Core Viewpoint - Alliance Entertainment has promoted Amanda Gnecco to Chief Financial Officer (CFO), effective immediately, reflecting her exceptional leadership and financial expertise [1][3][6] Company Overview - Alliance Entertainment is a premier distributor and fulfillment partner in the entertainment and pop culture collectibles industry, offering over 325,000 unique in-stock SKUs, including more than 57,300 exclusive titles across various media formats [7] - The company serves over 35,000 retail locations and powers e-commerce fulfillment for leading retailers, leveraging decades of operational expertise and exclusive licensing partnerships [7] Leadership Transition - Amanda Gnecco, previously the Chief Accounting Officer, has been instrumental in driving financial strategy and optimizing reporting processes since joining the company in 2018 [2][3] - Gnecco's promotion is seen as a strategic move to strengthen the executive team as the company continues to scale and innovate [6] Responsibilities of the New CFO - As CFO, Gnecco will oversee all financial operations, including strategic planning, investor relations, audit and SEC reporting, debt management, budgeting, and regulatory compliance [4][5] - She aims to enhance transparency with shareholders and support the company's long-term growth initiatives [5]

Core Insights - Alliance Entertainment Holding Corporation has appointed Devon Downs as Director of Creative Services for Alliance Home Entertainment, focusing on licensed studio content [1][4] - Downs has over 25 years of experience in design and creative direction, having worked on major films such as The Godfather, Titanic, and Iron Man [2][3] - The appointment aims to enhance creative innovation across film, television, and premium collectible editions [3][4] Company Overview - Alliance Home Entertainment is a division of Alliance Entertainment, serving as a licensing and distribution partner for film and television content in North America [5] - The division offers a wide range of blockbuster movies, award-winning series, and iconic titles, connecting premium content with fans and collectors [5][6] - Alliance oversees the complete content lifecycle, providing services such as post-production, replication, creative, marketing, sales, and omnichannel distribution [6] Market Position - Alliance Entertainment is a leading distributor in the entertainment and pop culture collectibles industry, with over 325,000 unique in-stock SKUs, including more than 57,300 exclusive titles [7] - The company serves over 35,000 retail locations and supports e-commerce fulfillment for major retailers, showcasing a vast catalog that includes licensed merchandise and collectibles [7] - Alliance is positioned to cater to both mass-market audiences and the collector marketplace, emphasizing premium formats like 4K Ultra HD and deluxe packaging [6][7]

Core Viewpoint - Alliance Entertainment Holding Corporation has announced the formation of a new division, Alliance Home Entertainment, aimed at enhancing its film and television distribution capabilities by unifying Mill Creek Entertainment and Distribution Solutions under a centralized platform [1][2]. Group 1: Division Formation and Leadership - The new division combines the strengths of Mill Creek and Distribution Solutions, supported by strategic hires to create a comprehensive platform for both physical and digital distribution [1][2]. - Robert Oram has been appointed as the Executive Vice President to lead the new division, which features a seasoned leadership team with expertise across the home entertainment value chain [2][3]. Group 2: Strategic Focus and Offerings - Alliance Home Entertainment will focus on growth in legacy formats while also expanding premium offerings such as SteelBook, 4K UHD, and collector editions [4][5]. - The division aims to enhance its studio licensing model and cater to both mass-market audiences and collectors, positioning itself as a leader in the evolving home entertainment landscape [5][8]. Group 3: Operational Capabilities - The division will oversee the complete content lifecycle, providing services that include post-production, replication, marketing, and omnichannel distribution across various platforms [7]. - Key leadership roles have been filled to drive specific areas: Meagan Roberts for retail accounts, Kevin Quigley for digital initiatives, Julianne Gorman for brand marketing, Ilia Beizerman for operations, and Jeff Hayne for content licensing [7]. Group 4: Market Positioning - Alliance Home Entertainment is positioned as a premier licensing and distribution partner for film and television content in North America, trusted by major studios and independents [6]. - The division's strategy emphasizes a growing focus on premium and collector-focused formats, enhancing its ability to connect high-quality content with fans and collectors [6][7].

