AMC Networks Set to Release Q4 Earnings on February 11
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy AMCX?
Source: seekingalpha
- Earnings Announcement Date: AMC Networks is set to announce its Q4 earnings on February 11 after market close, with a consensus EPS estimate of $0.66, reflecting a 3.1% year-over-year increase, indicating slight improvement in profitability.
- Revenue Expectations: The revenue estimate stands at $581.83 million, representing a 2.9% year-over-year decline, highlighting challenges in revenue growth that could impact the company's future market performance.
- Historical Performance Review: Over the past two years, AMC Networks has only beaten EPS estimates 25% of the time and revenue estimates 63% of the time, indicating significant volatility in its performance and necessitating cautious evaluation by investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates experienced three upward and three downward revisions, suggesting increased uncertainty in market expectations regarding AMC Networks' future performance.
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Analyst Views on AMCX
Wall Street analysts forecast AMCX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMCX is 6.67 USD with a low forecast of 6.00 USD and a high forecast of 8.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
0 Buy
4 Hold
1 Sell
Hold
Current: 7.420
Low
6.00
Averages
6.67
High
8.00
Current: 7.420
Low
6.00
Averages
6.67
High
8.00
About AMCX
AMC Networks Inc. is a global entertainment company. The Company creates and curates series and films across distinct brands and makes them available to audiences everywhere. The Domestic Operations segment consists of five programming networks, streaming services, AMC Studios operation, and film distribution business. Its programming networks are AMC, We TV, BBC AMERICA, IFC, and SundanceTV. Its streaming services consist of AMC+ and its targeted subscription streaming services (Acorn TV, Shudder, Sundance Now, ALLBLK, and HIDIVE). Its AMC Studios operation produces original programming for its programming services and third parties and also licenses programming worldwide. Its film distribution business includes Independent Film Company, RLJ Entertainment Films and Shudder. The International segment consists of AMC Networks International (AMCNI), its international programming businesses consisting of a portfolio of channels distributed around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AMC Networks Set to Release Q4 Earnings on February 11
- Earnings Announcement Date: AMC Networks is set to announce its Q4 earnings on February 11 after market close, with a consensus EPS estimate of $0.66, reflecting a 3.1% year-over-year increase, indicating slight improvement in profitability.
- Revenue Expectations: The revenue estimate stands at $581.83 million, representing a 2.9% year-over-year decline, highlighting challenges in revenue growth that could impact the company's future market performance.
- Historical Performance Review: Over the past two years, AMC Networks has only beaten EPS estimates 25% of the time and revenue estimates 63% of the time, indicating significant volatility in its performance and necessitating cautious evaluation by investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates experienced three upward and three downward revisions, suggesting increased uncertainty in market expectations regarding AMC Networks' future performance.
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- Tesla's Market Position: In 2023, Tesla surpassed the SPDR S&P 500 ETF to become the most purchased stock by retail investors, reflecting its skyrocketing popularity among small-scale investors, having not even made the top 20 four years prior.
- Performance Comparison: Tesla's shares more than doubled in 2023, while the Nasdaq Composite only gained 43%, highlighting Tesla's robust recovery and the intense market focus on its performance.
- Influence of Retail Investors: Blackrock estimates that retail investors now account for nearly 20% of average daily flows, a significant increase from low single-digit percentages before the pandemic, underscoring their growing impact on the market.
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- Earnings Call Schedule: AMC Networks will host a conference call on February 11, 2026, at 4:30 PM ET to discuss its Q4 and full-year 2025 results, which is expected to impact investor confidence.
- Pre-Earnings Release Insight: The company will issue a press release after market close, providing key financial data that will assist analysts and investors in assessing its market performance and future growth potential.
- Live Streaming and Replay: The conference call will be webcast live on the company's website, with replays available approximately two hours after the call ends, enhancing information transparency and investor engagement.
- Company Overview: AMC Networks is home to several well-known brands and streaming services, including AMC+ and Acorn TV, dedicated to delivering high-quality content to global audiences, showcasing its market position in the entertainment industry.
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- Successor Search: The company has initiated a search for O’Connell's successor, a move that could impact financial strategy and investor confidence, especially against the backdrop of current streaming business growth.
- Financial Goals: AMC Networks targets $250 million in free cash flow for 2025, and despite a decline in ad revenues, the growth in streaming sales provides a new revenue source, showcasing the potential of its business transformation.
- Market Reaction: Despite the executive changes, AMC Networks' stock ticked up slightly due to the growth in streaming sales, reflecting a cautiously optimistic market sentiment regarding the company's future prospects.
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Communication Services Companies Face Significant EPS Downgrades
- Earnings Downgrades: iHeartMedia (IHRT) and iQIYI (IQ) received D grades for EPS revisions, indicating declining analyst confidence in their near-term performance, which may raise investor concerns about future earnings.
- Worst Rated Companies: AMC Entertainment Holdings (AMC), AMC Networks (AMCX), and Autohome (ATHM) all received F grades, suggesting these firms face severe downgrades in earnings expectations, potentially impacting their stock performance.
- Market Confidence Erosion: Liberty Latin America (LILAK), National CineMedia (NCMI), and TechTarget (TTGT) also received F grades, reflecting a significant decline in market confidence regarding their profitability and future growth, which may lead investors to reassess their investment strategies.
- Industry-Wide Trend: John Wiley & Sons (WLY) and WPP (WPP) are also on the downgrade list, indicating that the communication services sector is under pressure from earnings revisions, prompting investors to carefully evaluate associated investment risks.
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Analyst Downgrade: Analyst David Joyce downgraded AMC Networks' rating from Buy to Neutral, predicting a 5.4% revenue contraction in 2025, which is steeper than the company's guidance.
Streaming Revenue Growth: Streaming subscription revenue is a key growth driver for AMC Networks, increasing by 12.8% year-over-year and now accounting for 30% of total revenue, which may enhance free cash flow and equity value.
Market Positioning: Joyce suggests that AMC Networks is fairly valued currently and recommends waiting for clarity on potential consolidation events before making investment decisions.
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AMC Networks Set to Release Q4 Earnings on February 11
- Earnings Announcement Date: AMC Networks is set to announce its Q4 earnings on February 11 after market close, with a consensus EPS estimate of $0.66, reflecting a 3.1% year-over-year increase, indicating slight improvement in profitability.
- Revenue Expectations: The revenue estimate stands at $581.83 million, representing a 2.9% year-over-year decline, highlighting challenges in revenue growth that could impact the company's future market performance.
- Historical Performance Review: Over the past two years, AMC Networks has only beaten EPS estimates 25% of the time and revenue estimates 63% of the time, indicating significant volatility in its performance and necessitating cautious evaluation by investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and four downward revisions, while revenue estimates experienced three upward and three downward revisions, suggesting increased uncertainty in market expectations regarding AMC Networks' future performance.
See More
Rise of Retail Investors and Tesla's Dominance
- Rise of Retail Investors: Five years ago, the meme stock craze initiated by retail investors, particularly through the short squeeze of GameStop, became a pivotal event in modern market history, reshaping trading dynamics.
- Tesla's Market Position: In 2023, Tesla surpassed the SPDR S&P 500 ETF to become the most purchased stock by retail investors, reflecting its skyrocketing popularity among small-scale investors, having not even made the top 20 four years prior.
- Performance Comparison: Tesla's shares more than doubled in 2023, while the Nasdaq Composite only gained 43%, highlighting Tesla's robust recovery and the intense market focus on its performance.
- Influence of Retail Investors: Blackrock estimates that retail investors now account for nearly 20% of average daily flows, a significant increase from low single-digit percentages before the pandemic, underscoring their growing impact on the market.
See More
AMC Networks to Host Q4 and Full Year 2025 Earnings Call
- Earnings Call Schedule: AMC Networks will host a conference call on February 11, 2026, at 4:30 PM ET to discuss its Q4 and full-year 2025 results, which is expected to impact investor confidence.
- Pre-Earnings Release Insight: The company will issue a press release after market close, providing key financial data that will assist analysts and investors in assessing its market performance and future growth potential.
- Live Streaming and Replay: The conference call will be webcast live on the company's website, with replays available approximately two hours after the call ends, enhancing information transparency and investor engagement.
- Company Overview: AMC Networks is home to several well-known brands and streaming services, including AMC+ and Acorn TV, dedicated to delivering high-quality content to global audiences, showcasing its market position in the entertainment industry.
See More
AMC Networks CFO Patrick O’Connell to Depart; Successor Search Underway
- Executive Departure: AMC Networks announced that CFO Patrick O’Connell will leave the company in March, although he will participate in the Q4 and FY 2025 earnings call, indicating stability during the transition period.
- Successor Search: The company has initiated a search for O’Connell's successor, a move that could impact financial strategy and investor confidence, especially against the backdrop of current streaming business growth.
- Financial Goals: AMC Networks targets $250 million in free cash flow for 2025, and despite a decline in ad revenues, the growth in streaming sales provides a new revenue source, showcasing the potential of its business transformation.
- Market Reaction: Despite the executive changes, AMC Networks' stock ticked up slightly due to the growth in streaming sales, reflecting a cautiously optimistic market sentiment regarding the company's future prospects.
See More
Communication Services Companies Face Significant EPS Downgrades
- Earnings Downgrades: iHeartMedia (IHRT) and iQIYI (IQ) received D grades for EPS revisions, indicating declining analyst confidence in their near-term performance, which may raise investor concerns about future earnings.
- Worst Rated Companies: AMC Entertainment Holdings (AMC), AMC Networks (AMCX), and Autohome (ATHM) all received F grades, suggesting these firms face severe downgrades in earnings expectations, potentially impacting their stock performance.
- Market Confidence Erosion: Liberty Latin America (LILAK), National CineMedia (NCMI), and TechTarget (TTGT) also received F grades, reflecting a significant decline in market confidence regarding their profitability and future growth, which may lead investors to reassess their investment strategies.
- Industry-Wide Trend: John Wiley & Sons (WLY) and WPP (WPP) are also on the downgrade list, indicating that the communication services sector is under pressure from earnings revisions, prompting investors to carefully evaluate associated investment risks.
See More
AMC Networks Analyst Changes Stance as Netflix and Paramount Compete for Warner Bros Discovery
AMC Networks Stock Performance: AMC Networks Inc's shares have seen a rally amid competition between Netflix and Paramount Skydance for Warner Bros Discovery, despite the linear networks sector facing declining trends in subscribers and revenue.
Analyst Downgrade: Analyst David Joyce downgraded AMC Networks' rating from Buy to Neutral, predicting a 5.4% revenue contraction in 2025, which is steeper than the company's guidance.
Streaming Revenue Growth: Streaming subscription revenue is a key growth driver for AMC Networks, increasing by 12.8% year-over-year and now accounting for 30% of total revenue, which may enhance free cash flow and equity value.
Market Positioning: Joyce suggests that AMC Networks is fairly valued currently and recommends waiting for clarity on potential consolidation events before making investment decisions.
See More
