Replies to post #17795 on Keeping It Simple

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Movie theater giant AMC Entertainment Holdings (NYSE:AMC) could show the benefits from a rebounding box office when the company reports third-quarter financial results Wednesday after market close.

Here are the earnings estimates and key items to watch in the earnings report and conference call.

Earnings Estimates: Analysts expect AMC Entertainment to report third-quarter revenue of $1.23 billion, down from $1.35 billion in last year's third quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in four straight quarters and in nine of the past 10 quarters overall.

Analysts expect AMC Entertainment to report a loss of 20 cents per share, down from a loss of four cents per share in last year's third quarter.
The company has beaten analyst estimates for earnings per share in two straight quarters and in eight of the past 10 quarters overall. With eight beats and two in-line quarters, AMC has made or beaten earnings per share in each of the past 10 quarters.

Key Items to Watch: AMC could benefit from a turnaround in the box office, with CEO Adam Aron recently highlighting the strong 2025 performance.

"With 2025 well on pace to be the strongest box office in five years and an even stronger film slate scheduled for 2026, we have an extraordinary backdrop for AMC’s ongoing recovery,” Aron said.

The third quarter saw strong box office results for "Superman," "Jurassic World Rebirth" and "The Fantastic Four: First Steps." The films rank third, fourth and sixth, respectively, for domestic box office revenue in 2025.

Having three of the top 10-grossing films in the quarter could help AMC's results. The third quarter had seven films gross $100 million or more domestically, including the $300 million or more from "Superman" and "Jurassic World Rebirth."

Overall domestic third-quarter box office revenue was down 11.1% year-over-year at $2.37 billion, according to data from BoxOfficeMojo. Last year's third quarter had "Deadpool & Wolverine," which grossed $631.6 million in the quarter.

A strong third quarter could be reported by AMC based on the success of several movies in the quarter, but the company could also lay out what the fourth quarter looks like.

The company partnered with Taylor Swift again for the official release party of her new album in October and showed a sing-along version of the hit Netflix movie "KPop Demon Hunters" over the Halloween weekend.

Those items add to a strong fourth quarter that includes movies like "Wicked: For Good," "Zootopia 2," and "Avatar: Fire and Ash."

The company may benefit in the third and fourth quarters from its Slash Pass, which allows entry to six horror films from a select list.

AMC also recently announced a refinancing agreement that saw debt cut by around $40 million. The deal did not include issuing new shares or cash.

In the second quarter, AMC reported revenue growth of 35% year-over-year with overall attendance up 25.6% year-over-year. The quarter was helped by strong food and beverage sales along with higher attendance. The company said it "shattered all-time records" for many per patron metrics in the quarter.

Analysts and investors will likely be watching to see if AMC per patron metrics remain strong in the third quarter, an item that could help the company even if box office revenue is down year-over-year.

AMC Price Action: AMC stock is down 2.32% to $2.54 on Tuesday versus a 52-week trading range of $2.45 to $5.56. AMC shares are down 36.9% year-to-date in 2025.

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Netflix Amc put rivalry aside, cozy up on Kpop Demon hunters, Stranger things and More

5:08 PM EDT, October 28, 2025 (Benzinga Newswire)

Movie theater giant AMC Entertainment Holdings (NYSE:AMC) has had a love-hate relationship with most streaming companies over the years. When it comes to streaming giant Netflix Inc (NASDAQ:NFLX), AMC has been very selective in partnerships.
The two companies could be moving beyond their rivalry with some upcoming deals.

Netflix Heads to the Movie Theaters

Smash streaming hit "KPop Demon Hunters" is heading back to movie theaters this weekend with a sing-along version heading to screens, months after the animated film topped the box office charts.

Unlike the first time around, the film will play at 300 AMC theaters for the first time, as the movie theater company cozies up to Netflix, according to a report from Variety.

This is relatively unusual for AMC, which has often avoided showing Netflix shows and movies in theaters, with a major difference of opinion over how long content should be exclusive to theaters before hitting streaming platforms

In August, Netflix released the sing-along version of "KPop Demon Hunters" in theaters, topping the domestic box office with around $18 million. AMC did not play the film in theaters at the time.

"For a long time, Netflix's primary interest in getting its movies into theaters was for awards consideration or appeasing talent," Wedbush analyst Alicia Reese said, as reported by Variety. "Netflix has more interest now in trying to maximize reach."

Netflix has also partnered with AMC to show the two-hour "Stranger Things" series finale in theaters on New Year's Eve and New Year's Day, with simultaneous releases in theaters and on streaming.

AMC previously showed the Netflix film "Glass Onion" in theaters in 2022.

The two companies could be working together on more content in the future, too, with the report saying the 2026 "Narnia" adaptation from Netflix will be shown in AMC's IMAX theaters for a two-week exclusive run. Netflix is also considering releasing its "Once Upon a Time in Hollywood" spinoff, "Adventures of Cliff Booth," in theaters before its streaming release.

Room To Work Together?


The move could be a win-win for both companies, with AMC still recovering from post-COVID-19 revenue declines and Netflix seeking new ways to boost revenue beyond subscriptions.

Netflix CEO Ted Sarandos has been pretty dismissive of working with movie theaters in the past, calling them an "outmoded idea."

Just last week, Sarandos said, "Our strategy is to give our members exclusive first-run movies on Netflix."

Earlier this year, Sarandos said Netflix "saved Hollywood" by giving consumers easy access to films and shows at their convenience.

"We deliver the program to you in a way you want to watch it," Sarandos said at the Time100 event.

Burying the hatchet on a long-running feud and working together on future releases being shown on Netflix and in movie theaters could allow more consumers to see the content, potentially benefiting the creators and actors behind movies and shows.