Americas Entertainment: Front Row Report: Live Entertainment High Frequency Data Tracker, June 2026

研报英文原文证据摘录

Americas Entertainment: Front Row Report: Live Entertainment High Frequency Data Tracker, June 2026

Goldman Sachs Americas Entertainment

44) saw WOZ attendance hold steady in June ~in-line with typical Vegas 2Q

seasonality. We remind investors that Placer data still potentially underestimates

attendance, with greater potential upside than downside given that i) Placer data

excludes children & international visitors to Sphere and ii) to accurately gauge

average WOZ attendance, we exclude days that also show a residency (which should

bring in higher Experience attendance).

n For more context on recent Las Vegas tourism trends, see the GS Research Gaming team’s

Las Vegas Pulse note (published June 29, 2026).

n Notably, June 2026 had the same number of weekend days (Fri/Sat) compared to June

2025 (8).

HundredX Consumer Sentiment

n Ticketmaster, which has sustained positive progress on consumer sentiment around

its brand, still saw a consistent gap to industry peers in May (of ~260bps total).

Sensor Tower App Download

n Unique app downloads for Ticketmaster were down YoY (-38% YoY in June / +9%

YTD vs 2024), although MAUs were up (+22% YoY) on a global basis.

n Much of Ticketmaster’s YoY decrease in downloads is driven by specific markets (see

Exhibit 17) as we lap the effects of Ticketmaster likely encouraging web-based users

to use the app more last year. Step ups in Ticketmaster MAUs in these markets likely

reflect continued usage growth for these now app-based fans.

n NEW! Unique app downloads for StubHub were up meaningfully YoY (+109% YoY in

June), with MAUs up similarly (+46% YoY) on a global basis.

n We include engagement data for event discovery platforms such as Bandsintown and

Songkick, whose app downloads and MAUs are competitive with those of major