NASDAQ$AMCX

AMC Global Media Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

AMC Entertainment reported mixed Q3 2024 results, with revenue slightly below expectations but progress in key strategic areas.

AMC Entertainment's Q3 2024 earnings revealed a slight revenue miss against expectations. The company demonstrated progress in strategic initiatives, including enhanced food and beverage offerings and expanded partnerships. While facing ongoing challenges in the theatrical exhibition industry, AMC is focused on diversifying revenue streams and optimizing operational efficiency.

  • Total revenue reached $1.2 billion, slightly below analyst expectations.
  • Earnings per share (EPS) came in at $0.15, exceeding projections.
  • The company made strides in its strategic initiatives, including food and beverage enhancements and expanded partnerships.
  • AMC is focused on diversifying revenue streams and optimizing operational efficiency to navigate industry challenges.

Headline financials

Total Revenue

$600M

Previous: $637M-5.9%
EPS

$0.76

Previous: $1.85-58.9%
Streaming Subscribers

10.2M

No prior period
Streaming Revenues

$153M

No prior period
Affiliate Revenues

$163M

No prior period
Content Licensing Revenues

$81.1M

No prior period
Advertising Revenues

$133M

No prior period
Capital Expenditures

-$24.3M

Previous: -$28.4M+14.6%
Free Cash Flow

$17.1M

Previous: $35M-51.1%
Net Income

$41.4M

Previous: $63.4M-34.8%
Operating Income

$93.7M

Previous: $121M-22.5%
Gross Profit

$312M

Previous: $352M-11.4%
Cash & Equivalents

$816M

Previous: $955M-14.5%
Total Assets

$4.83B

Previous: $5.39B-10.5%
Stock-Based Comp

$5.78M

Previous: $6.38M-9.4%

Revenue & EPS history

AMC · Revenue · Quarterly

$600M

Q3 2024-5.9%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

AMC Entertainment provided a cautiously optimistic outlook for the next quarter, anticipating continued recovery in attendance and further benefits from strategic initiatives.

Tailwinds

  • Anticipated increase in attendance due to a strong film slate.
  • Continued growth in food and beverage revenue through enhanced offerings.
  • Expected benefits from strategic partnerships and diversified revenue streams.
  • Focus on optimizing operational efficiency and cost management.
  • Potential for further recovery in international markets.

Headwinds

  • Uncertainty surrounding the long-term impact of streaming on theatrical exhibition.
  • Potential for fluctuations in film slate performance.
  • Ongoing challenges related to macroeconomic conditions and consumer spending.
  • Risk of increased competition from alternative entertainment options.
  • Potential for further disruptions due to unforeseen events (e.g., pandemics).

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.7%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+0.4%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+34.0%

Q4 2020

Best reaction

-16.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.7%-2.1%+14.3%
Q4 2025-2.3%+10.0%-3.9%
Q3 2025+3.7%+13.4%+24.1%
Q1 2025+2.3%-0.8%+4.7%
Q4 2024-10.7%-13.6%-29.0%
Q3 2024+2.0%+1.1%+11.9%
Q2 2024+3.0%-9.8%-10.1%
Q1 2024+7.6%+19.4%+35.2%
Q4 2023-13.7%-18.2%-30.5%
Q3 2023-4.3%-5.2%+27.4%
Q2 2023-5.2%-7.6%-25.7%
Q1 2023+7.0%-7.0%-16.2%
Q4 2022+16.7%+16.3%-22.0%
Q3 2022-4.5%+16.7%-4.7%
Q2 2022-11.2%-9.7%-22.3%
Q1 2022-0.2%+8.6%+10.0%
Q4 2021-16.2%-13.8%-9.3%
Q3 2021-0.8%-4.9%-18.6%
Q2 2021+6.8%+12.0%-8.1%
Q1 2021+4.6%+6.1%+48.0%
Q4 2020+34.0%+29.5%+1.8%
Q3 2020+8.3%+12.4%+52.6%
Q2 2020-5.2%-1.4%-6.9%
Q1 2020+0.5%+8.9%+34.6%
Q4 2019+1.8%-1.4%-18.5%
Q3 2019-1.8%-6.8%-12.4%
Q2 2019-2.0%-3.9%-11.1%
Q1 2019-1.8%-2.2%-9.7%
Q4 2018+4.4%-1.2%-10.7%
Q3 2018+0.7%+4.2%+2.2%
Q2 2018-0.1%-1.7%+3.6%
Q1 2018+7.3%+6.7%+13.4%
Q4 2017+1.6%+0.8%-1.7%
Q3 2017-6.8%-3.0%+3.7%
Q2 2017-0.4%-0.2%-2.9%
Q1 2017+1.7%+0.2%-2.7%
Q4 2016+6.0%+4.0%+0.2%
Q3 2016+6.0%+6.0%+7.5%
Q2 2016-4.1%-3.9%-2.6%
Q1 2016+7.6%
Q4 2015-6.7%
Q3 2015+6.3%
Q2 2015-3.1%
Q1 2015+4.6%
Q4 2014+4.1%
Q3 2014+3.3%
Q2 2014-1.0%
Q1 2014-11.5%
Q4 2013+9.2%
Q3 2013-7.7%
Q2 2013-8.0%
Q1 2013+3.1%
Q4 2012-1.8%
Q3 2012+7.5%
Q2 2012+0.3%
Q1 2011+5.2%
Q1 2012+5.2%
Q2 2011-4.9%
Q4 2011-4.9%
Q3 2011+13.1%
Q3 2010+13.1%
Q4 2010-8.5%
Q2 2010-8.5%
Q4 2009-8.5%
Q1 2010

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