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Edge22 Aug 2025
The Dilemma That Brought Down Kodak
Kodak helped invent digital photography but failed to embrace it. How the innovator's dilemma turned an icon into its own most famous casualty.
Eastman Kodak Company (KODK) investor relations material
Eastman Kodak Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Aug, 2025
Executive summary
Q2 2025 revenue was $263M, down 1% year-over-year, with AMC segment growth and Print segment declines; six-month revenue was $510M, also down 1%.
Gross profit margin fell to 19% from 22% year-over-year, with gross profit at $51M for Q2, impacted by higher costs and lower volumes.
Net loss of $26M for Q2 2025, compared to net income of $26M in Q2 2024, mainly due to a $17M non-cash asset impairment and lower pension income.
Operational EBITDA was $9M, down 25% year-over-year; Print segment operational EBITDA was negative, while AMC and Brand segments were positive.
Ongoing focus on deleveraging, investing in AMC and pharmaceuticals, and operational efficiency.
Financial highlights
Q2 2025 revenue: $263M (down 1% year-over-year); constant currency revenue down 3%.
Q2 gross profit: $51M (19% margin), down from $58M (22%) year-over-year.
Q2 net loss: $26M; adjusted net loss $9M; six-month net loss: $33M.
Operational EBITDA for Q2: $9M, down $3M year-over-year; adjusted operational EBITDA $8M.
Cash and cash equivalents at June 30, 2025: $155M, down from $201M at year-end 2024.
Outlook and guidance
Plan to use reverted pension assets (approx. $500M) to reduce long-term debt and interest costs, with $300M in cash projected by December 2025.
Continued investment in AMC and pharmaceutical manufacturing, with new FDA-registered facility operational.
Management expects restructuring actions in 2025 to generate $15M in annual cash savings.
Focus on operational efficiency, cost reductions, and innovation to drive long-term growth.
Capital expenditures for 2025 projected at $30M–$40M.
How will Kodak address maturing obligations?
Assess impact of KRIP termination on debt.
Elaborate on Kodak's ATM equity offering.
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Next Eastman Kodak Company earnings date
Q3 202511 Nov, 2025
Next Eastman Kodak Company earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
Eastman Kodak Company is a technology company specializing in imaging and material sciences. The company operates in several segments, including print systems, advanced materials and chemicals, and brand licensing. Kodak offers products and services such as commercial printing equipment, printing plates, specialty chemicals, and motion picture film. It also develops solutions for industries like packaging, functional printing, and electronics manufacturing. The company is headquartered in Rochester, New York, and its shares are listed on the NYSE.
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