NEW YORK, Aug. 12, 2024 /PRNewswire/ -- Sphere Entertainment Co. (NYSE: SPHR) will host a conference call to discuss results for its fiscal fourth quarter and full-year ended June 30, 2024 on Wednesday, August 14, 2024 at 10:00 a.m. Eastern Time. The Company will issue a press release reporting its results prior to the market opening. To participate via telephone, please dial 888-800-3155 with the conference ID number 8089430 approximately 10 minutes prior to the call. The call will also be available via we ...

文章核心观点 - 美国对冲基金大亨肯·格里芬旗下的Citadel公司近期大幅增持了詹姆斯·多兰旗下的Sphere Entertainment公司的股份[1][2][3][4] - 另一位对冲基金大亨、纽约大都会队老板史蒂夫·科恩旗下的Point72资产管理公司也在上月披露了对Sphere Entertainment的5.5%股权投资[5] - Sphere Entertainment公司拥有拉斯维加斯一家价值23亿美元的大型演唱会场馆,该场馆去年开业并举办了U2乐队的40场演唱会[8][9] - Sphere Entertainment公司在最近一个季度实现了1.005亿美元的总收入,股价也自年初以来上涨了约30%[12] - 多兰家族拥有Sphere Entertainment公司的表决权控制权[11] 公司相关 - Citadel公司从4月1日开始增持Sphere Entertainment公司,将持股比例从1.6%提高到5.3%[2][3] - Sphere Entertainment公司拥有一家价值23亿美元的大型演唱会场馆,该场馆去年开业并举办了U2乐队的40场演唱会[8][9] - Sphere Entertainment公司在最近一个季度实现了1.005亿美元的总收入[12] - 多兰家族拥有Sphere Entertainment公司的表决权控制权[11] - Sphere Entertainment公司最近与流行巨星碧昂斯就驻场演出事宜进行了谈判,但因双方在排练时间等问题上未能达成一致而破裂[6][7] 行业相关 - Sphere Entertainment公司拥有的大型演唱会场馆在拉斯维加斯开业,并举办了U2乐队的40场演唱会,展现了其在现场娱乐行业的实力[8][9] - Sphere Entertainment公司在最近一个季度实现了1.005亿美元的总收入,股价也自年初以来上涨了约30%,显示了该公司在现场娱乐行业的良好表现[12]

文章核心观点 - 知名投资者Ken Griffin通过旗下Citadel Securities大幅增持了Sphere Entertainment(SPHR)的股票,持股比例达到5.3% [1][3] - 另一位知名投资者Steve Cohen也通过其对冲基金Point72 Asset Management增持了SPHR,持股比例达到5.5% [3] - 这些知名投资者的举动表明他们看好SPHR的未来发展前景 [6] 公司概况 - Sphere Entertainment是一家综合性娱乐公司,旗下拥有球馆和体育频道等资产 [4] - 公司可以为投资者提供体育和现场娱乐两大领域的投资机会 [4] 股价表现 - SPHR股价在过去一个月和六个月内分别上涨了25%和30% [2] - 尽管公司最近一个季度的财务数据未达预期,但股价仍然成功反弹并显示出良好的进展 [4] 分析师评级 - 摩根士丹利分析师将SPHR的目标价从42美元上调至45美元,但维持"持有"评级 [5] - 分析师认为SPHR股票仍有2%以上的上涨空间 [5]

Madeleine Deaton/iStock Editorial via Getty Images Investment Thesis Sphere Entertainment Co. (NYSE:SPHR) is a premier live entertainment and media company. Recently, the company opened a new and highly anticipated Madison Square Garden (MSG) Entertainment Sphere in Las Vegas. The groundbreaking venue is set to leverage and boost the entertainment industry in Las Vegas by offering the audience an unparalleled and immersive experience. The rationale for investment is simple: 1) The company has two distinguis ...

Sphere Entertainment (NYSE:SPHR) stock investors are excited on Wednesday after billionaire Steve Cohen took a large stake in the live entertainment event company's shares. Sphere Entertainment is best known for The Sphere. This is the large dome in Los Angeles that houses an 18,600-seat auditorium while also featuring LED displays on the outside. How This Affects SPHR Stock Even so, the stock is only up slightly as of this writing. This comes with 148,000 shares traded, as compared to a daily average of ab ...

"Throughout my career, I have focused on creative and business innovation in the entertainment industry, as well as the pursuit of production excellence, and this is a tremendous opportunity to be part of the cutting-edge work at Sphere," said Ms. Blackwood. "I am excited to join the talented and passionate creative and production technology teams at Sphere Studios as we continue reinventing and reimagining the experiences and content that make Sphere the leader in immersive entertainment." SOURCE Sphere En ...

