AMC Global Media Inc.

NasdaqGS:AMCX 주식 리포트

시가총액: US$427.0m

AMC Global Media 경영진

경영진 기준 점검 3/4

AMC Global Media CEO는 Kristin Dolan, Feb2023 에 임명되었습니다 의 임기는 3.25 년입니다. 총 연간 보상은 $12.53M, 16% 급여 및 84% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.97M 가치에 해당하는 회사 주식의 0.46% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.4 년과 4.4 년입니다.

핵심 정보

Kristin Dolan

최고경영자

US$12.5m

총 보수

CEO 급여 비율15.97%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간5.4yrs
이사회 평균 재임 기간4.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 20

AMCX: Future Multiple Will Depend On Underweight View Of Execution Risks

Analysts have trimmed their price target on AMC Global Media to $7.50, reflecting updated assumptions that include a slightly higher discount rate, softer revenue growth, a reduced profit margin, and a higher future P/E multiple, with recent cautious Street views contributing to the reset. Analyst Commentary Recent Street commentary around AMC Global Media has centered on how much risk investors should assign to the stock at the current price, especially in light of the trimmed US$7.50 target and the cautious tone reflected in the Underweight assumption at Morgan Stanley.
내러티브 업데이트 May 02

AMCX: Future Multiple Will Depend On Underweight View Of Linear TV Risks

Analysts nudged their price target for AMC Global Media to $7.50 from $7.33, citing updated fair value and P/E assumptions in light of recent research coverage shifts, including the new Underweight stance and price target move from major firms. Analyst Commentary Bullish Takeaways Bullish analysts pointing to the new US$7.50 target see room for the shares to better reflect their updated fair value work, including refreshed P/E assumptions.
내러티브 업데이트 Apr 17

AMCX: Future Multiple Will Depend On Execution Risks In Programmatic TV Shift

Analysts lifted their price target on AMC Global Media by $2 to reflect updated views on the company’s earnings potential and risk profile, while keeping key valuation inputs such as fair value, discount rate, revenue growth, profit margin and future P/E essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as validation that the current earnings outlook supports a modestly stronger equity value, even with valuation inputs such as fair value, discount rate and P/E kept broadly consistent.
Seeking Alpha Apr 04

AMC Networks: Stabilizing Revenue Has Me Bullish Again (Rating Upgrade)

Summary AMC Networks is upgraded to buy due to stabilizing declines and a promising streaming transition. AMCX's fundamentals have improved, with better-than-expected streaming performance and ongoing balance sheet progress. Management remains cautious, prioritizing cash reserves and refinancing, but recent share repurchases signal some confidence. Future upside hinges on content quality; upcoming show 'The Audacity' could be a key catalyst. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 02

AMCX: Future Multiple Will Reflect Margins And Execution In Changing TV Market

Analysts have raised their price target on AMC Networks by $2, reflecting updated views that the existing fair value estimate, discount rate, revenue trend, profit margin outlook, and forward P/E assumption remain appropriate. Analyst Commentary Recent commentary around AMC Networks focuses on how well the current valuation lines up with the company’s earnings profile and execution risks in a changing media market.
내러티브 업데이트 Mar 18

AMCX: Elevated Future P/E Assumptions Will Likely Limit Upside

Analysts raised their price target on AMC Networks by $2. They cited updated assumptions around discount rates, revenue trends, profit margins and a higher future P/E multiple in their models.
내러티브 업데이트 Mar 04

AMCX: Fair Multiple Will Depend On Margins In Shifting TV Market

Analysts raised their price target on AMC Networks by $2 to reflect updated views on its fair value. The revision is supported by refreshed assumptions around revenue, margins and the stock's forward P/E profile.
내러티브 업데이트 Feb 18

AMCX: Higher Multiple Will Face Pressure From Weaker Long Term Margins

Analysts raised their price target on AMC Networks by $2, reflecting updated views on fair value, discount rate, revenue trends, margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as more in line with their updated assessment of AMC Networks' fair value, given current expectations for the business and its cash generation potential.
내러티브 업데이트 Feb 04

AMCX: Softer Margins And Higher P/E Assumptions Will Restrain Neutral Rating Benefits

Analysts raised their price target on AMC Networks to US$8 from US$5, citing updated views on revenue trends, profit margins, and a higher assumed future P/E multiple in their valuation work. Analyst Commentary Recent research has highlighted that the new US$8 price target reflects updated assumptions on revenue trends, margins, and the future P/E multiple applied to AMC Networks.
내러티브 업데이트 Jan 21

