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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
IMAX (IMAX) investor relations material
IMAX Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Business overview and differentiation
Operates a global entertainment and technology platform in nearly 90 countries with 1,800 locations, serving exhibitors as customers by providing unique technology and experiences.
Not an exhibitor; instead, enables exhibitors to offer premium experiences to consumers worldwide.
Financial strategy and capital structure
Issued $250 million in new convertible notes at a 0.75% coupon, only 25 basis points higher than 2021, despite rising interest rates.
Retired 2026 convertible notes in cash, avoiding dilution and effectively executing a share repurchase worth $40 million.
Focused on returning value to shareholders and maintaining a solid capital structure for the next five years.
Programming agility and content strategy
Achieved record third-quarter box office with minimal Hollywood content, leveraging a diverse slate including local language and alternative content.
Uses data-driven programming to tailor content by region, maximizing returns and audience engagement.
Exclusive content windows, such as Demon Slayer in Japan, drive strong performance and global reach.
New convert terms: What was the strategic goal?
How does the $250M box office benchmark impact margins?
Film for IMAX: How does it boost market share?
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Investor Day 20254 Dec, 2025
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Eferix Drawings Google Play
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Frequently asked questions
IMAX Corporation is a global entertainment technology company specializing in immersive cinematic experiences. It designs and manufactures projection and sound systems for theaters and licenses the IMAX brand to cinemas, museums, and institutions. The company also engages in film remastering, distribution, and production partnerships. The company is headquartered in Mississauga, Canada, and its shares are listed on the NYSE.
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