Annuncio • May 02
AMC Global Media Inc., Annual General Meeting, Jun 16, 2026 AMC Global Media Inc., Annual General Meeting, Jun 16, 2026. Annuncio • Apr 21
AMC Global Media Inc. to Report Q1, 2026 Results on May 08, 2026 AMC Global Media Inc. announced that they will report Q1, 2026 results Pre-Market on May 08, 2026 Annuncio • Jan 28
AMC Networks Inc. to Report Q4, 2025 Results on Feb 11, 2026 AMC Networks Inc. announced that they will report Q4, 2025 results After-Market on Feb 11, 2026 Annuncio • Jan 23
AMC Networks Inc. Announces Departure of Patrick O'connell as Chief Financial Officer AMC Networks Inc. announced that Patrick O’Connell, Chief Financial Officer, will be departing the company to pursue an opportunity outside of the media industry. Patrick O’Connell will remain with AMC Networks through March and participate in the company’s 2025 Fourth Quarter and Year-End earnings call. The company has initiated a search for Patrick O’Connell’s successor. Annuncio • Oct 16
AMC Networks Inc. to Report Q3, 2025 Results on Nov 07, 2025 AMC Networks Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025 Annuncio • Aug 16
AMC Networks Notifies Nasdaq of Non-Compliance with Audit Committee Composition Requirement On August 12, 2025, AMC Networks Inc. notified The Nasdaq Stock Market LLC (‘Nasdaq’) that as a result of Dr. Leonard Tow, an independent director and one of the three members of the Company’s Audit Committee, passed away, the Company fails to comply with the audit committee composition requirement under Nasdaq Listing Rule 5605(c)(2)(A) of the Nasdaq rules due to one vacancy on the Audit Committee and is relying on the cure provision set forth in Rule 5605(c)(4)(B). The Company further notified Nasdaq that the Company’s board of directors expects to appoint an existing member of the board of directors as the third member of the Audit Committee at the board’s next meeting. On August 14, 2025, the Company received a notice letter from Nasdaq acknowledging that, as a result of Dr. Tow’s death on August 10, 2025, the Company is no longer in compliance with Nasdaq Listing Rule 5605(c)(2)(A), which requires the Board’s Audit Committee to be composed of at least three ‘independent directors’ (as defined in Nasdaq Listing Rule 5605(a)(2)). The Nasdaq letter further provided that, pursuant to Nasdaq Listing Rule 5605(c)(4), the Company is entitled to a cure period to regain compliance with Nasdaq Listing Rule 5605(c)(2)(A), which cure period will expire upon the earlier of the Company’s next annual shareholders’ meeting or August 10, 2026; provided that, if the Company’s next annual shareholders’ meeting is held before February 6, 2026, then the Company must evidence compliance no later than February 6, 2026. The Company intends to comply fully with the audit committee composition requirements of Nasdaq Listing Rule 5605(c)(2)(A) by or before the end of the cure period. Annuncio • Jul 17
AMC Networks Inc. to Report Q2, 2025 Results on Aug 08, 2025 AMC Networks Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 08, 2025 Annuncio • Apr 17
AMC Networks Inc. to Report Q1, 2025 Results on May 09, 2025 AMC Networks Inc. announced that they will report Q1, 2025 results Pre-Market on May 09, 2025 Annuncio • Apr 14
AMC Networks Inc., Annual General Meeting, Jun 05, 2025 AMC Networks Inc., Annual General Meeting, Jun 05, 2025. Annuncio • Jan 24
AMC Networks Inc. to Report Q4, 2024 Results on Feb 14, 2025 AMC Networks Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 14, 2025 Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €9.11, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 77% over the past three years. Reported Earnings • Nov 10
Third quarter 2024 earnings released: EPS: US$0.93 (vs US$1.44 in 3Q 2023) Third quarter 2024 results: EPS: US$0.93 (down from US$1.44 in 3Q 2023). Revenue: US$599.6m (down 5.9% from 3Q 2023). Net income: US$41.4m (down 35% from 3Q 2023). Profit margin: 6.9% (down from 10.0% in 3Q 2023). Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.8%. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings. Annuncio • Oct 24
AMC Networks Inc. to Report Q3, 2024 Results on Nov 08, 2024 AMC Networks Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 08, 2024 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €6.75, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 83% over the past three years. Valuation Update With 7 Day Price Move • Sep 10
