NYSE$SEAT

Vivid Seats Inc (Class A) · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Vivid Seats reported Q4 2025 revenue of $126.8M and a net loss of $428.7M.

Q4 marketplace GOV was $580.6 million (-42% YoY) with revenue of $126.8 million. The net loss included large non-cash items; adjusted EBITDA was $0.8 million versus $34.2 million a year ago. Management reaffirmed 2026 outlook and highlighted app value proposition and cost reductions.

  • Q4 revenue $126.8M (-37% YoY); marketplace GOV $580.6M.
  • FY2025 revenue $570.8M; adjusted EBITDA $41.8M.
  • Q1 2026 and FY2026 guidance reaffirmed on efficiency initiatives.
  • Strategic focus on leading value proposition and operating leverage.

Headline financials

Total Revenue

$127M

Previous: $200M-36.5%
Net Income

-$429M

Previous: -$4.4M-9643.2%

Revenue & EPS history

Vivid Seats · Revenue · Quarterly

$127M

Q4 2025-36.5%vs Q4 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Management reaffirms FY2026 outlook with Q1 guidance on subscribers and adjusted EBITDA.

Tailwinds

  • App value proposition and cost program cited as working.
  • Marketplace technology and data assets.

Headwinds

  • GOV and revenue down sharply YoY.
  • Adjusted EBITDA near breakeven in Q4.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-5.4%

Avg return

Earnings day

-1.2%

Avg return

5 days after

-5.7%

Avg return

30 days after

26%

5 / 19 earnings

Positive

+20.9%

Q1 2023

Best reaction

-37.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.9%+40.8%+40.8%
Q4 2025-7.7%+4.9%-0.7%
Q3 2025-10.4%-18.7%-35.9%
Q1 2025-37.5%-35.8%-41.2%
Q4 2024-23.1%-28.9%-24.9%
Q3 2024-12.9%-4.4%-17.8%
Q2 2024-11.4%-12.9%+10.7%
Q1 2024-2.6%+0.2%-4.2%
Q4 2023-13.6%-6.4%-4.9%
Q3 2023+17.3%+17.9%+8.2%
Q2 2023-3.1%-2.5%-8.0%
Q1 2023+20.9%+21.9%-1.3%
Q4 2022+10.3%+7.3%+19.9%
Q3 2022-8.8%-0.5%-5.7%
Q2 2022-1.1%+10.6%-0.3%
Q1 2022-15.5%-3.0%-1.4%
Q4 2021-11.5%-5.1%-13.0%
Q3 2021-3.8%-6.9%-23.4%
Q1 2021+0.8%
Q3 2020
Q2 2020
Q1 2020

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