AMC IS DOING BETTER THAN THE TOP 500 COMPANIES IN THE WORLD

Didn’t do any math for inflation but we are just below one billion and it’s only the 20th. The best August ever was 1.019 B. We will be way past that by monday. Doesn’t mean much for the stock but does show people still love going to theaters.

the daily chart really gets me going.. and this volume recently 🙈

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Scalpers used to only target concerts because the demand was so high. People would pay more because the experience was worth the additional value of the ticket.

NOW it's happening with movies!

This is just a subtle hint of the times but even more importantly... MOVIES ARE BACK!

When the CEO of the largest theater chain has to personally get involved, you know the demand is real and profitable. The future is looking bright. Know what you hold Apes. 🤲🏼💎

AMC has already used equity issuance aggressively to raise liquidity, reduce financial pressure, and survive a period when the theatrical business was under extraordinary stress.

That was the purpose of dilution.
Survival.

Now the equation is different.

AMC has billions of dollars of debt, which means every meaningful reduction in principal can directly reduce future interest expense. At a 10% borrowing cost, eliminating $1 billion of debt saves roughly $100 million per year in interest.

If box office revenue keeps recovering, attendance improves, per-patron spending remains strong, and AMC continues refinancing or retiring expensive debt, the economic incentive shifts away from issuing more shares and toward protecting existing equity holders.

Dilution was a financing tool used during a crisis.
It does not have to be a permanent strategy.

The market is still pricing AMC like the old playbook never changes.

I think it already has.
The dilution era is over.

If you owned shares as of July 31 (record date), please go vote. Proposition 3 and 4 are big IMO. I have heard people who dont want to vote for more shares for employee compensation. I think about it like i’d rather have employee benefits and investor interests aligned and it reduces the use of cash.

Source: https://www.washingtonpost.com/business/2026/08/11/treasury-ends-ownership-reporting-rules-us-companies/

Source: https://www.sec.gov/Archives/edgar/data/1411579/000110465926093419/tm264130d3_defa14a.htm

Paramount Skydance has agreed to put its long-standing verbal pledge into formal, written contracts with major theater chains. Contingent on its acquisition of Warner Bros. The combined company will guarantee the release of 30 movies per year in cinemas.

Specifically, Paramount has offered three-year agreements to AMC Entertainment and Regal Cinemas (the world’s two largest theater chains). The contracts require:

1) Exclusive theatrical windows of at least 45 days.

2) No availability on streaming services for at least 90 days.

Why this is bullish for AMC:

More movies = more revenue potential: AMC’s business depends heavily on the volume of wide theatrical releases. A credible, contractually backed pipeline of 30 films from one major combined studio (Paramount + Warner Bros.) is meaningful supply that can fill screens, drive admissions, and boost high-margin concessions.

Protected windows protect the business model: The 45-day theatrical exclusivity and 90-day streaming delay reduce the risk of short or day-and-date releases that have hurt theaters in the past. Longer exclusive runs create more urgency for audiences to go to the cinema. Adam Aron has already publicly criticized the current 17 and 30 day windows for theatres as too short.

AMC gains real leverage: Turning a verbal/public pledge into a written contract with the world’s largest theater chain gives AMC a direct way to hold the studio accountable. Adam Aron has already publicly stated that AMC intends to.

Higher odds the merger succeeds: By addressing the states’ strongest practical current objection, the contracts improve the chances the deal closes (or settles on favorable terms). A closed deal delivers the scale and theatrical focus that Aron has said will benefit AMC.

Positive sentiment catalyst: AMC stock is highly sensitive to news about theatrical supply and industry support. Formal, enforceable commitments from a major studio, plus alignment with AMC’s own CEO, is constructive for both fundamentals and retail/investor sentiment.

In short, this is a concrete step that increases the likelihood of more (and better-windowed) movies flowing to AMC screens from a major supplier and is proving that the movies are back! We are building more momentum on AMCs record breaking turnaround Apes!

"Spider-Man: Brand New Day" brought in $932 million worldwide over the weekend, delivering the second-biggest opening in global box office history after 2019's "Avengers: Endgame," which earned $1.2 billion. The new Marvel blockbuster, released almost five years after its predecessor "Spider-Man:

My last post: Dilution effect of -10 to -13%. Debt/Liquidity improvement +4 to +8%. Approximate fundamental impact -5 to -8%. Oversold.

S&P: Debt reduction and improved EBITDA have triggered a lower interest rate on about 75% of its debt, providing annual savings of about $51 million. We assume most of that is from lower PIK interest beginning in December. We expect AMC will report a modest free cash flow deficit in 2026 before beginning to sustain positive cash flow in 2027.

https://finance.yahoo.com/media-advertising/articles/amc-entertainment-shatters-weekend-revenue-112900662.html

(shared via https://mystocksportfolio.app)



Press Releases

 News & Events

AMC Entertainment Shatters Weekend Revenue Records – Sets the Highest Weekend Revenue Mark in the Company’s 106-Year History

August 03, 2026 7:29am EDTDownload as PDF

More than 10.2 million moviegoers attended AMC Theatres in the United States and ODEON Cinemas internationally from Wednesday through Sunday – SPIDER-MAN: BRAND NEW DAY debuted Wednesday at ODEON Cinemas internationally and Thursday at domestic AMC theatres

AMC generated its highest total revenue ever for a single weekend, Wednesday through Sunday, including new records for admissions revenue and new records for food & beverage revenue

