AMC Entertainment (AMC) reported $1.29 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.4%. EPS of -$0.18 for the same period compares to -$0.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.28 billion, representing a surprise of +0.5%. The company delivered an EPS surprise of +7.69%, with the consensus EPS estimate being -$0.20.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Core Insights - Helix Partners Management LP has acquired a new position in Cinemark Holdings, purchasing 300,000 shares valued at approximately $6.97 million [2][8] - Cinemark Holdings reported a revenue of $3.15 billion and a net income of $154.80 million for the trailing twelve months [4] - The company has a dividend yield of 1.33% and its stock price was $24.86 as of February 12, 2026, reflecting a 21.1% decline over the past year [4][8] Company Overview - Cinemark Holdings is a leading motion picture exhibitor with a significant presence in the Americas, generating revenue through box office sales, concessions, and advertising [6][9] - The company operates a large theatre network, leveraging its scale and geographic footprint to maintain competitive advantages in the entertainment industry [6] Financial Performance - In Q3, Cinemark reported $858 million in revenue, $51 million in net income, and $178 million in adjusted EBITDA, achieving a margin of 20.7% [7] - The company has eliminated its remaining pandemic-related debt and authorized a $300 million share repurchase program while increasing its dividend by 12.5% [7] Market Position - Cinemark's shares have underperformed the S&P 500 by 34.01 percentage points over the past year, with attendance reaching 54.2 million patrons in Q3 and record concession revenue per cap of $8.20 domestically [8][10] - The investment by Helix Partners suggests a belief in a potential turnaround for Cinemark, despite current stock performance [7][10]

Core Insights - Regal is launching a virtual movie theatre on Roblox to celebrate National Popcorn Day, bridging the physical and digital worlds for movie fans [1][2] - The initiative targets Gen Z by allowing them to engage in a custom "endless runner" game within the virtual theatre, offering rewards for participation [2][3] Company Strategy - Regal aims to enhance engagement by integrating immersive experiences that connect virtual play with real-world rewards, such as free popcorn for players [5][6] - The collaboration with Super League is designed to create a scalable model that refreshes with new film releases, transforming the theatre lobby into an interactive space [4][5] Market Position - Regal operates one of the largest theatre circuits in the U.S., with 5,441 screens across 399 theatres in 41 states, focusing on delivering premium moviegoing experiences [9] - The partnership with Super League allows Regal to leverage technology to engage audiences and drive measurable impact in the attention-driven economy [8]

Core Viewpoint - Marcus Theatres, the fourth largest theatre circuit in the U.S., is promoting National Popcorn Day by offering free large popcorn to moviegoers who purchase a ticket on January 19, 2026, at any of its 78 locations nationwide [1]. Group 1 - Marcus Theatres is a division of Marcus Corporation, which is publicly traded on the NYSE under the ticker MCS [1]. - The initiative is part of a celebration for National Popcorn Day, an unofficial holiday that is highly anticipated by the company [1].

Core Insights - The U.S. box office has seen a significant increase of over 25% compared to the same period last year, contributing to Marcus Theatres achieving its second-best pre-Christmas weekend since 2021 [1][2]. Company Performance - Marcus Theatres is experiencing a successful holiday season, driven by the release of highly anticipated films such as Avatar: Fire and Ash, which is expected to attract audiences throughout the holiday season and into 2026 [3]. - The company has recorded a record Memorial Day weekend earlier this year and continues to offer a diverse slate of films that appeal to various demographics [2]. Upcoming Releases and Events - Christmas Day is projected to be one of the busiest moviegoing days, with new films like Anaconda, Marty Supreme, and Song Sung Blue set to debut on December 25 [5]. - Marcus Theatres will also screen the finale of the popular TV show Stranger Things at select locations on December 31 and January 1 [6]. Promotions and Collectibles - The company is offering limited-time collectibles and giveaways, including Anaconda collectible prints and special popcorn buckets, as well as scratch-off cards for moviegoers with various prizes [8]. Company Overview - Marcus Theatres operates 985 screens across 78 locations in 17 states, making it the fourth-largest theatre circuit in the United States [9]. - The parent company, Marcus Corporation, is a leader in the lodging and entertainment industries, managing 16 hotels and resorts in addition to its theatre operations [10].

Core Points - Consolidated Theatres is launching a new loyalty rewards program on December 11, 2025, featuring a Free-to-Join option and a Premium Membership for $11.99 per month, aimed at enhancing the moviegoing experience for audiences [1][4] - The program allows participants to earn points for movie tickets and concessions, with a 100-point bonus for early sign-ups during the launch week [2][3] - Founding Members will enjoy free screenings of select films from December 11-17, 2025, and additional perks throughout the launch period [2][3] Free-to-Join Option - Guests signing up for the Free-to-Join Program will receive a complimentary Welcome Popcorn and a free refill, valued at $25.50 [2] - Participants earn one point for every dollar spent, with double points for tickets purchased via the website or app [6] Premium Membership Option - Premium Members will receive all Free-to-Join benefits plus additional perks such as one free movie ticket each month, discounted tickets for family and friends, and 10% off food and drink purchases [4][6] - Members will also benefit from surprise monthly mystery perks, including BOGO deals, and extra ticket discounts on Mahalo Tuesdays and Wednesdays [6] Company Background - Consolidated Theatres, an affiliate of Reading International, Inc. (NASDAQ: RDI), has been providing entertainment in Hawaiʻi since 1917, operating nearly 100 screens across the state [5][7]

Financial Data and Key Metrics Changes - The meeting reported that approximately 301 million shares voted, representing about 59% of outstanding shares on the record date, with only about 36% participation for non-routine items [10][28] - Proposal one to amend the certificate of incorporation to declassify the board failed to obtain majority support [11][28] - Proposal five to increase the total number of authorized shares of common stock was approved [28][29] Business Line Data and Key Metrics Changes - The company is actively challenging property tax assessments across the United States, indicating a focus on operational efficiency and cost savings [27] Market Data and Key Metrics Changes - No specific market data or key metrics changes were discussed in the meeting Company Strategy and Development Direction - The company is exploring partnerships to optimize operating expenses and enhance revenue, particularly in relation to property tax appeals [24][26] - The management emphasized the importance of shareholder voting to ensure that the will of the shareholders is reflected in company decisions [32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges in obtaining majority support for certain proposals due to low voter turnout among shareholders, stressing the need for increased participation in future votes [32] - The company is committed to pursuing tax savings opportunities and is actively managing property tax assessments [27] Other Important Information - The meeting included a reminder that forward-looking statements are subject to risks and uncertainties, and actual results may differ materially [16][17] Q&A Session Summary Question: Shareholder comments on property tax appeals and partnerships - A shareholder suggested exploring partnerships to align incentives in property tax appeals, highlighting potential savings and revenue opportunities [23][24] - Management responded that the company has a proactive tax department working on property tax challenges and sees this as a significant opportunity for savings [27]

Core Insights - Cinemark Holdings Inc. experienced a significant decline of 19.8% in stock value due to investor concerns regarding the impact of Netflix's acquisition of Warner Bros Discovery Inc. on the theatre industry [1][2] - The acquisition, valued at $82.7 billion, raises fears about potential negative effects on cinema companies' profit margins [2] Financial Performance - Cinemark's attributable net income fell by 73.6% to $49.5 million from $187.8 million year-on-year [2] - Total revenues decreased by 7% to $857.5 million from $921.8 million, attributed to lower revenues from admissions and concessions [2] Industry Sentiment - The Directors Guild of America expressed concerns regarding the acquisition and plans to meet with Netflix to discuss these issues [2] - Netflix co-CEO Ted Sarandos indicated that while WBD movies will continue to have theatrical releases, the "windows will evolve," contributing to negative sentiment in the industry [2]

Core Viewpoint - Marcus Theatres, a division of Marcus Corporation, is launching a holiday movie series featuring classic films from December 5th to 18th, aiming to attract families and friends during the festive season [1] Group 1: Company Overview - Marcus Theatres is the fourth largest theatre circuit in the United States [1] - The company operates in 17 states across the nation [1] Group 2: Event Details - The Season's Screenings Movie Series will showcase seven classic holiday films [1] - The event is designed to enhance holiday traditions and provide entertainment for families and friends [1]

Core Insights - Marcus Corporation reported earnings per share (EPS) of $0.52, exceeding the estimated $0.43, and revenue of approximately $210.2 million, surpassing the estimated $207 million [1][6] - Despite the positive earnings, the company experienced a 9.7% decrease in revenue compared to the same period last year [2][6] - The Marcus Hotels & Resorts division contributed significantly to revenue growth, especially considering the previous year's boost from the Republican National Convention [3] Financial Metrics - The price-to-earnings (P/E) ratio is approximately 30.18, indicating the market's valuation of the company's earnings [3][6] - The price-to-sales ratio stands at 0.57, reflecting the company's market value relative to its sales [4] - The enterprise value to sales ratio is 1.08, showing the company's total valuation compared to its revenue [4] - The enterprise value to operating cash flow ratio is 10.60, indicating how the company's valuation compares to its cash flow from operations [4] - The earnings yield is 3.31%, providing insight into the return on investment for shareholders [5] - The debt-to-equity ratio is 0.40, indicating the proportion of debt used to finance the company's assets relative to equity [5] - The current ratio is 0.24, which may suggest potential liquidity challenges in meeting short-term obligations [5]