NYSE$MSGS

Madison Square Garden Sports Corp · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

MSG Sports' fiscal third quarter results for 2020 reflected the impact of the COVID-19 pandemic and the spin-off of the entertainment businesses.

Madison Square Garden Sports Corp. reported a decrease in revenues, operating income, and adjusted operating income compared to the prior year quarter, primarily due to the suspension of NBA and NHL seasons and the temporary closure of venues due to the COVID-19 pandemic.

  • Completed the spin-off of the entertainment businesses into a new company called Madison Square Garden Entertainment Corp.
  • Fiscal third quarter results include the financial results of both the sports and entertainment businesses.
  • COVID-19 pandemic led to the suspension of the 2019-20 NBA and NHL seasons and the temporary closure of the Company’s venues.
  • Company generated fiscal 2020 third quarter revenues of $424.0 million, a decrease of 18%.

Headline financials

Total Revenue

$424M

Previous: $517M-18.0%
EPS (adj)

-$0.66

Previous: $1.48-144.6%
Adjusted operating income

$11.6M

No prior period
Capital Expenditures

-$121M

Previous: -$36.2M-234.3%
Free Cash Flow

-$239M

Previous: -$898K-26507.7%
Net Income

-$118M

Previous: $35.3M-434.6%
Operating Income

-$135M

Previous: $38.5M-451.1%
Gross Profit

$151M

Previous: $206M-26.7%
Cash & Equivalents

$1.01B

Previous: $1.15B-12.7%
Total Assets

$4.31B

Previous: $3.92B+10.0%
Stock-Based Comp

$13.9M

Previous: $15.6M-11.1%

Revenue & EPS history

MSG Sports · Revenue · Quarterly

$424M

Q3 2020-18%vs Q3 2019
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

MSG Sports · -$71M total across 2 segments · Q2 2021

  • Sponsorship and signage revenues
    -$23.8M
  • Local media rights fees
    -$47.2M

Forward guidance

The company is confident that its business is well positioned to weather the current period of uncertainty.

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 2020

Historical avgQ3 2020

-0.4%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.0%

Avg return

30 days after

50%

21 / 42 earnings

Positive

+13.7%

Q1 2021

Best reaction

-13.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-0.9%+4.9%+16.3%
Q2 2026-4.7%-2.6%+9.1%
Q1 2026-4.6%-4.3%+1.5%
Q3 2025-2.8%-1.3%-1.5%
Q2 2025-3.6%-5.9%-9.1%
Q1 2025-3.1%+1.2%+3.3%
Q4 2024+0.5%+2.7%+3.7%
Q3 2024-0.6%+1.4%-0.6%
Q2 2024+7.1%+5.0%+2.0%
Q1 2024+4.0%+1.8%+2.2%
Q4 2023-13.4%-13.8%-13.4%
Q3 2023+2.2%-1.1%-11.7%
Q2 2023+4.6%+4.0%+5.6%
Q1 2023+1.2%+1.7%+5.2%
Q4 2022+7.9%+3.6%-6.8%
Q3 2022+2.4%-2.0%+3.4%
Q2 2022+1.6%+3.4%-1.4%
Q1 2022-0.9%-2.7%-14.5%
Q4 2021+3.8%+5.9%+19.3%
Q3 2021-0.7%-0.5%-3.2%
Q2 2021+2.9%+6.0%+17.4%
Q1 2021+13.7%+14.2%+17.1%
Q4 2020-5.5%-4.3%-5.2%
Q3 2020-7.3%-9.7%-1.3%
Q2 2020+1.2%+3.1%-16.9%
Q1 2020-3.5%-1.3%+2.2%
Q4 2019-11.0%-13.3%-8.4%
Q3 2019-2.9%-0.8%-2.6%
Q2 2019+0.7%+2.2%+5.5%
Q1 2019-5.3%-0.7%-2.4%
Q4 2018-3.8%-2.2%-0.2%
Q3 2018+3.3%+4.9%+10.4%
Q2 2018+1.5%-0.3%+9.9%
Q1 2018+2.9%+3.6%-1.8%
Q4 2017-3.6%-1.7%+1.0%
Q3 2017+1.4%+1.4%+0.2%
Q2 2017+1.2%-0.8%+8.3%
Q1 2017+2.3%+4.0%+6.0%
Q4 2016-3.2%-4.4%-8.9%
Q3 2016+0.0%
Q2 2016-1.2%
Q1 2016-1.4%
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013

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