Investment advisor, research analyst, and economics educator from Southern California. I have an obsession with portfolio management, income investing, and alternatives. "History does not repeat, but it does instruct." — Timothy Snyder, On TyrannyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TKO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from See ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth S ...

Group 1: TKO Group Holdings, Inc. - TKO Group Holdings is engaged in the production and distribution of unique and creative content through various channels, including premium over-the-top networks and direct-to-consumer subscriptions [1] - The company has a Zacks Rank of 1 (Strong Buy) and its current year earnings estimate has increased by 0.9% over the last 60 days [1] - TKO Group Holdings' shares have gained 8.9% over the last three months, outperforming the S&P 500, which lost 2.9% during the same period [2] Group 2: Urban Outfitters - Urban Outfitters is a lifestyle specialty retailer offering fashion apparel, accessories, footwear, home décor, and gifts [2] - The company also holds a Zacks Rank of 1 and has seen a 5.5% increase in its current year earnings estimate over the last 60 days [2] - Urban Outfitters' shares have increased by 17.5% over the last three months, again outperforming the S&P 500's loss of 2.9% [3]

Financial Data and Key Metrics Changes - In 2024, the company generated revenue of $2.804 billion and adjusted EBITDA of $1.251 billion, both exceeding revised guidance [22] - For the fourth quarter, revenue was $642 million, adjusted EBITDA was $238 million, and adjusted EBITDA margin was 37%, reflecting a 5% increase in revenue and a 7% increase in adjusted EBITDA year-over-year [26][32] - The adjusted EBITDA margin for the full year was 45%, with a 300 basis point increase compared to the previous year [22][24] Business Line Data and Key Metrics Changes - The UFC segment generated revenue of $344 million in Q4, a 22% increase, with adjusted EBITDA of $178 million, up 25% [26] - The WWE segment reported revenue of $298 million in Q4, a 10% decrease, with adjusted EBITDA of $114 million, down 19% [32] - Sponsorship revenue for UFC grew 28% year-over-year, while WWE's sponsorship revenue increased by 20% [15] Market Data and Key Metrics Changes - UFC had record-breaking ticket sales and attendance, with 10 all-time highest grossing events in 2024 [12] - WWE's live events revenue increased 13% to $93 million, driven by strong ticket sales [34] - NXT viewership increased by 12% compared to USA's 2024 average, with a nearly 100% increase in viewership on CW [10][11] Company Strategy and Development Direction - The company is focused on integrating UFC and WWE to drive efficiency and maximize shareholder value, with a priority on domestic rights renewals [16][19] - Plans to close acquisitions of IMG, On Location, and PBR in Q1 2025, which are expected to enhance the global sports portfolio [17][51] - The strategy includes expanding audience reach and deepening partnerships while maximizing revenue across multiple business lines [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining positive momentum in 2025, targeting revenue of $2.93 billion to $3.0 billion and adjusted EBITDA of $1.35 billion to $1.39 billion [44] - The company anticipates challenges due to the timing of events, particularly with the shift of a major event to Saudi Arabia, impacting revenue by approximately $55 million [46] - Management remains optimistic about the demand for premium live sports and entertainment, with no signs of a slowdown in ticket sales or viewership [90] Other Important Information - The company generated $509 million of free cash flow in 2024, with a free cash flow conversion rate of 41% [38] - A share repurchase program of up to $2 billion was authorized, along with a quarterly cash dividend of $0.38 per share [41][43] - The company is focused on realizing revenue synergies and cost savings as part of its integration strategy [24] Q&A Session Summary Question: UFC domestic deals and negotiation with Disney - Management confirmed they are in an exclusive negotiating window with Disney and ESPN, emphasizing the strong market for premium content [63][64] Question: Potential repeal of the Ali Act and boxing plans - Management acknowledged the flaws in the Ali Act but expressed confidence in the opportunities for boxing, indicating ongoing discussions for a boxing league with Saudi Arabia [67][78] Question: Live event revenue growth outlook - Management expects meaningful growth in live event revenue for 2025, driven by major events and site fee growth [86][88] Question: Sponsorship opportunities and growth - Management is optimistic about achieving $375 million in sponsorship revenue for the year, with significant opportunities for new partnerships [104][107] Question: Incremental UFC events abroad and margin implications - Management indicated that while international events may have lower margins, they are viewed as overall EBITDA accretive in the long term [120]

For the quarter ended December 2024, TKO Group Holdings (TKO) reported revenue of $642.2 million, up 4.6% over the same period last year. EPS came in at $0.35, compared to -$0.09 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $612.6 million, representing a surprise of +4.83%. The company delivered an EPS surprise of +52.17%, with the consensus EPS estimate being $0.23.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wa ...

