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iHeartMedia (IHRT)
NASDAQ:IHRT
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.54Last Year’s EPS
-1.84Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes strong momentum in Digital Audio and podcasting (double-digit revenue and EBITDA growth, improving margins), meaningful programmatic and partnership progress, improved free cash flow and a concrete cost-savings plan. Offsetting these positives are near-term profitability pressure in the Multiplatform and Audio & Media Services segments (largely driven by tough political-year comps), high net leverage and interest expense, and some timing-related EBITDA volatility from noncash programmatic investments. Management provided constructive 2026 guidance (targeting ~$800M EBITDA, ~$200M FCF, and ~50% programmatic growth) and clear cost-savings targets, signaling confidence in recovery and margin expansion over the year.Company Guidance
Consolidated Revenue Growth (Ex-Political)
Consolidated revenue of $1.1B in Q4, up 0.8% year-over-year; excluding the impact of political revenue, consolidated revenue was up 7.7%.
Digital Audio Group Outperformance
Digital Audio Group (DAG) Q4 revenue $387M, up 14.1% YoY and above guidance; DAG adjusted EBITDA $132M, up 10.7% YoY; DAG adjusted EBITDA margins 34.1% in Q4 and full-year 34.4% (up from 32.5% prior year).
Strong Podcast Momentum
Podcast revenue grew to $174M in Q4, up 24.5% YoY and above guidance; ~47% of podcast revenue generated by local sales (vs ~13% in Q4 2020); podcasting margins accretive to company EBITDA.
Growth in Non‑Podcast Digital
Non-podcast digital revenue grew 6.8% YoY in Q4 to $213M, contributing to overall digital strength.
Programmatic & Strategic Partnerships
Committed programmatic build with partnerships (Amazon DSP, Yahoo! DSP, etc.); expected inclusion of broadcast inventory on Amazon DSP in H2; company expects programmatic revenue of ~$200M in 2026 (up ~50% vs $135M in 2025).
Free Cash Flow Improvement and Conversion
Q4 free cash flow $138M (or $158M including real estate proceeds) vs negative $24M prior year; Q4 EBITDA-to-free-cash-flow conversion ~70%; company guiding to ~ $200M free cash flow for full year.
Cost Savings and Efficiency Gains
Achieved previously announced $150M net cost savings in 2025; targeting $100M of in-year cost reductions for 2026 (includes $50M newly announced savings starting in Q2).
Positive Guidance and Roadmap for 2026
Q1 guidance: consolidated revenue up high single digits, adjusted EBITDA ~ $100M; Full-year guidance: adjusted EBITDA ~ $800M, FCF ~ $200M; expect Multiplatform Group to return to EBITDA growth and podcast & programmatic momentum to continue.
IHRT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IHRT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | $3.10 | ― | ― |
Nov 10, 2025 | $4.57 | $4.30 | -5.91% |
Aug 11, 2025 | $1.63 | $2.03 | +24.54% |
May 12, 2025 | $1.29 | $1.23 | -4.65% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does iHeartMedia (IHRT) report earnings?
iHeartMedia (IHRT) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is iHeartMedia (IHRT) earnings time?
iHeartMedia (IHRT) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IHRT EPS forecast?
IHRT EPS forecast for the fiscal quarter 2026 (Q1) is -0.54.