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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
IMAX (IMAX) investor relations material
IMAX Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary4 Dec, 2025
Strategic vision and growth outlook
Achieved record-breaking year with the 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.
Positioned for a new era of growth, leveraging a powerful global brand, highly engaged and diverse fanbase, and strong social media growth, with Net Promoter Scores rivaling top entertainment and tech brands.
Focused on leveraging premium experiences, expanding content partnerships, and maximizing value through both organic growth and potential strategic transactions.
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.
Over $400M in global box office from local language titles in 2025, more than triple 2019 levels, with 68 local language releases.
Dynamic programming strategy allows multiple Hollywood and local language titles to play simultaneously, maximizing screen utilization and box office.
Exclusive partnerships with streamers and music/sports events are expanding reach and brand affinity.
Filmed for IMAX program is a major differentiator, with 12 Hollywood titles slated for 2026 and nine for 2027, driving higher indexing and box office performance.
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 to shoot entire features in IMAX format.
AI is used for real-time monitoring, predictive maintenance, marketing analytics, and capacity optimization, supporting 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.
Narnia's impact on future content deals
Lower box office threshold for new IMAX venues
IMAX's tech moat vs. PLF competitors
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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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