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Alliance Entertainment (AENT) investor relations material
Alliance Entertainment Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary12 Nov, 2025
Executive summary
Net revenues rose 11% year-over-year to $254 million, driven by strong demand in physical media, collectibles, and direct-to-consumer channels, with exclusive content partnerships and operational efficiency initiatives including AI integration.
Gross margin expanded to 14.6% from 11.2% year-over-year, reflecting higher average selling prices, enhanced inventory management, and a higher-margin product mix.
Net income increased to $4.9 million ($0.10 per share) from $0.4 million ($0.01 per share) a year ago, with Adjusted EBITDA up 259% to $12.2 million.
The Handmade by Robots brand scaled rapidly, and new exclusive content partnerships, including with Virgin Music Group and Paramount Pictures, expanded the content portfolio.
Two new independent directors with expertise in finance, AI, and governance joined the board, strengthening corporate governance.
Financial highlights
Net revenue rose 11% year-over-year to $254 million; gross profit increased 46% to $37.2 million, with gross margin up to 14.6%.
Operating income increased nearly fivefold to $10.5 million; net income rose to $4.9 million ($0.10 per diluted share) from $0.4 million ($0.01 per share) a year ago.
Adjusted EBITDA margin reached 4.8% for the quarter, nearly triple the prior year rate of 1.5%.
Trailing 12-month revenue totaled nearly $1.1 billion; adjusted EBITDA reached $45.3 million, up from $36.5 million in fiscal 2025.
Earnings per share rose to $0.38 on a trailing 12-month basis, up from $0.30 last year.
Outlook and guidance
Management expects the first quarter's margin profile to be a new baseline for fiscal 2026 and beyond, driven by operational investments, automation, and AI adoption.
Holiday demand is strong across categories, with vinyl and collectibles expected to perform well.
Handmade by Robots is expected to have a more significant financial impact in fiscal 2027 and 2028 as retail placement expands.
Exclusive multi-year licensing agreements and new product launches are expected to drive continued growth.
The company believes it has sufficient liquidity to fund operations for at least twelve months, following the refinancing of its credit facility.
Expand on competitive edge from self-distribution
D2C's role in margin expansion
What drives confidence in future studio licensing deals?
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Next Alliance Entertainment earnings date
Q2 20266 Feb, 2026
Next Alliance Entertainment earnings date
Q2 20266 Feb, 2026
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Frequently asked questions
Alliance Entertainment Holding Corporation is a distributor and wholesaler of entertainment products, including music, movies, video games, and related merchandise. The company serves retailers, e-commerce platforms, and other businesses by providing a comprehensive catalog of physical and digital media products. Alliance Entertainment also offers supply chain management services, including inventory management, order fulfillment, and logistics solutions. The company is headquartered in Sunrise, Florida, and its shares are listed on the NASDAQ.
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