IMAX (IMAX) investor relations material

Strategic vision and growth outlook

• Achieved record-breaking year with highest global box office in company history, up 70% over prior records, signaling a new level for the business and a complete reset in performance and strategy.

• Focused on leveraging premium experiences, expanding content partnerships, and maximizing value through both organic growth and potential strategic transactions.

• Emphasizing the unique IMAX platform as a springboard for new growth opportunities, including exclusive content windows and global expansion.

• Management team refreshed with new leaders in content, marketing, and distribution to drive innovation and execution.

• AI and data analytics are being integrated to optimize content curation, marketing, and operational efficiency, enhancing capacity utilization and audience targeting.

Content and programming strategy

• Content portfolio has more than doubled in five years, now including over 200 pieces annually, with 68 local language titles from 15 territories and a growing slate of alternative content.

• Dynamic programming strategy now allows multiple Hollywood and local language titles to play simultaneously, maximizing screen utilization and box office.

• Filmed for IMAX program has become a major differentiator, with 12 Hollywood titles slated for 2026 and nine for 2027, driving higher indexing and box office performance.

• Exclusive partnerships with streamers (e.g., Netflix's Narnia) and music/sports events are expanding IMAX's reach and brand affinity.

• Local language content now represents 37% of global box office, up from $131M in 2019 to $400M, with strong growth in China, Japan, and South Korea.

Technology and competitive differentiation

• IMAX operates a proprietary, end-to-end technology platform, including custom cameras, DMR remastering, and 24/7 AI-driven monitoring, ensuring unmatched quality and reliability (99.92% uptime).

• Recent innovations include new quieter, lighter film cameras and sound enclosures, enabling filmmakers like Christopher Nolan to shoot entire features in IMAX format.

• AI is used for real-time monitoring, predictive maintenance, marketing analytics, and capacity optimization, supporting both operational excellence and customer experience.

• IMAX's technology moat and deep filmmaker relationships are seen as unreplicable by competitors, with a focus on continuous innovation and IP protection.