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to €7.31, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 82% over the past three years. New Risk • Aug 11
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (€937k sold). Reported Earnings • Aug 11
Second quarter 2024 earnings released: US$0.66 loss per share (vs US$1.60 profit in 2Q 2023) Second quarter 2024 results: US$0.66 loss per share (down from US$1.60 profit in 2Q 2023). Revenue: US$625.9m (down 7.8% from 2Q 2023). Net loss: US$29.2m (down 142% from profit in 2Q 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 41% per year, which means it has not declined as severely as earnings. Annuncio • Aug 09
AMC Networks Inc. Reports Unaudited Impairment Charges Results for the Second Quarter Ended June 30, 2024 AMC Networks Inc. reported unaudited impairment charges results for the second quarter ended June 30, 2024. For the quarter, the company reported impairment and other charges of $97 million primarily consisted of a $68 million goodwill impairment charge at AMCNI and $29 million of long-lived asset impairment charges at BBCA. Annuncio • Jul 31
AMC Networks Inc. Announces Retirement of Jamie Gallagher, General Counsel and EVP, At Year End 2024 AMC Networks Inc. announced that Jamie Gallagher, the company’s long-time General Counsel and EVP, will retire at the end of the year 2024. Following more than 16 years of service, Gallagher will step down from his role, concluding a distinguished career marked by invaluable contributions to the company. Throughout his tenure, Gallagher has been a cornerstone of the AMC Networks leadership team, guiding the company through significant chapters in its evolution, including taking the company public in 2011; creating AMC Studios, the in-house studio behind the company’s many celebrated series and franchises; and establishing the company’s targeted streaming portfolio, led by its streaming service AMC+. He has played a crucial role managing complex legal matters and corporate transactions all while safeguarding the company’s legal and ethical standards. The company has initiated a search for a successor and will provide updates as appropriate. Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment deteriorates as stock falls 39% After last week's 39% share price decline to €9.40, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 82% over the past three years. Recent Insider Transactions • May 16
Executive VP & General Counsel recently sold €359k worth of stock On the 14th of May, James Gallagher sold around 25k shares on-market at roughly €14.37 per share. This transaction amounted to 94% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.2m more than they bought in the last 12 months. New Risk • May 12
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Annuncio • May 11
AMC Networks Inc. Reaffirms Earnings Guidance for the Full Year 2024 AMC Networks Inc. reaffirmed earnings guidance for the full year 2024. Regarding revenue, the company continues to expect total revenue of approximately $2.4 billion for the full year. Reported Earnings • May 10
First quarter 2024 earnings released: EPS: US$1.04 (vs US$2.38 in 1Q 2023) First quarter 2024 results: EPS: US$1.04 (down from US$2.38 in 1Q 2023). Revenue: US$596.5m (down 17% from 1Q 2023). Net income: US$45.8m (down 56% from 1Q 2023). Profit margin: 7.7% (down from 14% in 1Q 2023). Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • May 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €11.77, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 70% over the past three years. Annuncio • Apr 28
AMC Networks Inc., Annual General Meeting, Jun 12, 2024 AMC Networks Inc., Annual General Meeting, Jun 12, 2024, at 10:00 Eastern Daylight. Agenda: To elect the Directors named in the accompanying proxy statement; to ratify the appointment of the Company’s independent registered public accounting firm; to hold an advisory vote to approve Named Executive Officer compensation; and to discuss other matters. Annuncio • Apr 26
AMC Networks Inc. to Report Q1, 2024 Results on May 10, 2024 AMC Networks Inc. announced that they will report Q1, 2024 results Pre-Market on May 10, 2024 Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €10.84, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 75% over the past three years. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €12.80, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 69% over the past three years. New Risk • Feb 12