AMCX: Softer Revenue Profile Will Constrain Benefits From Neutral Rating Upgrade

Analysts lifted their price target on AMC Networks to US$8 from US$5, citing updated assumptions around slightly softer revenue growth, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary The latest move to an Equal Weight rating with a US$8 price target highlights a more balanced stance on AMC Networks, but it still reflects a cautious view rather than a clearly bullish call.
분석 기사 Jan 12

Is AMC Networks (NASDAQ:AMCX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Jan 06

AMCX: Future Execution Risks Will Pressure Neutral Rating Upgrade

Analysts have raised their fair value estimate for AMC Networks from $5.00 to $6.00, citing an updated price target of $8.00 and revised assumptions related to revenue trends, profit margins, discount rate, and forward P/E. Analyst Commentary The move to an Equal Weight stance and a price target of US$8, up from US$5, signals a more neutral view on AMC Networks.
내러티브 업데이트 Dec 14

AMCX: Higher Price View Will Still Struggle Against Structural Headwinds

Analysts raised their price target on AMC Networks to $8 from $5, citing a more balanced view of the companys risk-reward profile despite modest expectations for revenue growth and profitability. Analyst Commentary Analysts characterized the rating change as a recognition that near term execution risks appear better reflected in the current share price, even as long term structural challenges remain.
분석 기사 Dec 12

AMC Networks Inc.'s (NASDAQ:AMCX) Shares Bounce 28% But Its Business Still Trails The Industry

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 28% after a shaky period...
내러티브 업데이트 Nov 27

AMCX: Competitive Pressures Will Limit Upside Despite Improved Margins

Analysts have raised their price target for AMC Networks from $5 to $8, citing improved revenue growth and profit margin expectations. These factors support a more optimistic outlook on the company's performance.
내러티브 업데이트 Nov 11

AMCX: Audit Committee Noncompliance Will Weigh On Shareholder Confidence

Analysts have raised their price target for AMC Networks from $5 to $8, citing an improved fair value estimate. This comes despite ongoing challenges in growth and profitability metrics.
분석 기사 Aug 31

There's No Escaping AMC Networks Inc.'s (NASDAQ:AMCX) Muted Revenues Despite A 25% Share Price Rise

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 25% after a shaky period...
분석 기사 Aug 11

Earnings Beat: AMC Networks Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NasdaqGS:AMCX 1 Year Share Price vs Fair Value Explore AMC Networks's Fair Values from the Community and select yours...
분석 기사 Aug 02

AMC Networks (NASDAQ:AMCX) Is Finding It Tricky To Allocate Its Capital

When researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...
분석 기사 Jun 18

AMC Networks (NASDAQ:AMCX) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Apr 04

AMC Networks (NASDAQ:AMCX) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
분석 기사 Mar 04

Investors Don't See Light At End Of AMC Networks Inc.'s (NASDAQ:AMCX) Tunnel And Push Stock Down 29%

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Feb 18

AMC Networks: Earnings Overreaction - Still Undervalued

Summary AMC Networks is undervalued despite trading at all-time lows, with a focus on debt reduction and growing streaming revenues to offset cable business decline. Q4 2024 earnings missed bottom-line expectations due to higher costs, but streaming revenue growth continues, supporting the company's turnaround efforts. 2025 guidance shows declines in key metrics, but increased streaming revenue share positions AMCX for future growth and resilience. Valuation metrics indicate an attractive EV/AOI ratio, but risks include heavy debt, dual share class structure, and potential accelerated decline in legacy business. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

AMC Networks: Better Than Expected EPS, And Connections With Netflix

Summary AMC Networks Inc. shows potential upside due to a new content licensing deal with Netflix, reduced net debt, and possible tax decreases in the U.S. Despite a challenging recent quarter, AMCX's restructuring efforts and positive net income over the past decade suggest long-term growth. The company's $1.5 billion stock repurchase program and conservative DCF model indicate significant undervaluation compared to competitors. Risks include high debt levels, potential write-offs of program rights, and the impact of rising interest rates on refinancing operations. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

AMC Networks: Undervalued On All Accounts

Summary AMC Networks faces significant challenges from cord-cutting trends and a heavy debt load, leading to market pessimism and fears of bankruptcy. Declining non-streaming subscription revenues and rising interest expenses have pressured AMC Networks' financial performance since 2022. The company's reliance on a few major shows and potential future dilution from convertible bonds add to the risks. Despite the challenges, there is a favorable risk/reward if AMC Networks can successfully focus on streaming growth and cash generation. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

AMC Networks: Cigar Butt With Short Squeeze Potential

Summary AMC Networks faces challenges from cord-cutting and high debt but remains profitable with strong free cash flow and growing streaming revenues. Management prioritizes high-quality content, with a focus on free cash flow. AMCX is a deleveraging play as it looks to gradually lower debt levels. The stock is heavily shorted, presenting potential for a short squeeze, though its undervaluation based on fundamentals is a stronger investment case. Read the full article on Seeking Alpha
분석 기사 Sep 25

Lacklustre Performance Is Driving AMC Networks Inc.'s (NASDAQ:AMCX) 27% Price Drop

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders won't be pleased to see that the share price has had a very rough month...
User avatar
새로운 내러티브 Sep 20

Licensing And Streamlining Propel Growth Amid Analysts' Mixed Forecasts

Expansion and partnerships with streaming platforms like Netflix and new Internet bundles indicate potential for significant revenue and subscriber growth.
분석 기사 Sep 10

Returns On Capital At AMC Networks (NASDAQ:AMCX) Paint A Concerning Picture

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Sep 04

AMC Networks: 13% Yielding Long-Term Debt An Attractive Investment

Summary AMC Networks offers a compelling 13% yield to maturity on its 2029 notes, despite recent revenue declines and increased debt. The company’s free cash flow surged to $239 million in H1 2024, driven by reduced program rights acquisitions. Management aims to generate $500 million in free cash flow for 2024-2025, bolstering debt repayment capabilities. Despite higher interest expenses, AMC Networks’ liquidity and free cash flow position make its 2029 notes an attractive investment. Read the full article on Seeking Alpha
분석 기사 Aug 13

Is AMC Networks (NASDAQ:AMCX) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jul 16

AMC Networks Inc.'s (NASDAQ:AMCX) 36% Dip In Price Shows Sentiment Is Matching Revenues

AMC Networks Inc. ( NASDAQ:AMCX ) shares have retraced a considerable 36% in the last month, reversing a fair amount of...
Seeking Alpha Jun 18

AMC Networks: Dilutive Convertible Debt Issuance Creates Income Opportunities

Summary AMC Networks shares dropped over 30% due to a convertible note issuance, which will dilute existing shareholders if converted to shares. The convertible bond issuance did not impact the company's financial performance, with positive free cash flow and debt reduction. Risks include increased interest expenses from new notes and potential disruptions like the actors and writers strike. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

AMC Networks: There's Hidden Opportunity With This One

Summary AMC Networks is facing challenges in its core business, leading to declining revenue and profitability. The company's streaming services, including AMC+, show potential for growth and hidden value. Shares of AMC Networks are attractively priced, but long-term issues in the industry may limit upside potential. Read the full article on Seeking Alpha
분석 기사 May 23

AMC Networks Inc.'s (NASDAQ:AMCX) Shares Bounce 64% But Its Business Still Trails The Industry

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 64% after a shaky period...
분석 기사 May 07

Is AMC Networks Inc. (NASDAQ:AMCX) Potentially Undervalued?

While AMC Networks Inc. ( NASDAQ:AMCX ) might not have the largest market cap around , it saw a significant share price...
분석 기사 Mar 09

Does AMC Networks (NASDAQ:AMCX) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Feb 17

We Like AMC Networks' (NASDAQ:AMCX) Earnings For More Than Just Statutory Profit

The stock was sluggish on the back of AMC Networks Inc.'s ( NASDAQ:AMCX ) recent earnings report. We have done some...
Seeking Alpha Feb 14

AMC Networks: 11.5% Yielding Notes One Of Two Good Income Options

Summary AMC Networks saw a revenue decline of 12.4% in 2023, with sales dropping in all segments of the business. The company reduced its operating expenses by nearly $700 million, leading to higher operating income than in 2022. AMC Networks has increased its operating cash flows and free cash flow generation, allowing for the pay down of debt and providing liquidity for future debt maturities. Read the full article on Seeking Alpha
분석 기사 Feb 14

Little Excitement Around AMC Networks Inc.'s (NASDAQ:AMCX) Revenues As Shares Take 27% Pounding

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders won't be pleased to see that the share price has had a very rough month...

