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Employees: 17,600
Size Skydance (SKYD) is a United States Communication Services company (Cable/Satellite TV) with a market value of $40.4B, the 296th largest of 3,117 United States companies the cockpit tracks. Shares closed at $8.01 on 6 Nov 2026.
Performance Over six months the shares fell 27.8%, against -10.7% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 18 in its peer set.
Growth Revenue grew 1.2% over the last twelve months (peer median -1.5%); the operating margin is 7.8% (peer median 5.7%).
Valuation It trades at 24.2× forward earnings against a peer median of 7.5× (2nd most expensive of 11).
Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.6 points below its cost of capital (10.9% WACC).
Backlog Backlog (remaining performance obligations) was $6.00B at 30 Jun 2026. Backlog detail →
Credit Skydance has 11 bonds outstanding ($22.3B), rated BBB- by the agencies and trading like BBB- at a weighted spread of 341 bp.
Short interest Short interest is 13.3% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $29.1B | $28.9B | $29.2B | $29.7B | $30.2B |
| Revenue growth | — | -1% | -1% | -2% | — |
| Gross profit | $8.32B | $8.36B | $8.27B | $6.85B | $9.90B |
| EBITDA | $3.63B | $3.04B | $2.00B | $19.0M | $3.28B |
| Net income | -$621M | -$621M | -$6.19B | -$1.04B | $1.10B |
| Free cash flow | $470M | $353M | $489M | $147M | -$139M |
| Capital expenditure | $344M | $296M | $263M | $328M | $358M |
| Total debt | $16.2B | $15.1B | $15.8B | $16.1B | $17.6B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SKYD | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.7% | +0.3% | 3rd lowest of 19 |
| 6-month return | -27.8% | -10.7% | lowest of 18 |
| Distance from 52-week high | -53.3% | -30.5% | 2nd lowest of 19 |
| Revenue growth (TTM) | +1.2% | -1.5% | 5th highest of 19 |
| Operating margin | 7.8% | 5.7% | 9th highest of 19 |
| Forward P/E | 24.2× | 7.5× | 2nd most expensive of 11 |
| Growth the price implies (Req g, 7 yrs) | 23.2% | -3.6% | 2nd most demanding of 15 |
| Growth delivered (Del g) | +2.7% | +2.4% | 6th highest of 15 |
| Hurdle (Req g minus delivered) | +20.5 pp | -5.2 pp | 4th most demanding of 15 |
| ROIC minus cost of capital | -4.6 pp | +1.2 pp | 6th lowest of 18 |
| EV / EBITDA | 15.4× | 5.5× | most expensive of 12 |
| Net debt / EBITDA | 4.0× | 3.6× | 4th most indebted of 13 |
| Bond spread | 341 bp | 274 bp | 2nd widest of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Skydance SKYD | United States | $40.4B | -28% | +1% | 8% | 24.2× | 23.2% | +2.7% |
| Charter Communications, Inc. Cum Red Pfd Shs Series A CHTRP | United States | $21.2B | n/a | -2% | 24% | 0.6× | -11.0% | +2.6% |
| Charter Communications CHTR | United States | $20.8B | -24% | -2% | 24% | 3.1× | -8.5% | +2.6% |
| Comcast CMCSA | United States | $86.6B | -3% | 0% | 15% | 7.2× | -6.4% | +3.6% |
| Versant Media VSNT | United States | $4.59B | -18% | -4% | 18% | 5.5× | -13.9% | -5.1% |
| Oriental Pearl 600637.SS | China | $4.07B | -19% | -7% | 3% | 29.9× | 15.5% | -5.7% |
| Canal+ CAN.L | United Kingdom | $3.11B | +2% | +10% | 4% | 9.2× | n/a | n/a |
| Jiangsu Broadcasting Cable Information Network 600959.SS | China | $2.42B | -17% | -8% | -8% | n/a | n/a | n/a |
| Wasu Media 000156.SZ | China | $2.17B | +5% | -4% | 2% | n/a | -6.9% | +3.9% |
| Cyfrowy Polsat CPS.WA | Poland | $2.08B | -24% | 0% | 10% | 14.5× | 6.6% | +3.7% |
| Cogeco Communications CCA.TO | Canada | $1.67B | -13% | -4% | 26% | 7.8× | -8.9% | +2.2% |
| Guizhou Broadcasting & TV Information Network 600996.SS | China | $1.22B | -23% | -7% | -89% | n/a | 30.2% | -18.3% |
| Guangxi Beitou Technology 600936.SS | China | $925M | -11% | +13% | 2% | n/a | 15.7% | +10.6% |
| Shenzhen Topway Video Communication 002238.SZ | China | $810M | -8% | -16% | -22% | n/a | 16.0% | -5.8% |
| Stingray RAY.TO | Canada | $786M | +11% | +32% | 20% | 8.1× | 5.5% | +13.1% |
| Hubei Broadcasting & Television Information Network 000665.SZ | China | $698M | -15% | +1% | -48% | n/a | n/a | n/a |
| Viaplay VPLAY-A.ST | Sweden | $615M | +32% | +20% | 3% | n/a | n/a | n/a |
| AMC Global Media AMCX | United States | $346M | -5% | -5% | 8% | 2.6× | -4.9% | -3.9% |
| Taiwan Optical Platform 6464.TW | Taiwan | $311M | +5% | 0% | 26% | n/a | -2.3% | +0.6% |
Skydance has 11 bonds outstanding with $22.3B face value. The agencies rate it BBB-; its bonds trade like BBB-. Weighted yield 8.05%, a spread of 341 bp over government bonds.
Skydance reported $6.00B of remaining performance obligations at 30 Jun 2026 and flat from the previous quarter. Book-to-bill last quarter: 1.00.