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€1.7m sold). Reported Earnings • Feb 11
Full year 2023 earnings released: EPS: US$4.92 (vs US$0.18 in FY 2022) Full year 2023 results: EPS: US$4.92 (up from US$0.18 in FY 2022). Revenue: US$2.71b (down 12% from FY 2022). Net income: US$215.5m (up US$207.9m from FY 2022). Profit margin: 7.9% (up from 0.2% in FY 2022). Revenue is expected to decline by 3.4% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Annuncio • Feb 10
An unknown buyer acquired an unknown stake in 25/7 Media Holdings LLC from AMC Networks Inc. (NasdaqGS:AMCX). An unknown buyer acquired an unknown stake in 25/7 Media Holdings LLC from AMC Networks Inc. (NasdaqGS:AMCX) on December 29, 2023. In 2023, 25/7 Media represented $91 million of revenue and $4 million of Adjusted Operating Income in International and Other segment.An unknown buyer completed the acquisition of an unknown stake in 25/7 Media Holdings LLC from AMC Networks Inc. (NasdaqGS:AMCX) on December 29, 2023. Annuncio • Jan 20
AMC Networks Inc. to Report Q4, 2023 Results on Feb 09, 2024 AMC Networks Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 09, 2024 Recent Insider Transactions • Dec 21
Executive VP & General Counsel recently sold €409k worth of stock On the 19th of December, James Gallagher sold around 22k shares on-market at roughly €18.58 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. Recent Insider Transactions • Nov 22
Executive VP & General Counsel recently sold €198k worth of stock On the 20th of November, James Gallagher sold around 14k shares on-market at roughly €14.26 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €686k more than they bought in the last 12 months. Reported Earnings • Nov 04
Third quarter 2023 earnings released: EPS: US$1.44 (vs US$1.96 in 3Q 2022) Third quarter 2023 results: EPS: US$1.44 (down from US$1.96 in 3Q 2022). Revenue: US$637.0m (down 6.6% from 3Q 2022). Net income: US$63.4m (down 25% from 3Q 2022). Profit margin: 10.0% (down from 12% in 3Q 2022). Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Annuncio • Oct 20
AMC Networks Inc. to Report Q3, 2023 Results on Nov 03, 2023 AMC Networks Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 03, 2023 New Risk • Oct 18
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.8% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.0% average weekly change). Annuncio • Aug 19
AMC Networks Inc. Appoints Michael J. Sherin III as Executive Vice President and Chief Accounting Officer On August 15, 2023, the Board of Directors of AMC Networks Inc. (Company) appointed Michael J. Sherin III, age 53, Executive Vice President and Chief Accounting Officer of the Company effective August 17, 2023. Mr. Sherin most recently served as Chief Accounting Officer of Wheels Up from July 5, 2023 to August 16, 2023. From August 2021 to July 4, 2023, Mr. Sherin served as Executive Vice President and Chief Accounting Officer of the Company. Prior to serving as Chief Accounting Officer, Mr. Sherin served as Senior Vice President – Financial Reporting & Technical Accounting from March 2021 to August 2021 and prior to that served as Vice President – Financial Reporting from September 2011 to March 2021. Mr. Sherin joined the Company in September 2011. Prior to joining AMC Networks Inc., Mr. Sherin served as Senior Director – Financial Reporting and Compliance at The Nature’s Bounty Co. from January 2007 through September 2011. Prior to The Nature’s Bounty Co., Mr. Sherin worked at PricewaterhouseCoopers LLP for ten years. Mr. Sherin received his degree in accounting from Providence College. Reported Earnings • Aug 06
Second quarter 2023 earnings released: EPS: US$1.60 (vs US$1.93 in 2Q 2022) Second quarter 2023 results: EPS: US$1.60 (down from US$1.93 in 2Q 2022). Revenue: US$678.6m (down 8.0% from 2Q 2022). Net income: US$70.2m (down 16% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Annuncio • Jul 22
AMC Networks Inc. to Report Q2, 2023 Results on Aug 04, 2023 AMC Networks Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023 Reported Earnings • May 09
First quarter 2023 earnings released: EPS: US$2.38 (vs US$2.44 in 1Q 2022) First quarter 2023 results: EPS: US$2.38 (down from US$2.44 in 1Q 2022). Revenue: US$717.4m (flat on 1Q 2022). Net income: US$103.6m (flat on 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings. Recent Insider Transactions • Feb 25
