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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chad Beynon | Macquarie | 7 questions · 0% challenging |
| Eric Wold | Texas Capital Securities | 3 questions · 0% challenging |
| Mike Hickey | StoneX | 2 questions · 0% challenging |
| Patrick Sholl | Barrington Research | 2 questions · 0% challenging |
| Alicia Reese | Wedbush Securities | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Macquarie | 1 analyst | 7 questions · 0% challenging |
| Texas Capital Securities | 1 analyst | 3 questions · 0% challenging |
| Barrington Research | 1 analyst | 2 questions · 0% challenging |
| StoneX | 1 analyst | 2 questions · 0% challenging |
| Wedbush Securities | 1 analyst | 2 questions · 0% challenging |
AMC closed 2025 with fourth-quarter total revenue of approximately $1.29 billion - down modestly from the prior-year quarter as the North American box office fell about 4.4% - while remaining unprofitable on a GAAP basis. For the full year, consolidated revenue grew 4.6% to more than $4.8 billion and adjusted EBITDA rose nearly 13% to approximately $388 million, as record total revenue per patron of $22.10 and continued theater-footprint pruning lifted margins despite a 2.1% decline in global attendance. The balance sheet remained the swing factor: AMC ended the year with $428 million of cash but burned $366 million of free cash flow and kept refinancing debt and issuing equity to push maturities out to 2031. Management leaned heavily on 'operating leverage,' arguing that a much richer 2026 film slate - with January North American box office already up roughly 16% - could lift industry box office $500 million to more than $1 billion and translate into materially higher adjusted EBITDA.
Demand | Capex Investment | Margin | Competitive Dynamics | Capital Allocation | Pricing | M&A | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 1 | 1 | 1 | ||||
| 2025Q2 | 1 | 2 | 1 | 1 | 1 | 1 | 1 | |
| 2025Q3 | 1 | 1 | 1 | |||||
| 2025Q4 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|
| Demand | 1 | 1 | 1 | 1 |
| Capex Investment | 1 | 2 | 1 | |
| Margin | 1 | 1 | 1 | |
| Competitive Dynamics | 1 | 1 | ||
| Capital Allocation | 1 | 1 | ||
| Pricing | 1 | 1 | ||
| M&A | 1 | |||
| Geographic Expansion | 1 |
What AMC said about other companies on its FY2025 Q4 call, and what other companies said about AMC on their calls covering the same calendar quarter (Q4 2025). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our investment in Hycroft has met and exceeded attractive financial hurdle returns.”
AMC's minority investment in Hycroft Mining appreciated well above cost, with partial monetization; positive for the (untracked) mining company's equity.
“Paramount says that it will be releasing more movies in 2026.”
Paramount plans more theatrical releases in 2026, a positive signal for Paramount Skydance's film output.
“Warner Bros says that it will be releasing more movies in 2026.”
Warner Bros plans more theatrical releases in 2026, a positive signal for Warner Bros. Discovery's film output.
“Disney and Universal have what looked to be fabulous movie slates.”
AMC expects a strong 2026 slate from Comcast's Universal Pictures, a positive signal for NBCUniversal's film output.
“Disney and Universal have what looked to be fabulous movie slates.”
AMC expects a strong 2026 theatrical slate from Disney, a positive signal for Disney's film studio output.
“Amazon is now telling us that their goal is to release 15 theatrical movies in 2027 and that they'll probably get up to 10 to 13 theatrical movies on their slate in 2026.”
Amazon MGM plans to scale theatrical output to 10-13 films in 2026 and ~15 in 2027, a positive signal for Amazon's growing theatrical film slate.
“Last year, we had real success with Apple in their film F1. We leaned into it in a big way.”
Apple's theatrical release of F1 was a mutual success with AMC, a positive signal for Apple's push into theatrical film distribution.
“AMC had the privilege to welcome more than 753,000 Stranger Things fans, collecting approximately $15 million in cash from Netflix fans watching the Netflix product in an AMC theater.”
The Stranger Things finale drew more than 753,000 attendees and ~$15 million over two days, showing Netflix can monetize its IP through theatrical events.
“a few months ago, AMC and Netflix made the joint decision to partner together.”
AMC formed a new theatrical partnership with Netflix after years at arm's length, a signal that Netflix is increasingly willing to put content into cinemas.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.31B | +18.3% | $-0.35 | +57.8% | 0.4% | -10.4% | $114M |
| FY2025 Q1 | $863M | -9.3% | $-0.47 | +24.2% | -16.9% | -23.4% | $-417M |
| FY2025 Q2 | $1.40B | +35.6% | $-0.01 | +90.0% | 6.6% | -0.3% | $89M |
| FY2025 Q3 | $1.30B | -3.6% | $-0.58 | -866.7% | 2.8% | -22.9% | $-81M |
| FY2025 Q4Selected | $1.29B | -1.4% | $-0.25 | +28.6% | 0.0% | -9.9% | $43M |
| FY2026 Q1 | $1.05B | +21.2% | $-0.22 | +53.2% | -4.4% | -11.2% | $-175M |
| FY2026 Q2 | $1.60B | +14.2% | $-0.02 | -100.0% | 14.9% | -0.7% | $190M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 | $4.64B | — | $-1.13 | — | -1.7% | -7.6% | $-296M |
| FY2025Selected | $4.85B | +4.6% | $-1.31 | -15.9% | -0.4% | -13.0% | $-366M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q4 2025Earnings call Feb 24, 2026
FY2025 Q4 in brief
AMC closed 2025 with fourth-quarter total revenue of approximately $1.29 billion - down modestly from the prior-year quarter as the North American box office fell about 4.4% - while remaining unprofitable on a GAAP basis.
Newest quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for AMC Entertainment Holdings, Inc. (AMC), FY2025 Q4: 4/10. Scores: AMC Entertainment Holdings, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AMC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY -1.39% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| AMCAMC Entertainment Holdings, Inc. | 4 | -1.4% | AMC closed 2025 with fourth-quarter total revenue of approximately $1.29 billion - down modestly from the prior-year quarter as the North American box office fell about 4.4% - while remaining unprofitable on a GAAP basis | |
| DISThe Walt Disney Company | 5 | +5.2% | Box office franchise dominance | |
| FOXFox Corporation (Class B) | 4 | +2.0% | Fox grew fiscal Q2 revenue 2% to $5.18 billion, led by 4% distribution growth and a 1% advertising gain that held up against the prior-year political cycle, but adjusted EBITDA fell to $692 million from $781 million as higher sports programming and digital growth investment outpaced revenue | |
| LYVLive Nation Entertainment | 8 | +11.1% | Double-digit AOI growth guided for 2026 | |
| NFLXNetflix, Inc. | 10 | +17.6% | New 2026 revenue guide of $51B, up 14% year on year | |
| NWSNews Corp (Class B) | 6 | +5.5% | Accelerating revenue and profit growth | |
| ROKURoku, Inc. | 9 | +16.1% | Roku closed 2025 with a record fourth quarter, growing platform revenue over 18% past $1.2 billion and posting record adjusted EBITDA of $169 million and record net income of $80 million | |
| SKYDSkydance Corporation | 6 | +6.1% | Strong First Full Quarter Under New Leadership | |
| TKOTKO Group Holdings | 8 | +61.6% | Catalytic Year Completed with Revenue and EBITDA Beats |
AMC closed 2025 with fourth-quarter total revenue of approximately $1.29 billion - down modestly from the prior-year quarter as the North American box office fell about 4.4% - while remaining unprofitable on a GAAP basis
Fox grew fiscal Q2 revenue 2% to $5.18 billion, led by 4% distribution growth and a 1% advertising gain that held up against the prior-year political cycle, but adjusted EBITDA fell to $692 million from $781 million as higher sports programming and digital growth investment outpaced revenue
| Company | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|---|---|---|
| AMC | No score | 8 | 3 | 8 | 4 | 4 |
| DIS | 6 | 7 | 8 | 6 | 7 | 5 |
| FOX | 8 | 9 | 7 | 7 | 6 | 4 |
| LYV | No score | 5 | 3 | 7 | 8 | 8 |
| NFLX | No score | 10 | 8 | 10 | 8 | 10 |
| NWS | 7 | 7 | 6 | 6 | 5 | 6 |
| ROKU | No score | 9 | 8 | 9 | 9 | 9 |
| SKYD | 4 | 6 | 4 | 6 | 5 | 6 |
| TKO | No score | 7 | 8 | 9 | 7 | 8 |
Double-digit AOI growth guided for 2026
Roku closed 2025 with a record fourth quarter, growing platform revenue over 18% past $1.2 billion and posting record adjusted EBITDA of $169 million and record net income of $80 million
Catalytic Year Completed with Revenue and EBITDA Beats