Financial Data and Key Metrics Changes - For Q3 FY2025, net revenue was $213 million, a slight increase from $211.2 million in Q3 FY2024 [14] - Gross profit rose 3.7% year over year to $29.1 million, with gross margin improving to 13.6% from 13.2% [14] - Net income was $1.9 million or $0.04 per share, compared to a net loss of $3.4 million or $0.07 per share in Q3 of last year [15] - Adjusted EBITDA grew 66% year over year to $4.9 million, up from $2.9 million [15] - For the nine-month period, net revenue was $835.7 million, down from $863.5 million last year, primarily due to timing of shipments [16] - Net income increased to $9.3 million or $0.18 per diluted share, up from $2.1 million or $0.04 per share last year, representing a 349% improvement [18] Business Line Data and Key Metrics Changes - Exclusive agreements accounted for nearly a quarter of overall revenue, with $250 million generated from these partnerships over the trailing twelve months [20] - Direct-to-consumer fulfillment accounted for an estimated 40% of gross revenue in Q3, up from 33% in the same period last year [24] Market Data and Key Metrics Changes - The company reported strong performance in high-margin categories, despite a decline in overall revenue [16] - The gaming segment faced challenges due to limited hardware allocation from Microsoft and tough comparisons from the previous year [36] Company Strategy and Development Direction - The company focuses on expanding its licensing partnerships and acquiring emerging brands to enhance its position in the collectibles market [12] - The new exclusive license agreement with Paramount Pictures is expected to significantly contribute to revenue and earnings, allowing the company to be the exclusive distributor of Paramount's physical media catalog [21][56] - The company aims to improve its EBITDA margin, targeting a return to closer to 5% by FY2026 [39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential driven by new product releases and strategic partnerships, particularly with major franchises [22][56] - The company is optimistic about the impact of the new Nintendo console on sales throughout 2025 [33] - Management highlighted the importance of automation and warehouse optimization in driving cost efficiencies and improving service levels [26][28] Other Important Information - The company has reduced its revolver debt and improved liquidity while maintaining strong supplier relationships [18] - The acquisition of Handmade by Robots is expected to enhance the company's licensing pipeline and position in the collectibles market [29] Q&A Session Summary Question: Do you have a good relationship with Nintendo with the arrival of the upcoming Switch two? - Yes, the company has a significant relationship with Nintendo and is excited about the upcoming hardware and software releases, which are expected to help sales [32] Question: How is Handmade by Robots going? Can you provide an update? - The company is excited about the brand and has plans for new character releases in the second half of 2025, indicating strong progress since the acquisition [34] Question: What do you attribute the decline in gaming revenue to? - The decline is attributed to limited hardware allocation from Microsoft and tough comparisons from the previous year, with expectations for stronger sales with new Nintendo hardware [36] Question: Do you have a long-term target margin range for the business? - The company aims to exceed a 3% EBITDA margin in FY2026, with a focus on improving both gross and net profit margins [39] Question: What type of impact are tariffs having on Alliance's business? - Music and video products are not affected by tariffs, while the company is managing the impact of tariffs on gaming products and Handmade by Robots [41][42] Question: How do you see your financial flexibility evolving over the next few quarters? - The company has made significant improvements in working capital and debt reduction, with availability on its line of credit for potential acquisitions [46] Question: Can you talk about what's driving increased adoption of direct-to-consumer fulfillment? - The growth is driven by the ability of retailers to offer a wider selection of products without holding inventory, benefiting both retailers and consumers [49] Question: Can you tell me more about the Paramount exclusive license agreement? - The agreement allows the company to be the exclusive distributor of Paramount's physical media catalog, which is expected to significantly boost revenue and extend the life of physical DVDs [53][56]

Core Insights - Alliance Entertainment Holding Corporation is set to ship approximately 650,000 units for Record Store Day 2025, marking an 8.3% increase from 2024 [1] - The event will take place on April 12, 2025, with shipments already initiated from the company's advanced distribution center in Shepherdsville, KY [2] - The company emphasizes its role in the growth of independent record stores and the increasing popularity of vinyl records among younger consumers [3][5] Company Performance - Alliance Entertainment is a leading distributor in the entertainment and pop culture collectibles sector, boasting over 325,000 unique in-stock SKUs, including more than 57,300 exclusive titles [9] - The company utilizes advanced technology, such as proprietary vinyl sortation machines and AutoStore technology, to ensure efficient and accurate deliveries [2] - AMPED Distribution, a subsidiary of Alliance, will release 67 unique Record Store Day titles with over 100,000 units available for the event [6] Industry Trends - Vinyl record sales in the U.S. reached 24.3 million units in the first half of 2024, reflecting a 10.7% year-over-year increase, with total sales value rising by 17% to $739.9 million [3] - The resurgence of vinyl is not only a nostalgic trend but is also becoming mainstream, appealing to a younger demographic [4] - Record Store Day continues to attract new generations of music lovers, with independent stores hosting various events to celebrate the occasion [7]

Table of Contents As filed with the Securities and Exchange Commission on June 10, 2024 Registration No. [ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALLIANCE ENTERTAINMENT HOLDING CORPORATION (Exact name of registrant as specified in its charter) Delaware 5199 85-2373325 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identi ...

As filed with the Securities and Exchange Commission on June 16, 2023 Registration No. 333-271219 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 TABLE OF CONTENTS (Address, including zip code, and telephone number, including area code, of registrant's principal executive offices) Jeffrey Walker Chief Executive Officer 8201 Peters Road Suite 1000 Plantation, Florida (954) 255-4000 (Name, address, including zip code, and telephone number, including area code, of agent ...

Table of Contents As filed with the Securities and Exchange Commission on June 6, 2023 Registration No.333-271219 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALLIANCE ENTERTAINMENT HOLDING CORPORATION (Exact name of registrant as specified in its charter) Delaware 5199 85-2373325 | (State or other jurisdiction of (Primary Standard Industrial | (I.R.S. Employer | | --- | --- | | incorporation or or ...

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on May 1, 2023 Registration No. 333-271219 8201 Peters Road Suite 1000 Plantation, Florida (954) 255-4000 (Address, including zip code, and telephone number, including area code, of registrant's principal executive offices) Jeffrey Walker Chief Executive Officer 8201 Peters Road Suite 1000 Plantation, Florida (954) 255-4000 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION ST ...

Table of Contents As filed with the Securities and Exchange Commission on April 11, 2023 Registration No.[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ALLIANCE ENTERTAINMENT HOLDING CORPORATION (Exact name of registrant as specified in its charter) | Delaware | 5199 | 85-2373325 | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard Industrial | (I.R.S. Employer | | incorporation or organizati ...