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Dec 31, 2020

TEGNA Q4 2020 Earnings Report

TEGNA reported record fourth quarter and full-year results driven by political advertising and subscription revenue growth.

Key Takeaways

TEGNA Inc. reported record financial results for the fourth quarter and full-year ended December 31, 2020, driven by record political advertising revenues, continued strength of high-margin and recurring subscription revenues, and record GAAP net income and Adjusted EBITDA. The company exceeded full-year 2020 guidance provided prior to the COVID-19 pandemic for all key financial metrics.

Total company revenue was $938 million, up 35 percent year-over-year, driven by record political advertising and continued growth in subscription revenue.

TEGNA generated record political advertising revenue of $264 million in the fourth quarter, including $50 million of revenue generated from the Georgia Senate run-off elections.

Subscription revenue of $314 million was up nine percent year-over-year due to rate increases.

Total company Adjusted EBITDA was a record $429 million, an increase of 87 percent compared with fourth quarter of 2019.

Total Revenue
$938M
Previous year: $694M
+35.1%
EPS
$1.16
Previous year: $0.47
+146.8%
Gross Profit
$538M
Previous year: $339M
+58.9%
Cash and Equivalents
$41M
Previous year: $29M
+41.4%
Free Cash Flow
$350M
Previous year: $111M
+215.3%
Total Assets
$6.85B
Previous year: $6.95B
-1.5%

TEGNA

TEGNA

TEGNA Revenue by Segment

Forward Guidance

TEGNA expects continued growth in 2021, driven by strong subscription revenues and year-over-year AMS revenue growth.

Positive Outlook

  • Total Company GAAP Revenue + Mid-Single Digits percent

Challenges Ahead

  • Total Non-GAAP Operating Expenses + Mid-Single Digits percent
  • Non-GAAP Operating Expenses (excluding programming) + Low-Single Digits percent

Revenue & Expenses

Visualization of income flow from segment revenue to net income