UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO | --- | --- | |--------------------------------------------------------------------------------------------|---------------------------------------------------- ...

Financial Data and Key Metrics Changes - The company reported revenues of $41.1 million for Q4 2021, a significant increase from $12.2 million in the same quarter of the previous year, primarily due to $21.7 million in revenues from live events staged in Q4 2021 that were canceled in Q4 2020 due to COVID [11] - Organic revenues for Q4 2021 were $12.1 million, up from $9.4 million in the prior-year period, driven by a $1.9 million increase in print and digital advertising revenues [11] - Adjusted EBITDA for Q4 2021 was $52.6 million compared to $18.3 million in the same period last year, largely due to profits from live events and $59.9 million in other income from event cancellation insurance claims [11][12] Business Line Data and Key Metrics Changes - The company staged 63 live events in the past year, serving over 129,000 attendees and 7,500 exhibiting customers, with attendance declines improving from 50%-60% to 35%-45% compared to pre-COVID levels [4][5] - The acquisition of MJBiz, a leading B2B media company in the cannabis industry, is expected to contribute significantly to revenue growth, having generated $27 million in revenue in 2021 [6][14] - The Elastic SaaS platform saw a 24% growth in new customer additions, with a net revenue retention rate of 102% [7] Market Data and Key Metrics Changes - The company noted that attendance at events is recovering, with the largest domestic trade show since the pandemic drawing approximately 70,000 attendees [4] - The company is seeing improved cash collections and forward bookings, indicating a positive trend in the recovery of the event sector [12][29] Company Strategy and Development Direction - The company is focused on a three-pronged growth strategy: portfolio optimization, 365-day engagements, and customer centricity, aiming to diversify its business and accelerate sales growth [6][10] - New trade shows are being launched in high-growth industries, with plans for two new shows in 2022 and three more approved for 2023 [8] - The company aims to enhance its digital offerings and customer engagement through its Elastic platform and content assets [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of live events and expects to achieve fiscal year 2022 revenues in excess of $300 million and adjusted EBITDA exceeding $50 million [16] - The company anticipates continued improvements in attendance and profitability as the recovery progresses, with expectations to exceed pre-COVID attendance levels by 2023-2024 [5][16] - Inflation is being monitored closely, with strategies in place to manage costs and maintain pricing power based on the value delivered to customers [30] Other Important Information - The company ended 2021 with $231.2 million in cash and full availability of a $110 million revolving credit facility, providing significant liquidity for future investments [14] - The company has submitted $249.1 million in total claims for event cancellation insurance, with $184.4 million received to date [12] Q&A Session Summary Question: Comments on M&A activity and pricing - Management noted a wide range of multiples in the M&A market, with smaller deals in the mid-single-digit EBITDA range and larger, high-growth assets in the high single-digit range [20] - The company has been able to improve pricing at events based on the value provided, leveraging enhancements like matchmaking to justify price increases [23] Question: Attendee and exhibitor dynamics - Management indicated that while attendee numbers are recovering well, exhibitor participation has lagged due to uncertainties about attendance and ROI [27][28] - Forward bookings are improving, but some exhibitors are waiting longer to commit due to ongoing uncertainties [29] Question: Impact of inflation - Management is actively managing inflation through a new procurement function and is focused on delivering value to maintain pricing power [30]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 per share EEX New York Stock Exchange FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission Fil ...

Call Start: 10:30 January 1, 0000 11:00 AM ET Emerald Holding, Inc. (NYSE:EEX) Q3 2021 Earnings Conference Call November 01, 2021 10:30 AM ET Company Participants Herve Sedky - President and Chief Executive Officer David Doft - Chief Financial Officer Conference Call Participants Annick Maas - Exane BNP Paribas Operator Good morning and welcome to the Emerald Holding, Incorporated Third Quarter 2021 Earnings Conference Call. [Operator Instructions] Before we begin, let me remind everyone that this call may ...

Emerald Holding, Inc. (NYSE:EEX) Q2 2021 Earnings Conference Call July 30, 2021 8:30 AM ET Company Participants Herve Sedky - President and Chief Executive Officer David Doft - Chief Financial Officer Operator Good morning and welcome to the Emerald Holding, Inc. Second Quarter 2021 Earnings Conference Call. [Operator Instructions] Before we begin, let me remind everyone that this call may contain certain statements that constitute forward-looking statements within the meaning of the Private Securities Liti ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 per share EEX New York Stock Exchange FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Num ...

Emerald Holding, Inc. (NYSE:EEX) Q1 2021 Earnings Conference Call April 30, 2021 8:30 AM ET Company Participants Hervé Sedky - President and President and Chief Executive Officer David Doft - Chief Financial Officer Conference Call Participants Operator Good morning and welcome to Emerald Holding Incorporated First Quarter 2021 Earnings Conference Call. During today's call, all parties will be in a listen-only mode. Following the prepared remarks, the conference will be opened for questions with instruction ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 per share EEX New York Stock Exchange FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Nu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------|--------|-------|----------------------------------------|---------------------- ...

Emerald Holding, Inc. (NYSE:EEX) Q4 2020 Earnings Conference Call February 18, 2021 11:00 AM ET Company Participants Hervé Sedky - President and CEO David Doft - CFO Conference Call Participants Kevin McVeigh - Credit Suisse Operator Good morning ladies and gentlemen, and welcome to Emerald Holding’s Fourth Quarter 2020 Earnings Conference Call. During today's call, all parties will be in a listen-only mode. Following the prepared remarks, the conference will be opened for questions with instructions to fol ...