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Jun 30, 2020

Nexstar Q2 2020 Earnings Report

Nexstar's Q2 2020 results reflected record net revenue, operating income, and net income, driven by growth in television advertising and distribution fee revenues.

Key Takeaways

Nexstar Media Group reported record second-quarter results, with net revenue, profitability, and cash flow metrics exceeding expectations. The company's diversified business model and expense management contributed to a 40.9% increase in net revenue and significant growth in broadcast cash flow, adjusted EBITDA, and free cash flow.

Net revenue increased by 40.9% year-over-year, reaching $914.6 million.

Operating income grew by 30.9% to $196.3 million.

Adjusted EBITDA increased by 48.6% year-over-year to $292.8 million.

Free cash flow increased by 127.3% year-over-year to $194.9 million.

Total Revenue
$915M
Previous year: $649M
+40.9%
EPS
$2.02
Previous year: $1.42
+42.3%
Adjusted EBITDA
$293M
Previous year: $197M
+48.6%
Political Advertising Revenue
$21.6M
Previous year: $3.16M
+583.1%
Gross Profit
$501M
Previous year: $353M
+41.9%
Cash and Equivalents
$665M
Previous year: $79.9M
+731.5%
Free Cash Flow
$195M
Previous year: $68.9M
+182.9%
Total Assets
$13.5B
Previous year: $7.03B
+92.6%

Nexstar

Nexstar

Nexstar Revenue by Segment

Forward Guidance

Nexstar expects to be free cash flow positive in every quarter of 2020 and anticipates net leverage to decline to approximately 4x by year-end.

Positive Outlook

  • Month over month improvement in pacing data
  • Benefit from significantly increased levels of political ad spending beginning in September
  • Nearly all markets have reopened in some form
  • Key economic indicators, including employment and consumer spending, are improving
  • Live news and sports programming continue to generate the strongest levels of viewership across all demographics

Challenges Ahead

  • Pandemic continues to impact commercial advertising
  • Economic impact on the U.S. commercial advertising market
  • Unprecedented challenges that have impacted our families, the economy and our daily lives
  • Softer local customer buying trends related to the COVID-19 pandemic
  • Marketplace challenges

Revenue & Expenses

Visualization of income flow from segment revenue to net income