AMC (AMC): FY25 Q1 earnings call, May 7, 2025

Wed, May 7Earnings callSpeaker-labelled transcriptAMC

On its May 7, 2025 earnings call (FY25 Q1), AMC said 8 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.

Updated

Markets

17 words · 8 settled yes · our count agreed on 17 of 17

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Profit / Profitability Yes99✓93%transcripts from the transcript model–
Loyalty Yes66✓72%transcripts from the transcript model–
Innovation Yes55✓75%transcripts from the transcript model–
Partnership Yes33✓53%transcripts from the transcript model–
Debt Yes22✓96%transcripts from the transcript model–
Premium format Yes22✓22%transcripts from the transcript model–
Slate Yes11✓78%transcripts from the transcript model–
International Yes11✓77%transcripts from the transcript model–
Popcorn No00✓92%transcripts from the transcript model–
Streaming No00✓72%transcripts from the transcript model–
Retail investor No00✓50%transcripts from the transcript model–
Box office recovery No00✓47%transcripts from the transcript model–
Theater attendance No00✓41%transcripts from the transcript model–
Bankruptcy No00✓35%transcripts from the transcript model–
Inflation No00✓15%transcripts from the transcript model–
MoviePass No00✓15%transcripts from the transcript model–
Reddit No00✓15%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Sean Goodmancompany“Profit / Profitability” · prepared

…attendance. This measure is intended to provide an indication of the incremental profit that we generate with each additional moviegoer, and this incremental profit per…

Adam Aroncompany“Loyalty” · prepared

…of the AMC brand. The exceptional appeal of both our AMC stubs, loyalty, and A-list subscription programs, and our market-leading premium format offerings. Given a…

Adam Aroncompany“Innovation” · prepared

…XL screens that we piloted last year in Europe to great success. Innovation is in our DNA at AMC and we're turning up the volume…

Adam Aroncompany“Partnership” · prepared

…to even more moviegoers worldwide. Additionally, our laser and AMC initiative in partnership with Barco delivers a brighter, sharper, more energy efficient projection experience that…

Sean Goodmancompany“Debt” · prepared

…since the beginning of 2022, we've lowered the principal value of our debt and finance leases by approximately $1.1 billion, and we've repaid approximately $281…

Sean Goodmancompany“Premium format” · qa

…What proportion of AMC locations do you think ultimately could include a premium format auditorium? Likewise, recliner seating. What percentage of our auditoriums could have…

Adam Aroncompany“Slate” · prepared

…and Odeon Cinemas are perfectly positioned to lean into this action heavy slate and reports significantly improving financial results in the balance of 2025. My…

Sean Goodmancompany“International” · prepared

…is now up by a remarkable 59% compared to pre-pandemic 2019. Our international markets delivered similarly strong and sustained growth, with total revenue per patron…

Agents: this page as TSV at /api/v1/appearances/amc:2025-05-07:earnings_call · words: /api/v1/brief?appearance=amc:2025-05-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP