IHRTHIGH SIGNALFINANCIAL10-K

iHeartRadio experienced a massive 628% spike in interest expense to $723M while dramatically improving operating losses and maintaining positive cash flow growth.

The enormous interest expense increase suggests either significant new debt issuance, debt restructuring, or rising borrowing costs that could severely impact future profitability. However, the substantial improvement in operating losses (97% reduction) and growing operating cash flow indicate the underlying business is stabilizing, creating a mixed but concerning financial picture for investors.

Comparing 2026-03-02 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

iHeartRadio shows a tale of two stories - operational improvement versus financing pressure. While operating income improved dramatically from -$763M to -$21M and operating cash flow grew 30% to $93M, interest expense exploded 628% to $723M, creating significant financial strain. Net losses improved 53% to -$473M despite the interest burden, and current liabilities increased modestly by 11%, suggesting the company is managing its operational turnaround while grappling with substantial debt service costs that could threaten long-term viability.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+628.4%
$99.3M$722.9M

Interest expense surged 628.4% — significant debt increase or rising rates materially impacting earnings.

Inventory
Balance Sheet
+173.5%
$1.2M$3.2M

Inventory surged 173.5% — growing significantly faster than typical sales pace; potential demand softening or supply chain overcorrection.

Operating Income
P&L
+97.3%
-$763.1M-$20.6M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Net Income
P&L
+53.2%
-$1.0B-$472.9M

Net income grew 53.2% — bottom-line growth signals improving overall business health.

Operating Cash Flow
Cash Flow
+29.6%
$71.4M$92.6M

Operating cash flow grew 29.6% — strong conversion of earnings to cash, healthy business fundamentals.

Current Liabilities
Balance Sheet
+11.2%
$870.3M$967.4M

Current liabilities rose 11.2% — increased short-term obligations, watch current ratio.

LANGUAGE CHANGES
NEW — 2026-03-02
PRIOR — 2025-02-27
ADDED
On February 25, 2026, there were 129,552,146 outstanding shares of Class A common stock, 21,090,196 outstanding shares of Class B common stock, and 5,038,369 outstanding Special Warrants.
Management's Discussion and Analysis of Financial Condition and Results of Operations 35 Item 7A.
Social media : Our personalities, stations and brands have a social footprint that includes over 345 million fans and followers as measured by Shareablee, which is eleven times the size of the next largest commercial broadcast audio media company.
This social footprint was at the heart of delivering over 63 billion social media impressions for our 2025 iHeartRadio Music Festival.
The Multiplatform Group segment revenue was $2,273.5 million in 2025, $2,372.9 million in 2024 and $2,435.4 million in 2023.
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REMOVED
On February 24, 2025, there were 125,991,823 outstanding shares of Class A common stock, 21,187,567 outstanding shares of Class B common stock, and 5,039,323 outstanding Special Warrants.
Management's Discussion and Analysis of Financial Condition and Results of Operations 34 Item 7A.
Social media : Our personalities, stations and brands have a social footprint that includes over 335 million fans and followers as measured by ListenFirst, which is twelve times the size of the next largest commercial broadcast audio media company.
This social footprint was at the heart of delivering 70 billion social media impressions for our 2024 iHeartRadio Music Festival.
The Multiplatform Group segment revenue was $2,372.9 million in 2024, $2,435.4 million in 2023 and $2,597.2 million in 2022.
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