Saga Communications Inc (SGA)
NASDAQ:SGA
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.18Last Year’s EPS
0.41Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong, high-percentage growth in digital, search, display, social and e-commerce initiatives and solid liquidity and shareholder returns contrasted with a meaningful decline in total revenue (down ~5.6%), notable client attrition (lost 419 accounts), declines in certain streaming and online news revenues, and higher near-term expenses as the company invests to bring digital products in‑house. Management expects a crossover to accretion in Q3/early Q4 2026, but near-term execution and macro weakness pose risks.Company Guidance
Digital Revenue Growth
Interactive digital revenue increased $900,000 or 25.2% year-over-year to $4.4 million (Q1 2026 vs Q1 2025). SEM/search up 105% YoY, targeted display up 120% YoY, and social media up 108% YoY.
Blended and Digital-Only Momentum
Digital-only blended revenue rose by over $1 million, a 103% increase YoY. Revenue from blended digital and radio combined was $3.6 million, up $1.3 million (59% YoY). Local direct revenue attached to blended products was up 29% YoY.
E-commerce Strength
Local e-commerce revenue up 23.2% for the quarter. April was a record month at $347,000 and January–April e-commerce is up 24% YoY; 12-month trailing e-commerce revenue is nearly $3 million.
Balance Sheet and Liquidity
Strong liquidity with $30.4 million in cash and short-term investments as of March 31, 2026 and $27.8 million as of May 4, 2026. Net cash proceeds of $9.8 million received from tower/property sale in Oct 2025 (total proceeds $15.1 million) and $11.6 million noncash gain recognized.
Shareholder Returns and Dividend Continuity
Quarterly dividend of $0.25 per share paid in Q1 (aggregate ~$1.6M) and a new $0.25 declaration announced; company has paid over $145 million in dividends since 2012 and intends to continue regular quarterly dividends.
Strategic Investments and Operational Initiatives
Investing in digital transformation: hiring corporate digital staff, plans to bring third-party digital offerings in-house to increase margins, deploying AI for efficiencies, and adding market-level sales and digital campaign managers. Marketing/digital build-out expected to increase marketing expenses by approximately $1.5 million for 2026.
Capex and Noncore Asset Monetization
Q1 capex of $780,000 vs $700,000 prior year; 2026 capex guidance roughly $3.5 million. Sold nonproductive assets (Iowa land ~$200,000, Springfield studio ~$500,000) as part of monetization efforts.
Political Revenue Visibility
Already have $1.4 million in gross political revenue booked for 2026 (vs $650,000 for full-year 2025 and $3.3 million in 2024), providing some future revenue visibility into late 2026 political spend.
SGA 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
SGA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $11.17 | $10.98 | -1.70% |
Mar 12, 2026 | $11.00 | $11.09 | +0.82% |
Nov 06, 2025 | $11.83 | $11.63 | -1.71% |
Aug 07, 2025 | $11.40 | $12.01 | +5.37% |
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 Saga Communications Inc (SGA) report earnings?
Saga Communications Inc (SGA) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Saga Communications Inc (SGA) earnings time?
Saga Communications Inc (SGA) earnings time is at Aug 06, 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 SGA EPS forecast?
SGA EPS forecast for the fiscal quarter 2026 (Q2) is -0.18.