Executive VP & General Counsel recently sold €435k worth of stock On the 22nd of February, James Gallagher sold around 20k shares on-market at roughly €21.77 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. Reported Earnings • Feb 18
Full year 2022 earnings released: EPS: US$0.18 (vs US$5.92 in FY 2021) Full year 2022 results: EPS: US$0.18 (down from US$5.92 in FY 2021). Revenue: US$3.10b (flat on FY 2021). Net income: US$7.59m (down 97% from FY 2021). Profit margin: 0.2% (down from 8.1% in FY 2021). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings. Annuncio • Feb 16
AMC Networks Inc. Names Kristin Dolan as Chief Executive Officer, Effective February 27, 2023 AMC Networks Inc. announced that Kristin Dolan, a seasoned executive with more than 30 years of media and entertainment experience and a longtime AMC Networks board member, has been named chief executive officer, effective February 27, 2023. Throughout her career, Ms. Dolan has served in a number of leadership roles including most recently as CEO of 605, the audience measurement and data analytics firm she founded in 2016, where she has led all day-to-day business operations including key client relationships, product development, sales, research, finance, legal and marketing. Prior to founding 605 and serving as its CEO, Ms. Dolan spent 16 years in various operating roles at Cablevision Systems Corporation, the country’s 6th larger MVPD, including as Chief Operating Officer. In this role, she led all aspects of the company’s cable operations with oversight of more than 10,000 employees spanning Sales, Customer Service, Field Service, Programming, Marketing, Product Management and Human Resources. She also had oversight of Cablevision Media Sales, the company’s advertising sales division, which was widely recognized for its pioneering data strategy that paved the way for an audience-driven approach to television advertising. Ms. Dolan was a key member of the leadership team that oversaw Cablevision’s 2016 sale to Altice USA for $17.7B, the higher revenue multiple in the history of telecom, and helped to lead the subsequent transition. Prior to Cablevision, Ms. Dolan held various marketing roles at AMC Networks (then known as Rainbow Media), including in Affiliate Marketing and Distribution, where she began her career in 1989. In addition to AMC Networks, Ms. Dolan also serves as a member of the Board of Directors for The Madison Square Garden Company, The Wendy’s Company and Revlon Inc. (on the Audit Committee). She has received wide industry recognition including being named a Cable TV Pioneer and a Multichannel News Wonder Woman and is a recipient of the NCTA Vanguard Award for Distinguished Leadership. Annuncio • Feb 03
AMC Networks Inc. to Report Q4, 2022 Results on Feb 17, 2023 AMC Networks Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 17, 2023 Buying Opportunity • Feb 01
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be €20.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to decline by 0.7% per annum. Earnings is also forecast to decline by 2.7% per annum over the same time period. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €14.52, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.31 per share. Annuncio • Dec 06
AMC Networks Appoints James L. Dolan as Interim Executive Chairman AMC Networks announced that the Board of Directors has appointed James L. Dolan as Interim Executive Chairman of the Company, following the departure of former Chief Executive Officer Christina Spade. Effective December 5, 2022, Mr. Dolan will serve as Interim Executive Chairman which will enable him to provide strategic oversight of the company until a new CEO is named. Mr. Dolan will remain Interim Executive Chairman of the Company until the earlier of the Board of Directors appointing a new chief executive officer or March 6, 2023. Annuncio • Dec 01
Christina Spade Steps Down of Christina Spade as Chief Executive Officer of AMC Networks AMC Networks Inc. announced that its Chief Executive Officer Christina Spade has stepped down from her role. The AMC Networks board of directors is currently finalizing who it will name as a replacement, with an announcement to follow. AMC in August had appointed Spade, who was then Chief Operating Officer and Chief Financial Officer, as CEO with effect from September 9. Spade succeeded Matt Blank, who was serving on interim basis since last September, following the resignation of previous chief executive Josh Sapan. Spade joined AMC Networks as Executive Vice President, CFO in January 2021, and was soon promoted to a new dual role of COO and CFO in November 2021. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: US$1.96 (vs US$2.60 in 3Q 2021) Third quarter 2022 results: EPS: US$1.96 (down from US$2.60 in 3Q 2021). Revenue: US$681.8m (down 16% from 3Q 2021). Net income: US$84.7m (down 24% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Annuncio • Oct 21
