Entravision Communications Corporation Q3 2026 Earnings Recap

Entravision shares rose 19.9% after earnings, as ATS growth and higher operating income appear to have outweighed signs of sequential moderation. ATS revenue increased 133% year over year, though it was down 3% sequentially, and operating profit fell 12% from Q2.

Key Takeaways

• Consolidated revenue rose 88% to $226 million; operating income increased to $35 million from $6 million a year earlier.
• ATS revenue reached $177.2 million, up 133% year over year, on higher monthly active accounts and revenue per account. ATS operating profit rose 261% to $35.2 million.
• ATS expenses increased 72% year over year. Management cited higher cloud costs, sales commissions and performance compensation; Q3 margin also faced temporary cloud expense from a multi-cloud migration.
• Media revenue rose 10% to $49.1 million, including $6 million of political advertising, and the segment moved to a $0.1 million operating profit from a $3.5 million loss. Full-year 2026 political revenue is expected to be about $25 million, at the low end of the company’s target range.
• Entravision is exploring strategic alternatives for its TV business without a Univision affiliation and agreed to sell its Tampa-market TV stations for $30 million.