In this expanded role, Ms. Koester will continue working together with executive leadership, and across the broader Sphere team, to grow the business and optimize its operations. Ms. Koester will now also provide strategic oversight for Sphere Studios – the immersive content studio in Burbank dedicated to developing multisensory experiences exclusively for Sphere – including further developing the Studios' capabilities as a fullservice production studio. She will continue to focus on maximizing venue utiliz ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39245 SPHERE ENTERTAINMENT CO. (Exact name of registrant as specified in its charter) Delaware 84-3755 ...

财务数据和关键指标变化 - 公司第三季度总收入约为3.21亿美元,调整后营业收益为6,150万美元 [20] - Sphere业务第三季度收入约1.7亿美元,调整后营业收益1,290万美元,主要由原创内容类别"Postcard from Earth"带动,该节目第三季度收入超过1亿美元 [20][21] - MSG Networks业务第三季度收入1.51亿美元,调整后营业收益4,860万美元,同比分别下降6%和17%,主要由于订阅收入和广告收入下降 [24][25][26][27] 各条业务线数据和关键指标变化 - Sphere业务第三季度接待近100万观众参加超过270场活动,超过全球最繁忙场馆 [11] - Postcard from Earth自10月首演以来已创收2亿美元,第二和第三季度平均每日票房超过100万美元 [13] - 音乐会业务方面,U240场演出观众规模与全国巡演相当,Phish4场演出1小时内售罄,Dead & Co.已延长即将到来的驻场演出 [14] 各个市场数据和关键指标变化 - 拉斯维加斯市场是一个国际性市场,每年有超过4,000万游客,公司正在学习如何更好地了解和服务这个市场 [35][36] - 公司正在与多个国际市场就Sphere扩张进行讨论,预计将很快与至少一个市场达成协议 [32][33] 公司战略和发展方向及行业竞争 - 公司的整体业务战略是最大化场馆利用率,计划在6月举办NHL选秀,这将是首次在Sphere内直播现场活动 [16] - 公司正在开发新的电影内容,以加强Postcard这一核心内容类别 [13] - 公司正在探索EDM演出等其他活动类型,以实现同一天内多种活动的安排 [16] - 公司认为Exosphere广告平台在重大活动期间具有显著价值,并计划今年夏季增加音频组件以提升其吸引力 [17][70][71] - 公司认为Sphere的技术和功能为企业提供了一个有吸引力的演示和教育平台,这个企业活动类别将成为一个重要且不断增长的组成部分 [15] 管理层对经营环境和未来前景的评论 - 公司对Sphere的发展前景保持乐观,认为这种新型媒体正在颠覆传统场馆模式 [10][18] - 公司认为Sphere的原创内容和音乐会业务具有很强的吸引力,并正在开发新的电影内容来加强这些核心内容类别 [13][14][35][36] - 公司认为Exosphere广告平台在重大活动期间具有显著价值,并计划进一步提升其吸引力 [17][70][71] - 公司认为Sphere的企业活动类别将成为一个重要且不断增长的组成部分 [15] - 公司认为MSG Networks业务仍面临挑战,但正在寻求增加收入机会,如直播消费者应用程序,同时关注如何更有效地运营业务 [27] 问答环节重要的提问和回答 问题1 **Brandon Ross提问** 询问公司的国际扩张计划,包括进展情况、潜在障碍以及是否有新的国内外市场洽谈 [32][33] **James Dolan回答** 公司正在与多个国际市场就Sphere扩张进行讨论,预计将很快与至少一个市场达成协议,但建设Sphere是一个复杂和昂贵的过程,需要时间谈判和确定细节 [33] 问题2 **Peter Henderson提问** 询问公司未来原创内容的策略,包括下一个原创内容的预期上线时间、内容类型以及成本考虑 [39] **James Dolan回答** 公司正在开发新的电影内容来加强Postcard这一核心内容类别,并表示将引入更好的原创内容来吸引观众,但暂不透露太多细节 [35][36] 问题3 **Logan Angress提问** 询问公司在下一财年的主要重点以及推动增长的关键杠杆 [59][60] **James Dolan回答** 公司的主要重点包括:开始建设第二个Sphere场馆、提高运营效率以实现同日多场活动安排、完善支持战略执行的基础设施 [63][65]

SPHERE ENTERTAINMENT CO. REPORTS FISCAL 2024 THIRD QUARTER RESULTS Executive Chairman and CEO James L. Dolan said, "With the second consecutive quarter of robust revenues and positive adjusted operating income at the Sphere segment, our early results continue to demonstrate Sphere's potential to disrupt the traditional venue model. We are encouraged by the demand for this new medium and remain confident in our future growth opportunities." Segment Results for the Three and Nine Months Ended March 31, 2024 a ...