What were the actual revenue and earnings per share for FY2025 compared to consensus estimates and prior-year figures? | MSGS (Aug 12, 2025) | Candlesense
MSGS

What were the actual revenue and earnings per share for FY2025 compared to consensus estimates and prior-year figures?

Actual FY 2025 results

- Revenue: $2.13 billion (versus the consensus estimate of $2.08 billion and $1.96 billion in FY 2024).

- Earnings per share (EPS): $2.84 (vs. consensus of $2.81 and $2.71 in FY 2024).

Trading implications

MSGS beat both top‑line and bottom‑line expectations, delivering a modest revenue beat (≈2 % over consensus) and a modest EPS beat (≈1 % over estimates). The incremental revenue and EPS growth versus FY 2024 reflect the added value from the Knicks’ deep playoff run (nine home games, culminating in an Eastern Conference Finals appearance) which boosted ancillary revenue streams (ticket sales, concessions, and sponsorship visibility). The beat suggests that the company’s core sports‑franchise assets are still driving incremental upside, especially when the teams are competitive.

Actionable insight

The beat and the positive forward‑looking commentary on the Knicks’ trajectory and the upcoming season’s schedule have already been baked into the stock, which is trading near its 52‑week high with bullish momentum on the daily chart (above the 50‑day SMA, with RSI around 60). However, the earnings beat is modest, and the valuation remains elevated. A prudent approach is to look for a pull‑back to the 20‑day moving average on the 15‑minute chart as a potential entry point for a short‑term “buy on dip” strategy, targeting a 3‑5 % upside over the next 2–4 weeks. Keep an eye on the upcoming NBA schedule—if the Knicks extend their playoff run or the team signs a high‑profile free‑agent, that could trigger another short‑term rally. Conversely, if the Knicks exit early or there is a broader market sell‑off, the stock may test its recent low‑volume support around $70. A stop‑loss just below the 20‑day EMA (≈$68.5) would help manage downside risk.

Other Questions About This News

How did the Knicks’ playoff run affect arena-related revenue (ticket sales, concessions, and merchandise) in the fourth quarter? Did management provide guidance for FY2026, and if so, what are the revenue and EPS expectations? How does MSGS’ operating margin and EBITDA compare to previous quarters and to peer sports‑entertainment companies? What were the key drivers behind any revenue or profit deviations (e.g., player contracts, payroll, facility costs, or licensing agreements)? How did the number of home playoff games translate into incremental profit versus the regular season baseline? What is the company’s cash flow situation and any changes to debt or liquidity metrics after the quarter? Did the company announce any strategic initiatives, such as new venue partnerships, branding deals, or technology investments? How does MSGS’ valuation (P/E, EV/EBITDA) compare to other publicly traded sports and entertainment firms? What impact might the Knicks’ performance in the Eastern Conference Finals have on future ticket pricing and fan engagement metrics? Are there any risks highlighted in the filing (e.g., player injuries, labor negotiations, or regulatory changes) that could affect future earnings? How did the company’s guidance and results affect the stock’s intraday price movement and trading volume after the release? What is the breakdown of revenue sources (sports, entertainment, sponsorships) and how did each segment perform year‑over‑year?