  • Confirmed sponsorship commitments for 2023 are up 30% compared to the previous year.
  • The company plans to expand its concert business by adding more venues to its operated portfolio.
  • Live Nation aims to increase ancillary per fan revenue.
  • The company expects to benefit from market pricing trends and continue adding new clients to its ticketing platform.

Headwinds

  • Operational challenges in achieving strategic objectives.
  • The risk that the company's markets do not evolve as anticipated.
  • The potential impact of any economic slowdown.
  • Operational challenges associated with selling tickets and staging events.
  • No specific negative information was provided.

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 2022

Historical avgQ3 2022

+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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