Company Overview - Alliance Entertainment Holding Corporation (NASDAQ: AENT) is a leading distributor and omnichannel fulfillment partner in the entertainment and pop culture collectibles industry, offering over 340,000 unique SKUs across various categories including music, video, video games, licensed merchandise, and exclusive collectibles [1][4] - The company serves more than 35,000 retail and e-commerce storefronts, providing the largest selection of physical media in the market, including over 57,300 exclusive titles [4] Upcoming Event - Alliance Entertainment's management team will present at the Noble Capital Markets' 21st Annual Emerging Growth Equity Conference on December 2-3, 2025, in Boca Raton, Florida [1][3] - The conference is designed to enhance visibility and engagement for small and mid-cap companies through presentations and one-on-one investor meetings [2] Industry Context - NobleCon is an annual event that gathers public company executives, institutional investors, family offices, and industry leaders, focusing on emerging growth companies and investor access [2]

Core Insights - Alliance Entertainment Holding Corporation reported a strong financial performance for the fiscal first quarter ended September 30, 2025, with net revenues increasing by 11% year-over-year to $254 million, driven by growth in physical media and collectibles [1][2][12] - The company achieved a significant increase in adjusted EBITDA, which rose 259% to $12.2 million, reflecting improved profitability and operational efficiency [1][2][17] - The integration of AI tools is yielding early productivity gains, enhancing sales enablement and operational workflows as the company prepares for the holiday season [2][6][11] Financial Performance - Net income for the quarter was $4.9 million, or $0.10 per diluted share, compared to $0.4 million, or $0.01 per diluted share, in the same period last year [2][17] - Gross profit increased by 46% to $37.2 million, with gross margin expanding by 340 basis points to 14.6% [2][12] - Adjusted EBITDA margin improved by 330 basis points to 4.8%, indicating effective cost management and a shift towards higher-margin content [2][8] Revenue Breakdown - Physical media sales surged by 59% year-over-year to $84 million, bolstered by an exclusive distribution agreement with Paramount Pictures and strong demand for premium formats [2][5] - Vinyl sales increased by 8% to $75.8 million, reflecting ongoing consumer interest in collector-grade releases [2][5] - Collectibles revenue grew by 32% to $6.4 million, driven by the success of the Handmade by Robots™ brand and exclusive licensed merchandise [2][5] Operational Efficiency - Distribution and fulfillment expenses remained stable at 3.9% of net revenue, showcasing operational efficiency through warehouse automation [2][8] - Selling, general, and administrative (SG&A) expenses slightly increased to 5.9% of net revenue, reflecting targeted investments in technology and infrastructure [2][8] Balance Sheet and Liquidity - The company ended the quarter with $3.2 million in cash and $53.2 million in working capital, indicating strong liquidity management [2][10] - Inventory rose to $121.7 million to support holiday demand, while accounts payable totaled $173.8 million [2][10] - Interest expense decreased by 17% year-over-year, attributed to a lower average revolver balance and improved rates [2][10] Strategic Outlook - The company is focused on sustaining profitability and cash generation while scaling AI adoption to enhance productivity across various functions [11] - Alliance Entertainment is well-positioned to capture market share in growth categories and deliver long-term value for shareholders through disciplined execution and exclusive content partnerships [7][11]

Core Points - Alliance Entertainment Holding Corporation (Nasdaq: AENT) 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][7] Group 1: Upcoming Events - Alliance Entertainment will participate in the 14th Annual ROTH Technology Conference on November 18-19, 2025, at the Hard Rock Hotel NYC in New York [1] - CEO Jeff Walker will represent the company in one-on-one and small-group meetings with institutional investors on November 19, 2025, following the release of Fiscal 2026 Q1 earnings [2] - A conference call to discuss the financial results for the first quarter of fiscal year 2026, ended September 30, 2025, will be held on November 12, 2025, at 4:30 p.m. Eastern Time [4][8] Group 2: Financial Information - The conference call will be hosted by CEO Jeff Walker, CFO Amanda Gnecco, and Executive Chairman Bruce Ogilvie, followed by a Q&A session [5] - A press release detailing the financial results will be issued prior to the call [4] Group 3: Company Overview - Alliance Entertainment offers the largest selection of physical media in the market, including over 57,300 exclusive titles across various formats [7] - The company's collectibles portfolio includes products like Handmade by Robots™, featuring licensed characters from leading entertainment franchises [7] - Alliance leverages operational expertise, exclusive licensing partnerships, and a scalable infrastructure to serve top entertainment brands and retailers [7]

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 Insights - Alliance Entertainment Holding Corporation (AENT) 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 provides a vast selection of 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 offers licensed merchandise, toys, retro gaming products, and collectibles, enhancing its position in the collectibles market [3] - Alliance's collectibles portfolio includes the Handmade by Robots™ line, featuring stylized vinyl figures of licensed characters from popular entertainment franchises [3] - The company leverages operational expertise, exclusive licensing partnerships, and a scalable infrastructure to serve top entertainment brands and retailers [3] Upcoming Events - Bruce Ogilvie, Executive Chairman, and Jeff Walker, CEO of Alliance Entertainment, will present at Noble Capital Markets' Emerging Growth Virtual Equity Conference on October 8, 2025, at 10:30 a.m. Eastern Standard Time [1] - The presentation will include a fireside style Q&A session and scheduled 1x1 meetings for registered, qualified investors [1][2]

Company Overview - Alliance Entertainment Holding Corporation (NASDAQ: AENT) 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, licensed merchandise, 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] Upcoming Events - The company will participate in the iAccess Alpha Virtual Best Ideas Fall Investment Conference 2025 on September 16 and 17, 2025, with CEO Jeff Walker presenting at 1:00 p.m. ET on September 16 [1] - Following the presentation, one-on-one meetings with investors are scheduled for September 17 [1] Presentation Details - A live webcast of the presentation will be available, with a replay accessible afterward [2] - The presentation will also be featured in the investor relations section of the company's website [2] Conference Information - iAccess Alpha hosts virtual investor conferences that include webcast presentations and one-on-one meetings between company management and pre-qualified investors [3] - For more information about the conference or to schedule a meeting with Alliance Entertainment, interested parties can visit the conference website [3]

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 has appointed Robert Oram as Executive Vice President to enhance its filmed entertainment sales and distribution efforts, reflecting the company's commitment to operational excellence and leadership in collectibles distribution [1][2][3] Company Overview - Alliance Entertainment is a leading 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 formats [4] - The company serves over 35,000 retail locations and provides e-commerce fulfillment for major retailers, leveraging its extensive catalog and operational expertise [4] Leadership and Strategy - Robert Oram brings 30 years of experience in the home entertainment industry, previously serving as Head of Domestic Sales and Trade Marketing at Paramount Pictures Home Entertainment, where he excelled in strategic retail partnerships [2][3] - Oram's appointment is expected to drive performance and sales growth in high-value collectible formats, aligning with the company's mission to lead at the intersection of entertainment and collectibles [3] Market Position and Growth Potential - The company is positioned to capitalize on the growing demand for premium film formats and aims to enhance its retail impact while delivering value to studio partners and retail customers [3] - Alliance is focusing on building infrastructure, talent, and partnerships to support growth in a multi-billion-dollar market for physical media [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]