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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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TKO Group
TKO Group (TKO) investor relations material
TKO Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
2025 marked a transformative year with historic media rights deals for UFC ($7.7B with Paramount) and WWE ($1.6B with ESPN), expanding reach and driving growth for premium IP.
Completed acquisition and integration of IMG, On Location, and PBR, with results presented as if owned for all periods.
Launched Zuffa Boxing and announced plans for up to $1B in share repurchases in March 2026.
Capital return program launched, doubling the quarterly dividend and nearly $1B in share repurchases, with intent to repurchase up to $1B more.
Focus for 2026 is on execution, leveraging strong momentum and high visibility into revenue and EBITDA growth.
Financial highlights
2025 revenue was $4.735B and Adjusted EBITDA $1.585B, both exceeding guidance; Adjusted EBITDA margin reached 33.5%.
Q4 2025 revenue was $1.038B (+12% YoY), Adjusted EBITDA $281M (+30% YoY), margin 27%.
WWE margins surpassed 50% for the first time; UFC Q4 revenue grew 17% to $401M, margin 53%.
Free cash flow for 2025 was $1.159B (73% conversion), including $297M net collections for the 2026 FIFA World Cup and $250M UFC antitrust settlement payments.
Year-end 2025 net leverage was 1.9x, with $3.783B debt and $831M cash.
Outlook and guidance
2026 revenue targeted at $5.675B–$5.775B, Adjusted EBITDA $2.24B–$2.29B, margin expansion to 39.6%.
Drivers include step-ups in media rights, global partnerships, live events, FIPs, World Cup/Olympics, and Zuffa Boxing.
Expecting 21% revenue growth, 43% Adjusted EBITDA growth, and significant margin expansion YoY.
Free cash flow conversion expected to remain above 60%, excluding World Cup and Paramount deal working capital impacts.
Additional guidance details to be provided on the earnings call.
How will the $1B share repurchase be funded?
IMG FY25 EBITDA growth despite revenue drop?
What is the financial impact of Zuffa Boxing?
FIPs: What's the normalized 2026 value?
Zuffa Boxing: Assess Conor Benn deal risk.
White House event: What's the long-term ROI?
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Next TKO Group earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
TKO Group
Next TKO Group earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
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Frequently asked questions
TKO Group Holdings, Inc. (NYSE: TKO) is a premium sports and entertainment company that comprises UFC, the world’s premier mixed martial arts organization, and WWE, an integrated media organization and the recognized global leader in sports entertainment. Together, our organizations reach more than 1 billion TV households in circa 180 countries, and we organize more than 350 live events year-round, attracting over one million fans. TKO is majority owned by Endeavor Group Holdings, Inc. (NYSE: EDR), a global sports and entertainment company.
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