Research
FORUM TRANSCRIPT

AMC Entertainment – Business Update & H2 2022 Outlook

  • Credit
  • TMT
  • North America
PREMIUM

Specialist

Former VP at AMC Entertainment Holdings Inc

Agenda

  • AMC Entertainment’s (NYSE: AMC) operating environment – summer box office traffic and near-to-mid-term attendance recovery
  • Competitive dynamics, including AMC’s differentiation vs Regal (LON: CINE) and Cinemark (NYSE: CNK)
  • Growth opportunities and diversifying revenue streams, assessing international investments, pricing dynamics and promotional programmes
  • Studio and exhibitor relationship developments, noting potential drivers of future leverage shifts and content type release trends
  • Outlook for H2 2022 and beyond, highlighting 2023-24 box office expectations, distribution strategies and likelihood of consolidation

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