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Mar 31, 2024

Nexstar Q1 2024 Earnings Report

Nexstar reported strong Q1 2024 results, driven by record distribution revenue and effective cost management at The CW.

Key Takeaways

Nexstar Media Group reported record first quarter net revenues of $1.28 billion, resulting in a net income of $167 million, adjusted EBITDA of $542 million, and adjusted free cash flow of $403 million. The company saw growth in distribution revenue and reduced operating losses at The CW, contributing to the strong financial performance. Nexstar anticipates building momentum through 2024 with expected record-level political spending.

Achieved highest first quarter net revenues in company history.

Outpaced consensus expectations for Adjusted EBITDA and Adjusted Free Cash Flow.

Reduced operating losses at The CW by $50 million year-over-year.

Distribution revenue reached an all-time quarterly high.

Total Revenue
$1.28B
Previous year: $1.26B
+2.1%
EPS
$3.98
Previous year: $2.97
+34.0%
Adjusted EBITDA
$542M
Previous year: $491M
+10.4%
Political Advertising Revenue
$39M
Previous year: $8M
+387.5%
Gross Profit
$546M
Previous year: $719M
-24.1%
Cash and Equivalents
$237M
Previous year: $413M
-42.6%
Free Cash Flow
$232M
Previous year: $458M
-49.3%
Total Assets
$11.9B
Previous year: $12.5B
-4.2%

Nexstar

Nexstar

Nexstar Revenue by Segment

Forward Guidance

Nexstar anticipates building momentum through 2024, driven by expected record-level political spending during this presidential election cycle.

Positive Outlook

  • Anticipated record-level of political spending this presidential election cycle.
  • Strong financial results expected for the year.
  • Continued progress at The CW.
  • Sequential quarters of primetime audience improvement.
  • All 2024 NASCAR Xfinity series playoff races scheduled to air exclusively on The CW beginning in September 2024.

Challenges Ahead

  • Impact of changes in national and regional economies.
  • Ability to service and refinance outstanding debt.
  • Successful integration of business acquisitions.
  • Pricing fluctuations in local and national advertising.
  • Volatility in programming costs.

Revenue & Expenses

Visualization of income flow from segment revenue to net income