Press Release: Gray Media Beats Guidance With Strong Third Quarter Financial Results

Dow Jones11-07

ATLANTA, Nov. 07, 2025 (GLOBE NEWSWIRE) -- Gray Media, Inc. ("Gray," "Gray Media," "we," "us" or "our") $(GTN)$ today announced its financial results for the quarter ended September 30, 2025. We are pleased to report that our total revenue, core advertising revenue, retransmission revenue, and political advertising revenue all were at or exceeded the high-end of our previously issued guidance ranges for the quarter. In addition, our expenses were below the low-end of our guidance ranges. The quarter also included the announcements of a historic station swap and three additional planned acquisitions of several leading television stations, as well as the multi-year renewal of our affiliation agreements with the FOX network. During the third quarter, we capitalized on strong market conditions by executing two separate debt market transactions that strengthened our balance sheet and extended our debt maturities thereby increasing our financial flexibility. We look forward to continuing to grow the company with improving operational and strategic initiatives bolstered by our successful execution of these and other achievements during the third quarter.

Summary of Third Quarter Results:

Operating Highlights:

   -- Total revenue in the third quarter of 2025 of $749 million was at the 
      high end of our previously issued guidance of $750 million. 
 
   -- Core advertising revenue in the third quarter of 2025 was $355 million, 
      at the high end of our guidance and reflecting solid quarter-over-quarter 
      performance considering the third quarter of 2024 included $16 million of 
      core advertising revenue associated with the broadcast of the Summer 
      Olympics. 
 
   -- Retransmission consent revenue in the third quarter of 2025 was $346 
      million, exceeding by $1 million our previously issued high side guidance 
      of $345 million. The decline of Retransmission consent revenue less 
      Network affiliation fees from the third quarter of 2025 compared to the 
      prior year period was primarily attributable to the transition of WANF, 
      in Atlanta, to an independent station. 
 
   -- Political advertising revenue in the third quarter of 2025 was $8 million, 
      exceeding by $1 million our previously issued high side guidance of $7 
      million and reflective of the off-year of the two-year political 
      advertising cycle. 
 
   -- Broadcast operating expenses (before depreciation, amortization, 
      impairment and (gain) loss on disposal of assets) in the third quarter of 
      2025 of $542 million were significantly below our guidance range 
      reflecting the ongoing realization of our 2024 cost actions and our 
      continued focus on cost containment. Our network affiliation fees of $214 
      million were in line with our previously issued guidance of $213 million 
      to $215 million. 
 
   -- On August 16, 2025, we transitioned WANF in Atlanta to an independent 
      station from its former status as a CBS affiliate. WANF's transition has 
      met our expectations, and we look forward to continuing to expand our 
      local news and other local content offerings, including live local sports 
      programming. 
 
   -- Net loss attributable to common stockholders was $23 million in the third 
      quarter of 2025, compared to net income attributable to common 
      stockholders of $83 million in the third quarter of 2024, due primarily 
      to the cyclical decrease in political advertising. 
 
   -- Adjusted EBITDA was $162 million in the third quarter of 2025. 

Other Key Metrics:

   -- Refinancing Activities. During the third quarter of 2025, we completed 
      the following transactions that enhanced our liquidity, maturity profile 
      and our first lien leverage level, providing increased financial 
      flexibility: 
 
          -- We amended our Senior Credit Agreement to increase the 
             availability under our Revolving Credit Facility by $50 million to 
             $750 million and extended the term of those commitments to 
             December 1, 2028. 
 
          -- We issued $900 million in aggregate principal amount of 9.625% 
             Senior Secured Second Lien Notes due 2032. The proceeds of this 
             issuance, together with $50 million from our Revolving Credit 
             facility were used to: (i) redeem all of our outstanding 7.0% 
             senior notes due 2027 at par; (ii) to repay $403 million of our 
             2024 Term Loan (due June 2029) under our Senior Credit Agreement; 
             and (iii) pay transaction expenses incurred in connection with the 
             offering. 
 
