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Entravision Communications Corp.: Q2 FY2026 earnings call

What management said about Q2 FY2026, from the documents filed with the SEC on 10 August 2026: press release. Guidance figures: 1 kept. The quarter’s numbers.

Key takeaways

  • Consolidated revenue rose 126%: Consolidated net revenue was $227,901 thousand, up from $100,735 thousand a year earlier. Six-month revenue was $424,872 thousand, up 121%. Source
  • Net income and diluted EPS turned positive: Net income attributable to common stockholders was $19,686 thousand, against a $3,337 thousand loss a year earlier. Diluted EPS was $0.19, against $(0.04). Source
  • Segment operating profit increased: Segment operating profit was $36.7 million for the quarter against $5.5 million a year earlier. Six-month segment operating profit was $65.8 million against $9.4 million. Source
  • Media operating loss widened: Media operating loss was $3,280 thousand, against a $354 thousand profit in the prior-year quarter. Six-month Media operating loss was $8,498 thousand. Source
  • Local ads up, national ads down: Excluding political revenue, local advertising revenue rose 1% and national advertising revenue fell 19%, as stated by the CEO. Source
  • ATS growth from more advertisers: Higher monthly active advertisers and higher revenue per monthly active advertiser drove ATS growth in the quarter. Source
  • Cash and debt at June 30: Cash, cash equivalents and marketable securities totaled $83.4 million, and long-term debt with current maturities totaled $157.3 million, as of June 30, 2026. Source

“Net revenue in our Advertising Technology & Services segment increased 230% in second quarter 2026 compared to second quarter 2025.”

Michael Christenson, Chief Executive Officer

Guidance

AreaPeriodFigureAgainst last quarter
Quarterly cash dividend SourcePayable September 30, 2026$0.05 per shareKept

Consolidated results and profit

  • Consolidated revenue rose 126%: Consolidated net revenue was $227,901 thousand, up from $100,735 thousand a year earlier. Six-month revenue was $424,872 thousand, up 121%. Source
  • Net income and diluted EPS turned positive: Net income attributable to common stockholders was $19,686 thousand, against a $3,337 thousand loss a year earlier. Diluted EPS was $0.19, against $(0.04). Source
  • Operating income was positive: Operating income was $29,967 thousand, against a $848 thousand loss a year earlier. Six-month operating income was $50,656 thousand. Source
  • Segment operating profit increased: Segment operating profit was $36.7 million for the quarter against $5.5 million a year earlier. Six-month segment operating profit was $65.8 million against $9.4 million. Source

Media segment

  • Media revenue slipped 1%: Media revenue was $45,080 thousand in the quarter, against $45,413 thousand a year earlier. The decrease was attributed to broadcast advertising and spectrum usage rights revenue. Source
  • Media operating loss widened: Media operating loss was $3,280 thousand, against a $354 thousand profit in the prior-year quarter. Six-month Media operating loss was $8,498 thousand. Source
  • Local ads up, national ads down: Excluding political revenue, local advertising revenue rose 1% and national advertising revenue fell 19%, as stated by the CEO. Source
  • Six-month Media revenue mix shifted: Six-month Media revenue rose 1% to $87,501 thousand. Digital advertising and retransmission consent revenue increases were partly offset by lower broadcast advertising and spectrum usage rights revenue. Source

“These results were driven by the investments in the AI capabilities of our platform and our expanded sales capacity.”

Michael Christenson, Chief Executive Officer

Advertising Technology and Services

  • ATS growth from more advertisers: Higher monthly active advertisers and higher revenue per monthly active advertiser drove ATS growth in the quarter. Source
  • ATS operating profit increased: ATS operating profit was $40.0 million for the quarter against $5.2 million a year earlier. Six-month ATS operating profit was $74.3 million. Source
  • ATS six-month revenue grew 218%: ATS net revenue was $182,821 thousand for the quarter, against $55,322 thousand. Six-month ATS revenue was $337,371 thousand. Source

Costs and expenses

  • Cost of revenue rose 210%: Consolidated cost of revenue was $117,934 thousand against $38,010 thousand. ATS cost of revenue was $111,870 thousand against $33,359 thousand. Source
  • Direct operating expenses rose 34%: Direct operating expenses were $50,621 thousand against $37,712 thousand. ATS direct operating expenses were $21,868 thousand and Media $28,753 thousand. Source
  • Corporate expenses rose on stock pay: Corporate expenses were $6,597 thousand, up 3%, on higher non-cash stock-based compensation. Selling, general and administrative expenses rose 16% to $19,013 thousand. Source
  • No prior-year impairment or lease charges: The prior-year six months included a $23,673 thousand impairment charge and a $25,191 thousand loss on lease abandonment. The 2026 six-month period shows neither charge. Source

“We repaid $5 million on our bank term loan in the second quarter of 2026,”

Michael Christenson, Chief Executive Officer

Receivables and payables

  • Trade receivables increased: Trade receivables rose from $94,912 thousand at December 31, 2025 to $132,393 thousand at June 30, 2026. Source
  • Payables and accrued expenses rose: Accounts payable and accrued expenses rose to $133,529 thousand from $91,736 thousand at December 31, 2025. Source
  • Operating cash flow was positive: Net cash from operating activities was $23,770 thousand in the quarter, against $7,828 thousand a year earlier. Six-month operating cash flow was $45,554 thousand, against a $7,416 thousand outflow. Source

Cash, debt and dividends

  • Cash and debt at June 30: Cash, cash equivalents and marketable securities totaled $83.4 million, and long-term debt with current maturities totaled $157.3 million, as of June 30, 2026. Source
  • Dividends paid and cash balance rose: Dividends paid were $4,611 thousand in the quarter. Cash and cash equivalents rose to $80,794 thousand from $59,439 thousand at December 31, 2025. Source
  • Stockholders' equity increased: Total stockholders' equity rose to $83,558 thousand from $55,442 thousand at December 31, 2025. Source

Capital expenditure and assets

  • ATS capital spending rose: ATS capital expenditures were $1,395 thousand for six months, against $325 thousand. Media capital expenditures were $5,672 thousand, against $4,330 thousand. Source
  • Asset sale proceeds and held-for-sale assets: Proceeds from sale of assets were $1,892 thousand in the quarter. Assets held for sale were $3,635 thousand at June 30, 2026, down from $5,597 thousand. Source

Coming up, as management said on 10 August 2026

  • Dividend payable September 30: The $0.05 per share quarterly dividend is payable on September 30, 2026, to holders of record at the close of business on September 16, 2026. Source

Figures management reported

FigureReported
Capital expenditures Source$3,170 thousand in the second quarter of 2026 and $7,067 thousand for the six months, against $2,271 thousand and $4,655 thousand a year earlier

Earlier plans management reported on

  • Not stated: Management said it remains committed to reducing debt and maintaining its balance sheet. Source

Other quarters

Summarised with AI from the documents the company filed with the SEC. Every point is checked against the filing before it is shown: management’s own words word for word, figures against the line or table row they come from. A point that fails the check is left out. Source opens the filing at that line.