CEO 보수 분석

Kristin Dolan의 보수는 AMC Global Media의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$52m

Dec 31 2025US$13mUS$2m

US$89m

Sep 30 2025n/an/a

-US$140m

Jun 30 2025n/an/a

-US$175m

Mar 31 2025n/an/a

-US$254m

Dec 31 2024US$9mUS$2m

-US$227m

Sep 30 2024n/an/a

US$36m

Jun 30 2024n/an/a

US$58m

Mar 31 2024n/an/a

US$158m

Dec 31 2023US$15mUS$2m

US$215m

Sep 30 2023n/an/a

-US$27m

Jun 30 2023n/an/a

-US$6m

Mar 31 2023n/an/a

US$7m

Dec 31 2022US$186kn/a

US$8m

Sep 30 2022n/an/a

US$289m

Jun 30 2022n/an/a

US$315m

Mar 31 2022n/an/a

US$268m

Dec 31 2021US$243kn/a

US$251m

Sep 30 2021n/an/a

US$328m

Jun 30 2021n/an/a

US$279m

Mar 31 2021n/an/a

US$258m

Dec 31 2020US$201kn/a

US$240m

Sep 30 2020n/an/a

US$137m

Jun 30 2020n/an/a

US$192m

Mar 31 2020n/an/a

US$306m

Dec 31 2019US$213kn/a

US$380m

보상 대 시장: Kristin의 총 보수(USD12.53M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.59M)보다 높습니다.

보상과 수익: Kristin의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Kristin Dolan (59 yo)

3.3yrs
재임 기간
US$12,525,644
보수

Ms. Kristin Aigner Dolan is Trustee of The Paley Center for Media. Ms. Dolan serves as Director at Sphere Entertainment Co. (formerly known as Madison Square Garden Entertainment Corp.) since April 17, 202...


리더십 팀

이름직위재임 기간보수지분
Kristin Dolan
CEO & Director3.3yrsUS$12.53m0.46%
$ 2.0m
Kimberly Kelleher
Chief Commercial Officer & Presidentless than a yearUS$3.93m0.10%
$ 444.1k
Dan McDermott
Chief Content Officer & President of AMC Studios6.1yrsUS$4.95m0.17%
$ 740.5k
Michael Sherin
Executive VP2.8yrsUS$781.77k0.024%
$ 103.5k
Stephanie Mitchko-Beale
Chief Technology Officer & Global Head of Media Operationsno data데이터 없음데이터 없음
Nicholas Seibert
Senior Vice President of Corporate Development & Investor Relations5.4yrs데이터 없음데이터 없음
Salvatore Romanello
Executive VP & General Counsel1.4yrsUS$1.07m0.086%
$ 366.4k
Georgia Juvelis
Chief Communications Officerno data데이터 없음데이터 없음
Kim Granito
Chief Marketing Officerno data데이터 없음데이터 없음
Ben Davis
Executive Vice President of Programming - AMC Studios12.2yrs데이터 없음데이터 없음
Arlene Manos
President Emeritus9.4yrs데이터 없음데이터 없음
James Conboy
Senior Vice President of Internal Audit & Sarbanes Oxley Compliance14.7yrs데이터 없음데이터 없음
5.4yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 관리: AMCX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.4 년).


이사회 구성원

이름직위재임 기간보수지분
Kristin Dolan
CEO & Directorless than a yearUS$12.53m0.46%
$ 2.0m
James Dolan
Non Executive Chairman15.2yrsUS$419.88k0.71%
$ 3.0m
Thomas Dolan
Director14.9yrsUS$221.88k0.11%
$ 450.0k
Carl Vogel
Independent Director12.9yrsUS$330.17k0%
$ 0
Vincent Tese
Independent Director9.9yrsUS$262.88k0%
$ 0
Matthew Blank
Independent Director3.6yrsUS$245.47k0%
$ 0
Christopher Cox
Director1.8yrsUS$221.88k0%
$ 0
Brian Sweeney
Director14.9yrsUS$221.88k데이터 없음
Stephen Mills
Independent Director1.9yrsUS$217.88k0.0011%
$ 4.9k
Joseph Cohen
Independent Director3.9yrsUS$221.88k0%
$ 0
Debra Perelman
Independent Director2.9yrsUS$254.88k0%
$ 0
Aidan Dolan
Director4.9yrsUS$221.88k0.0026%
$ 11.2k
4.4yrs
평균 재임 기간
66.5yo
평균 나이

경험이 풍부한 이사회: AMCX의 이사회경험이 있음으로 간주됩니다(평균 재임 4.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 16:36
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

AMC Global Media Inc.는 33명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Anthony DiClementeBarclays
Todd JuengerBernstein
Bryan GoldbergBofA Global Research