Strong concert demand and …

Appearance date: May 1, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Live Nation Entertainment Inc (NYSE: LYV) recorded an increase in live nation concerts by 12% over the previous year via Ticketmaster.

• The postponed turnover for ticketmaster rose by 13%in the quarter, which indicates strong future sales potential.

• The company is experiencing a strong demand for concerts, with important artists such as Chris Brown and Lady Gaga a significant ticket sale.

• Live Nation Entertainment Inc (NYSE: LYV) has secured over 80% of his sponsorship business for the year and showed strong brand partnerships.

• The takeover of Hayashi in Japan is a strategic step to expand in one of the largest music markets worldwide.

• The income and the AOI from Ticketmaster had dropped due to fewer activities from other promoters and non-Concert categories.

• The company looks primarily in Mexico and Latin America against foreign exchange against the headwind of foreign exchange and affects the short -term results of Ticketmaster.

• There is a later point in time for Onales, with further concert activities expected in the second half of the year, which affects sales recording.

• The regulatory environment is still difficult, with ongoing legal processes and potential effects of the DOJ case.

• The secondary ticket market is not considered a growth driver, and the company aims to reduce its dependence on this segment.

Q: Can you explain the factors behind the sales of Ticketmaster and the AOI decline despite increased activity? A: Joe Berchtold, President and CFO, explained that during the Live Nation's concerts via Ticketmaster compared to 12% compared to the previous year, other organizers and non-concert activities have no longer dropped. The exposed sales rose by 13%, which indicates future growth. The decline was due to offer problems, not on request and FX counter -wind in Latin America. You expect an improvement in the second half of the year.

Q: Do you see a consumer failure that affects concerts or sponsorship? A: Michael Rapino, CEO, explained that she had seen no withdrawal from consumers. Ticket sales remain strong and on sale in April. Sponsoring is over 80% contractual and compared to the previous year. The expenses on site have also shown no decline.

Q: Can you discuss the expectations of the concert margin for 2025 and all factors affect Q4? A: Joe Berchtold found that they expect concert margins to remain flat for 2025. Despite some volatility, they effectively manage the costs and expect the margin levels of the previous year. F4 will have some effects of ocesa and advertising costs.