Tikehau Capital (TKO) Earnings Call Transcripts

Tikehau Capital's Latest Earnings Call - May 18, 2026

In the Q1 2026 earnings call for TKO Group Holdings, Inc., management emphasized strong operational execution and strategic partnerships, signaling confidence in future growth. Revenue for the quarter reached approximately $475 million, with guidance for total revenue expected to hit $1.2 billion by 2030. The company reported a notable increase in consumer engagement and ticket sales, particularly in live events, despite geopolitical tensions. Management maintained a focus on margin expansion, targeting a 600 basis point increase to 40% margin by year-end.

Reported metrics

Guidance from management

Management maintained its revenue guidance of $1.2 billion by 2030 and is targeting a 600 basis point margin increase to 40% by year-end, reflecting confidence in operational execution and growth strategies.

What management said

Yes. International also is strong. I would tell you that we signed China earlier this year with [ Miguel ] in the fourth quarter. We resigned in Australia and New Zealand, and we're getting healthy increases much smaller dollars, David, than when we get our domestic deals. And right now, we're just about finalizing Spain, Belgium, Netherlands and Scandinavia, with Canada on the horizon, and we're seeing 40% to 50% in...

It is market by market. And by the way, some -- it's not only some markets are linear still and some are linear and digital simulcast and some are just digital-only streaming is what I mean to say there. But at the same time, on some of these markets, we're just selling the number of events, and in some of these markets, we're just selling the fight nights and the library or it could be a [ mishmash ] combination. So...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on future events, particularly in the Middle East. There were questions about the sustainability of consumer demand amidst external pressures and how management plans to navigate these risks.

Main topics on the call

• Strong Live Event Performance — Management highlighted robust ticket sales, stating that the UFC event in New Jersey set a record at the gate, marking the third consecutive year of sell-outs. Mark Shapiro noted, "we're seeing no consumer pullback whats...
• Strategic Distribution Partnerships — The partnership with Paramount+ for UFC and Zuffa Boxing was described as 'superb,' with management noting significant increases in viewership and subscriber retention. Shapiro stated, "we're checking all the boxes as it...
• Financial Incentive Payments Growth — Management is targeting financial incentive payments of $400 million by 2030, with current revenues from this line already exceeding $300 million. Shapiro mentioned, "we have a number of different geographies that want t...
• Global Expansion Opportunities — Management reported successful negotiations for international media rights, with increases of 40% to 50% in average annual value in several markets. Shapiro noted, "we're just about finalizing Spain, Belgium, Netherlands...

Read the full Tikehau Capital transcript (May 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 72 Tikehau Capital earnings call transcripts on record, spanning February 21, 2020 to July 29, 2026. Based on this history, Tikehau Capital reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TKO

Exchange

ENXTPA

Country

FR

Sector

Financials

Industry

Capital Markets

Calls on record

72

First call

February 21, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly