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

Equity Research 6 August 2026 | 8:31AM EDT

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

Stephen Laszczyk | Goldman Sachs & Co. LLC

Eric Sheridan | Goldman Sachs & Co. LLC We update our monthly Live Entertainment High Frequency Data Tracker to keep Antares Tobelem fresh data across several sources, including i) Placer AI foot traffic for live event | venues, ii) HundredX consumer sentiment for ticketing services, iii) Sensor Tower Goldman Sachs & Co. LLC downloads & MAUs for ticketing apps, iv) Pollstar tour announcements & box office Danni Kennedy | data across key venue types, and v) Live Nation venue announcements for additions Goldman Sachs & Co. LLC to the Venue Nation pipeline. The data below is as available through the end of July 2026.

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July 2026 Takeaways. Key takes from this month’s update include:

Placer AI Geolocation Foot Traffic

n North American Amphitheater attendance is trending well ahead of 2025, +18% YoY YTD through July (vs +33% YoY through June), with a strong start to the summer concert season that looks more on pace with record 2024 activity. n North American Arena attendance continues to trend ahead of 2025 and is more in-line with 2024 levels, +8% YoY YTD through July (vs +5% YoY through June).

n North American Stadium attendance is pacing behind 2025, down -13% YoY YTD through July (vs -10% YoY through June). This performance aligns with our expectation for stadium attendance in Summer 2026, which faces a challenging comp vs a strong 2025 stadium season and with the World Cup limiting stadium availability in first half of the summer. Stadium availability is set to improve in the second half of the summer, where we expect to see an inflection in stadium concert activity. n North American College Stadium attendance is pacing up +61% YoY, with volumes +161% YoY in July likely driven by a rotation of concert supply to non-NFL venues due to the World Cup. n MSG Entertainment. Attendance at ‘The Garden’ is pacing ahead so far in 2026,

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to Analysts employed by non-US affiliates are not registered/qualified as research analysts with FINRA in the U.S.

Goldman Sachs Americas Entertainment

Placer AI: North American Attendance by Venue Type 5

Tracking Ticketing Legislation 11

LYV & STUB: Sensor Tower App Download Trends 12

Ticketing & Event Discovery Engagement 14

LYV & STUB: HundredX Consumer Sentiment Trends 16

NEW! LYV & STUB: Morning Consult 19

MSG Entertainment: Show Count & Placer AI Attendance Trends 20

Show Counts & Placer AI: The Sphere Las Vegas 22

Valuation, Risks & Recent Research 29