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- **Revenue Surge**: Fiscal 2026 first quarter revenue up 15% YoY, driven by record concert attendance and sold-out events.
- **Strategic Investments**: $25 million share repurchase program and Sphere Immersive Sound technology enhancements.
- **Sponsorship Expansion**: New partnerships with Sephora and Dove boost premium entertainment offerings.
- **Operational Efficiency**: Strong cash flow generation and cost management measures implemented.

**【CEO Summary Section】**
- **Revenue Growth**: Fiscal 2026 first quarter revenue increased by 15% year-over-year, driven by higher concert and family show revenues.
- **Concert Activity**: Over 140 events hosted, including record-breaking concert attendance and sold-out multi-night runs at The Garden.
- **Strategic Initiatives**: Continued investment in Sphere Immersive Sound technology and suite renovations to enhance guest experience.

**【CFO Financial Commentary】**
- **Financial Performance**: Fiscal 2026 first quarter revenue up 15% YoY, with strong cash flow generation and $622 million debt balance.
- **Cost Management**: $13.8 million noncash impairment charge offset by higher food, beverage, and merchandise sales.
- **Capital Allocation**: $25 million share repurchase program, with $45 million remaining under buyback authorization.

**【Q&A Key Highlights】**
- **Concert Bookings**: Fiscal 2026 first quarter bookings ahead of prior year, with 215 planned performances.
- **Sponsorship Growth**: New partnerships with Sephora and Dove, aligning with premium entertainment strategy.
- **Penn Station Redevelopment**: Collaborative efforts to enhance area appeal, supporting MSG's long-term growth.
- **Market Sentiment**: Positive momentum in concert and family show demand, with 2026 first quarter bookings up 15% YoY.

Madison Square Garden Entertainment Corp. (MSGE) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

MSGE

MSGE fundamentals

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