Ending the second quarter on a bang not a wimper, the Domestic Box Office will be up by around 20% versus the same weekend last year.
The quarter should end at $3 billion industrywide, perhaps a hare under or over, clearly the highest q2 industry numbers since 2019.
Cumulatively, January 1 to June 30, the Domestic Box Office will be up about $600 million year over year.
With a strong July ahead of us, that number will grow even more soon.
Hello Minions, Moana, Odyssey and Spider-man.
Halllelujah.
Prior to now, we have not seen a single quarter at the domestic box office reach $2.7 Billion. It had been 25 quarters since that had happened.
Here in the 26th quarter (oddly in '26) we hit that number Tuesday.
And tonight, we will cross $2.8 Billion.
Consider - we'll be around $130 million beyond the biggest box office in, now 26 quarters, and we'll still have 4 days to go!
$amc
Going to see Toy Story 5 this weekend with my 27-year-old son, who used to watch the original over and over when he was a baby. It’s been a while since we’ve gone to the movies, just the two of us, and I’m really looking forward to it.
This movie is going to absolutely kill it this weekend. 🎬✨
As always, more on that later when final figures come, but… SPOILER ALERT!!!
#ToyStory5, boosted by #Juneteenth holiday & positive WOM, is currently challenging #Incredibles2 for the title of BIGGEST Opening Day of ALL TIME for animations at US #BoxOffice!
A record considered untouchable by many could fall today!
That’s not all! It’s also challenging mega phenomenon #BARBIE for the position of #5 BIGGEST Opening Day Post-Covid.
You are not reading it wrong!
The toys are definitely NOT playing around.
$AMC I always said they are simply mouth pieces for those that pay them. They pump some stocks and FUD others. Today it will be #AMC tomorrow its the next shorted stock. Do not join paid discords and avoid these type of YouTubers!
Remember when I said AMC would have 9 digit (above $100M) positive FCF this year (and maybe even double that up?) Then I made a video saying $217M to $370M?
We are approaching the top side of that estimate the way things are tracking.
Drivers:
- Obsession and The Back Rooms added huge surprise ticket sales, increasing all forecasts for the year.
- Toy Story is delivering
- Spider Man tracking at top 4 all time pre sales
- The Odyssey with PLF pre sale records
- Minions, Moana, and others looking like the blockbusters they were meant to be
- Mid range movies like The Sheep Detectives doing great
I'd revise my FCF estimates to $240M - $400M (my current fcst is around the mid range of that and who knows if we climb even further)
Video link (where the slide was from)...
https://t.co/0qKtmXGUCL
$amc
Bears still analyze AMC like it’s only a movie theater chain while management is trying to turn 300+ theaters across 89 markets into a nationwide live entertainment network. Arena One is not just “concerts on a screen.” It’s: Real time interactive concerts, Nationwide synchronized audiences, Premium ticket pricing, Concessions attached, Minimal additional infrastructure because AMC already controls and operates the theater footprint. Artists get national reach without massive touring costs. Fans get cheaper access without flights or arena pricing. AMC monetizes theaters on non movie nights. That’s why I think the market may eventually care more about sustained free cash flow and incremental high margin revenue streams than old pre pandemic net income comparisons. People laughed at the idea AMC could survive.
Now they’re laughing at AMC trying to evolve.
Interesting pattern. $AMC Over Noise 🔊🎟🎦
$AMC Let’s say we get $300 and we also get the domestic box office to pre covid levels we can pay off debt in a year and be nearly a billion in profit a year. I guarantee you the #AMC stock price won’t be at a $1.50 when that happens.
We’re going absolutely bonkers on revenue!
I have never seen so many purchases in the 5 years we’ve been pushing.
Soooooo much candy, so much merch, so many people!
$AMC
For about $25/month, $AMC A-List gets you up to 4 IMAX movies a week.
Wall Street said theaters were dead for years.
Now Netflix ( $NFLX ) is raising U.S. prices for the second time in a year:
• Ads: $7.99 → $8.99
• Standard: $17.99 → $19.99
• Premium: $24.99 → $26.99
Maybe theaters weren’t dead after all.
Correct.
Go catch a movie! 🍿 🎥. Get ready for Q2 because if we push the movies when movie lineup is solid and public support starts growing… we’re all getting a lot richer.
WAIT WAIT WAIT WUUUT?
I literally begged for this!!! I am storming out to find this right now!! HOW DID I MISS THIS WAS COMING!!
I cannot tell you how much this is making me so happy!!!
$amc #AMCPerfectlyPopcorn#nacho
Short sellers are cooked. 🍿
Look at the 2026 theater lineup:
🎬 Toy Story 5
🎬 Super Mario Galaxy
🎬 Spider-Man: Brand New Day
🎬 Avengers: Doomsday
🎬 Moana
🎬 Mandalorian & Grogu
🎬 Hunger Games
And that’s just a few.
Theaters aren’t dying…
Hollywood is loading the biggest slate in years.
Shorts bet against movies.
Apes bet on the box office.
🍿 $AMC #AMCNEVERLEAVING #AMCNOTLEAVING #AMCApes