AMC Entertainment (AMC) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants John Merriwether - Vice President of Capital Markets and Investor RelationsAdam Aron - Chairman, President & CEOSean Goodman - Executive VP, CFO & Treasurer Operator Greetings, and welcome to the AMC Entertainment Holdings Incorporated First Quarter twenty twenty five Earnings Webcast. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a rem ...

AMC Entertainment (AMC) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the AMC Entertainment Holdings Incorporated First Quarter twenty twenty five Earnings Webcast. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce John Merriweather. Thank you, John. You may begin. Speaker1 Thank you, Julian. Good afternoon, everyo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33892 AMC ENTERTAINMENT HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State ...

Exhibit 99.1 INVESTOR RELATIONS: John Merriwether, 866-248-3872 InvestorRelations@amctheatres.com MEDIA CONTACTS: Ryan Noonan, (913) 213-2183 rnoonan@amctheatres.com FOR IMMEDIATE RELEASE AMC Entertainment Holdings, Inc. Reports First Quarter 2025 Results LEAWOOD, KANSAS - (May 7, 2025) -- AMC Entertainment Holdings, Inc. (NYSE: AMC) ("AMC" or "the Company"), today reported results for the three months ended March 31, 2025. First Quarter 2025 Summary Results: Adam Aron, Chairman and CEO of AMC, commented, " ...

Core Viewpoint - AMC Entertainment is expected to report a quarterly loss of $0.56 per share, reflecting a year-over-year increase of 28.2%, with revenues projected at $874.53 million, down 8.1% from the previous year [1]. Group 1: Earnings Projections - Over the last 30 days, the consensus EPS estimate for AMC has been revised upward by 15.7%, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Group 2: Revenue Estimates - Analysts estimate 'Revenues- Food and beverage' to reach $294.23 million, representing a decline of 8.4% year-over-year [5]. - The 'Revenues- Other theatre' is projected at $91.87 million, indicating a year-over-year decrease of 7.9% [5]. - 'Revenues- Admissions' are expected to be $488.40 million, also suggesting a year-over-year change of -7.9% [5]. Group 3: Stock Performance - AMC Entertainment shares have increased by 0.4% over the past month, contrasting with a -0.5% change in the Zacks S&P 500 composite [6]. - With a Zacks Rank of 3 (Hold), AMC is anticipated to closely follow overall market performance in the near term [6].

The latest trading session saw AMC Entertainment (AMC) ending at $2.68, denoting a -1.47% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 0.58% for the day. Meanwhile, the Dow gained 0.75%, and the Nasdaq, a tech-heavy index, added 0.55%.Shares of the movie theater operator have depreciated by 5.23% over the course of the past month, underperforming the Consumer Discretionary sector's loss of 0.09% and the S&P 500's loss of 0.84%.Analysts and investors a ...

Company Performance - AMC Entertainment closed at $2.92, reflecting a +1.04% change from the previous day, outperforming the S&P 500's loss of 3.46% [1] - Over the past month, AMC shares have decreased by 1.7%, which is better than the Consumer Discretionary sector's decline of 6.94% and the S&P 500's drop of 5.27% [1] Upcoming Earnings - The upcoming earnings disclosure is anticipated, with projected earnings per share (EPS) of -$0.43, indicating a 44.87% increase from the same quarter last year [2] - Revenue is expected to reach $980.93 million, reflecting a 3.1% increase compared to the same quarter last year [2] Full-Year Estimates - Full-year Zacks Consensus Estimates predict earnings of -$0.66 per share and revenue of $5.04 billion, representing year-over-year changes of +48.44% and +8.71%, respectively [3] Analyst Projections - Recent shifts in analyst projections for AMC are important to monitor, as they often indicate changes in near-term business trends [4] - Positive revisions in estimates suggest analysts' confidence in the company's performance and profit potential [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a history of outperforming, with 1 stocks averaging an annual gain of +25% since 1988 [6] - Currently, AMC Entertainment holds a Zacks Rank of 3 (Hold), with the EPS estimate remaining stagnant over the past month [6] Industry Context - The Leisure and Recreation Services industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 58, placing it in the top 24% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - AMC Entertainment's stock closed at $2.75, down 1.08% from the previous trading session, underperforming the S&P 500 which gained 0.67% [1] - Over the last month, AMC's shares decreased by 9.74%, compared to the Consumer Discretionary sector's loss of 8.16% and the S&P 500's loss of 5.28% [1] Upcoming Financial Results - AMC is expected to report an EPS of -$0.43, which represents a 44.87% improvement from the same quarter last year [2] - The consensus estimate anticipates revenue of $980.93 million, indicating a 3.1% increase from the prior year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates project an EPS of -$0.66 and revenue of $5.04 billion, reflecting increases of 48.44% and 8.71% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for AMC reflect shifting short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's operations and profit generation capabilities [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 ranked stocks have yielded an average annual return of +25% since 1988 [6] - AMC currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [6] Industry Context - The Leisure and Recreation Services industry, which includes AMC, is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 39, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Imax and AMC Entertainment have expanded their partnership to deploy laser technology across 80 more large screen auditoriums in the U.S. [1] - AMC will add twelve new Imax locations and upgrade an additional 68 to Imax with Laser, resulting in a total of 180 Imax with Laser locations in the U.S. [1][2] - This agreement is the largest systems agreement Imax has signed in the U.S. since 2018 [2] Company Developments - AMC CEO Adam Aron highlighted the high regard for the Imax brand among filmmakers and moviegoers, reflecting the success shared between AMC and Imax [3] - Imax CEO Rich Gelfond described the agreement as a validation of efforts to strengthen technology and expand content, enhancing the customer experience [4] - AMC operates eight of the top ten highest grossing Imax locations in the U.S. and leads in per screen averages [4] Historical Context - The partnership between AMC and Imax began with their first agreement in 2007 [5]

Group 1 - AMC Entertainment is expanding its premium screen offerings by adding 40 Dolby Cinema theaters in the U.S. by the end of 2027, resulting in a 25% increase in the number of branded premium screens to over 200 [1][7] - The partnership with Dolby Laboratories aims to enhance the moviegoing experience, providing audiences with immersive film experiences through Dolby Vision and Dolby Atmos technology [2][4] - The expansion follows AMC's recent partnership with CJ 4DPLEX to introduce 65 Screen X auditoriums and 40 4DX theaters globally, indicating a strong focus on premium large format (PLF) experiences [2][7] Group 2 - Premium large format screens (PLFs) are characterized by elevated viewing experiences, often featuring larger screens and superior sound systems, which command higher ticket prices [3] - PLF ticket sales have significantly benefited blockbuster films, with titles like "Oppenheimer," "Avatar: The Way of Water," and "Dune" capturing a large share of the PLF box office [5] - As of 2024, there were over 950 theaters in North America with PLF screens, marking a 33.7% increase from five years prior, and these screens accounted for approximately 9.1% of the domestic box office, generating around $600 million [8][9] Group 3 - The average premium ticket price is just under $17, reflecting an 8% increase since 2021, indicating a growing willingness among audiences to pay for enhanced viewing experiences [8] - The PLF box office has experienced a 33% growth over the past five years, although it still represents a small portion of the overall box office, with most audiences still opting for traditional digital screens [9] - The upcoming box office slate for 2025 and 2026 is filled with major franchise films, which are expected to drive further demand for premium viewing experiences [6]