Core Viewpoint - TKO Group Holdings is expected to report a significant decline in quarterly earnings per share, while revenues are projected to increase substantially year-over-year [1]. Earnings Estimates - Analysts predict TKO Group will post quarterly earnings of $0.14 per share, reflecting a 60% decline compared to the same period last year [1]. - Over the last 30 days, the consensus EPS estimate has been revised downward by 3.5%, indicating a reassessment by analysts [2]. Revenue Projections - Total revenues are forecasted to be $1.02 billion, representing a year-over-year increase of 59.5% [1]. - Specific revenue estimates include: - 'Net Revenue- UFC- Consumer products licensing and other' at $14.31 million, a change of +0.8% year-over-year [5]. - 'Net Revenue- WWE' estimated at $346.68 million, indicating a +16.2% change [5]. - 'Net Revenue- UFC' projected to reach $382.79 million, reflecting an +11.3% change [5]. - 'Net Revenue- UFC- Media rights, production and content' at $223.56 million, a +12.9% change [6]. - 'Net Revenue- UFC- Live events and hospitality' expected to be $72.78 million, a +12.7% change [6]. - 'Net Revenue- UFC- Partnerships and marketing' estimated at $72.15 million, a +7.5% change [7]. - 'Net Revenue- WWE- Media rights, production and content' projected at $226.25 million, indicating a +44.8% change [7]. Event Metrics - Analysts estimate 'UFC - Numbered events' to remain at 4, consistent with the previous year [8]. - 'UFC - Fight Nights' is expected to reach 7, up from 6 in the same quarter last year [8]. - Total 'UFC - Total events' is projected at 11, compared to 10 in the same quarter of the previous year [8]. - For event locations, 'UFC - Location of events - International' is expected to increase to 4 from 3 last year, while 'UFC - Location of events - United States' remains at 7 [9]. Stock Performance - TKO Group shares have increased by 4.3% over the past month, contrasting with a -0.8% change in the Zacks S&P 500 composite [9].

Group 1 - TKO Group Holdings reported revenue of $1.31 billion for the quarter ended June 2025, representing a 53.7% increase year-over-year [1] - The company's EPS for the quarter was $1.17, up from $0.72 in the same quarter last year [1] - TKO's revenue exceeded the Zacks Consensus Estimate of $1.2 billion by 8.78%, while the EPS fell short of the consensus estimate of $1.23 by 4.88% [1] Group 2 - TKO Group's stock has returned -5.5% over the past month, underperforming the Zacks S&P 500 composite, which increased by 0.5% [3] - The company currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3] Group 3 - UFC's net revenue was reported at $415.9 million, slightly above the average estimate of $406.7 million [4] - WWE's net revenue reached $556.2 million, surpassing the average estimate of $496.26 million [4] - UFC's media rights, production, and content revenue was $260.5 million, compared to the average estimate of $257.97 million [4]