Amc Networks Inc. Appoints Mr. Matthew C. Blank as Member of the Board AMC Networks Inc. announced that on October 19, 2022, the Board of Directors expanded the size of the Board of Directors from 14 directors to 15 directors and appointed Mr. Matthew C. Blank to serve as a member of the Board. In accordance with the Company’s Amended and Restated Certificate of Incorporation, Mr. Blank was designated as a director to be elected by the holders of Class A Common Stock. Mr. Blank was the Interim Chief Executive Officer of the Company from September 2021 until September 2022. Mr. Blank was an advisor to Showtime Networks Inc. ("Showtime") from January 2018 to December 2018, after serving as Chairman of Showtime from January 2016 to December 2017. Prior to that, Mr. Blank served as Chief Executive Officer of Showtime from 1995 through 2015 and President and Chief Operating Officer of Showtime from 1993 through 1995, after serving as Executive Vice President of Marketing, Creative Services and Public Affairs from 1988 to 1992. Prior to joining Showtime, Mr. Blank served over 12 years in various roles at Home Box Office Inc. ("HBO"), leaving HBO as its Senior Vice President of Consumer Marketing. Mr. Blank currently serves as a director of Cumulus Media Inc. and CuriosityStream Inc. and served as a senior advisor to The Raine Group, LLC from September 2020 to September 2021. He currently serves as an advisor to D and Z Media Acquisition Corp. Mr. Blank previously served on the board of directors of Madison Square Garden Entertainment Corp. from April 2020 to September 2021 and Madison Square Garden Sports Corp. from December 2019 to April 2020. Annuncio • Oct 15
AMC Networks Inc. to Report Q3, 2022 Results on Nov 04, 2022 AMC Networks Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 04, 2022 Reported Earnings • Aug 06
Second quarter 2022 earnings released: EPS: US$1.93 (vs US$0.84 in 2Q 2021) Second quarter 2022 results: EPS: US$1.93 (up from US$0.84 in 2Q 2021). Revenue: US$738.0m (down 4.3% from 2Q 2021). Net income: US$83.4m (up 133% from 2Q 2021). Profit margin: 11% (up from 4.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings. Annuncio • Jul 21
AMC Networks Inc. to Report Q2, 2022 Results on Aug 05, 2022 AMC Networks Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 05, 2022 Annuncio • Jun 24
AMC Networks Inc. Announces Board Appointments AMC Networks Inc. at its annual meeting of stockholders held on June 16, 2022, The Company’s Class A stockholders elected Joseph M. Cohen as director for a one-year term and The Company’s Class B stockholders elected Marianne Dolan Weber as director for a one-year term. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €28.90, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 41% over the past three years. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improved over the past week After last week's 19% share price gain to €38.58, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 21% over the past three years. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$2.44 (vs US$2.08 in 1Q 2021) First quarter 2022 results: EPS: US$2.44 (up from US$2.08 in 1Q 2021). Revenue: US$712.2m (up 3.0% from 1Q 2021). Net income: US$104.2m (up 20% from 1Q 2021). Profit margin: 15% (up from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 3.0%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings. Annuncio • May 06
AMC Networks Inc. Reaffirms Earnings Guidance for the Full Year 2022 AMC Networks Inc. reaffirmed earnings guidance for the full year 2022. The company reaffirming full year 2022 financial outlook of low-single digit total company revenue growth. Annuncio • May 02
AMC Networks Inc., Annual General Meeting, Jun 16, 2022 AMC Networks Inc., Annual General Meeting, Jun 16, 2022, at 10:00 Eastern Daylight. Agenda: To consider election of Directors; to consider ratification of appointment of independent registered public accounting firm; to consider An advisory vote on Named Executive Officer compensation; to Vote on a stockholder proposal regarding voting standards for director elections, if properly presented at the annual meeting; to Vote on a stockholder proposal regarding a policy on company's dual class structure, if properly presented at the annual meeting; and to Conduct such other business properly brought before the meeting. Annuncio • Apr 20
