iHeartMedia, Inc. (IHRT) Earnings History

iHeartMedia, Inc. - Q4 2025 Earnings

Filed at: Mar 2, 2026, 4:09 PM EST|Read from source

EXECUTIVE SUMMARY

iHeartMedia reported mixed Q4 2025 results with slight consolidated revenue growth driven by its Digital Audio Group, while the Multiplatform Group saw a decline. The company is focusing on cost savings and returning the Multiplatform Group to Adjusted EBITDA growth in 2026, supported by strong podcast momentum and programmatic advertising initiatives.

POSITIVE HIGHLIGHTS

  • •

    Digital Audio Group revenue increased 14.1% YoY to $387 million, driven by strong podcast growth.

    positive
  • •

    Podcast revenue grew 24.5% YoY to $174 million, exceeding guidance.

    positive
  • •

    Free Cash Flow (including net proceeds from real estate sales) was $158 million, demonstrating strong conversion of Adjusted EBITDA.

    positive
  • •

    Full year 2025 GAAP Operating loss improved significantly to $21 million from $763 million in 2024, primarily due to lower impairment charges.

    positive

CONCERNS & RISKS

  • •

    Consolidated revenue increased only 0.8% YoY to $1,127 million, and down 2.8% for the Multiplatform Group.

    attention
  • •

    GAAP Operating income decreased 18.0% YoY to $86 million.

    negative
  • •

    Consolidated Adjusted EBITDA decreased 10.5% YoY to $220 million.

    negative
  • •

    Multiplatform Group Adjusted EBITDA decreased 14.2% YoY to $130 million, and its margin compressed to 19.4% from 21.9%.

    negative
  • •

    Audio & Media Services Group revenue decreased 19.3% YoY to $79 million, and its Adjusted EBITDA margin declined to 39.7% from 49.8%.

    negative
  • •

    Full year 2025 Consolidated Adjusted EBITDA decreased 2.8% YoY to $686 million.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$1.13B
+0.8%
Prior year: $1.12B
Annual (YTD)
$3.87B
N/A
Prior year: $3.85B
Net Income
Quarterly
$-41.26B
N/A
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
$85.70B
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
7.6%
Prior Year
9.3%
YoY Change
-170 bps
Net Margin
Current Quarter
-3.7%
Prior Year
2.9%
YoY Change
N/A

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Multiplatform Group
0.0%
N/A
Digital Audio Group
0.0%
N/A
Audio & Media Services Group
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Multiplatform Group
N/A———
Digital Audio Group
N/A———
Audio & Media Services Group
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Consolidated Adjusted EBITDA
800,000,000
Free Cash Flow
200,000,000

Q1 2026

Consolidated Revenue
"increase high-single digits"
Consolidated Adjusted EBITDA
100,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Pleased with fourth quarter results, generating Adjusted EBITDA of $220 million at the midpoint of guidance.

— iHeartMedia, Inc., Q4 2025 2025 Earnings Call

Podcast momentum continues, growing 24.5% YoY, above guidance.

— iHeartMedia, Inc., Q4 2025 2025 Earnings Call

Major goal for 2026 is to return the Multiplatform Group to segment Adjusted EBITDA growth.

— iHeartMedia, Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.