Earnings analysis · 10-Q
AMCX earnings analysis
Filed May 8, 2026 · Our reading of the company's report
The latest report
AMC Global Media Inc. reported Q1 2026 results with revenues of $542.1 million, a slight increase from $555.2 million in Q1 2025, while EPS dropped significantly to $0.08 from $0.34 in the same quarter last year. The…
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AMC Global Media Inc. reported Q1 2026 results with revenues of $542.1 million, a slight increase from $555.2 million in Q1 2025, while EPS dropped significantly to $0.08 from $0.34 in the same quarter last year. The Domestic Operations segment experienced a revenue decline of 3.2%, driven by lower subscription and advertising revenues; the International segment saw a modest growth of 3.3%. Overall, operating income plummeted by 51.3% year-over-year.
Reported figures
- Earnings per share
- $0.08
- Segment
- Domestic Operations
- Segment
- International
What stood out
-
Revenue Slightly Above Estimates
Reported revenue reached $542.1 million, just above the estimate of $540.9 million.
-
Revenue Growth in International Segment
International segment revenues grew by 3.3% to $72.3 million, while Domestic Operations declined by 3.2%.
-
Operating Income Decline
Operating income fell by 51.3% to $31.3 million compared to $64.2 million in Q1 2025.
-
Strong Cash Generation
Operating cash flow for Q1 2026 was $67.5 million, down from $108.8 million in Q1 2025.
-
Stable Cash Position
As of March 31, 2026, cash and cash equivalents stood at $552.1 million.
-
Restructuring Costs Reduced
Restructuring and related charges decreased to $4.3 million from $4.8 million a year ago.
What to watch
-
Significant EPS Miss
EPS reported at $0.08 missed estimates of $0.21, reflecting a decline in profitability.
-
Decline in Domestic Advertising Revenue
Domestic advertising revenues decreased 5.4%, contributing to lower overall revenues.
-
Increased Operating Expenses
Total operating expenses rose by 4.0%, leading to reduced profitability.
Management's outlook
Management expects continued challenges in advertising revenues and linear subscriber declines.
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.