Citable filing context
TKO's research view summarizes recent SEC filing context, starting with earnings from Aug 3, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 3, 2026 | earnings | TKO reported Q2 2026 revenue of $1.547 billion and raised its full-year 2026 financial guidance. |
| Jun 12, 2026 | other | TKO elected twelve directors and ratified KPMG LLP as its independent auditor at its June 10, 2026 annual meeting. |
| May 12, 2026 | share_repurchase | TKO entered into a new Rule 10b5-1 trading plan to repurchase up to $200 million of Class A common stock. |
| Aug 3, 2026 | Guidance: adjusted_ebitda | 2275.00 to 2305.00 |
| Aug 3, 2026 | Guidance: revenue | 5775.00 to 5825.00 |
| May 6, 2026 | Guidance: adjusted_ebitda | 2240.00 to 2290.00 |
| Aug 3, 2026 | mda_quarterly | TKO Group Holdings reported strong financial growth for the second quarter of 2026, with total revenue rising 18% to $1.55 billion. This performance was driven by robust results across its three primary segments: UFC, WWE, and IMG. UFC revenue grew 29%, bolstered by new media rights agreements, including a deal with Paramount, and high-profile events. WWE revenue increased 12%, supported by expanded media rights contracts with Netflix and ESPN, while the IMG segment saw a 16% revenue increase, largely due to hospitality sales for the FIFA World Cup 2026. Operating expenses rose to $1.12 billion, reflecting higher production and talent costs, as well as significant legal expenses. The company incurred $71.1 million in legal costs during the quarter, including a $30 million estimated loss related to WWE stockholder litigation. Despite these costs, TKO maintained a strong liquidity position, supported by $1.55 billion in cash and restricted cash. The company actively managed its capital structure, completing a $900 million incremental term loan and a subsequent debt refinancing to reduce interest margins. TKO also executed a $3 billion share repurchase program, retiring significant portions of its Class A common stock, while continuing its quarterly cash dividend program. |
| May 6, 2026 | mda_quarterly | TKO reported a 26% revenue increase to $1.597 billion for the first quarter of 2026, driven by growth across all segments. UFC revenue rose 12% to $401.2 million, bolstered by a new content distribution agreement with Paramount. WWE revenue grew 22% to $475.7 million, fueled by a financial incentive package for the Royal Rumble in Saudi Arabia and new agreements with Netflix and ESPN. The IMG segment saw a 38% increase to $655.4 million, primarily due to On Location hospitality revenues from the 2026 Milano Cortina Olympics. Consolidated Adjusted EBITDA rose to $549.8 million. To support liquidity and capital returns, TKO upsized its First Lien Term Loan by $900 million in March 2026, bringing total debt to $4.6 billion. The company aggressively returned capital via an $800 million accelerated share repurchase agreement, a new $1 billion repurchase authorization, and an increased quarterly dividend of $0.78 per share. Key financial risks include substantial indebtedness and ongoing antitrust litigation involving the UFC, as well as fiduciary duty lawsuits related to WWE. Additionally, the company continues to manage the integration of the Endeavor Asset Acquisition, which brought IMG, On Location, and PBR into the portfolio. |
Source: SEC EDGAR filing text and events; period Aug 3, 2026; filed Aug 3, 2026.
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