2025 OutlookTKO’s weak 2025 outlook, rising costs, and uncertain UFC media rights renewal create significant near-term headwinds.
Acquisition ConcernsThe recent acquisition appears self-serving, benefiting management while burdening shareholders with integration costs and strategic uncertainty.
Guidance ShortfallGuidance for 2025 revenue and AEBITDA both fell below consensus expectations, reflecting the impact of the Saudi Arabia PLE shift and uncertain long-term monetization from the Netflix Raw deal.