NYSE$SPHR

Sphere Entertainment Co · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported financial results with revenue increase driven by momentum in live entertainment businesses.

MSG Entertainment reported a significant increase in revenue and operating income for the fiscal third quarter ended March 31, 2022. Revenues increased by $245.8 million compared to the prior year quarter, with operating income of $2.0 million and adjusted operating income of $46.5 million.

  • Revenues increased by $245.8 million compared to the prior year quarter.
  • Operating income was $2.0 million, compared to an operating loss of $38.7 million in the prior year quarter.
  • Adjusted operating income was $46.5 million, compared to $20.9 million in the prior year quarter.
  • The company is preparing for the opening of MSG Sphere in Las Vegas in the second half of calendar 2023.

Headline financials

Total Revenue

$460M

Previous: $43.1M+967.5%
EPS (adj)

-$0.51

Previous: -$0.78+34.6%
Adjusted Operating Income

$38.5M

No prior period
Capital Expenditures

-$516M

Previous: -$102M-404.8%
Free Cash Flow

-$534M

Previous: -$182M-193.5%
Net Income

-$17.5M

Previous: -$79.6M+78.0%
Operating Income

$2.04M

Previous: -$109M+101.9%
Gross Profit

$196M

Previous: $7.16M+2642.6%
Cash & Equivalents

$999M

Previous: $1.28B-21.8%
Total Assets

$5.58B

Previous: $4.1B+36.0%
Stock-Based Comp

$18.6M

Previous: $8.11M+129.5%

Revenue & EPS history

Sphere Entertainment Co · Revenue · Quarterly

$460M

Q3 2022+967.5%vs Q3 2021
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Sphere Entertainment Co · $168M total across 1 segment · Q3 2022

  • MSG Networks
    $168M

Forward guidance

Company is well positioned to capitalize on the strong demand for live experiences and is preparing for the opening of MSG Sphere in Las Vegas in the second half of calendar 2023.

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

+2.6%

Avg return

5 days after

+2.7%

Avg return

30 days after

46%

12 / 26 earnings

Positive

+22.1%

Q4 2025

Best reaction

-15.1%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+22.1%+21.0%+11.5%
Q3 2026+4.7%+16.2%+24.8%
Q1 2026+4.7%+16.2%+24.8%
Q1 2025+9.2%+26.1%+26.5%
Q2 2026-2.0%-18.8%-23.3%
Q4 2024+0.7%+21.5%+3.6%
Q3 2024+0.9%-8.4%-11.0%
Q2 2024-0.3%+13.8%+35.9%
Q1 2024+2.2%+2.9%-2.2%
Q4 2023+4.0%-7.9%-1.1%
Q3 2023-15.1%-25.9%-11.3%
Q2 2023+8.3%+13.8%+6.6%
Q1 2023-2.2%-4.0%-9.3%
Q4 2022-7.1%-3.3%-12.3%
Q2 2022-7.1%-3.3%-12.3%
Q3 2022-11.3%-11.9%-5.0%
Q1 2022-8.5%-9.8%-17.3%
Q4 2021+17.9%+26.7%+21.7%
Q2 2021+17.9%+26.7%+21.7%
Q3 2021+5.2%-3.2%+4.2%
Q1 2021-1.2%-4.3%+0.1%
Q1 2020-1.2%-4.3%+0.1%
Q2 2020-0.3%+4.8%-8.8%
Q4 2020-0.3%-8.3%+6.1%
Q4 2019-1.6%-3.9%-2.2%
Q3 2020-1.6%-3.9%-2.2%
Q3 2019

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