SEC 8-K filings with transcript text
Aug 12, 2026
stub-20260812
false000133763400013376342026-08-122026-08-12
Washington, D.C. 20549
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
August 12, 2026
Date of Report (date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware
(State or other jurisdiction of
incorporation or organization)
001-42846
(Commission File Number)
20-2082924
(I.R.S. Employer Identification Number)
175 Greenwich Street, 59th Floor,
New York, New York 10007
(Address of principal executive offices and zip code)
(888) 977-5364
(Registrant's telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Class A common stock, par value $0.001 per shareSTUBNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 2.02. Results of Operations and Financial Condition.
On August 12, 2026, StubHub Holdings, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.
The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
Exhibit No.Description
99.1
Press release dated August 12, 2026
104Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 12, 2026 By:/s/ Connie James
Connie James
Chief Financial Officer
May 13, 2026
stub-20260513
false000133763400013376342026-05-132026-05-13
Washington, D.C. 20549
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
May 13, 2026
Date of Report (date of earliest event reported)
(Exact name of registrant as specified in its charter)
Delaware
(State or other jurisdiction of
incorporation or organization)
001-42846
(Commission File Number)
20-2082924
(I.R.S. Employer Identification Number)
175 Greenwich Street, 59th Floor,
New York, New York 10007
(Address of principal executive offices and zip code)
(888) 977-5364
(Registrant's telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Class A common stock, par value $0.001 per shareSTUBNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 2.02. Results of Operations and Financial Condition.
On May 13, 2026, StubHub Holdings, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.
The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
Exhibit No.Description
99.1
Press release dated May 13, 2026
104Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: May 13, 2026 By:/s/ Connie James
Connie James
Chief Financial Officer
Mar 4, 2026
3 a992lettertostockholders.htm
Document
StubHub Holdings: FY2025 Shareholder Letter
March 2026
Exhibit 99.2
To our shareholders:
2025 was a pivotal year for StubHub. We grew our marketplace, further strengthened our competitive position, transformed our balance sheet, and became a public company. As we enter 2026, StubHub remains a leading global ticketing marketplace for live events with durable advantages: scale and liquidity, structurally strong financial fundamentals, and a diversified global footprint.
These fundamentals are built on our core strengths that continue to drive our competitive advantage:
•Leading marketplace position with a category-defining brand and approximately 50% market share of the secondary ticketing market in North America.1
•Proven network effects that create durable competitive advantages. As we attract more buyers through our leading distribution and global reach, sellers add more inventory and selection, which draws even more buyers and expands our distribution further.
•Asset-light business model delivering consistent take rates, over 80% adjusted gross margins, and strong free cash flow conversion. As an online marketplace, we generally do not take inventory risk and incur limited variable costs with each transaction, allowing us to reach large global audiences and generate substantial revenue with modest ongoing capital requirements.
•Extensive dataset across millions of global events. Our data on supply, demand, pricing, and user behavior enables differentiated product innovation, marketing optimization, and pricing intelligence that reinforces our market leadership.
•Scale is the defining advantage in our category. As the scale leader in secondary ticketing, our superior liquidity, trusted brand, and operational excellence create sustainable competitive advantages.
•An exceptional team with leadership experience built through decades of building and operating our business. I’m grateful to work alongside a group of high-caliber employees who show up every day for our customers—improving the product, strengthening trust, and delivering operational excellence at scale. We are also fortunate to have a deeply experienced management team—leaders who helped build this company from the ground up, raising the bar for StubHub year after year.
Together, these strengths position StubHub to capitalize on the expanding live event industry. We sit in a unique position at the intersection of technology and live events as we pursue our vision to be the global destination for fans to access live entertainment. We remain relentlessly focused on improving every part of the StubHub experience—from discovery and pricing transparency to fulfillment and support—because a better fan experience strengthens trust, drives conversion, and reinforces the marketplace flywheel.
Regarding our guidance for the year – StubHub’s financial performance in 2026 will continue to be driven by our core resale marketplace, which constitutes the vast majority of our revenue. Direct Issuance and Advertising remain compelling opportunities for us, but our FY2026 guidance does not assume any material revenue contribution from either initiative.
With this context in mind, this letter has three objectives.
1.Summarize our FY2025 business progress and financial performance
1Based on internal estimates, industry and market data, and publicly available information regarding the size of the North American secondary ticket market.
2.Provide our FY2026 outlook and guidance, which is grounded in our core resale business
3.Explain how we think about longer-term opportunities like Direct Issuance and Advertising
Our goal is to provide insights to allow you to evaluate our core business performance and track our progress toward our long-term vision.
FY2025 was a year of meaningful progress for StubHub, demonstrating our ability to execute and strengthen our competitive position. We continued to grow through a dynamic year that included the industry’s transition to all-in pricing while lapping the record-breaking Eras Tour. Despite these circumstances, we delivered $9.2 billion in GMS, representing 6% growth year-over-year, or 18% growth excluding The Eras Tour. Underlying supply and demand for live events continue to grow, and the secondary market remains a key component of this ecosystem.
Our growth was powered by continued market share gains in North America, where we improved our competitive position and strengthened our role as the scaled leader. Supported by strengthening marketplace fundamentals and ongoing progress across our core strategic advantages, we have expanded our business to approximately 50% of the secondary market.1 Even with this share of the secondary market, we still represent a small share of the overall ticketing market, underscoring our long-term growth runway. We also saw strong momentum internationally, where our expansion outpaced growth in North America, reinfor
This page provides StubHub Holdings Inc. (STUB) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on STUB's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.