AMC Networks Inc. to Report Q1, 2022 Results on May 05, 2022 AMC Networks Inc. announced that they will report Q1, 2022 results Pre-Market on May 05, 2022 Recent Insider Transactions • Mar 15
Executive VP & General Counsel recently sold €731k worth of stock On the 11th of March, James Gallagher sold around 20k shares on-market at roughly €36.54 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Annuncio • Feb 24
In Collaboration with AMC Networks and the Walking Dead, The Sexton® Single Malt Unveils an Exclusive, Co-Branded Bottle to Commemorate the Final Season and Inspire its Fans to Enjoy Life In collaboration with AMC Networks and The Walking Dead, The Sexton® Single Malt unveils an exclusive, co-branded bottle to commemorate the final season and inspire its fans to enjoy life. To introduce the new release, America's best-selling Irish single malt has teamed up with beloved TheWalking Dead cast member, Ross Marquand, who plays a good-natured character known for his optimism in even the darkest of times. The striking release depicts notions of The Walking Dead across The Sexton's distinctive, black hexagonal bottle. Featuring a decaying silver label and a walker's head in the place of the brand's trademark skeleton logo, the packaging melds the post-apocalyptic show with the bottle's most distinctive qualities. Quotes from cast members Daryl, Herschel, Rick and Michonne adorn the bottle, describing the harsh realities of existence experienced by characters throughout the series, an ironic reminder of The Sexton's mantra – celebrate life. To entice The Walking Dead's huge fanbase, The Sexton Single Malt has partnered with series favorite, Ross Marquand, whose character, 'Aaron', has starred in the show since 2015. An Irish Whiskey enthusiast off-camera, Ross will serve as an ambassador for the Official Whiskey of The Walking Dead, and help celebrate the new, limited-edition bottle with fans of the show. The Sexton's The Walking Dead-inspired release will be available for purchase in limited quantities at wine and spirits retailers across the country starting at the end of February at a suggested retail price of $29.99. Devoted fans and whiskey enthusiasts eager to secure a bottle ahead of time can pre-order the offering starting on ReserveBar. Over the coming months, The Walking Dead fanatics and whiskey-lovers can also look forward to a national sweepstakes program and a number of interactive, fan-based experiences. Follow along on social @TheSexton and @RossMarquand for real time updates and information surrounding the partnership. Reported Earnings • Feb 17
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$5.92 (up from US$4.70 in FY 2020). Revenue: US$3.08b (up 9.3% from FY 2020). Net income: US$250.6m (up 4.4% from FY 2020). Profit margin: 8.1% (down from 8.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to stay flat compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year and the company’s share price has also fallen by 12% per year. Annuncio • Feb 02
AMC Networks Inc. to Report Q4, 2021 Results on Feb 16, 2022 AMC Networks Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 16, 2022 Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improved over the past week After last week's 19% share price gain to €36.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Media industry in Germany. Total loss to shareholders of 34% over the past three years. Annuncio • Jan 06
AMC Networks Inc. (NasdaqGS:AMCX) acquired Sentai Holdings, LLC from Cool Japan Fund, Inc. AMC Networks Inc. (NasdaqGS:AMCX) acquired Sentai Holdings, LLC from Cool Japan Fund, Inc. on January 5, 2022. John Ledford, Griffin Vance and Paul Clinkscales, will continue on in senior roles. PwC Advisory LLC acted as financial advisor to Cool Japan Fund, Inc. Shiomizaka acted as legal advisor to Cool Japan Fund, Inc. Arnold & Porter Kaye Scholer LLP acted as legal advisor to Cool Japan Fund, Inc. KPMG FAS Co., Ltd. acted as financial advisor to Cool Japan Fund, Inc. KPMG Tax Corporation acted as accountant to Cool Japan Fund, Inc. A.T. Kearney K.K. acted as Strategic advisory to Cool Japan Fund, Inc. Hughes Hubbard & Reed LLP acted as legal advisor to AMC Networks Inc.