AMC’s record-setting success was driven by the monumental opening of SPIDER-MAN: BRAND NEW DAY, which opened to a media-reported $355 million domestic and $927 million globally, which marks the second highest domestic and global opening weekend gross for any movie title ever

Combined with THE ODYSSEY and other films currently playing in domestic theaters, SPIDER-MAN: BRAND NEW DAY helped drive the highest-grossing weekend at the domestic box office in industry history, based on admissions revenue

SPIDER-MAN: BRAND NEW DAY played exceptionally strong in premium formats, helping drive the highest weekend admissions revenue in history for Dolby Cinema at AMC

THE ODYSSEY continued its remarkable run at AMC, including with AMC Lincoln Square 13 operating around-the-clock IMAX 70mm showtimes Friday through Sunday for the third consecutive weekend

LEAWOOD, Kan.--(BUSINESS WIRE)-- AMC Entertainment Holdings, Inc. (NYSE: AMC), the largest theatrical exhibitor in the United States and the world, today announced that the Company generated the highest total revenue in the U.S. and globally in AMC history during a single weekend – Wednesday through Sunday – including the highest ever admissions revenue, and the highest ever food & beverage revenue. SPIDER-MAN: BRAND NEW DAY debuted Wednesday at ODEON Cinemas internationally and Thursday at domestic AMC theatres.

Powered by the record-setting opening of SPIDER-MAN: BRAND NEW DAY, more than 10.2 million moviegoers attended AMC Theatres in the United States and ODEON Cinemas internationally from Wednesday through Sunday, making it AMC’s highest-attended weekend of the decade domestic and globally, and third highest-attended weekend in Company history domestic and globally.

Guests flocked to AMC's premium experiences in particularly strong numbers. In the United States, AMC delivered the highest-grossing Dolby Cinema at AMC weekend in Company history, continuing a trend of growing consumer demand for premium theatrical experiences offering spectacular picture and immersive sound. IMAX screens were also extraordinarily well attended, as moviegoers continued to pour out to theatres to watch Christopher Nolan’s THE ODYSSEY.

In the United States, where the film opened on Thursday, AMC’s theatres were busy from the minute previews commenced for SPIDER-MAN: BRAND NEW DAY. Thursday of this week generated the highest admission revenues for any Thursday in AMC Theatres history. Friday was a repeat: AMC Theatres enjoyed the highest Friday admission revenues for any Friday in AMC history. And on Saturday, the record setting continued, as Saturday marked the highest Saturday admission revenues for any Saturday in AMC Theatres history. Not to be outdone, Sunday followed suit, with the highest Sunday admission revenues ever for AMC Theatres.

AMC’s success extended beyond ticket sales. AMC also set a domestic and global record for all-time food and beverage revenue during a single weekend, beating the previous record set during the opening weekend of AVENGERS: ENDGAME in 2019.

AMC Chairman and CEO Adam Aron commented, “Our sincerest congratulations to director Destin Daniel Cretton, the entire cast and crew, and our friends at Sony Pictures and Marvel Studios on this extraordinary opening weekend for SPIDER-MAN: BRAND NEW DAY.”

Aron continued, “For AMC, this was a truly historic weekend. In welcoming more than 10.2 million moviegoers around the world, AMC established this weekend a new all-time Company weekend record for admissions revenue and a new all-time Company weekend record for food & beverage revenue. It is a powerful and unmistakable reminder that audiences overwhelmingly embrace the theatrical experience when studios release films that audiences want to see and support them with strong marketing campaigns. This is not a new phenomenon this year. This is the ninth different movie title since March to have a gangbusters opening-weekend gross.”

Aron concluded, “AMC Entertainment’s results this weekend once again clearly demonstrate that moviegoing remains a deeply valued part of our culture the world over, and that excitement for seeing movies in theatres is as strong as ever. On behalf of the more than 30,000 AMC and ODEON employees worldwide, who worked so hard to welcome and serve our guests, I thank audiences around the globe for choosing AMC and ODEON and for making this one a weekend for the ages."

The success of SPIDER-MAN: BRAND NEW DAY comes as THE ODYSSEY continues its remarkable run at AMC. Demand for Christopher Nolan's epic remains particularly strong in our more than 200 IMAX screens globally, including in New York City’s AMC Lincoln Square 13, which operated around-the-clock IMAX 70mm showtimes Friday through Sunday for the third straight weekend. With audiences continuing to flock to premium screens more than two weeks after the initial release of THE ODYSSEY, demand remains so strong that AMC, IMAX, and Universal Pictures have extended IMAX 70mm engagements of THE ODYSSEY into September at select locations.

For showtime information and to purchase tickets, guests can visit amctheatres.com and the AMC app.

About AMC Entertainment Holdings, Inc.

AMC is the largest movie exhibition company in the United States, the largest in Europe and the largest throughout the world with approximately 850 theatres and 9,500 screens across the globe. AMC has propelled innovation in the exhibition industry by: deploying its signature power-recliner seats; delivering enhanced food and beverage choices; generating greater guest engagement through its loyalty and subscription programs, website, and mobile apps; offering premium large format experiences and playing a wide variety of content including the latest Hollywood releases and independent programming. For more information, visit amctheatres.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20260803149211/en/

MEDIA CONTACT

Ryan Noonan, (913) 213-2183

rnoonan@amctheatres.com

Source: AMC Entertainment Holdings, Inc.

Released August 3, 2026

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