Core Viewpoint - TKO Group Holdings reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing a significant improvement from a loss of $0.09 per share a year ago [1][2] Financial Performance - The company achieved revenues of $642.2 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 4.83% and increasing from $614 million in the same quarter last year [3] - TKO Group has surpassed consensus EPS estimates two out of the last four quarters and has topped consensus revenue estimates four times over the last four quarters [2][3] Stock Performance - TKO Group shares have increased approximately 9.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.3% [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.45 on revenues of $687.25 million, and for the current fiscal year, it is $3.20 on revenues of $3.24 billion [8] - The industry outlook is favorable, with the Film and Television Production and Distribution sector ranking in the top 12% of over 250 Zacks industries, suggesting strong potential for stock performance [9]

Partnership Announcement - Nissin Foods' Hot & Spicy FIRE WOK will serve as the official presenting partner of WWE's Elimination Chamber event on March 1, 2025, in Toronto [1] - The partnership includes prominent exposure within WWE assets, such as match sponsorship at WrestleMania 41, integrations in WWE's flagship programming, and social media promotions [2] Sponsorship Details - Hot & Spicy FIRE WOK will sponsor the Men's Elimination Chamber match featuring notable WWE Superstars, including John Cena in his final Elimination Chamber match [3] - The partnership aims to enhance the experience for WWE fans by combining the excitement of wrestling with the bold flavors of Hot & Spicy FIRE WOK [5] Product Promotion - Nissin Foods has launched limited edition packaging for Hot & Spicy FIRE WOK featuring WWE Superstars, available online and in retail stores nationwide [5] - The partnership includes a promotional sweepstakes offering fans a chance to win an all-expense-paid trip to WrestleMania 41 [5] Company Background - Nissin Foods, established in 1958, is known for creating the world's first instant ramen and has a long history of providing convenient Asian-inspired meals [6] - The company markets a variety of products, including Cup Noodles and Top Ramen, and emphasizes a commitment to taste, convenience, and quality [6] WWE Overview - WWE is a global leader in sports entertainment, delivering original content year-round to a worldwide audience [7] - The organization is committed to family-friendly entertainment and has a significant reach through various distribution partners [7]

Core Viewpoint - Taseko Mines Limited reported its financial results for the year 2024, highlighting a net loss of $13 million despite significant revenues from copper and molybdenum sales. The company anticipates improved production in 2025 due to operational enhancements and the completion of construction projects. Financial Performance - For the full year 2024, Taseko reported Adjusted EBITDA of $224 million and revenues of $608 million from the sale of 108 million pounds of copper and 1.4 million pounds of molybdenum [2][14] - The company recorded a net loss of $13 million, equating to a loss of $0.05 per share, while Adjusted net income was $57 million, or $0.19 per share [2][14] - In Q4 2024, Adjusted EBITDA was $56 million, with a net loss of $21 million ($0.07 loss per share) and Adjusted net income of $10 million ($0.03 per share) [3][14] Production and Operations - The Gibraltar mine produced 106 million pounds of copper and 1.4 million pounds of molybdenum in 2024, with production impacted by an 18-day labor strike and higher-than-normal scheduled downtime [5][21] - In Q4 2024, Gibraltar produced 29 million pounds of copper at total operating costs (C1) of $2.42 per pound [4][28] - Copper production is expected to increase to 120 to 130 million pounds in 2025, with production weighted towards the latter half of the year due to lower grade ore stockpiles being utilized initially [6][31] Project Developments - Construction at the Florence Copper project is over 60% complete, with first copper production targeted for late 2025 [7][43] - The refurbishment of the SX/EW plant at Gibraltar is on schedule, with first cathode production anticipated in Q2 2025 [8][31] - The Yellowhead project is advancing in permitting, with plans to publish a new technical report incorporating updated costs and metal prices [10][44] Market Conditions and Financial Position - The company ended 2024 with a cash balance of $173 million and available liquidity of approximately $331 million [19][41] - Recent trends in global markets have positively impacted Gibraltar, with copper prices rising 8% since the start of the year [8][9] - Taseko has secured copper price protection with a minimum price of $4.00 per pound for all of 2025, providing additional downside protection [9][36]

Core Points - Taseko Mines Limited will release its fourth quarter and year-end 2024 financial results on February 19, 2025, after market close [1] - A conference call and live webcast will be held on February 20, 2025, at 11:00 a.m. Eastern Time to discuss the financial results [2] - Participants must pre-register for the conference call to receive dial-in details and a unique access code [4] Company Information - For further inquiries, Taseko can be contacted through Brian Bergot, Vice President of Investor Relations, at 778-373-4533 or toll-free at 1-877-441-4533 [3] - The webcast of the conference call will be archived for playback until March 13, 2025 [4]

Core Insights - Taseko Mines Limited's Gibraltar copper mine has significantly contributed to the economies of the Cariboo Region, British Columbia, and Canada since its reopening in 2004, with a total economic output of $16.3 billion and value-added GDP of $8.3 billion [2][4] - The mine is projected to generate a cumulative economic impact of $41.9 billion in output and $21.2 billion in value-added GDP through 2044, with substantial contributions to the Cariboo region [4] - Gibraltar mine plays a crucial role in regional employment, currently supporting approximately 2,860 full-time jobs, with mining jobs in Canada being well compensated [4][5] Economic Contributions - Since 2004, Gibraltar has generated $2.0 billion in total government revenues, with an additional forecast of $3.1 billion in taxes over the next 20 years, leading to a cumulative total of over $5 billion [4] - The mine is the second-largest open-pit copper mine in Canada, producing an average of 129 million pounds of copper annually, which is essential for various energy technologies [4] Future Outlook - Taseko anticipates significant growth in its North American copper business, with the Florence Copper project in Arizona expected to begin production in late 2025, alongside the Yellowhead copper project in British Columbia [6]