          -- We issued $775 million in aggregate principal amount of 7.25% 
             Senior Secured First Lien Notes due 2033. Proceeds were used to: 
             (i) repay $630 million of our 2021 Term Loan (due December 2028); 
             (ii) $80 million of our 2024 Term Loan (due June 2029), (iii) 
             repay all $50 million then outstanding under our Revolving Credit 
             Facility; and (iv) pay transaction fees and expenses incurred in 
             connection with the offering. 
 
          -- These transactions addressed all material debt maturities and 
             amortization payments until December 2028. 
 
   -- As of September 30, 2025, calculated as set forth in our Senior Credit 
      Agreement, our First Lien Leverage Ratio, Secured Leverage Ratio and 
      Leverage Ratio, each net of $182 million of cash, were 2.72 to 1.00, 3.66 
      to 1.00 and 5.77 to 1.00, respectively. 
 
   -- As of September 30, 2025, we had $742 million of borrowing availability 
      under our $750 million Revolving Credit Facility (reflecting only certain 
      outstanding, undrawn letters of credit) and our $400 million AR Facility 
      was fully drawn. 
 
   -- Non-cash stock-based compensation was $5 million during each of the third 
      quarters of 2025 and 2024. 

Income Taxes

During the 2025 nine-month period, we made $39 million of federal and state income tax payments. We currently expect that we will not be required to make any material income tax payments for the remainder of 2025.

Pending Acquisitions and Divestitures

During the three months ended September 30, 2025, we entered into separate agreements involving television station acquisitions and divestitures with The E.W. Scripps Company ("Scripps"), Sagamore Hill Broadcasting, Inc. ("SGH"), Block Communications, Inc. ("BCI") and Allen Media Group, Inc. ("AMG"). As a result, we expect to enter six new markets with the local news station that was ranked #1 in all-day ratings in the respective markets in 2024 according to Comscore. In addition, these transactions when closed will create 11 new full-power "duopolies" of stations affiliated with a "Big Four" network. In all of these markets, we expect to leverage our news, sales, and sports strategies for the benefit of the local communities and the public interest.

Each of these transactions also furthers our commitment to pursuing tuck-in and duopoly-creating transactions in a prudent manner. After completing all four transactions, we expect to add strong assets that will be cash flow accretive and therefore will contribute to our efforts to improve the company's balance sheet.

The parties to these transactions are currently working to secure regulatory approvals, including certain waivers, and other customary approvals; however, we can provide no assurance that we will receive the necessary regulatory approvals, or that the transactions will close, on the timelines currently contemplated or at all. We expect to fund the closing of these acquisitions with cash on hand and/or borrowings under our Revolving Credit Facility. The stations to be acquired and divested under each agreement are as follows:

 
 
DMA           Market                Station to be            Station to be 
                                      Acquired                 Divested 
---    ---------------------    ---------------------    --------------------- 
 
Scripps (Non-Cash Swap): 
 
113    Lansing, MI              WSYM $(FOX)$ 
124    Lafayette, LA            KATC (ABC) 
89     Colorado Springs, CO                              KKTV (CBS) 
186    Grand Junction, CO                                KKCO (NBC) 
188    Twin Falls, ID                                    KMVT (CBS) 
 
SGH (Purchase Price of $2 
million): 
 
126    Columbus, GA             WLTZ (NBC) 
140    Lubbock, TX              KJTV (FOX) 
 
BCI (Purchase Price of $80 
million): 
 
48     Louisville, KY           WDRB (FOX), WBKI $(CW)$ 
90     Springfield MO -         WAND (NBC) 
       Champaign/Decatur, 
       IL 
190    Lima, OH                 WLIO (NBC) 
 
AMG (Purchase Price of $171 
million): 
 
