StubHub Holdings, Inc. operates ticketing marketplace for live event tickets worldwide. It buys and sells tickets to live events and experiences through ...
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Est. EPS $0.12 · Revenue $513.73M · 4 analysts
Est. EPS $0.11 · Revenue $485.89M · 3 analysts
Est. EPS $0.35 · Revenue $2.02B · 4 analysts
Est. EPS $0.09 · Revenue $496.68M · 1 analysts
EPS $-0.21 · Revenue $430.30M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.7B | -1.4% | +28.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-1.9B | -67969.1% | -69.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +80.5% | -0.7% | -4.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -73.4% | -1041.2% | -20.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -109.2% | -68962.0% | -76.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $191.2M | -25.1% | +7.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.0% | -24.0% | -16.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 77.6% | -54.1% | -9.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.04x | +9.1% | -5.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $5.1B | -0.8% | +3.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -5.76 vs -4.25 | -35.6% | -0.00 vs 0.11 | -100.1% |
| Revenue Surprise | $1.7B vs $1.8B | -2.0% | $573.1M vs $513.3M | +11.6% |
Operator: Good day, ladies and gentlemen, and thank you for standing by. Welcome to StubHub's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this conference call is being recorded today, August 12, 2026. I will now turn the call over to Jonathan Schaffer, SVP, Investor Relations with StubHub. Jonathan, please go ahead. Jonathan Schaffer: Good afternoon, and thank you for joining us to discuss StubHub's Second Quarter 2026 results. For reference, our second quarter earnings release and presentation are available under the Quarterly Results section of our Investor Relations website at investors.stubhub.com. Before we begin, please note that today's call will include forward-looking statements. These forward-looking statements are based on the company's current expectations and are not guarantees of future performance. These statements are subject to numerous risks and uncertainties that could cause actual results to differ materially from what we expect. Although the company believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, it can make no assurance related to its expectations. We refer you to our recent SEC filings for a more detailed discussion of the risks that could impact our future operating results and financial condition. We will also refer to non-GAAP measures on today's call. Unless otherwise noted, our profitability and EBITDA discussions today refer to non-GAAP adjusted EBITDA. Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are contained in today's earnings release available on our Investor Relations site. All financial comparisons, unless noted otherwise, are based on the prior year period. Joining me today are Eric Baker, our Founder, Chairman and Chief Executive Officer; and Connie James, our Chief Financial Officer. They will provide prepared remarks before opening the call up to your questions. With that, I'll turn it over to Eric. Eric, you may begin. Eric Baker: Thanks, Jonathan, and welcome everyone joining us today. We delivered a strong second quarter with GMS of $3.1 billion, up 34% year-over-year, and adjusted EBITDA nearly doubling to approximately $106 million. Adjusted EBITDA margin expanded to 18%, an increase of approximately 600 basis points. We also generated healthy cash flow, which enabled us to further deleverage and strengthen our balance sheet. Our results reflect healthy demand for live events, the competitive advantages we've built through the scale of our marketplace, and strong execution by our team. The second quarter once again demonstrated the strength of our marketplace model and the indispensable role of the resale marketplace in the live events ecosystem. Starting with our core resale business, demand for live events remains healthy. Consumers continue to prioritize live experiences across sports, concerts, theater and other entertainment categories, and the 2026 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Nayaab Islam | President & Chief Product Officer | USD 7,546,282 | Male | 1987 | Active |
Eric H. Baker | Founder, Chief Executive Officer, & Chairman | USD 4,526,281 | Male | 1974 | Active |
Mark A. Streams | Chief Legal Officer & Executive Vice Chairman | USD 4,000,000 | Male | 1974 | Active |
Artem Yegorov | Chief Technology Officer | USD 3,658,969 | Male | 1981 | Active |
Constance James | Chief Financial Officer | USD 3,514,000 | Female | 1983 | Active |
Jack Sterne | Head of Policy Communications | — | Male | — | Active |
Jonathan Schaffer | Senior Vice President of Investor Relations | — | Male | — | Active |
CEO Eric Baker disposed of 18,130 shares at $9.12 per share, representing a total transaction value of $165,346 on August 5, 2026. The transaction resulted in a 0.15% decrease in the insider's total equity holdings.
This is a major business for the company. Similar measures have been passed in other North American markets, and more are currently under consideration by state legislatures.
NEW YORK--(BUSINESS WIRE)--StubHub Holdings, Inc. (NYSE: STUB), a leading global ticketing marketplace for live events, today announced that it will report its second quarter 2026 financial results after the market close on Wednesday, August 12, 2026. Management will host a conference call and webcast that day at 5:00 p.m. ET to discuss the company's financial results. The live audio webcast and replay will be available on StubHub's investor relations website at investors.stubhub.com. About Stu.
SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating StubHub Holdings, Inc. (NYSE: STUB) on behalf of investors who suffered losses and whether those losses may be recoverable under federal securities laws.
StubHub (STUB) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
