TKO Group Holdings, Inc. — Cyborg Score 7/10

Strong
Sports Entertainment and Media

Strategic Profile

WWE is an integrated media and sports entertainment company with revenue principally consisting of media rights fees, ticket sales and site fees associated with global live events, partnerships and marketing, and consumer product licensing agreements. TKO acquired IMG, On Location, and Professional Bull Riders in an equity transaction valued at $3.25 billion, and the company announced a $1.0 billion share repurchase program with transactions expected to launch in March 2026.

Cyborg Score Rationale

TKO operates dominant global brands (WWE and UFC) with diversified revenue streams across media rights, live events, and merchandise. The company demonstrated earnings growth in 2025 and is executing strategic acquisitions and capital return programs, though overall revenue declined slightly YoY.

Top Insights

  • TKO is structured around three major operating segments: UFC, WWE, and IMG (media rights and event management), creating a diversified portfolio across combat sports, professional wrestling, and sports events
  • TKO acquired IMG, On Location, and PBR in February 2025 for $3.25 billion in equity, with Endeavor receiving approximately 26.54 million common units
  • Earnings increased 1976.99% in 2025 despite a 3.05% revenue decline, suggesting improved operational efficiency and profitability optimization
  • TKO announced a $1.0 billion Class A common stock repurchase program with transactions expected to launch in March 2026, indicating confidence in valuation and shareholder return strategy

Named Competitors

  • All Elite Wrestling — Professional wrestling entertainment competitor
  • UFC — Mixed martial arts owned by parent company

Recent Developments

  • (February 2025) Acquired IMG, On Location, and PBR in $3.25 billion equity transaction
  • (March 2026) Launched $1.0 billion share repurchase program
  • (Q1 2026) Reported 37% YoY growth in IMG live events and hospitality revenue to $467.7 million

Open the full interactive TKO Group Holdings, Inc. report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →