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.

2 matches for “Streaming”; 1 quoted, at least 25 words apart.

Adam M. Aroncompanyqa

…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…

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“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“Popcorn” · qa

…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…

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