NYSE$IMAX

IMAX Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Global entertainment platform delivered solid results, bolstered by film hits and documentary sales.

IMAX reported solid Q2 2024 results, with revenue of $89 million and net income of $3.6 million. System sales activity is strong, installations are up, and the film slate through 2026 is promising. The company is experiencing building momentum, beating consensus across most metrics and generating strong cash flow.

  • Revenue reached $89 million, with net income at $3.6 million and EPS of 7 cents.
  • Signings for new and upgraded IMAX systems grew to 87 (+89%) with system installations climbing to 24 (+20%).
  • Global Box Office reached $196 million, boosted by film hits in June.
  • Cash from Operations climbed to $35 million, a significant year-over-year increase from $5 million.

Headline financials

Total Revenue

$89M

Previous: $98M-9.2%
EPS

$0.07

Previous: $0.26-73.1%
Total Adjusted EBITDA

$31M

No prior period
System Installations

24

No prior period
Capital Expenditures

-$2.69M

Previous: -$1.01M-166.6%
Free Cash Flow

$893K

Previous: $7.34M-87.8%
Net Income

$3.58M

Previous: $8.35M-57.1%
Operating Income

$2.87M

Previous: $14.2M-79.8%
Gross Profit

$43.9M

Previous: $57.9M-24.1%
R&D Expense

$1.53M

No prior period
Stock-Based Comp

$6.8M

Previous: $6.8M+0.0%

Revenue & EPS history

IMAX · Revenue · Quarterly

$89M

Q2 2024-9.2%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

IMAX · $100M total across 2 segments · Q3 2023

  • Technology Products
    $56.2M
  • Content Solutions
    $44.2M

Forward guidance

IMAX raised installation guidance to 130 to 150 systems for full-year 2024, compared to 128 in full-year 2023.

Tailwinds

  • Strong system sales activity
  • System installations are up significantly
  • The film slate through 2026 is strong
  • Strategic network expansion across key regions
  • Capitalizing on the tremendous film slate

Headwinds

  • Lower IMAX gross box office in Q2 2024 compared to Q2 2023 due to Hollywood strike
  • Technology Products and Services revenues and gross margin decreased year-over-year
  • Content Solutions gross margin decreased due to lower box office and revenue mix
  • Net cash provided by operating activities for the first half of 2024 was slightly lower than the prior year period
  • Potential risks associated with forward-looking statements

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 Q2 2024

Historical avgQ2 2024

+1.2%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+1.6%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+18.6%

Q3 2017

Best reaction

-22.4%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%-4.0%+6.1%
Q4 2025+14.7%+12.8%+0.1%
Q3 2025+1.0%+2.2%+12.4%
Q1 2025-3.3%+1.2%+11.9%
Q4 2024-1.1%-3.0%-1.7%
Q3 2024+15.7%+15.2%+25.3%
Q2 2024+12.7%+15.8%+19.9%
Q1 2024-2.9%-9.3%-4.3%
Q4 2023+12.0%+7.7%+3.3%
Q3 2023-0.3%-0.4%-9.1%
Q2 2023+11.5%+8.9%+10.4%
Q1 2023+8.0%+4.6%-11.3%
Q4 2022+9.1%+8.9%+7.6%
Q3 2022-5.9%-2.4%+24.8%
Q2 2022-2.3%-2.5%-8.9%
Q1 2022+4.9%+9.4%+15.3%
Q4 2021+7.0%+4.7%-1.5%
Q3 2021-8.9%-4.7%-17.0%
Q2 2021-5.6%-7.6%-11.6%
Q1 2021-7.0%-4.5%-2.6%
Q4 2020+13.5%+6.9%-3.2%
Q3 2020-2.2%-1.2%+31.3%
Q2 2020-11.2%-10.7%+22.3%
Q1 2020-7.8%-7.8%+0.2%
Q4 2019+0.6%-3.0%-38.1%
Q3 2019+3.1%+3.3%+2.5%
Q2 2019+2.1%+0.0%-2.0%
Q1 2019-3.4%-2.5%-11.7%
Q4 2018+9.0%+10.5%+9.1%
Q3 2018-4.9%-5.8%-10.1%
Q2 2018-1.6%-5.8%+8.6%
Q1 2018-2.6%-1.9%-9.9%
Q4 2017-10.8%-11.4%-18.8%
Q3 2017+18.6%+15.5%+17.9%
Q2 2017-2.8%-1.4%-13.4%
Q1 2017-0.9%-3.3%-15.8%
Q4 2016+6.5%+5.2%+10.4%
Q3 2016+2.6%+1.1%+13.3%
Q2 2016+14.3%+9.9%-0.4%
Q1 2016-1.3%
Q4 2015-9.2%
Q3 2015+0.8%
Q2 2015-3.9%
Q1 2015+0.8%
Q4 2014+6.9%
Q3 2014+3.2%
Q2 2014+7.2%
Q1 2014-8.0%
Q4 2013+2.3%
Q3 2013+4.5%
Q2 2013+2.7%
Q1 2013-5.3%
Q4 2012+3.3%
Q3 2012+3.1%
Q2 2012-3.3%
Q1 2012-2.8%
Q4 2011-1.4%
Q4 2009-1.4%
Q3 2011+16.9%
Q3 2010+16.9%
Q2 2011-22.4%
Q2 2010-22.4%
Q4 2010+8.6%
Q1 2011+8.6%
Q1 2010-6.5%

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