4. REVENUES

Disaggregated Revenue

The following table presents our revenues disaggregated by major source (in thousands):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Digital advertising

$

303,322

 

 

$

173,720

 

 

$

122,906

 

Broadcast advertising

 

103,684

 

 

 

143,515

 

 

 

124,722

 

Spectrum usage rights

 

6,170

 

 

 

6,884

 

 

 

8,156

 

Retransmission consent

 

29,461

 

 

 

33,880

 

 

 

36,556

 

Other

 

4,957

 

 

 

6,949

 

 

 

4,703

 

Total revenue

$

447,594

 

 

$

364,948

 

 

$

297,043

 

Contracts are entered into directly with customers or through an advertising agency that represents the customer. Sales of advertising to customers or agencies within a station’s designated market area (“DMA”) are referred to as local revenue, whereas sales from outside the DMA are referred to as national revenue. The following table further disaggregates the Company’s broadcast advertising revenue by sales channel (in thousands):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Local direct

$

19,369

 

 

$

20,798

 

 

$

21,826

 

Local agency

 

45,884

 

 

 

51,001

 

 

 

54,485

 

National agency

 

38,431

 

 

 

71,716

 

 

 

48,411

 

Total revenue

$

103,684

 

 

$

143,515

 

 

$

124,722

 

 

The following table further disaggregates the Company’s revenue by geographical region, based on the location of the sales office (in thousands):

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

U.S.

 

$

261,543

 

 

$

274,148

 

 

$

216,058

 

Rest of the World (1)

 

 

186,051

 

 

 

90,800

 

 

 

80,985

 

Total revenue

 

$

447,594

 

 

$

364,948

 

 

$

297,043

 

(1)
Primarily Europe

Deferred Revenue

(in thousands)

 

December 31,

2024

 

 

Increase

 

 

Decrease

 

 

December 31,

2025

 

Deferred revenue

 

$

1,801

 

 

2,615

 

 

(1,801

)

 

$

2,615

 

 

(in thousands)

 

December 31,

2023

 

 

Increase

 

 

Decrease

 

 

December 31,

2024

 

Deferred revenue

 

$

1,977

 

 

1,801

 

 

(1,977

)

 

$

1,801

 

Historical Timeline

Fiscal YearFiled
2025Mar 5, 2026Showing above
2024Mar 6, 2025
2023Mar 14, 2024
2022Mar 16, 2023
2021Mar 16, 2022

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.