NYSE$MSGS

Madison Square Garden Sports Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

MSG Sports reported a decrease in revenue for the fiscal fourth quarter, primarily due to fewer Knicks and Rangers games compared to the prior year. The company reported an operating loss and an adjusted operating loss for the quarter.

MSG Sports reported a decrease in revenue for the fiscal fourth quarter, primarily due to fewer Knicks and Rangers games. The company reported an operating loss of $12.2 million and an adjusted operating loss of $7.8 million.

  • Fiscal fourth quarter was highlighted by the Knicks and Rangers participating in the playoffs.
  • Combined eight home playoff games at The Garden, with the Knicks advancing to the Eastern Conference Semifinals.
  • Revenues for the quarter decreased by 28% compared to the prior year quarter.
  • Operating loss of $12.2 million compared to operating income of $23.7 million in the prior year quarter.

Headline financials

Total Revenue

$127M

Previous: $175M-27.6%
EPS (adj)

-$0.39

Previous: $1.09-135.8%
Capital Expenditures

$148K

Previous: $46K+221.7%
Free Cash Flow

$37.5M

Previous: $114M-67.0%
Net Income

-$9.49M

Previous: $26.6M-135.6%
Operating Income

-$12.2M

Previous: $23.7M-151.5%
Gross Profit

$46.5M

Previous: $82.3M-43.5%
Cash & Equivalents

$40.4M

Previous: $91M-55.6%
Total Assets

$1.32B

Previous: $1.3B+1.0%
Stock-Based Comp

$3.14M

Previous: $5.07M-38.0%

Revenue & EPS history

MSG Sports · Revenue · Quarterly

$127M

Q4 2023-27.6%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
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 did not provide specific forward guidance in this earnings report.

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

-0.4%

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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