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AMC Networks
AMC Networks (AMCX) investor relations material
AMC Networks Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Streaming became the largest domestic revenue source in 2025, marking a major business inflection point and transformation milestone.
Free cash flow reached $272 million, exceeding guidance and forecasts.
Strengthened the balance sheet by reducing gross debt by nearly $600 million, ending 2025 with $1.3 billion net debt and a 3.1x net leverage ratio.
Completed the acquisition of the remaining stake in RLJ Entertainment, consolidating 100% ownership of key streaming and content assets.
Major affiliate renewals were completed, covering over a third of the US and Canada subscriber base.
Financial highlights
Full-year 2025 consolidated revenue was $2.3 billion; adjusted operating income (AOI) was $412 million (18% margin).
Free cash flow for 2025 was $272 million, converting about two-thirds of AOI to cash.
Domestic operations revenue declined 5% to $2 billion; streaming revenue grew 12% to $677 million and became the largest revenue source.
Ended 2025 with 10.4 million streaming subscribers, stable year-over-year and quarter-over-quarter.
Advertising revenue declined 15% for the year, with digital advertising showing growth in the second half.
Outlook and guidance
2026 consolidated revenue expected to be approximately $2.25 billion.
Free cash flow guidance for 2026 is at least $200 million.
Anticipates stable domestic subscription revenue, $260 million in content licensing, and a low double-digit percentage decline in domestic advertising revenue.
International segment revenue for 2026 projected at $290–$300 million.
Consolidated AOI for 2026 expected to be about $350 million, weighted to the back half of the year.
Streaming segment profitability outlook?
Mitigation strategy for linear revenue declines?
International segment turnaround plan?
Walking Dead rights monetization strategy
Drivers of 2026 ad revenue decline forecast?
Future of affiliate revenue in new bundles?
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Next AMC Networks earnings date
Q1 20268 May, 2026
AMC Networks
Next AMC Networks earnings date
Q1 20268 May, 2026
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Frequently asked questions
American Movie Classics
AMC Networks Inc. is an American entertainment company specializing in the production and distribution of television content. It is known for operating several cable channels, including its flagship channel AMC, and several other channels. The company also manages a portfolio of streaming services. AMC Networks' business strategy involves creating and delivering high-quality, original content across multiple platforms, catering to a diverse audience with a mix of genres, including drama, comedy, and reality programming. The company is headquartered in NYC, and its shares are listed on the Nasdaq.
Rainbow Media Holdings
AMC Networks was founded as Rainbow Media Holdings, a subsidiary of Cablevision. Initially, the focus was on niche cable channels, with AMC (American Movie Classics) debuting in 1984, showcasing classic movies. Over time, the company expanded its portfolio, introducing a line of cable TV channels, each targeting specific audience segments.
In 2011, Rainbow Media was spun off from Cablevision and rebranded as AMC Networks. This period signified a major shift in strategy, with AMC pivoting from classic movies to original programming. This shift propelled AMC Networks into a notable content creator, significantly impacting the television landscape with its critically acclaimed series. It’s also worth mentioning that the company has nothing to do with AMC Entertainment, and the similarities in names are purely a coincidence.
Original Content
AMC Networks, as previously mentioned, helps create and distribute original content. The company is renowned for its high-quality, critically acclaimed television series. Through its flagship channel, AMC, it has aired popular shows such as "Breaking Bad," "The Walking Dead," and "Mad Men," which have garnered substantial viewership and critical praise. channels like IFC and SundanceTV also contribute to its production portfolio with a range of programming including indie films, documentaries, and comedy series. The company's production arm not only serves its own channels but also distributes content internationally.
Streaming
AMC Networks offers a variety of niche streaming platforms catering to specific audience interests. Acorn TV specializes in British and international television, providing a range of dramas, mysteries, and comedies. Shudder, another notable service, focuses on horror, thriller, and supernatural genres, offering an extensive library of films and original series. These platforms operate on a subscription-based model, and in a similar fashion to Netflix and Disney+.
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