Entravision Communications Corp.: Q3 FY2026 earnings call

What management said about Q3 FY2026, from the documents filed with the SEC on 5 November 2026: press release. Guidance figures: 1 kept. The quarter’s numbers.

Read the filing

Key takeaways

• Consolidated revenue rose 88%: Consolidated net revenue was $226.3 million, compared with $120.6 million a year earlier, across the Media and ATS segments. Source
• Segment operating profit rose 465%: Combined segment operating profit was $35.2 million, compared with $6.2 million a year earlier; nine-month segment operating profit was $101.1 million. Source
• ATS revenue rose 133%: ATS net revenue was $177.2 million, the larger of the two segments, compared with $76.1 million a year earlier. Source
• ATS cost of revenue more than doubled: ATS cost of revenue was $107.5 million in the quarter, up 134%, and $315.9 million for nine months, up 188%. Source
• Net income reversed to profit: Net income attributable to common stockholders was $19.0 million, against a $9.7 million loss; diluted EPS was $0.18, against $(0.11). Source
• Cash and debt at quarter end: Cash, cash equivalents and marketable securities were $89.7 million; long-term debt including current maturities was $152.3 million, both as of September 30, 2026. Source

“Local advertising revenue increased 1% and national advertising revenue decreased 19%, excluding political revenue”

Michael Christenson, Chief Executive Officer

Guidance

Results and growth drivers

• Consolidated revenue rose 88%: Consolidated net revenue was $226.3 million, compared with $120.6 million a year earlier, across the Media and ATS segments. Source
• Nine-month revenue rose 108%: Nine-month net revenue was $651.2 million, compared with $313.2 million in the same 2025 period. Source
• Segment operating profit rose 465%: Combined segment operating profit was $35.2 million, compared with $6.2 million a year earlier; nine-month segment operating profit was $101.1 million. Source

Segments and regions

• ATS revenue rose 133%: ATS net revenue was $177.2 million, the larger of the two segments, compared with $76.1 million a year earlier. Source
• ATS growth linked to AI investment: Management attributed higher monthly active advertisers and higher revenue per advertiser to AI capability investments and increased sales capacity. Source
• Media revenue rose 10%: Media net revenue was $49.1 million, up on political advertising and retransmission fees, partly offset by lower spectrum usage rights revenue. Source
• Media returned to small profit: Media segment operating profit was $0.1 million in the quarter, compared with an operating loss of $3.5 million in the third quarter of 2025. Source
• Media nine-month loss widened: Nine-month Media operating loss was $8.4 million, against $5.8 million a year earlier. Source

Costs and margins

• ATS cost of revenue more than doubled: ATS cost of revenue was $107.5 million in the quarter, up 134%, and $315.9 million for nine months, up 188%. Source
• Corporate expenses rose 7%: Corporate expenses were $6.8 million, up 7%, mainly from higher stock-based compensation; nine-month corporate expenses were flat at $20.5 million. Source
• Restructuring costs fell: Restructuring costs were $0.4 million, against $3.2 million a year earlier; nine-month restructuring costs were $1.4 million. Source

Profit and earnings per share

• Net income reversed to profit: Net income attributable to common stockholders was $19.0 million, against a $9.7 million loss; diluted EPS was $0.18, against $(0.11). Source
• Income tax expense rose: Income tax expense was $6.9 million, against a $2.8 million benefit a year earlier; nine-month tax expense was $20.0 million. Source

Cash, debt and shareholder returns

• Cash and debt at quarter end: Cash, cash equivalents and marketable securities were $89.7 million; long-term debt including current maturities was $152.3 million, both as of September 30, 2026. Source
• Debt payment and dividend paid: A $5.0 million scheduled debt payment and a $4.6 million dividend were paid in the quarter. Source
• Operating cash flow increased: Operating cash flow was $16.1 million in the quarter, against $8.3 million, and $61.7 million for nine months, against $0.9 million. Source

Working capital and capital spending

• Receivables used more cash: The increase in receivables used $16.9 million of operating cash in the quarter and $54.4 million for nine months, against $10.6 million and $20.6 million a year earlier. Source
• ATS capital spending rose to $322 thousand: Quarter capital expenditure was $322 thousand for ATS, against $33 thousand, and $2,306 thousand for Media, against $1,154 thousand. Source

Coming up, as management said on 5 November 2026

• Dividend payment date: The declared dividend is payable on December 31, 2026, to holders of record at the close of business on December 17, 2026. Source

Figures management reported

Earlier plans management reported on

• Not stated: Stated in the second-quarter release; the third-quarter release does not restate it.

Other quarters

• Q2 FY2026 earnings call
• Q1 FY2026 earnings call
• Q4 FY2025 earnings call
• Q3 FY2025 results

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.