AMC (AMC): FY25 Q2 earnings call, Aug 12, 2025

Tue, Aug 12Earnings callSpeaker-labelled transcriptAMC

On its Aug 12, 2025 earnings call (FY25 Q2), AMC said 14 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with 26 of 27 settlements. Quotes below are at most 25 words each.

Updated

Markets

27 words · 14 settled yes · our count agreed on 26 of 27

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
Box office Yes1919✓96%transcripts from the transcript model–
IMAX Yes1010✓91%transcripts from the transcript model–
debt Yes99✓96%n=1+tx from settlement history blended with transcripts–
Investor Yes66✓87%transcripts from the transcript model–
Loyalty Yes66✓83%n=1+tx from settlement history blended with transcripts–
Retail Yes33✓91%transcripts from the transcript model–
Taylor Swift Yes22✓56%transcripts from the transcript model–
Streaming Yes22✓53%n=1+tx from settlement history blended with transcripts–
Ticket price Yes22✓31%transcripts from the transcript model–
Landlord Yes11✓83%transcripts from the transcript model–
Innovation Yes11✓83%n=1+tx from settlement history blended with transcripts–
Popcorn Yes11✓80%n=1+tx from settlement history blended with transcripts–
Rotten Tomatoes Yes11✓19%transcripts from the transcript model–
Advertisement Yes00✗15%transcripts from the transcript model–
Blockbuster No01✓78%transcripts from the transcript model–
Partnership No00✓70%n=1+tx from settlement history blended with transcripts–
Barbie No00✓39%transcripts from the transcript model–
Refinancing No00✓38%transcripts from the transcript model–
Theater attendance No00✓28%n=1+tx from settlement history blended with transcripts–
APE No00✓24%transcripts from the transcript model–
Bankruptcy No00✓22%n=1+tx from settlement history blended with transcripts–
Dead City No00✓15%transcripts from the transcript model–
Interview No00✓15%transcripts from the transcript model–
Seasonality No00✓15%transcripts from the transcript model–
Crypto No00✓15%transcripts from the transcript model–
Meme Stock No00✓15%transcripts from the transcript model–
Short interest 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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

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

1 match for “Popcorn”; 1 quoted, at least 25 words apart.

Adam M. Aroncompanyqa

…profitable for us. But it's also true with having 4 kinds of popcorn flavors instead of 1, having 140 drink flavor choices coming out of…

Where the listed words were said

Adam M. Aroncompany“Box office” · prepared

…about every single major and minor studio alike crushed it at the box office in spectacular fashion. With the second quarter domestic industry box office…

Adam M. Aroncompany“IMAX” · prepared

…have started the work to double the number of our already existing IMAX auditoriums that have been stepped up in their quality to the much…

Adam M. Aroncompany“debt” · prepared

…transformative transactions, including receiving more than $240 million in cash from new debt issuance and the equitization of at least $143 million in debt with…

John C. Merriwethercompany“Investor” · prepared

…measures to GAAP results, please see our earnings release posted in the Investor Relations section of our website earlier this morning. After our prepared remarks,…

Adam M. Aroncompany“Loyalty” · prepared

…First, this discount is only available to members of our AMC Stubs loyalty program, but that includes any instantaneous new member sign-ups. So that gives…

Adam M. Aroncompany“Retail” · prepared

…back to the arrival on scene in 2021 and since then of retail investors, we knew that they were interested in the prospects of AMC…

Adam M. Aroncompany“Taylor Swift” · prepared

…movie distribution effort that was such a success for AMC, starting with Taylor Swift and Beyonce in 2023 continues to deliver for us. Last year,…

Adam M. Aroncompany“Streaming” · qa

…reminded various studio chiefs that the future was not only in their streaming services, but also in their theatrical releases. And that sometimes the most…

Adam M. Aroncompany“Ticket price” · prepared

…you'll see that in our second quarter numbers, for example, AMC's average ticket price in the U.S. often meaningfully exceeds the prices realized by some…

Sean D. Goodmancompany“Landlord” · prepared

…a CapEx perspective, for the full year 2025, we expect CapEx less landlord contributions to be in the range of $175 million to $225 million.…

Sean D. Goodmancompany“Innovation” · prepared

…our continued focus on creating an unrivaled guest experience through industry- leading innovations, coupled with our enviable theater footprint and the most comprehensive and growing…

Adam M. Aroncompany“Rotten Tomatoes” · qa

…a movie beloved by his fans. It got some spectacular scores on Rotten Tomatoes, I heard. We're in several conversations right now with more world-class…

Agents: this page as TSV at /api/v1/appearances/amc:2025-08-12:earnings_call · words: /api/v1/brief?appearance=amc:2025-08-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP