MDIAHIGH SIGNALOPERATIONAL10-K

MDIA completed a major acquisition by exercising a put right to acquire 100% of Estrella Media and its subsidiaries, transforming from a two-station radio operator into a diversified Spanish-language media company.

This represents a fundamental business transformation that significantly expands MDIA's media portfolio to include television stations and additional radio properties serving major Hispanic markets. The acquisition marks a strategic shift toward Spanish-language broadcasting, which could provide access to growing demographic segments but also introduces operational complexity and integration risks.

Comparing 2026-03-31 vs 2025-04-15View on EDGAR →
FINANCIAL ANALYSIS

The financial results show a company in transition with revenue surging 39.5% to $133.3M from the acquisition, while operating cash flow dramatically improved from -$19.9M to positive $2.0M. However, the expansion came at a cost with current liabilities jumping 59% to $91.1M, stockholders' equity declining 25.4% to $46.3M, and total assets decreasing 10.6% despite the acquisition, suggesting significant transaction costs or asset write-downs. The 94% reduction in interest expense indicates debt restructuring, while the company remains unprofitable though losses narrowed substantially.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+109.9%
-$19.9M$2.0M

Operating cash flow surged 109.9% — exceptional cash generation, highest quality earnings signal.

Interest Expense
P&L
-93.9%
$7.0M$426K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Net Income
P&L
+82.9%
-$7.6M-$1.3M

Net income grew 82.9% — bottom-line growth signals improving overall business health.

Current Liabilities
Balance Sheet
+59%
$57.3M$91.1M

Current liabilities surged 59% — significant near-term obligations; verify ability to meet short-term debt.

Revenue
P&L
+39.5%
$95.6M$133.3M

Strong top-line growth of 39.5% — accelerating demand or successful expansion into new markets.

Capital Expenditure
Cash Flow
-30.5%
$1.1M$774K

Capex reduced 30.5% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Stockholders Equity
Balance Sheet
-25.4%
$62.1M$46.3M

Equity decreased 25.4% — buybacks or losses reducing book value, monitor solvency ratios.

Cash & Equivalents
Balance Sheet
+15%
$4.4M$5.1M

Cash grew 15% — improving liquidity position supports investment and shareholder returns.

Operating Income
P&L
+12.2%
-$28.2M-$24.8M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Total Assets
Balance Sheet
-10.6%
$325.5M$291.1M

Total assets contracted 10.6% — asset sales, write-downs, or balance sheet optimization underway.

LANGUAGE CHANGES
NEW — 2026-03-31
PRIOR — 2025-04-15
ADDED
Subsequently, on May 1, 2025, the parties entered into an equity purchase agreement that modified the structure and certain terms of the original Asset Purchase Agreement.
On May 1, 2025, the Put Right was exercised by Estrella Media, Inc.
and MediaCo acquired 100% of the equity interests of Estrella and certain subsidiaries of Estrella.
As a result of the exercise of the Put Right, Estrella became a wholly owned subsidiary of the Company.
Our strategy is focused on the following operating principles: Develop unique and compelling content and strong brands Our established nationally recognized media brands have achieved and sustained a leading position in their respective local market segments over many years, with each having a strong brand identity that reaches beyond its local footprint.
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REMOVED
Our assets consist of two radio stations, WQHT(FM) and WBLS(FM), which serve the New York City demographic market area that primarily target Black, Hispanic, and multi-cultural consumers and as a result of the Estrella Acquisition, Estrella s network, content, digital, and commercial operations, including network affiliation and program supply agreements with Estrella for its 11 radio stations serving Los Angeles, CA, Houston, TX, and Dallas, TX and nine television stations serving Los Angeles, CA, Houston, TX, Denver, CO, New York, NY, Chicago, IL and Miami, FL.
On December 9, 2022, Fairway Outdoor LLC, FMG Kentucky, LLC and FMG Valdosta, LLC (collectively, Fairway ), all of which were wholly owned direct and indirect subsidiaries of MediaCo, entered into an asset purchase agreement with The Lamar Company, L.L.C., a Louisiana limited liability company, pursuant to which we sold our Fairway outdoor advertising business to The Lamar Company, L.L.C.
The transactions contemplated by the purchase agreement closed as of the date of the purchase agreement.
We have classified the related assets and liabilities associated with our Fairway business as discontinued operations in our consolidated balance sheets.
Unless otherwise noted, discussion herein refers to the Company's continuing operations.
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