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Good financial news at Arsenal, but fans asked to pay more

Arsenal’s pre-tax loss significantly reduced for the second year in a row, falling from £18m to just £1m, so they effectively broke-even.    The Zurich-based football finance guru Swiss Ramble has provided his usual forensic analysis.  For much more depth, go to his Substack pag.   Here are some highlights.

The improvement was driven by good growth in (football) revenue, which shot up £76m (13%) from £614m to a new club record £690m, while profit from player sales also greatly increased by £30m from £51m to £81m. Arsenal’s revenue growth in the last three years has been very impressive, as income has surged by a massive £321m (87%) from £369m to £690m, easily a new club record.

Arsenal’s £690m revenue is now the third highest in England, having overtaken Manchester United £667m, Tottenham £565m and Chelsea £491m. They have basically caught up with Manchester City £694m, while they are not far behind Liverpool £703m.

However, this was partially offset by substantial growth in operating expenses, which rose £91m (14%) from £663m to £754m, though net interest payable was largely unchanged at £18m.

All three of Arsenal’s main revenue streams set new club highs. The largest increase came in commercial, which rose £45m (21%) from £218m to £263m, as the new commercial strategy has started to pay off.  Success on the pitch led to growth in both match day, up £22m (17%) from £132m to £154m, and broadcasting, up £11m (4%) from £262m to £273m.

Although it’s rarely good news to lose money, Arsenal’s tiny £1m loss is actually the best result to date for the Premier League in 2024/25, as all the other clubs that have so far published accounts have all suffered larger losses, ranging from Manchester City’s £10m to West Ham’s horrific £104m. Even better news is that last season’s loss was the club’s best result for seven years, representing a considerable improvement on the £127m they lost in the COVID-impacted 2020/21 season.

Furthermore, according to UEFA’s Club Finance and Investment Landscape report, the likes of Chelsea, Tottenham and Aston Villa have all made enormous losses in 2024/25, which will be confirmed when they publish their detailed accounts.

Arsenal’s improved bottom line benefited from profit from player sales, which increased from £51m to £81m, their best result for four years.

Importance of Champions League

Arsenal earned €117m for reaching the Champions League semi-final, where they were eliminated by the eventual winners, Paris Saint-Germain. This was made up of participation fee €18.6m, prize money €63.8m and the new value pillar €34.6m.  Their income was the highest of England’s Champions League representatives, ahead of Liverpool €98m, Aston Villa €84m and Manchester City €76m.  Arsenal’s excellent performance in the Champions League in the last couple of seasons has been a major factor in the smaller losses.      this is a club that absolutely needs to be in the Champions League if it wants to be self-sustainable.

After an 8-year period where ticket prices were frozen, Arsenal have now raised prices in five consecutive seasons.    Although an increase is to an extent understandable, given the steep rise in the cost base, it has to be considered disappointing after the club has once again set a big new revenue record. In particular, Arsenal already generate significantly more match day income than any other English club with the exception of Manchester United, so they could have easily avoided the temptation to squeeze even more money from the fans.

Following this substantial growth, Arsenal’s £347m wage bill is now fourth highest in the Premier League, around the same level as Chelsea £353m, but still a fair way behind Liverpool £428m and Manchester City £408m.  It might sound strange to say that a club with a wage bill of almost £350m is punching above its weight, but Arsenal have actually over-performed in the last couple of seasons by finishing in second place.

Each of the Big Six now pays out more than £130m in other operating expenses, though Arsenal’s £201m is actually the highest in the Premier League, ahead of Manchester City £197m (possibly including substantial lawyers’ fees) and Manchester United £170m.

Looking at the last five seasons, Arsenal have spent £1.1 bn on new players, but this is still behind Chelsea £2.0 bn, Manchester City £1.2 bn and Manchester United £1.2 bn. Nevertheless, it’s fair to say that the board has backed Arteta.

Stan Kroenke

Up to 2019 Kroenke had put nothing into Arsenal (apart from buying the club), but he has provided £347m of loans since then “both to underpin transfer activities and for working capital purposes as required”.  In fact, Kroenke has been one of the more generous owners recently, as his £332m funding in the last five years was one of the highest in the Premier League.

That said, all of his money to date has been provided in the form of loans, while other owners have injected capital (which does not need to be repaid). It is likely that Kroenke’s loans are not quite as “friendly” as those provided by some other owners.

There is plenty of good news in Arsenal’s latest set of figures, as the club just about broke-even, while setting a new club record for revenue for the third year in a row, with new highs in all three revenue streams.  The club has clearly come a long way, but the process will have only truly worked if Arsenal manage to get over the line after so many frustrating near misses.

 

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