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TKO

TKO Group Holdings, Inc.
7 filings tracked
communication servicessports entertainmentLARGE ($10B-200B)

Signal Magnitude Chart

BULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeBULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeBULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeBULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeBULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeBULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeBULLISH | 80% | 5/6/2026 | earnings beatBULLISH | 90% | 5/6/2026 | buybackBEARISH | 60% | 5/6/2026 | debt restructureBEARISH | 50% | 5/6/2026 | regulatory actionBULLISH | 70% | 5/6/2026 | dividend changeMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%
bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%
bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%
bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%
bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%
bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%
bullishMay 6

Revenue grew 26% YoY to $1.6B with strong Adjusted EBITDA expansion.

earnings beat
80%
bullishMay 6

Executed $800M accelerated share repurchase and authorized an additional $1B.

buyback
90%
bearishMay 6

Increased total debt to $4.6B via an incremental $900M term loan.

debt restructure
60%
bearishMay 6

Facing multiple ongoing antitrust lawsuits with potential for treble damages.

regulatory action
50%
bullishMay 6

Increased quarterly cash dividend to $0.78 per share from $0.38.

dividend change
70%

Filing History

10-QMay 6, 2026

The latest 10-Q paints a picture of a company at a crossroads between operational dominance and financial fragility. On one hand, TKO's ability to monetize its brands through massive media deals with Netflix and Paramount proves its market leadership. The growth in Adjusted EBITDA to $549.8 million suggests that the business model is fundamentally sound and capable of generating significant cash flow when events are executed successfully. However, the aggressive use of debt to fund share repurchases while facing a cascade of antitrust litigation creates a precarious risk profile. Investors must weigh the allure of high-margin growth and shareholder returns against the reality of a $4.6 billion debt burden and the potential for multi-hundred-million-dollar legal settlements. The overall impact of the filing is a confirmation of TKO's commercial strength, but a warning regarding its balance sheet sustainability.