EVC
Entravision Communications Corporation3.1500
+0.0200+0.64%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reinforces political upside
Q&A largely reaffirmed the prepared remarks' outlook, with management doubling down on 2026 political revenue potential. Christenson highlighted Entravision's coverage of 11 of the 35 closest congressional races plus key Senate and governors' races, stressing the Latino vote's pivotal role and their pitch to double Spanish-language ad spend. On TelevisaUnivision affiliation, they expect renewal beyond its December 2026 expiry, citing three decades of partnership. No new guidance or walk-backs emerged. Political positioning matters for the thesis. Investors will watch Media profitability amid ATS momentum.
Key Stats
Market Cap
286.58MP/E (TTM)
-Basic EPS (TTM)
-1.29Dividend Yield
0.06%Recent Filings
8-K
Director Sweet declines reelection
8-K
ATS surges 123%, Media slumps
Entravision reported Q4 2025 results with consolidated revenue up 26% to $134.4M, powered by ATS segment's 123% surge to $88.6M from AI investments, yet Media dropped 32% to $45.8M on absent political revenue. ATS operating profit soared 464% to $12.3M; overall segment profit fell 43% to $11.9M amid $26M impairment. Debt cut $20M yearly. Cash sits at $63.2M.
10-K
FY2025 results
Entravision's FY2025 revenue hit $447.6M, up 23% y/y, with ATS surging 90% to $270.9M on AI upgrades and a key customer win, while media fell 20% to $176.7M from broadcast declines. ATS margins held amid efficiency pressures; media swung to a $6.2M segment loss after $26M FCC license impairments and $25.2M lease abandonment. Q4 momentum leaned on ATS growth offsetting media weakness. Debt stands at $167.1M after $10M prepayments. No annual guidance disclosed. Declining audiences threaten quarterly ad momentum.
8-K
COO change at Entravision
8-K
Q3 revenue up 24%, ATS soars
Entravision reported Q3 net revenue up 24% to $120.6M, driven by ATS segment's 104% surge to $76.1M, but Media fell 26% to $44.5M from soft political and national ads. Segment operating profit dropped 55% to $6.2M amid $3.2M restructuring charge and $5.7M impairment; debt cut by $5M. ATS powers ahead. Cash at $66.4M.
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