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Mar 31, 2021

Nexstar Q1 2021 Earnings Report

Nexstar generated record first quarter financial results, driven by double-digit growth in digital and distribution revenue and recovery in core advertising.

Key Takeaways

Nexstar Media Group reported record first quarter net revenue of $1,113.9 million. The company's operating income was $284.9 million, net income was $199.2 million, adjusted EBITDA was $571.4 million, and free cash flow was $483.5 million.

Nexstar generated record first quarter financial results across key financial and cash flow metrics, outperforming consensus expectations.

Record first quarter net revenue reflects double-digit growth in digital and distribution revenue and Nexstar’s ability to drive recovery in core advertising.

Nexstar's local sales initiatives continue to deliver healthy levels of new business with sales teams generating $27.8 million of first quarter new-to-television revenue, marking a 149% increase over the prior year.

The company allocated $75 million toward leverage reduction, returned approximately $30.4 million to shareholders through cash dividend, and repurchased $121 million of Class A common shares.

Total Revenue
$1.11B
Previous year: $1.09B
+2.0%
EPS
$4.42
Previous year: $3.19
+38.6%
Adjusted EBITDA
$571M
Previous year: $558M
+2.4%
Political Advertising Revenue
$5.41M
Previous year: $55.3M
-90.2%
Gross Profit
$666M
Previous year: $650M
+2.5%
Cash and Equivalents
$340M
Previous year: $434M
-21.7%
Free Cash Flow
$483M
Previous year: $423M
+14.3%
Total Assets
$13.3B
Previous year: $13.6B
-1.7%

Nexstar

Nexstar

Nexstar Revenue by Segment

Forward Guidance

With operating momentum continuing in the second quarter across our businesses, we expect to generate year-over-year growth across all of our non-political revenue sources throughout 2021, as the vaccine rollout progresses and economic conditions continue to improve. As a result, we remain confident in our ability to meet or exceed our pro-forma average annual free cash flow guidance of approximately $1.27 billion over the 2021/2022 cycle.

Positive Outlook

  • Expect to generate year-over-year growth across all of our non-political revenue sources throughout 2021
  • Vaccine rollout progresses
  • Economic conditions continue to improve
  • Confident in ability to meet or exceed pro-forma average annual free cash flow guidance of approximately $1.27 billion over the 2021/2022 cycle
  • Core advertising acceleration beginning in the second quarter

Revenue & Expenses

Visualization of income flow from segment revenue to net income