73     Huntsville, AL           WAAY (ABC) 
92     Paducah, KY - Cape       WSIL (ABC) 
       Girardeau, MO - 
       Harrisburg, IL 
109    Evansville, IN           WEVV (CBS/FOX) 
108    Ft. Wayne, IN            WFFT (FOX) 
127    Montgomery, AL           WCOV (FOX) 
124    Lafayette, LA            KADN (FOX/NBC) 
135    Columbus-Tupelo, MS      WTVA (ABC/NBC) 
137    Rockford, IL             WREX (NBC) 
160    Terre Haute, IN          WTHI (CBS/FOX) 
189    West Lafayette, IN       WLFI (CBS) 
 
 

Guidance for the Three Months and Twelve Months Ending December 31, 2025

Based on our current forecasts for the quarter ending December 31, 2025, we anticipate the following key financial results, as outlined below in approximate ranges and as compared to the quarter ended December 31, 2024, as well as certain currently anticipated full-year financial results. Our guidance reflects an expected decrease of retransmission consent revenue less network affiliation fees in the quarter ended December 31, 2025, compared to the prior year period, primarily attributable to the transition of WANF to an independent station. As always, guidance may change in the future based on several factors and therefore may not reflect actual results:

 
 
                                    Quarter Ending 
                              -------------------------- 
 
                                           December 31,       Year Ending 
                               December        2025         December 31, 2025 
                               31, 2024     (Guidance)         (Guidance) 
                                          --------------  -------------------- 
                               (Actual)     Low     High   Low        High 
                              ----------  --------  ----  ------  ------------ 
                                               (in millions) 
Revenue (less agency 
commissions): 
  Core advertising             $     380    $  380  $390  $1,440    $    1,450 
  Political                          250         7     8      37            38 
  Retransmission consent             361       328   330   1,422         1,424 
  Other                               17        15    16      64            65 
                                  ------  ---  ---   ---   -----  ---  ------- 
    Total broadcasting 
     revenue                       1,008       730   744   2,963         2,977 
  Production companies                37        37    38     107           108 
    Total revenue              $   1,045    $  767  $782  $3,070    $    3,085 
                                  ======  ===  ===   ===   =====  ===  ======= 
 
Operating expenses 
(excluding depreciation, 
  amortization and loss on 
  disposal of assets): 
  Broadcasting: 
    Station expenses           $     366    $  358  $362  $1,358    $    1,362 
    Network affiliation fees         231       202   203     883           884 
    Non-cash stock-based 
     compensation                      1         -     -       1             1 
      Total broadcasting 
       expense                 $     598    $  560  $565  $2,242    $    2,247 
                                  ======  ===  ===   ===   =====  ===  ======= 
 
  Production companies         $      26    $   33  $ 34  $   95    $       96 
                                  ======  ===  ===   ===   =====  ===  ======= 
 
  Corporate and 
  administrative: 
    Corporate expenses         $      20    $   26  $ 29  $   91    $       94 
    Transaction related 
     expenses                          -         1     2       5             6 
    Non-cash stock-based 
     compensation                      4         3     4      19            20 
      Total corporate and 
       administrative 
       expense                 $      24    $   30  $ 35  $  115    $      120 
                                  ======  ===  ===   ===   =====  ===  ======= 
 
                                                                  Year Ending 
                                                                  December 31, 
                                                                      2025 
Estimated supplemental information (in 
millions):                                                         (Guidance) 
                                                                  ------------ 
  Interest expense, excluding 
   amortization of deferred financing 
   costs                                                                  $460 
  Amortization of deferred 
   financing costs                                                         $16 
  Preferred stock dividends                                                $52 
  Common stock dividends                                                   $32 
  Total capital expenditures, excluding 
   Assembly Atlanta                                                 $70 to $75 
    Capital expenditures for Assembly Atlanta, net 
     of anticipated reimbursements                                          $0 
  Income tax payments, net 
   of refunds                                                              $39 
 
 
 
                     Selected Operating Data (Unaudited) 
----------------------------------------------------------------------------- 
 
