$TKO

TKO Group Holdings Inc - Class A

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$TKO

TKO Group Holdings Inc - Class A

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@thevalueistMar 17, 2026 · 2:35 PM

$TKO TKO Group Holdings (TKO) Q4 2025 Post-Earnings Debrief https://t.co/ARRxZGYndW Core conclusion: The key analytical takeaway is that the quarter itself was not the main event; the print was really a vehicle to codify TKO’s 2026 earnings algorithm. Q4 was optically weak versus the supplied Street snapshot, with revenue below consensus, adjusted EBITDA likely below consensus, and GAAP EPS negative. But FY25 still finished above the upper end of management’s already-raised guide, and FY26 guidance implies a step-function in revenue, EBITDA, and margin driven primarily by completed UFC and WWE media-rights resets, plus additional monetization from partnerships and financial incentive packages. The single most important change versus prior framing is that management moved the debate from “can TKO sign rights deals?” to “can TKO execute a near-40% adjusted EBITDA margin model?”

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