Pinned Tweet
Remember when…. They dumped $GME record breaking earnings on 9/8 then GME decided to go from 18$ to $25 within a week.
Same old lame playbook here😂
I’m loading on 27 Nov🌕, 4 Dec, and Jan 27🎁 $AMC calls. Thank you for the discount🩳
This NFA, just want to make them feel it this time.😘
Q2 GameStop Earnings Release $GME
🚀BACK-TO-BACK MOST PROFITABLE Q1 & Q2 IN HISTORY 🚀
Gross margin going from ~29% to ~44% makes the “revenue is down” bear argument look a lot less compelling because it shows how radically the underlying economics of the remaining business have changed. Ba
R E S O L U T E 😎
xitter.gq/rohen74/status/2118129…
$AMC EARNINGS 🚨🔥
@CEOAdam will have the last laugh😂
LETS END Q4 WITH A BANG 💥
Q1 2026 → Q2 2026 → Q3 2026 comparison
Financial Highlights
• Total Revenues: $1,045.4M → $1,596.7M → $1,711.1M (all-time record)✅
• Net Loss/Earnings: $(117.1)M → $(11.4)M → +$109.3M (first positive)✅
• Adjusted EBITDA: $38.3M → $321.4M → $347.5M (all-time record)✅
Q1: +~$96M YoY (from negative $(57.7)M)✅
Q2: +69.6% YoY (from $189.5M)✅
Q3: +183.7% YoY (from $122.5M)✅
• Operating Cash Flow: Used $128.5M → Provided $235.4M → Provided $176.6M✅
• Free Cash Flow: $(174.7)M → +$190.1M → +$109.3M (YTD positive $124.7M)✅
• Adjusted Net: $(194.3)M → +$104.3M → +$116.9M✅
• Diluted EPS: $(0.22) → $(0.02) → +$0.12✅
• Adjusted Diluted EPS: $(0.36) → +$0.14 → +$0.13✅
Constant Currency Revenues: $1,015.6M → ~$1,590.2M → $1,714.2M✅
Operating Metrics
• Attendance: 47.6M → 71.3M → 74.9M (+28.3% YoY)✅
• U.S. Markets: 30.7M → 52.5M → 52.1M✅
• International: 16.9M → 18.8M → 22.8M (+41.5% YoY)✅
• Average Screens: 9,310 → 9,249 → 9,177 (slight decline)✅
CEO Adam Aron’s Key Comments
• Q1: Best Q1 Adjusted EBITDA in 7 years (+$96M YoY)✅
• Q2: First-ever $300M+ Adjusted EBITDA quarter + all-time revenue record✅
• Q3: Consecutive all-time records for both Revenue and Adjusted EBITDA (beat Q2)✅
• Record revenue per patron + industry-leading premiums + loyalty driving operating leverage✅
• Expect full-year positive Free Cash Flow + strongest post-pandemic box office year✅
• October domestic box office already +~35% YoY with massive slate still ahead✅
Balance Sheet & Capital markets
• Cash: $339M → $778M → $752M (excl. restricted)✅
• Q1: Refinanced $400M + converted $156M notes + ATM raises✅
• Q2: More equity raises + further debt reduction✅
• Q3: Massive $3.97B refinancing (~97% of debt) — maturities pushed to 2031/2033, lower interest, better structure✅
Innovations & Strategic Moves
• Arena One live concerts launched in 300+ theatres✅
• Continued premium screen leadership (PLF + XLF)✅
• A-List loyalty now ~20% of U.S. attendance✅
Recovery is here. Now it’s time to thrive.✅
$AMC EARNINGS 🚨🔥
@CEOAdam will have the last laugh😂
LETS END Q4 WITH A BANG 💥
Q1 2026 → Q2 2026 → Q3 2026 comparison
Financial Highlights
• Total Revenues: $1,045.4M → $1,596.7M → $1,711.1M (all-time record)✅
• Net Loss/Earnings: $(117.1)M → $(11.4)M → +$109.3M (first positive)✅
• Adjusted EBITDA: $38.3M → $321.4M → $347.5M (all-time record)✅
Q1: +~$96M YoY (from negative $(57.7)M)✅
Q2: +69.6% YoY (from $189.5M)✅
Q3: +183.7% YoY (from $122.5M)✅
• Operating Cash Flow: Used $128.5M → Provided $235.4M → Provided $176.6M✅
• Free Cash Flow: $(174.7)M → +$190.1M → +$109.3M (YTD positive $124.7M)✅
• Adjusted Net: $(194.3)M → +$104.3M → +$116.9M✅
• Diluted EPS: $(0.22) → $(0.02) → +$0.12✅
• Adjusted Diluted EPS: $(0.36) → +$0.14 → +$0.13✅
Constant Currency Revenues: $1,015.6M → ~$1,590.2M → $1,714.2M✅
Operating Metrics
• Attendance: 47.6M → 71.3M → 74.9M (+28.3% YoY)✅
• U.S. Markets: 30.7M → 52.5M → 52.1M✅
• International: 16.9M → 18.8M → 22.8M (+41.5% YoY)✅