                                     Three Months Ended September 30, 
                                               % Change            % Change 
                                               2025 to             2025 to 
                              2025     2024      2024      2023       2023 
                             (dollars in millions) 
Revenue (less agency 
commissions): 
  Core advertising           $  355   $  365      (3)%    $  363       (2)% 
  Political                       8      173     (95)%        26      (69)% 
  Retransmission consent        346      369      (6)%       378       (8)% 
  Other                          15       17     (12)%        16       (6)% 
    Total broadcasting 
     revenue                    724      924     (22)%       783       (8)% 
  Production companies           25       26      (4)%        20       25% 
    Total revenue            $  749   $  950     (21)%    $  803       (7)% 
                              =====    =====               ===== 
 
Operating expenses (1): 
  Broadcasting: 
    Station expenses         $  328   $  336      (2)%    $  322        2% 
    Network affiliation 
     fees                       214      234      (9)%       234       (9)% 
    Non-cash stock-based 
     compensation                 -        1    (100)%         1     (100)% 
      Total broadcasting 
       expense               $  542   $  571      (5)%    $  557       (3)% 
                              =====    =====               ===== 
 
  Production companies       $   22   $   22       0%     $   18       22% 
 
  Corporate and 
  administrative: 
    Corporate expenses       $   20   $   20       0%     $   19        5% 
    Transaction Related 
     Expenses                     3        -     100%          -      100% 
    Non-cash stock-based 
     compensation                 5        4      25%          4       25% 
      Total corporate and 
       administrative 
       expense               $   28   $   24      17%     $   23       22% 
                              =====    =====               ===== 
 
Net (loss) income            $  (10)  $   96    (110)%    $  (40)      75% 
 
Adjusted EBITDA              $  162   $  338     (52)%    $  210      (23)% 
 
                                     Nine Months Ended September 30, 
                                                % Change             % Change 
                                                 2025 to              2025 to 
                               2025     2024     2024       2023      2023 
                                                        (dollars in millions) 
Revenue (less agency 
commissions): 
  Core advertising           $1,060   $1,110      (5)%    $1,099       (4)% 
  Political                      30      247     (88)%        46      (35)% 
  Retransmission consent      1,094    1,121      (2)%     1,167       (6)% 
  Other                          49       53      (8)%        51       (4)% 
    Total broadcasting 
     revenue                  2,233    2,531     (12)%     2,363       (6)% 
  Production companies           70       68       3%         54       30% 
    Total revenue            $2,303   $2,599     (11)%    $2,417       (5)% 
                              =====    =====               ===== 
 
Operating expenses (1): 
  Broadcasting 
    Station expenses         $1,000   $1,014      (1)%    $  955        5% 
    Network affiliation 
     fees                       681      701      (3)%       705       (3)% 
    Non-cash stock-based 
     compensation                 1        4     (75)%         4      (75)% 
      Total broadcasting 
       expense               $1,682   $1,719      (2)%    $1,664        1% 
                              =====    =====               ===== 
 
  Production companies       $   62   $   57       9%     $   88      (30)% 
 
  Corporate and 
  administrative: 
    Corporate expenses       $   65   $   67      (3)%    $   68       (4)% 
    Transaction Related 
     Expenses                     4        -     100%          -      100% 
    Non-cash stock-based 
     compensation                16       13      23%         11       45% 
      Total corporate and 
       administrative 
       expense               $   85   $   80       6%     $   79        8% 
                              =====    =====               ===== 
 
Net (loss) income            $  (75)  $  206    (136)%    $  (67)     (12)% 
 
Adjusted EBITDA              $  491   $  760     (35)%    $  600      (18)% 
 
(1) Excludes depreciation, amortization, impairment 
 and (gain) loss on disposal of assets. 
 
 
 
           Detail Table of Operating Results (Unaudited) 
-------------------------------------------------------------------- 
 
                                  Three Months 
                                     Ended        Nine Months Ended 
                                 September 30,      September 30, 
                                ----------------  ------------------ 
 
                                 2025      2024    2025     2024 
                                 (in millions, except for per share 
                                            information) 
Revenue (less agency 
commissions): 
  Broadcasting                  $  724    $ 924   $2,233   $2,531 
  Production companies              25       26       70       68 
                                 -----     ----    -----    ----- 
    Total revenue (less agency 
     commissions)                  749      950    2,303    2,599 
Operating expenses before 
depreciation, amortization, 
impairment 
  and (gain) loss on disposal 
  of assets, net: 
  Broadcasting                     542      571    1,682    1,719 
  Production companies              22       22       62       57 
  Corporate and administrative      28       24       85       80 
Depreciation                        33       36       99      108 
Amortization of intangible 
 assets                             23       31       80       94 
Impairment of intangible 
 assets                              -        -       28        - 
(Gain) loss on disposal of 
 assets, net                        (1)      16       (9)      15 
Operating expenses                 647      700    2,027    2,073 
                                 -----     ----    -----    ----- 
Operating income                   102      250      276      526 
Other (expense) income: 
  Miscellaneous (expense) 
   income, net                      (3)       2       (2)     114 
  Interest expense                (120)    (130)    (355)    (363) 
  (Loss) gain from early 
   extinguishment of debt           (7)  -    6       (6)      (1) 
                                 -----     ----    -----    ----- 
(Loss) income before income 
 taxes                             (28)     128      (87)     276 
Income tax (benefit) expense       (18)      32      (12)      70 
                                 -----     ----    -----    ----- 
Net (loss) income                  (10)      96      (75)     206 
Preferred stock dividends           13       13       39       39 
                                 -----     ----    -----    ----- 
Net (loss) income attributable 
 to common stockholders         $  (23)   $  83   $ (114)  $  167 
                                 =====     ====    =====    ===== 
 
Basic per share information: 
  Net (loss) income 
   attributable to common 
   stockholders                 $(0.24)   $0.87   $(1.19)  $ 1.76 
                                 =====     ====    =====    ===== 
  Weighted-average shares 
   outstanding                      97       95       96       95 
                                 =====     ====    =====    ===== 
 
Diluted per share information: 
  Net (loss) income 
   attributable to common 
   stockholders                 $(0.24)   $0.86   $(1.19)  $ 1.74 
                                 =====     ====    =====    ===== 
  Weighted-average shares 
   outstanding                      97       97       96       96 
                                 =====     ====    =====    ===== 
 
 
 
                      Other Financial Data (Unaudited) 
---------------------------------------------------------------------------- 
 
                                   Nine Months Ended September 30, 
                          -------------------------------------------------- 
                                      2025                      2024 
                                            (in millions) 
 
Net cash provided by 
 operating activities        $                177        $           383 
Net cash (used in) 
 provided by investing 
 activities                                   (34)                    10 
Net cash used in 
 financing activities                         (96)                  (345) 
Net increase in cash         $                 47        $            48 
                          ====  =================      ===  ============ 
 
                                                As of 
                          -------------------------------------------------- 
                              September 30, 2025         December 31, 2024 
                          ---------------------------  --------------------- 
                                            (in millions) 
 
Cash                         $                182        $           135 
Long-term debt, 
including current 
portion, less deferred 
  financing costs            $              5,610        $         5,621 
Series A Perpetual 
 Preferred Stock             $                650        $           650 
 
Revolving Credit 
Facility: 
  Revolving Credit 
   Facility commitment       $                750        $           680 
  Undrawn outstanding 
   letters of credit                           (8)                    (6) 
    Borrowing 
     availability under 
     Revolving Credit 
     Facility                $                742        $           674 
                          ====  =================      ===  ============ 
 
 

The Company

We are a multimedia company headquartered in Atlanta, Georgia. We are the nation's largest owner of top-rated local television stations and digital assets serving 113 television markets that collectively reach approximately 37 percent of US television households. The portfolio includes 78 markets with the top-rated television station and 99 markets with the first and/or second highest rated television station, as well as the largest Telemundo Affiliate group with 44 markets. We also own Gray Digital Media, a full-service digital agency offering national and local clients digital marketing strategies with the most advanced digital products and services. Our additional media properties include video production companies Raycom Sports, Tupelo Media Group, and PowerNation Studios, and studio production facilities Assembly Atlanta and Third Rail Studios.

Cautionary Statements for Purposes of the "Safe Harbor" Provisions of the Private Securities Litigation Reform Act

This press release contains certain forward-looking statements that are based largely on our current expectations and reflect various estimates and assumptions by us. These statements are statements other than those of historical fact and may be identified by words such as "estimates," "expect," "anticipate," "will," "implied," "assume" and similar expressions. Forward-looking statements are subject to certain risks, trends and uncertainties that could cause actual results and achievements to differ materially from those expressed in such forward-looking statements. Such risks, trends and uncertainties, which in some instances are beyond our control, include: estimates of future revenue, future expenses, future capital expenditures, future income tax payments, completion of future transactions and other future events. We are subject to additional risks and uncertainties described in our quarterly and annual reports filed with the Securities and Exchange Commission from time to time, including in the "Risk Factors," and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections contained therein, which reports are made publicly available via our website, www.graymedia.com. Any forward-looking statements in this press release should be evaluated in light of these important risk factors. This press release reflects management's views as of the date hereof. Except to the extent required by applicable law, Gray undertakes no obligation to update or revise any information contained in this press release beyond the published date, whether as a result of new information, future events or otherwise. Information about certain potential factors that could affect our business and financial results and cause actual results to differ materially from those expressed or implied in any forward-looking statements are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations," in our Annual Report on Form 10-K for the year ended December 31, 2024, and may be contained in reports subsequently filed with the U.S. Securities and Exchange Commission and available at www.sec.gov.

Conference Call Information:

We will host a conference call and webcast to discuss its operating results for the quarter ended September 30, 2025, on Friday, November 7, 2025. The call will begin at 11:00 AM Eastern Time. The live dial-in number is 1 (800) 715-9871, conference ID 3663076. The call will be live and available for replay at www.graymedia.com. A replay of the conference call will be available at 1 (800) 770-2030, Passcode: 3663076 until December 5, 2025.

Gray Contacts

Web site: www.graymedia.com

Hilton H. Howell, Jr., Executive Chairman and Chief Executive Officer, (404) 266-5513

Pat LaPlatney, President and Co-Chief Executive Officer, (334) 206-1400

Jeffrey R. Gignac, Executive Vice President and Chief Financial Officer, (404) 504-9828

Kevin P. Latek, Executive Vice President, Chief Legal and Development Officer, (404) 266-8333

 
 
Non-GAAP Terms 
-------------- 
 
 

In addition to results prepared in accordance with accounting principles generally accepted in the United States of America ("GAAP"), this earnings release discusses "Adjusted EBITDA" a non-GAAP performance measure that management uses to evaluate the performance of the business. Adjusted EBITDA is calculated as net income (loss), adjusted for income tax expense (benefit), interest expense, loss on extinguishment of debt, non-cash stock-based compensation costs, non-cash 401(k) expense, depreciation, amortization of intangible assets, impairment of goodwill and other intangible assets, impairment of investments, loss (gain) on asset disposals and certain other miscellaneous items. We consider Adjusted EBITDA to be an indicator of our operating performance.

In addition to results prepared in accordance with GAAP, "Leverage Ratio Denominator" is a metric that management uses to calculate our compliance with our financial covenants in our indebtedness agreements. This metric is calculated as specified in our Senior Credit Agreement and is a significant measure that represents the denominator of a formula used to calculate compliance with material financial covenants within the Senior Credit Agreement that govern our ability to incur indebtedness, incur liens, make investments and make restricted payments, among other limitations usual and customary for credit agreements of this type. Accordingly, management believes this metric is a very material metric to our debt and equity investors. Leverage Ratio Denominator gives effect to the revenue and broadcast expenses of all completed acquisitions and divestitures as if they had been acquired or divested, respectively, on October 1, 2023. It also gives effect to certain operating synergies expected from the acquisitions and related financings and adds back professional fees incurred in completing the acquisitions. Certain of the financial information related to the acquisitions, if applicable, has been derived from, and adjusted based on, unaudited, un-reviewed financial information prepared by other entities, which Gray cannot independently verify. We cannot assure you that such financial information would not be materially different if such information were audited or reviewed and no assurances can be provided as to the accuracy of such information, or that our actual results would not differ materially from this financial information if the acquisitions had been completed on the stated date. In addition, the presentation of Leverage Ratio Denominator as determined in the Senior Credit Agreement and the adjustments to such information, including expected synergies, if applicable, resulting from such transactions, may not comply with GAAP or the requirements for pro forma financial information under Regulation S-X under the Securities Act of 1933. Leverage Ratio Denominator, as determined in the Senior Credit Agreement, represents an average amount for the preceding eight quarters then ended.

We define Transaction Related Expenses as incremental expenses incurred specific to acquisitions and divestitures, including but not limited to legal and professional fees, severance and incentive compensation, and contract termination fees. We present certain line items from our selected operating data, net of Transaction Related Expenses, in order to present a more meaningful comparison between periods of our operating expenses and our results of operations.

Our "Adjusted Total Indebtedness", "First Lien Adjusted Total Indebtedness" and "Secured Adjusted Total Indebtedness" in each case net of all cash, represents the amount of outstanding principal of our long-term debt, plus certain other obligations as defined in our Senior Credit Agreement for the applicable amount of indebtedness.

These non-GAAP terms are not defined in GAAP and our definitions may differ from, and therefore may not be comparable to, similarly titled measures used by other companies, thereby limiting their usefulness. Such terms are used by management in addition to, and in conjunction with, results presented in accordance with GAAP and should be considered as supplements to, and not as substitutes for, net income and cash flows reported in accordance with GAAP.

 
 
         Reconciliation of Adjusted EBITDA (Unaudited): 
---------------------------------------------------------------- 
 
                                           Three Months Ended 
                                             September 30, 
                                        ------------------------ 
                                         2025    2024    2023 
                                             (in millions) 
Net (loss) income                       $ (10)  $  96   $ (40) 
  Adjustments to reconcile from net 
  (loss) income to Adjusted EBITDA 
    Depreciation                           33      36      36 
    Amortization of intangible assets      23      31      48 
    Impairment of goodwill and other 
     intangible assets                      -       -      43 
    Non-cash stock-based compensation       5       5       5 
    (Gain) loss on disposal of assets, 
     net                                   (1)     16      (6) 
    Miscellaneous expense (income), 
     net                                    3      (2)     10 
    Interest expense                      120     130     111 
    Loss (gain) from early 
     extinguishment of debt                 7      (6)      - 
    Income tax (benefit) expense          (18)     32       3 
      Adjusted EBITDA                   $ 162   $ 338   $ 210 
                                         ====    ====    ==== 
 
Supplemental Information: 
  Pension expense (benefit)             $   3   $   -   $   - 
  Contribution to pension plan              -       -       4 
  Amortization of deferred loan costs       4       4       3 
  Preferred stock dividends                13      13      13 
  Common stock dividends                    8       8       8 
  Purchases of property and equipment 
   (1)                                     19      23      33 
  Reimbursements of property and 
  equipment purchases                       -       -       - 
  Income taxes paid, net of refunds         -      45      19 
 
(1) Excludes $6 million, $17 million and $42 million 
 related to the Assembly Atlanta project in 2025, 2024 
 and 2023, respectively. 
 
 
 
         Reconciliation of Adjusted EBITDA (Unaudited): 
---------------------------------------------------------------- 
 
                                           Nine Months Ended 
                                             September 30, 
                                        ------------------------ 
                                         2025    2024    2023 
                                             (in millions) 
Net (loss) income                       $ (75)  $ 206   $ (67) 
  Adjustments to reconcile from net 
  (loss) income to Adjusted EBITDA 
    Depreciation                           99     108     106 
    Amortization of intangible assets      80      94     147 
    Impairment of goodwill and other 
     intangible assets                     28       -      43 
    Non-cash stock-based compensation      17      17      14 
    (Gain) loss on disposal of assets, 
     net                                   (9)     15      20 
    Miscellaneous expense (income), 
     net                                    2    (114)     13 
    Interest expense                      355     363     324 
    Loss (gain) from early 
     extinguishment of debt                 6       1       3 
    Income tax (benefit) expense          (12)     70      (3) 
      Adjusted EBITDA                   $ 491   $ 760   $ 600 
                                         ====    ====    ==== 
 
Supplemental Information: 
  Pension expense (benefit)             $   3   $   -   $  (1) 
  Contribution to pension plan              -       -       4 
  Amortization of deferred loan costs      12      11      10 
  Preferred stock dividends                39      39      39 
  Common stock dividends                   24      24      22 
  Purchases of property and equipment 
   (2)                                     43      64      78 
  Reimbursements of property and 
  equipment purchases (3)                   -       -       - 
  Income taxes paid, net of refunds        39     130      43 
 
(2) Excludes $22 million, $39 million and $210 million 
 related to the Assembly Atlanta project in 2025, 2024 
 and 2023, respectively. 
(3) Excludes $5 million, $6 million and $38 million 
 related to the Assembly Atlanta project in 2025, 2024 
 and 2023, respectively. 
 
 
 
             Calculation of Leverage Ratio, First Lien Leverage 
            Ratio and Secured Leverage Ratio, as each is defined 
                 in our Senior Credit Agreement (Unaudited): 
---------------------------------------------------------------------------- 
 
                                                   Eight Quarters Ended 
                                                      September 30, 2025 
                                                   (in millions) 
Net income                                           $              290 
  Adjustments to reconcile from net income to 
  Leverage Ratio 
    Denominator as defined in our Senior Credit 
    Agreement: 
      Depreciation                                                  282 
      Amortization of intangible assets                             253 
      Non-cash stock-based compensation                              45 
      Common stock contributed to 401(k) plan                        10 
      Loss on disposal of assets, net                                11 
      Gain on disposal of investment, not in the 
       ordinary course                                             (110) 
      Interest expense                                              956 
      Gain on early extinguishment of debt                          (28) 
      Income tax expense                                            102 
      Impairment of investment, goodwill and 
       intangible assets                                             74 
      Amortization of program broadcast rights                       56 
      Payments for program broadcast rights                         (57) 
      Adjustments for unrestricted subsidiaries                      22 
      Transaction Related Expenses                                    4 
      Other                                                          (1) 
Total eight quarters ended September 30, 2025        $            1,909 
                                                   ===  ===============  === 
  Leverage Ratio Denominator (total eight 
  quarters ended 
    September 30, 2025, divided by 2)                $              955 
 
                                                      September 30, 2025 
                                                       (dollars in millions) 
 
Total outstanding principal secured by a first 
 lien                                                $            2,774 
Cash                                                               (182) 
  First Lien Adjusted Total Indebtedness             $            2,592 
                                                   ===  ===============  === 
First Lien Leverage Ratio (maximum permitted 
 incurrence is 3.50 to 1.00) (1)                                   2.72 
 
Total outstanding principal secured by a lien        $            3,674 
Cash                                                               (182) 
  Secured Adjusted Total Indebtedness                $            3,492 
                                                   ===  ===============  === 
Secured Leverage Ratio (maximum permitted 
 incurrence is 5.50 to 1.00) (2)                                   3.66 
 
Total outstanding principal, including current 
 portion                                             $            5,685 
Letters of credit outstanding                                         8 
Cash                                                               (182) 
  Adjusted Total Indebtedness                        $            5,511 
                                                   ===  ===============  === 
Leverage Ratio (maximum permitted incurrence is 
 7.00 to 1.00)                                                     5.77 
 
 
(1) At any time any amounts are outstanding under 
 our revolving credit facility, our maximum First Lien 
 Leverage Ratio cannot exceed 4.25 to 1.00. 
(2) For the 2032 Notes (2L) the maximum permitted 
 SECOND LIEN incurrence is 4.5 to 1.00. 
 

(END) Dow Jones Newswires

November 07, 2025 06:00 ET (11:00 GMT)

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