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8-K ·Filed Aug 7, 2026

VENU

Venu Holding Corp
NEUTRAL
Impact 4/10
Horizonmonths Processed2mo ago SEC0001493152-26-036634
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Actionable Insight • Neutral

Monitor construction milestones for all three amphitheaters, especially Broken Arrow's expected 2026 opening. Ticket volume trends over the next 12 months will determine if the sponsorship allowance is at risk of clawback. Watch for any delays or cancellations that could compress the initial term or reduce future revenue visibility. This is a validation of the venue pipeline but creates no near-term EPS catalyst.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
VENU ▼ -4.43% at T+20d
NEUTRAL call -4.43% · α vs SPY -3.52% · entry $2.03 → $1.94
Next anchor: T+60d in 6d
Latest observation: T+54 +55.91% FF3 residual α
Entry = T+0 close
Aug 7, 2026
via day close
T+1d
-4.93%
call -4.93% · α -4.61%
$1.93
settled 3mo ago
T+5d
-8.87%
call -8.87% · α -8.82%
$1.85
settled 2mo ago
T+20d
-4.43%
call -4.43% · α -3.52%
$1.94
settled 8w ago
T+60d
Pending
in 6d

Price Chart

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Executive Summary

Venu Holding Corp entered into an exclusive ticketing agreement with Ticketmaster, effective August 3, 2026, covering its three Sunset Amphitheater venues (Broken Arrow, OK; McKinney, TX; El Paso, TX) expected to open in 2026, 2027, and 2028 respectively. The deal provides Venu with a branded ticketing platform, a one-time hardware credit, and a multi-year sponsorship allowance tied to ticket sales thresholds, while Ticketmaster collects per-ticket Inside Charges and payment processing fees. This is a partnership-of-scale that validates operational progress but involves no upfront cash to Venu and carries execution risk on venue construction timelines.

Key Financial Metrics

Deal Type
partnership

Key Facts

  • Ticketmaster named exclusive ticketing agent for all three Sunset Amphitheater venues (Broken Arrow, McKinney, El Paso) for initial term of 5 years after last venue opens, with automatic 5-year renewals.
  • Venu retains right to sell tickets at venue box offices, conduct group sales (15+ persons), and provide House Seats; no minimum ticket sales guaranteed by either party.
  • Convenience charges set and retained by Venu up to a per-ticket cap; above that cap, excess is split between parties (undisclosed percentage).
  • Ticketmaster pays annual Sponsorship Allowance (undisclosed amounts) tied to meeting annual Qualifying Ticket sales thresholds; shortfall results in next-year allowance reduction.
  • Ticketmaster provides a one-time $450,000 Hardware Credit for equipment purchase at Venu's venues.
  • Ticketmaster guarantees 99.5% monthly TM System uptime; failure more than twice in 12 months is a material breach allowing Venu to terminate.
  • Venu may use a third-party ticketing service if Ticketmaster fails to adopt widely implemented new distribution technologies.
  • Parties acknowledge anticipated venue opening dates: Broken Arrow 2026, McKinney 2027, El Paso 2028.
  • If two of the three venues do not open, the initial term ends December 31, 2033.

Financial Impact

No upfront cash consideration to Venu; $450K hardware credit; recurring revenue from convenience charges retained by Venu up to undisclosed cap, plus annual sponsorship allowance (undisclosed) offset by per-ticket Inside Charges and ~2-3% payment processing fees. Deal value is indeterminate without volume projections.

convenience_charge_revenueinside_charges_expensesponsorship_allowance

Risk Factors

  • Construction delays or permanent abandonment of any venue could shorten/redefine the initial term and undermine the ticketing agreement's economics.
  • If ticket volumes consistently fall short of Allowance Thresholds, Venu could face material sponsorship allowance repayments to Ticketmaster.
  • Exclusive arrangement prevents Venu from seeking more favorable terms from competing ticketing platforms or negotiating secondary-market pricing independently.

Market Snapshot

Exchange
NYSE
Sector
Services-Amusement & Recreation Services
Analyst Consensus
86% bullish (7 analysts)

Investment Themes

Services

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-036634
Document: form8-k.htm0001493152-26-036634
Document: 0001493152-26-036634-index-headers.html0001493152-26-036634
Document: 0001493152-26-036634-index.html0001493152-26-036634
Document: 0001493152-26-036634.txt0001493152-26-036634
18 reports for VENU
Performance horizon
50% Hit rate @ T+1 3 of 6 directional calls Went positive at some point 3 of 6 best @ T+60▲ +48.40%May 15, 2026
Filters
Rows
Reports for VENU — sortable, filterable
TypeNow
Oct 26, 2026
today
8-K
NEUTRAL ★ 5/10
$1.31awaiting T+1—$1.30 (−0.76%)
Oct 19, 2026
7d ago
8-K
MIXED ★ 5/10
$1.20 $1.38▲ +15.00%▲ +14.47%$1.30 (+8.33%)
Oct 2, 2026
24d ago
3
NEUTRAL ★ 2/10
$1.43 $1.43· 0.00%▼ −0.55%$1.30 (−9.09%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$1.48 $1.43▼ −3.38%▼ −2.63%$1.30 (−12.16%)
Sep 21, 2026
5w ago
Insider Cluster
BULLISH ★ 6/10
$1.56 $1.47▼ −5.77%▼ −5.05%$1.30 (−16.67%)
Sep 15, 2026
5w ago
Insider Cluster
BULLISH ★ 6/10
$1.69 $1.62▼ −4.14%▼ −5.28%$1.30 (−23.08%)
Sep 2, 2026
7w ago
Insider Cluster
BULLISH ★ 5/10
$1.92 $2.00▲ +4.17%▲ +4.55%$1.30 (−32.29%)
Aug 31, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$1.86 $1.80▼ −3.23%▼ −3.67%$1.30 (−30.11%)
Aug 27, 2026
8w ago
Insider Cluster
MIXED ★ 4/10
$2.02 $1.92▼ −4.95%▼ −4.65%$1.30 (−35.64%)
Aug 20, 2026
9w ago
8-K
MIXED ★ 5/10
$1.92 $1.89▼ −1.56%▼ −1.97%$1.30 (−32.29%)
Showing 10 of 18

US Market Status

Market Closed — Opens in 5h 1m

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Report published Aug 7, 2026