Nine Entertainment Co. Holdings Limited (NEC) Earnings Dates, Call Summary & Reports

Q: What is the P/E ratio of Nine Entertainment Co. Holdings Limited stock?

The P/E ratio of {name} is N/A.

Compare

60 Followers

Earnings Data

Report Date

Aug 20, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.02

Last Year’s EPS

0.02

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a constructive and transformational picture: financials showed solid top-line scale and margin improvement (EBITDA +6%, NPAT +30%, EBITDA margin +~2ppt), strong streaming and publishing subscription growth (Stan record results, Drive marketplace growth), meaningful cost-out delivery and a strengthened balance sheet after the Domain proceeds and dividend. These positives were tempered by a weak advertising market that drove a 14% revenue decline in Total TV, continued soft digital advertising at mastheads, specific restructuring costs, and near-term uncertainty for Q4 trading and BVOD monetization. Strategic M&A (QMS), portfolio reorientation toward growth assets and early AI commercialization are notable upside drivers, while ad-market cyclicality and regulatory risks remain the main headwinds.

Company Guidance

Guidance from the call was focused on cost, leverage and M&A outcomes: Nine reiterated a target to deliver at least $160m of savings across FY‑25–FY‑27 (with $92m delivered to date) and said it will take a further ~$70m of underlying cost out across H2 FY‑26 and into FY‑27; pro forma QMS is expected to deliver ~$105m of EBITDA in CY‑26 with D&A of ~ $50m (and after‑tax interest on an ~$850m purchase of roughly $35m pa), with synergies expected to move EPS from low‑single‑digit to double‑digit accretion (post‑synergies ~ $14–20m after tax noted); leverage is expected to peak at ~1.8x net debt/EBITDA by June‑2026 post‑M&A and fall back into Nine’s 1.0–1.5x target range by end FY‑27 helped by enhanced EBITDA and tax losses expected to be realized around Jan‑2027; other reference metrics given in the update included H1 continuing revenue $1.1bn, group EBITDA $192m (reported group EBITDA $201m) and margin ~18.2%, NPAT $95m (up 30%), EPS $0.06 (up 30%) and an interim dividend of $0.045.

Group Financial Performance

Group revenue of $1.1 billion for the 6 months to December with reported group EBITDA of $201 million (including Radio/NBN/Darwin), up 6% year-on-year; on a continuing business basis EBITDA was $192 million, also up 6%.

Strong Profit and EPS Growth

Continuing business net profit after tax of $95 million, up 30% year-on-year; EPS of $0.06 per share, up 30%, and declaration of a $0.045 interim dividend.

Improved Margin and Cost Discipline

Group EBITDA margin increased by nearly 2 percentage points to 18.2%; cost removal of $43 million in the half (including $32 million of ongoing savings) with $92 million of the targeted $160 million three-year program delivered to date and a further $70 million expected to be removed across H2 FY26 into FY27.

Balance Sheet and Cash Position

Net position moved from $450 million net debt (1 July 2025) to $158 million in cash at 31 Dec 2025 (reflecting $720 million Domain proceeds net of tax and dividends); special fully franked dividend of $777 million paid; leverage expected to peak ~1.8x June 2026 and fall to target 1.0-1.5x by end FY27 following M&A and tax loss benefits.

Stan — Record Streaming Performance

Stan delivered a record H1 EBITDA of $37 million, up 24% year-on-year; Stan revenue up 15%; ARPU increased ~6%; average sports subscribers grew ~40% and Stan Sport recorded >200 million minutes viewed and record weekly users during the Winter Olympics.

Publishing and Drive Growth

Publishing reported H1 revenue $262 million and combined EBITDA $74 million (flat year-on-year); digital subscription revenue growth ~17% at mastheads; Drive Marketplaces revenue up 120% with dealer car listings +108%; digital revenues up 9% at metro mastheads/AFR and 32% at Drive.

Total TV Profit Resilience

Total TV delivered a broadly steady EBITDA of $99 million despite a 14% revenue decline (driven by prior-year Olympic comparatives), aided by $85 million reduction in Total TV costs (including $76 million net reduction in sports costs).

Strategic Portfolio Moves

Progress on strategic transformation: announced acquisition of QMS, sale of Nine Radio, restructuring of NBN and Nine Darwin — repositioning the company toward premium content, digital growth, subscriptions/licensing and higher-margin outdoor assets; estimated ~51% of current revenue and ~49% of EBITDA from growth assets, projected ~60% revenue and ~70% EBITDA pro forma FY27.

AI and Content Commercialization

Rollout of Gemini platform internally and early commercialization progress: signed two Australian corporates licensing Nine content for their in-house LLMs, with further pipeline opportunities; AI initiatives targeted to drive efficiency and new revenue streams.

Nine Entertainment Co. Holdings Limited (AU:NEC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:NEC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 20, 2026	2026 (Q4)	0.02 / -	0.015	―	―	―
Feb 23, 2026	2026 (Q2)	0.05 / 0.56	0.043	1202.33% (+0.52)	―	―
Aug 27, 2025	2025 (Q4)	0.02 / 0.01	0.025	-40.00% (-0.01)	―	―
Feb 24, 2025	2025 (Q2)	0.04 / 0.04	0.058	-25.86% (-0.02)	―	―
Aug 27, 2024	2024 (Q4)	0.02 / 0.03	0.034	-26.47% (>-0.01)	―	―
Feb 21, 2024	2024 (Q2)	0.05 / 0.06	0.077	-24.68% (-0.02)	―	―
Aug 23, 2023	2023 (Q4)	0.04 / 0.03	0.055	-38.18% (-0.02)	―	―
Feb 22, 2023	2023 (Q2)	0.08 / 0.08	0.089	-13.48% (-0.01)	―	―
Aug 24, 2022	2022 (Q4)	0.05 / 0.06	0.034	61.76% (+0.02)	―	―
Feb 23, 2022	2022 (Q2)	0.12 / 0.09	0.074	20.27% (+0.01)	―	―

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

AU:NEC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 23, 2026	AU$1.06	AU$1.06	+0.47%
Aug 27, 2025	AU$1.17	AU$1.27	+7.93%
Feb 24, 2025	AU$1.10	AU$1.14	+3.65%
Aug 27, 2024	AU$0.87	AU$0.88	+0.81%

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 Nine Entertainment Co. Holdings Limited (AU:NEC) report earnings?

Nine Entertainment Co. Holdings Limited (AU:NEC) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).

What is Nine Entertainment Co. Holdings Limited (AU:NEC) earnings time?

Nine Entertainment Co. Holdings Limited (AU:NEC) earnings time is at Aug 20, 2026, TBA (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 the P/E ratio of Nine Entertainment Co. Holdings Limited stock?

The P/E ratio of Nine Entertainment Co. Holdings Limited is N/A.

What is AU:NEC EPS forecast?

AU:NEC EPS forecast for the fiscal quarter 2026 (Q4) is 0.02.