| LYV |
Report |
Revenue |
BEAT |
pred ~$7.69B vs. cons $7.553B |
MEDIUM |
| LYV |
Report |
EBITDA |
BEAT |
pred ~$666M vs. cons $652.1M |
MEDIUM |
| LYV |
Report |
Total fans |
BEAT |
pred ~47.50M vs. cons 46.78M |
MEDIUM |
| LYV |
Guide |
FY26 AOI growth |
UNCHANGED |
reiterate double-digit growth vs. no quantified comparable consensus UNVERIFIED |
LOW |
| LYV |
Guide |
FY26 primary fee-bearing ticket volume |
UNCHANGED |
reiterate mid-single-digit growth vs. comparable consensus UNVERIFIED |
LOW |
| LYV |
Guide |
Q3 AOI/demand commentary |
BETTER |
reiterate stronger Q3 AOI and no-pullback demand vs. quantified consensus UNVERIFIED |
LOW |
| LYV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| LYV |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY reiteration leaves out-period risk |
LOW |