With the ATS segment now clearly driving growth and profitability, investors should watch for signs of Media stabilization and ATS margin evolution. The ongoing debt paydown and stable dividend provide downside support, but the declining legacy business remains a concern. Next quarter's Media segment performance and ATS segment growth trajectory will be critical to assess the sustainability of the turnaround.
Price Chart
Executive Summary
Entravision reported Q2 2026 results with consolidated revenue up 126% YoY to $227.9M, driven by a 230% surge in the Advertising Technology & Services (ATS) segment as monthly active advertisers and revenue per advertiser grew. However, the legacy Media segment revenue declined 1% YoY, and its operating loss deepened to -$3.3M from +$0.4M a year ago. Net income swung to $19.7M from -$3.3M YoY, reflecting the ATS ramp and absence of prior-year impairment charges, while the company continued debt paydown and maintained a $0.05 quarterly dividend.
Key Financial Metrics
Key Facts
- Consolidated net revenue $227.9M, up 126% YoY ($100.7M Q2 2025)
- ATS segment revenue $182.8M, up 230% YoY ($55.3M Q2 2025)
- Media segment revenue $45.1M, down 1% YoY ($45.4M Q2 2025)
- Consolidated operating income $30.0M vs. -$0.8M YoY
- Media segment operating loss -$3.3M vs. profit +$0.4M YoY
- ATS segment operating profit $40.0M vs. $5.2M YoY
- GAAP EPS from continuing operations: basic $0.21, diluted $0.19
- Cash and marketable securities $83.4M at June 30, 2026
- Debt repaid $5M, quarterly dividend $0.05 declared
- Long-term debt $157.3M at June 30, 2026 vs. $167.1M at Dec 31, 2025
Financial Impact
Revenue surged 126% YoY; ATS segment drove the growth; Media segment declined 1% YoY with operating loss widening; net income turned positive to $19.7M
Risk Factors
- Media segment revenue and operating losses are worsening, with local/national ad headwinds continuing
- ATS segment cost of revenue grew 235% YoY, possibly pressuring gross margin over time
- No formal guidance provided — future revenue trajectory remains uncertain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-342346 |
| Document: evc-20260810.htm | 0001193125-26-342346 |
| Document: 0001193125-26-342346-index-headers.html | 0001193125-26-342346 |
| Document: 0001193125-26-342346-index.html | 0001193125-26-342346 |
| Document: 0001193125-26-342346.txt | 0001193125-26-342346 |
| 8-K Data (Synthetic) | 0001193125-26-342346 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 3 | $6.22 | awaiting T+20 | — | $6.30 (+1.39%) |
Oct 21, 2026 6d ago | 8-K | $6.31 | awaiting T+20 | — | $6.30 (−0.08%) |
Oct 20, 2026 6d ago | 8-K | $6.31 | awaiting T+20 | — | $6.30 (−0.08%) |
Oct 6, 2026 21d ago | 8-K | $6.70 | awaiting T+20 | — | $6.30 (−5.90%) |
Aug 10, 2026 11w ago | 8-K | $9.23 $8.37 | ▼ −9.32% | ▼ −8.26% | $6.30 (−31.69%) |
May 29, 2026 21w ago | 8-K | $9.28 $13.04 | ▲ +40.52% | ▲ +41.82% | $6.30 (−32.06%) |
May 19, 2026 22w ago | 8-K | $8.21 $9.86 | ▲ +20.10% | ▲ +19.36% | $6.30 (−23.20%) |
Mar 5, 2026 33w ago | 8-K | $3.40 $3.02 | ▼ −11.25% | ▼ −9.20% | $6.30 (+85.29%) |
US Market Status
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