AMC Networks Inc. (NasdaqGS:AMCX) completed the acquisition of Sentai Holdings, LLC from Cool Japan Fund, Inc. on January 5, 2022. Reported Earnings • Nov 08
Third quarter 2021 earnings released: EPS US$2.60 (vs US$1.18 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$810.8m (up 24% from 3Q 2020). Net income: US$110.7m (up 80% from 3Q 2020). Profit margin: 14% (up from 9.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improved over the past week After last week's 28% share price gain to €44.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 16% over the past three years. Reported Earnings • Aug 08
Second quarter 2021 earnings released: EPS US$0.84 (vs US$0.29 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$771.4m (up 19% from 2Q 2020). Net income: US$35.9m (up 140% from 2Q 2020). Profit margin: 4.7% (up from 2.3% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improved over the past week After last week's 28% share price gain to US$56.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Media industry in Germany. Total returns to shareholders of 9.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €96.60 per share. Annuncio • May 14
Henry R. Muñoz III acquired Funny or Die, Inc. from Sequoia Capital Operations LLC and AMC Networks Inc. (NasdaqGS:AMCX). Henry R. Muñoz III acquired Funny or Die, Inc. from Sequoia Capital Operations LLC and AMC Networks Inc. (NasdaqGS:AMCX) on May 12, 2021. As per the transaction, Will Ferrell will continue to serve as an adviser of Funny Or Die. Muñoz will serve as the new Chairman of Funny or Die, while Mike Farah will continue as Chief Executive Officer. Joe Farrell promoted to Chief Creative Officer.
Henry R. Muñoz III completed the acquisition of Funny or Die, Inc. from Sequoia Capital Operations LLC and AMC Networks Inc. (NasdaqGS:AMCX) on May 12, 2021. Reported Earnings • May 08
First quarter 2021 earnings released: EPS US$2.10 (vs US$1.24 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$691.7m (down 5.8% from 1Q 2020). Net income: US$87.0m (up 27% from 1Q 2020). Profit margin: 13% (up from 9.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Executive Departure • Apr 06
Chief Accounting Officer & Executive VP has left the company On the 2nd of April, Christian Wymbs' tenure as Chief Accounting Officer & Executive VP ended after 4.7 years in the role. We don't have any record of a personal shareholding under Christian's name. A total of 4 executives have left over the last 12 months. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment deteriorated over the past week After last week's 19% share price decline to US$46.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 24x in the Media industry in Germany. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.51 per share. Annuncio • Mar 21
Amc Networks Inc. Announces Resignation of Christian B. Wymbs as Executive Vice President Effect from April 2, 2021 On March 15, 2021, Christian B. Wymbs, Executive Vice President and Chief Accounting Officer of AMC Networks Inc. resigned from the company effective as of April 2, 2021 to assume a chief financial officer position at another company. Until such time as a replacement is named, Christina Spade, Executive Vice President will assume his responsibilities. Recent Insider Transactions • Mar 13
Non-Executive Chairman recently sold €3.9m worth of stock On the 5th of March, James Dolan sold around 67k shares on-market at roughly €57.87 per share. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Mar 13
Investor sentiment improved over the past week After last week's 15% share price gain to US$65.00, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 20x in the Media industry in Germany. Total returns to shareholders over the past three years are 54%. Analyst Estimate Surprise Post Earnings • Mar 02
Revenue beats expectations Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 1.7%, compared to a 3.4% growth forecast for the Media industry in Germany. Reported Earnings • Mar 02
Full year 2020 earnings released: EPS US$4.70 (vs US$6.77 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.81b (down 8.0% from FY 2019). Net income: US$240.0m (down 37% from FY 2019). Profit margin: 8.5% (down from 12% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment improved over the past week After last week's 37% share price gain to US$57.00, the stock is trading at a trailing P/E ratio of 21x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 27x in the Media industry in Germany. Total returns to shareholders over the past three years are 39%. Is New 90 Day High Low • Feb 26
New 90-day high: €57.00 The company is up 91% from its price of €29.80 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €120 per share. Annuncio • Feb 17
AMC Networks Inc. to Report Q4, 2020 Results on Feb 26, 2021 AMC Networks Inc. announced that they will report Q4, 2020 results Pre-Market on Feb 26, 2021 Annuncio • Feb 03
AMC Networks and Shaftesbury Enter into New Strategic Partnership AMC Networks and Shaftesbury, announced they have entered into a new strategic partnership. Through its investment in Shaftesbury, AMC Networks will gain access to Shaftesbury's award-winning slate and expand its content and development capabilities in Canada. Shaftesbury CEO and Chairman Christina Jennings will continue to spearhead the creative focus of the company and lead the day-to-day operational control alongside Executive Vice President, Scott Garvie. Jennings, Garvie and Shaftesbury board member Michael Levine will remain on Shaftesbury's Board of Directors. They will be joined by two new AMC Networks directors, Harold Gronenthal, EVP of Programming and Marketing for AMC Networks International, and Matt Graham, GM of the AMC Networks-owned Acorn TV streaming service. Shaftesbury and its shareholders were advised on this strategic investment by RBC Capital Markets. The new partnership will create growth for Shaftesbury's existing and future slate of content across all genres, creating more opportunities for Canadian creators in front of and behind the camera. The partnership also builds on AMC Networks and Shaftesbury's existing production relationship. Shaftesbury is the studio behind some of the biggest titles on Acorn TV, including all 14 seasons of Murdoch Mysteries. In addition to Acorn TV, AMC Networks operates the entertainment brands AMC, SundanceTV, BBC America and the fast-growing streaming services AMC+, Shudder, Sundance Now and ALLBLK. Recent Insider Transactions • Jan 31
Insider recently sold €539k worth of stock On the 27th of January, Mario Gabelli sold around 10k shares on-market at roughly €56.75 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €729k more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improved over the past week After last week's 17% share price gain to US$42.00, the stock is trading at a trailing P/E ratio of 19.5x, up from the previous P/E ratio of 16.6x. This compares to an average P/E of 26x in the Media industry in Germany. Total returns to shareholders over the past three years were flat. Annuncio • Jan 28
AMC Networks Inc.(NasdaqGS:AMCX) dropped from Russell 1000 Dynamic Index AMC Networks Inc.(NasdaqGS:AMCX) dropped from Russell 1000 Dynamic Index Is New 90 Day High Low • Jan 26
New 90-day high: €46.20 The company is up 150% from its price of €18.50 on 27 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €105 per share. Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improved over the past week After last week's 16% share price gain to US$33.40, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.6x. This compares to an average P/E of 25x in the Media industry in Germany. Total return to shareholders over the past three years is a loss of 22%. Is New 90 Day High Low • Jan 06
New 90-day high: €30.00 The company is up 46% from its price of €20.60 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €80.39 per share. Annuncio • Dec 03
AMC Networks Inc. Announces Executive Changes AMC Networks Inc. announced that Seth Zaslow, the longtime executive who leads the investor relations function for the company, is stepping down at the end of the year to pursue other opportunities. The company’s investor relations group will now be led by Nicholas Seibert as Vice President, Corporate Development and Investor Relations. Seibert will continue to report to John Hsu, AMC Networks Executive Vice President, Corporate Development and Treasurer. Seibert joined AMC Networks in 2017 and currently serves on the board of directors for Next Games and Levity, AMC Networks’ production services and comedy venues business.