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8-K2026-08-10· merged:deepseek-v4-flash

EVC · Entravision Communications Corporation

0001193125-26-342346

SEC filing

Summary

ATS分部营收暴增230%带动合并营收增126%、扭亏为盈,成头号驱动。

Key takeaways

Full analysis

指标本期去年同期同比
Net revenue$227,901 thousand$100,735 thousand126%
Media net revenue$45,080 thousand$45,413 thousand(1)%
ATS net revenue$182,821 thousand$55,322 thousand230%
Segment operating profit (loss)$36,749 thousand$5,533 thousand564%
Media segment operating profit (loss)$(3,280) thousand$354 thousand*
ATS segment operating profit$40,029 thousand$5,179 thousand673%
Corporate expenses$6,597 thousand$6,375 thousand3%
Operating income (loss)$29,967 thousand$(848) thousand*
Net income (loss) attributable to common stockholders$19,686 thousand$(3,337) thousand*
Net income (loss) per share attributable to common stockholders, diluted$0.19$(0.04)*
Cash dividends declared per common share, basic and diluted$0.05$0.05
期间指标指引口径

本季业绩的核心变化来自 Advertising Technology & Services 分部:该分部净营收由去年同期的 $55,322 thousand 增至 $182,821 thousand,同比增 230%,分部营业利润由 $5,179 thousand 升至 $40,029 thousand,直接推动合并净营收同比增 126% 至 $227,901 thousand,并使公司由去年同期营业亏损 $(848) thousand 转为营业利润 $29,967 thousand、净利润 $19,686 thousand。管理层将 ATS 增长归因于月活广告主数与单客收入双升,背后是平台 AI 能力投入与销售产能扩张。

Media 分部则承压:净营收同比降 1% 至 $45,080 thousand,分部由去年同期营业利润 $354 thousand 转为营业亏损 $(3,280) thousand,主因广播广告收入与频谱使用权收入下滑,仅部分被数字广告与 retransmission consent 收入增长抵消;管理层并披露本地广告收入增 1%、全国广告收入(剔除政治广告)降 19%。资产负债表方面,期末现金及等价物与有价证券合计 $83.4 million,长期债务及一年内到期合计 $157.3 million;本季偿还银行定期贷款 $5.0 million 并支付股息 $4.6 million,董事会另批准每股 $0.05 的季度股息(登记日 2026 年 9 月 16 日,支付日 2026 年 9 月 30 日)。本次披露未提供前瞻指引。