NYSE$SPHR

Sphere Entertainment Co · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Sphere Entertainment Co reported Q4 results with $273.4M revenue, a net loss of $46.6M, and an operating loss of $71.4M.

Q4 revenue more than doubled year over year to $273.4M as Sphere Las Vegas drove results, but the company posted a GAAP net loss of $46.6M and operating loss of $71.4M. Adjusted operating income was $25.7M, reflecting higher revenues offset by elevated operating costs and depreciation.

  • Total Q4 revenue was $273.4M, up from $129.1M a year ago.
  • GAAP diluted EPS was -$1.31 for the quarter.
  • Adjusted operating income was $25.7M vs. a loss of $59.8M last year.
  • Sphere segment revenue reached $151.2M, including $74.5M from The Sphere Experience and $58.4M in event-related revenues.

Headline financials

Total Revenue

$273M

Previous: $129M+111.8%
EPS (adj)

-$2.00

Previous: $10.21-119.6%
Adjusted Operating Income

$32.9M

Previous: -$59.8M+154.9%
Net Income

-$46.6M

Previous: $537M-108.7%
Operating Income

-$71.4M

Previous: -$70.3M-1.5%
Gross Profit

$49.8M

Previous: $45.4M+9.7%
Stock-Based Comp

$13.3M

Previous: $6.57M+102.1%

Revenue & EPS history

Sphere Entertainment Co · Revenue · Quarterly

$273M

Q4 2024+111.8%vs Q4 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Sphere Entertainment Co · $110M total across 1 segment · Q1 2024

  • MSG Networks
    $110M-10.0%

Forward guidance

Management highlighted continued programming at Sphere and upcoming events while noting MSG Networks is pursuing a refinancing through a work-out with its lenders; no quantitative guidance was issued.

Tailwinds

  • Robust event pipeline at Sphere (Eagles residency, Afterlife/Anyma shows).
  • Strong traction of The Sphere Experience with >$1M average daily ticket sales on operating days in Q4.
  • Corporate and marquee events (HPE keynote, NHL Draft) broaden venue use cases.
  • First live sports event at Sphere (UFC 306) slated for September, expanding formats.
  • Q4 adjusted operating income turned positive year over year.

Headwinds

  • No formal quantitative outlook provided.
  • MSG Networks subscriber declines pressured distribution revenue in Q4.
  • Sphere segment still posted a GAAP operating loss in Q4 due to high costs and depreciation.
  • Ongoing high depreciation and amortization burden from new venue assets.
  • MSG Networks pursuing a refinancing via work-out with lenders, creating financing 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 Q4 2024

Historical avgQ4 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro