Paramount Skydance (NasdaqGS:PARA) Q4 2025 Earnings call February 25, 2026 04:45 PM ET Company ParticipantsAndy Gordon - CSO and COODavid Ellison - Chairman and CEODennis Cinelli - CFOJeff Shell - PresidentKevin Creighton - EVP of Corporate Finance and Investor RelationsKutgun Maral - Media, Cable and Telecom Equity ResearchRic Prentiss - Managing DirectorConference Call ParticipantsBryan Kraft - Lead Equity Research AnalystJohn Hodulik - Media and Telecom AnalystMichael Morris - Senior Managing Director an ...

Group 1 - TKO Group Holdings, Inc. is recognized as one of the 11 Best Entertainment Stocks to Buy according to Wall Street [1] - Roth Capital raised its price target on TKO to $240 from $210, maintaining a Buy rating, citing a positive long-term growth outlook and completed negotiations for three major TV license contracts [2] - JPMorgan analyst David Karnovsky increased TKO's price target to $225 from $220, maintaining an Overweight rating, and highlighted potential for long-term compounded free cash flow growth [4] Group 2 - TKO Group Holdings operates a sports and entertainment business that includes managing intellectual property, producing and licensing live events, and offering the UFC FIGHT PASS streaming service [5] - UFC announced a strategic partnership with FoodStory Brands to develop a nutritionist-backed protein bar aimed at the performance nutrition market, facilitated by IMG Licensing [3]

What could be the next UFC, do you think. >> What could be the next UFC. Listen, I think that one of the women's sports leagues is going to ascend and command global attention.I don't know which one it is. I don't know where it will be based. Is it a global league. Is it a continental league.One of them is going to capture uh the energy and the fandom of of the globe, and that has the potential to to be UFC equivalent. But which one of those leagues is is hard for me to tell and have conviction. ...

RT BSCN (@BSCNews)🥊 700 million UFC fans. Now there's a token for them.@JoinFightID is an official UFC partner through 2028, and their $FIGHT token recently launched. Listed on Binance, Coinbase, Kraken. #1 social dApp on BNB Chain.Full breakdown ⬇️ ...

RT BSCN (@BSCNews)🥊 700 million UFC fans. Now there's a token for them.@JoinFightID is an official UFC partner through 2028, and their $FIGHT token recently launched. Listed on Binance, Coinbase, Kraken. #1 social dApp on BNB Chain.Full breakdown ⬇️ ...

So you're about to kick off this new era with Paramount, I believe it begins later this month. If you take a look at the first card that you have on Paramount, it seems to feature a lot of fighters who are known for finishing their bouts. And I wonder, you know, whether or not that was a consideration in setting things up.Well, every time that we put on a fight, you know, matchmaking is key, but not just whether they finish the fights or not is up to them and how the fight goes. But you obviously want the b ...

Group 1 - Meta has appointed Dina Powell McCormick as President and Vice Chair to guide its overall strategy and execution [1] - McCormick will partner with computer and infrastructure teams to ensure multi-billion dollar investments and drive positive economic impact [1] - The executive will focus on building new strategic capital partnerships and expanding Meta's long-term investment strategy [1] Group 2 - UFC CEO Dana White has been named to the board of directors, indicating a close relationship with Donald Trump [2] - The collaboration between Trump and UFC includes hosting a mixed martial arts fight at the White House for America's 250th anniversary [2] Group 3 - McCormick has a background in senior leadership roles at Goldman Sachs and served as a Senior White House Advisor under President George W. Bush [3] - Most recently, she was Vice Chair and Head of Global Client Services at BDT & MSD Partners [3]

Group 1: Lighter Protocol - Lighter Protocol is set to launch its LIT token by the end of the year after raising $68 million from notable investors including Peter Thiel's Founders Fund and Andreessen Horowitz [2] - The decentralized exchange operates on a custom Ethereum Layer-2 zero-knowledge rollup, capable of processing tens of thousands of orders per second with a latency of 5 milliseconds, rivaling Coinbase [2] - Lighter has a total value locked (TVL) of $1.4 billion and has generated $2.94 billion in trading volume over the last 30 days [3] - An airdrop of 250 million LIT tokens is anticipated, with Polymarket odds for this event exceeding 90% [3] - Pre-market trading shows LIT priced around $3.48, with conservative targets of $5-$6 (40-70% upside) and bullish scenarios reaching $15+ (330%+ upside) if it captures 30-40% market share [4] Group 2: VeChain - VeChain completed its Hayabusa hard fork on December 19, transitioning to Delegated Proof-of-Stake and achieving MiCAR compliance under EU regulations [5] - The upgrade introduced StarGate 2.0 staking, increasing yields for active stakers from 2% to over 9% [5] - VeChain supports over 350 active business applications in sectors such as logistics and pharmaceuticals, with total value locked increasing by 800% in Q3 2025 to $6.1 million [6] - Currently trading at $0.053, conservative targets are set at $0.055 (4% upside), while bullish forecasts could reach $0.37 (600% upside) if EU Digital Product Passport mandates drive mass adoption [6] Group 3: Algorand - Algorand is trading at $0.11, down 95% from its all-time highs, but the launch of AlgoKit 3.0 is attracting developers due to its near-instant finality and low transaction costs [7] - The platform can handle nearly 1 million transactions per day and is positioned for Central Bank Digital Currency infrastructure and real-world asset tokenization [7] - Conservative forecasts suggest a price of $0.14 (27% upside), while bullish scenarios could see it reach $1.35 (1,100% upside) if a major nation selects Algorand for CBDC infrastructure [8] Group 4: Hedera - Hedera, governed by Google, processes over 10,000 transactions per second with a finality of 3-5 seconds and average fees of $0.0001 [10] - Currently trading at $0.11 with a market cap of $4.5 billion, Hedera has attracted ETF applications that may lead to increased institutional capital inflows [10] - Conservative price targets are set at $0.25 (120% upside), while bullish forecasts could reach $1.05 (850% upside) if ETF approval and enterprise adoption accelerate [10]

Core Perspective - The Victory Fighting League (VFL) is positioned as a premier local MMA organization in New York City, aiming to carve out a unique niche in the rapidly growing MMA market, which is projected to reach $171 billion by 2028 [7]. Company Overview - VFL started its journey in New York City, hosting its inaugural event in Times Square, marking a significant milestone in its history [2]. - The organization seeks to differentiate itself from competitors like UFC by focusing on storytelling and the transformative power of martial arts, rather than just the violence associated with combat sports [11][12]. Industry Insights - MMA has seen a significant rise in popularity, overtaking boxing in the U.S. due to its raw and unpredictable nature, which attracts a wide audience [3][4]. - The growth of MMA is attributed to the groundwork laid by organizations like UFC, which has opened doors for newer leagues like VFL to enter the market [6]. Market Strategy - VFL aims to enhance fan experience by creating unique events, such as the Times Square event, which offers a different atmosphere compared to traditional venues like Madison Square Garden [14]. - Future plans include expanding to other locations, such as Miami Beach, to further engage fans and enhance hospitality [15]. Storytelling and Branding - VFL emphasizes the importance of real stories behind fighters to connect with audiences, exemplified by the upcoming event centered around Kron Gracie, which is designed to resonate with local fans [17][19]. - The organization aims to build a positive narrative around combat sports, contrasting with the perception of violence, by highlighting the respect, honor, and discipline inherent in martial arts [10][11].

Market Trend - Polymarket is adding UFC markets [1] - Dana White is anticipating the addition of UFC markets on Polymarket [1]