Core Points - Alliance Entertainment Holding Corporation will hold a conference call on November 12, 2025, at 4:30 p.m. Eastern Time to discuss its Q1 fiscal year 2026 results [1] - The call will be hosted by CEO Jeff Walker, CFO Amanda Gnecco, and Executive Chairman Bruce Ogilvie, followed by a Q&A session [2] - The company is a leading distributor and logistics provider in the entertainment and pop culture collectibles industry, offering over 340,000 unique SKUs to more than 35,000 retail and e-commerce storefronts [4] Company Overview - Alliance Entertainment provides a vast selection of physical media, including over 57,300 exclusive titles across various formats such as CDs, vinyl LPs, DVDs, and video games [4] - The company also offers licensed merchandise, toys, retro gaming products, and collectibles, enhancing its position in the market [4] - Alliance's operational expertise and exclusive licensing partnerships enable it to serve as a trusted partner to top entertainment brands and retailers [4]

Core Insights - Alliance Entertainment Holding Corporation is a leading distributor and omnichannel fulfillment partner in the entertainment and pop culture collectibles industry, offering over 340,000 unique SKUs to more than 35,000 retail and e-commerce storefronts [1][3]. Company Overview - Alliance Entertainment (NASDAQ: AENT) specializes in distributing physical media, including over 57,300 exclusive titles across various formats such as compact discs, vinyl LPs, DVDs, Blu-rays, and video games [3]. - The company also provides a wide range of licensed merchandise, toys, retro gaming products, and collectibles, enhancing its position in the market [3]. - Alliance's collectibles portfolio features products like Handmade by Robots™, which includes stylized vinyl figures of licensed characters from popular entertainment franchises [3]. - The company leverages its operational expertise, exclusive licensing partnerships, and scalable infrastructure to serve top entertainment brands and retailers [3]. Upcoming Events - Alliance Entertainment will participate in The ThinkEquity Conference on October 30, 2025, at the Mandarin Oriental Hotel in New York, where CEO Jeff Walker will present at 11:30 a.m. Eastern Standard Time [2]. - Management will also conduct one-on-one investor meetings throughout the day, providing opportunities for interested investors to engage directly [2].

Core Viewpoint - Alliance Entertainment Holding Corporation will hold a conference call on September 10, 2025, to discuss its fourth quarter and fiscal year results for the period ending June 30, 2025 [1] Company Overview - Alliance Entertainment is a leading distributor and logistics provider in the entertainment and pop culture collectibles industry, offering over 325,000 unique SKUs across various categories including physical media, video games, toys, and exclusive collectibles [4] - The company serves more than 35,000 retail and e-commerce storefronts, making it a significant player in the market [4] - Alliance's catalog includes over 57,300 exclusive titles across compact discs, vinyl LPs, DVDs, Blu-rays, and video games, positioning it as the largest selection of physical media available [4] - The company has established partnerships with top entertainment brands and retailers, leveraging its operational expertise and scalable infrastructure [4] Conference Call Details - The conference call will be hosted by CEO Jeff Walker, CFO Amanda Gnecco, and Executive Chairman Bruce Ogilvie, followed by a Q&A session [2] - The call is scheduled for September 10, 2025, at 4:30 p.m. Eastern Time, with dial-in numbers provided for both toll-free and international participants [2] - A live broadcast of the call will be available, along with a replay option for those unable to attend [3]

Core Insights - Alliance Entertainment Holding Corporation reported a net income of $1.9 million for the third quarter of FY 2025, marking a $5.3 million improvement year-over-year, indicating strong operational execution and margin gains [1][11] - The company reduced its revolver debt by 25% year-over-year, enhancing its balance sheet and liquidity position [1][11] - Direct to Consumer sales accounted for 35% of gross revenue, up from 33% in the same quarter of the previous year, reflecting a growing trend in consumer fulfillment [1][10] Financial Performance - Net revenues for the third quarter ended March 31, 2025, were $213.0 million, a 1% increase from $211.2 million in the same period of 2024 [15] - Gross profit for the third quarter was $29.1 million, up 3.7% from $28.0 million year-over-year, with a gross profit margin of 13.6%, compared to 13.2% in the prior year [15] - Adjusted EBITDA for the quarter was $4.9 million, reflecting a 66% increase from $2.9 million in the same period of 2024 [11][15] Operational Highlights - The company launched a distribution partnership with Paramount Pictures, becoming the exclusive licensee of Paramount's physical media in the U.S. and Canada, which strengthens its position in the home entertainment market [6][5] - Physical movie sales surged 39% year-over-year, increasing from $42 million to $58 million, driven by new exclusive content partnerships [6] - Vinyl record sales increased by 11% year-over-year, rising from $78 million to $86 million, supported by strong consumer demand [6] Inventory and Cost Management - Inventory levels improved to $93.2 million, down 13% from $108.0 million at March 31, 2024, indicating better inventory turnover and working capital efficiency [6] - Total operating expenses decreased by 11.4% year-over-year, with distribution and fulfillment costs declining by 10.2% due to automation initiatives [6] - Interest expense declined by 20.2% year-over-year, reflecting a lower revolving credit balance and improved financial efficiency [6]