NYSE$MSGS

Madison Square Garden Sports Corp · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

MSG Sports reported Q4 2021 results, highlighted by the Knicks’ return to the NBA playoffs and increased revenues due to eased capacity restrictions and the timing of the NBA and NHL seasons.

MSG Sports reported a significant increase in revenues for the fourth quarter of fiscal year 2021, driven by the return of fans to games with eased capacity restrictions, the Knicks' playoff appearance, and the timing of the NBA and NHL seasons. The company's operating loss and adjusted operating loss also improved compared to the prior year quarter.

  • Revenues increased to $146.9 million compared to negative revenues of $7.0 million in the prior year quarter.
  • Operating loss improved by 54% to $20.8 million, and adjusted operating loss improved by 83% to $5.8 million.
  • The increase in revenue was primarily driven by higher league distributions, local media rights fees, sponsorship and signage revenues, playoff-related revenues, and regular season ticket-related revenues.
  • As of June 30, 2021, the Company had $309.9 million of liquidity.

Headline financials

Total Revenue

$147M

Previous: -$6.96M+2210.7%
EPS (adj)

$2.03

Previous: -$3.26+162.3%
Capital Expenditures

$29K

Previous: $20.2M-99.9%
Free Cash Flow

$19M

Previous: -$128M+114.9%
Net Income

$49.6M

Previous: -$79.2M+162.7%
Operating Income

-$20.8M

Previous: -$44.9M+53.7%
Gross Profit

$48M

Previous: -$24.7M+294.4%
Cash & Equivalents

$64.9M

Previous: $77.9M-16.6%
Total Assets

$1.31B

Previous: $1.23B+6.2%
Stock-Based Comp

$4.24M

Previous: $9.56M-55.6%

Revenue & EPS history

MSG Sports · Revenue · Quarterly

$147M

Q4 2021-2,210.7%vs Q4 2020
Beat estimate in 10 of 16 quarters(63%)
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

MSG Sports anticipates building on the enthusiasm from fans in the 2021-2022 season as they prepare for capacity crowds and full 82-game seasons.

Tailwinds

  • Robust season ticket renewals
  • Strong momentum on the marketing partnership front
  • Enthusiasm from Knicks’ and Rangers’ fans
  • Preparation for capacity crowds
  • Full 82-game seasons

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 2021

Historical avgQ4 2021

-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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