Earnings watch — Q1 due May 13 (liquidity key); Super Mario Galaxy/Hail Mary boosts + Zacks Hold + WGA deal + Mario merch
Key Questions
When are AMC's Q1 earnings expected to be released?
AMC's Q1 earnings are due on May 13, with liquidity as a key focus area. Expectations include EPS of -$0.36 and revenue of $960M.
How did Super Mario Galaxy impact AMC's performance?
Super Mario Galaxy drove over $372M in box office, record merchandise sales like Yoshi (#2), and contributed to the biggest 2026 opening and 2nd-highest weekend, up 70% YoY. It boosted stock to $1.30/$1.28.
What were the highlights of AMC's Easter weekend?
AMC reported a record 5-day Easter weekend with over 6M global guests, best-ever global revenue led by Super Mario Galaxy, strong F&B, and merchandise sales. Attendance and revenue rose 13-15% and 12.5% respectively.
What is Zacks' rating on AMC stock?
Zacks has a Hold rating on AMC, noting investor attention amid outpacing market gains and closing at $1.28, up 1.59% in recent sessions.
How significant is the WGA deal for AMC?
The WGA deal supports production stability, potentially aiding future content slate including CJ 4DX, Stranger, and Aron projects. It contributes to positive sentiment alongside box office boosts.
What bearish factors should investors watch in Q1 earnings?
Bearish elements include ongoing debt, losses, theater closures, and underperforming locations. Focus on EBITDA, FCF, OCF, and liquidity metrics despite strong box office.
What drove recent surges in AMC stock price?
Stock surges were fueled by record Easter revenue, Super Mario Galaxy boost, and 6M moviegoers worldwide. ISM data disappointment had less impact compared to these positives.
What strategic changes is AMC implementing?
AMC plans closures of underperforming theaters, acquisitions, and strategy shifts for long-term financial health amid declining 2025 attendance. This ties into earnings focus on profitability.
Q1 05-13 EPS -$0.36/rev $960M confirmed (ex-1AGbYtli Zacks #3 Hold); repeated PRs confirm Super Mario Galaxy $370M+/>6M Easter guests/record 5-day adms+F&B/Yoshi #2 merch/lipstick effect/Hail Mary biggest 2026 open/2nd-highest weekend +70% YoY (+13-15%/+12.5% stock to $1.30/$1.28 ex-bfe07bbc/ex-e400b3d8/ex-87a1a045/ex-b553087d/ex-aff56af0/ex-dc3bb691/ex-1AEV0eAy/ex-1AENcRbA/ex-6661cb7a/ex-2e1e3ef9/ex-0c6a2f90/ex-f9d94caa/ex-e7c6e7c4/ex-521157a3/ex-e693204c/ex-92c001af/ex-ee8f6bb5/ex-b69d53a4/ex-1AFsoM6V/ex-1AFsIf5g/ex-1AG3DRam/ex-2a154c0c/ex-5aef4b36/ex-99cff345/ex-860284c0/ex-ea5b7bed/ex-ea4d6f4a) + Hail Mary $217M drives pops vs Wedbush/Citi bears; CJ 4DX/Stranger/Aron slate/WGA. Bearish debt/loss; focus EBITDA/FCF/OCF; closures.