Q1 2026 was a bloodbath for the digital Hype Economy. Wall Street aggressively dumped over-leveraged tech, social media, and sports betting platforms, fleeing to the safety of "IRL" assets, legacy publishing, and physical cash flows. The ZIRP era is dead; market reality is back in session.
Dive into Warner Music Group's Q1 FY2026 financial filings. Despite an EPS miss caused by currency exchange rates, total revenue surged to $1.84 billion. Explore the 3-year historical trends highlighting WMG's rebounding Adjusted OIBDA, booming streaming subscriptions, and $420M in free cash flow.
Dive into Spotify's Q4 2025 SEC filings. The streaming giant achieved a record $816 million in operating income and crossed 750 million MAUs. Explore the 3-year historical trends highlighting how strict cost discipline, audiobooks, and video podcasting transformed margins.
Dive into Sony's Q3 FY2025 financial filings. The Music segment posted record results, reaching $3.52 billion in revenue and $690 million in operating profit. Explore the 3-year historical trends highlighting how live events and publishing royalties are driving Sony's broader corporate margins.
Dive into iHeartMedia's Q4 2025 SEC filings. Despite losing $80M in political ad revenue from the 2024 election, consolidated revenue grew to $1.13 billion. Driven by massive gains in the Digital Audio Group and podcasting, iHeart restored its free cash flow. Explore the 3-year historical trends.
Dive into SiriusXM's Q4 2025 SEC filings. Despite a sharp drop in net income, the audio giant stabilized total revenue at $2.19 billion and generated a record $541 million in free cash flow. Explore the 3-year historical trends highlighting SiriusXM's 41% annual surge in podcast advertising.
Dive into Sphere's Q4 2025 financials. Driven by The Wizard of Oz and lucrative Exosphere advertising, the Las Vegas venue drove total revenue to $394.3M and achieved a record $89.4M in adjusted operating profit. Explore the 3-year historical trends highlighting Sphere's B2B margin expansion.
Dive into Live Nation's Q4 2025 SEC filings. Despite macroeconomic fears, total revenue jumped 11% to $6.31 billion. Explore the 3-year historical trends showing how record stadium attendance, soaring VIP sponsorships, and a $7.09 billion cash pile are funding a massive global venue expansion.
Dive into Ubisoft's Q3 FY2026 financial filings. Despite crushing balance sheet risks and a severe digital drop, net bookings reached $398.8 million driven by back-catalog resilience. Explore the 3-year historical trends highlighting the publisher's drastic turnaround strategy.
Dive into Take-Two's Q3 FY2026 SEC filings. Despite delaying GTA VI to November 2026, the publisher crushed estimates with $1.76 billion in net bookings driven by recurring mobile and live-service engagement. Explore the 3-year trends showing how they fund massive development costs.
Dive into Sony's Q3 FY2025 financial filings. Despite a 4% drop in gaming revenue caused by a plateauing hardware cycle, Sony's Game & Network Services division achieved a record $914 million operating profit. Explore the 3-year historical trends highlighting the shift to software margins.
Dive into Mattel's Q4 2025 SEC filings. Net sales reached $1.77 billion as the company aggressively pivots into digital gaming and media by fully acquiring the Mattel163 mobile studio. Explore the 3-year historical trends showing how games and theatrical IPs are reshaping Mattel's margins.
Entertainment Earnings
Dive into Nintendo's Q3 FY2026 holiday financials. Stripping out the 9-month data reveals the Switch 2 drove $5.15 billion in pure holiday sales. Explore the 3-year trends showing the tension between record hardware sales and tightening operating margins caused by rising component costs.
Entertainment Earnings
Dive into NetEase's Q4 2025 SEC filings. Despite missing Wall Street's aggressive estimates, revenue reached $3.9 billion. Explore the 3-year historical trends highlighting NetEase's expanding global gaming footprint, its $23.4 billion net cash position, and Youdao's AI profitability milestone.
Entertainment Earnings
Dive into Microsoft's Q2 FY26 SEC filings. While overall company revenue hit a record $81.3 billion fueled by AI cloud growth, the gaming division saw revenue fall to $5.96 billion. Explore the 3-year historical trends driving the rapid 32% collapse in Xbox hardware and the multi-platform pivot.
Entertainment Earnings
Dive into Hasbro's Q4 2025 SEC filings. The toymaker has successfully pivoted into a digital media powerhouse, with Wizards of the Coast revenue surging 86% to $630 million. Explore the 3-year historical trends highlighting Hasbro's asset-light transformation and margin explosion.
Entertainment Earnings
Dive into Electronic Arts' Q3 FY2026 financial filings. Fueled by Battlefield 6 and EA SPORTS FC, net bookings surged 38% to a record $3.05 billion. Explore the 3-year historical trends showing how robust cash flow and live services are bridging EA toward its massive $55 billion private buyout.
Entertainment Earnings
Dive into Tencent's Q4 2025 financials. Despite AI CapEx anxieties, total revenue surged to $27.18 billion driven by international gaming and AI ad tooling. Explore the 3-year historical trends highlighting Tencent Cloud's milestone shift to scaled profitability.
Entertainment Earnings
Dive into Snap Inc.'s Q4 2025 SEC filings. Driven by AI-powered ad improvements and massive subscription growth to 24 million users, Snap hit $1.72 billion in revenue and achieved rare GAAP profitability. Explore the 3-year historical trends showing Snap's financial turnaround.
Entertainment Earnings
Dive into Pinterest's Q4 2025 SEC filings. Despite severe tariff impacts on retail ad spending, revenue hit a record $1.32 billion. Driven by its new OmniSage AI model, global MAUs surged to 619 million. Explore the 3-year historical trends highlighting Pinterest's shift to AI social commerce.
Entertainment Earnings
Dive into Meta's Q4 2025 SEC filings. The Family of Apps continues to dominate, with ad revenue surging 24% to $58.1 billion thanks to AI-powered recommendation engines. Explore the 3-year historical trends showing how Meta's social cash flow is bankrolling its massive 2026 infrastructure spend.
Entertainment Earnings
Dive into Kuaishou Technology's Q4 2025 financials. The short-video giant achieved record adjusted net profits of $770M and pushed e-commerce GMV near $73B. Explore the 3-year historical trends showing Kuaishou's ongoing shift into a highly profitable, AI-driven digital retail platform.
Entertainment Earnings
Dive into Bilibili's Q4 2025 SEC filings. While broader media faced macro headwinds, Bilibili achieved record GAAP profitability and hit 113 million DAUs via aggressive Gen Z ad monetization and a pivot to long-form AI content. Explore the 3-year historical trends driving this turnaround
Entertainment Earnings
Explore Alphabet's Q4 2025 SEC filings focusing on its AI and Cloud capabilities. With total revenue hitting $113.8B, Google Cloud growth accelerated to 48%, powered by enterprise AI demand. Discover the 3-year historical trends behind Google's massive infrastructure supercycle.