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Stock impact report

StubHub: The Moat Has Improved [Seeking Alpha]

Live Nation Entertainment, Inc. (LYV) 
Last live nation entertainment, inc. earnings: 10/31 04:01 pm Check Earnings Report
Company Research Source: Seeking Alpha
STUB now commands ~50% of the North American secondary ticketing share, with ReachPro driving ~30% of POS-driven dollar volume by FY2025. The strategic shift in Direct Issuance focuses on scalable, product-led adoption, not immediate revenue, enhancing long-term growth prospects. Valuation remains attractive versus Live Nation, supported by robust adj. EBITDA growth and plausible FY2029 consensus targets. EyeEm Mobile GmbH/iStock via Getty Images Investment action I had a buy rating for StubHub Holdings ( STUB ) previously, as I saw improving business fundamentals, which the market was not appreciating (share price fell after the previous earnings). STUB is still taking share, and Show less Read more
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