• Average Screens: 9,310 → 9,249 → 9,177 (slight decline)✅
CEO Adam Aron’s Key Comments
• Q1: Best Q1 Adjusted EBITDA in 7 years (+$96M YoY)✅
• Q2: First-ever $300M+ Adjusted EBITDA quarter + all-time revenue record✅
• Q3: Consecutive all-time records for both Revenue and Adjusted EBITDA (beat Q2)✅
• Record revenue per patron + industry-leading premiums + loyalty driving operating leverage✅
• Expect full-year positive Free Cash Flow + strongest post-pandemic box office year✅
• October domestic box office already +~35% YoY with massive slate still ahead✅
Balance Sheet & Capital markets
• Cash: $339M → $778M → $752M (excl. restricted)✅
• Q1: Refinanced $400M + converted $156M notes + ATM raises✅
• Q2: More equity raises + further debt reduction✅
• Q3: Massive $3.97B refinancing (~97% of debt) — maturities pushed to 2031/2033, lower interest, better structure✅
Innovations & Strategic Moves
• Arena One live concerts launched in 300+ theatres✅
• Continued premium screen leadership (PLF + XLF)✅
• A-List loyalty now ~20% of U.S. attendance✅
Recovery is here. Now it’s time to thrive.✅
WhAt’S ThE CONcErN?🍿
$AMC EARNINGS 🚨🔥
@CEOAdam will have the last laugh😂
LETS END Q4 WITH A BANG 💥
Q1 2026 → Q2 2026 → Q3 2026 comparison
Financial Highlights
• Total Revenues: $1,045.4M → $1,596.7M → $1,711.1M (all-time record)✅
• Net Loss/Earnings: $(117.1)M → $(11.4)M → +$109.3M (first positive)✅
• Adjusted EBITDA: $38.3M → $321.4M → $347.5M (all-time record)✅
Q1: +~$96M YoY (from negative $(57.7)M)✅
Q2: +69.6% YoY (from $189.5M)✅
Q3: +183.7% YoY (from $122.5M)✅
• Operating Cash Flow: Used $128.5M → Provided $235.4M → Provided $176.6M✅
• Free Cash Flow: $(174.7)M → +$190.1M → +$109.3M (YTD positive $124.7M)✅
• Adjusted Net: $(194.3)M → +$104.3M → +$116.9M✅
• Diluted EPS: $(0.22) → $(0.02) → +$0.12✅
• Adjusted Diluted EPS: $(0.36) → +$0.14 → +$0.13✅
Constant Currency Revenues: $1,015.6M → ~$1,590.2M → $1,714.2M✅
Operating Metrics
• Attendance: 47.6M → 71.3M → 74.9M (+28.3% YoY)✅
• U.S. Markets: 30.7M → 52.5M → 52.1M✅
• International: 16.9M → 18.8M → 22.8M (+41.5% YoY)✅
• Average Screens: 9,310 → 9,249 → 9,177 (slight decline)✅
CEO Adam Aron’s Key Comments
• Q1: Best Q1 Adjusted EBITDA in 7 years (+$96M YoY)✅
• Q2: First-ever $300M+ Adjusted EBITDA quarter + all-time revenue record✅
• Q3: Consecutive all-time records for both Revenue and Adjusted EBITDA (beat Q2)✅
• Record revenue per patron + industry-leading premiums + loyalty driving operating leverage✅
• Expect full-year positive Free Cash Flow + strongest post-pandemic box office year✅
• October domestic box office already +~35% YoY with massive slate still ahead✅
Balance Sheet & Capital markets
• Cash: $339M → $778M → $752M (excl. restricted)✅
• Q1: Refinanced $400M + converted $156M notes + ATM raises✅
• Q2: More equity raises + further debt reduction✅
• Q3: Massive $3.97B refinancing (~97% of debt) — maturities pushed to 2031/2033, lower interest, better structure✅
Innovations & Strategic Moves
• Arena One live concerts launched in 300+ theatres✅
• Continued premium screen leadership (PLF + XLF)✅
• A-List loyalty now ~20% of U.S. attendance✅
Recovery is here. Now it’s time to thrive.✅
What’s the short thesis again?🍿
xitter.gq/cnbc/status/2115942333…
Cramer's lightning round: Sell AMC cnbc.com/2026/10/29/cramers-…
SHORTS ARE DONE 🍿
ITS GONNA BE A GODZILLA WEEKEND AT $AMC 💥
MAKE SURE YOU GO SEE IT 🎟️
Cramer's lightning round: Sell AMC cnbc.com/2026/10/29/cramers-…
xitter.gq/jimcramer/status/21176…
Quite the opposite.. lol
I see your vision now Jim🚩
THE BEST MOVIE SLATE OF THE DECADE IS ABOUT TO START 🎟️
GO SEE A MOVIE 🎥
GRAB YOUR POPCORN 🍿
LETS END THE YEAR WITH A BANG 💥
$AMC #AMCNEVERLEAVING
