IMAX (IMAX) Bank of America 2026 Media,Communications & Entertainment Conference summary

Recent performance and market momentum

• Achieved over $600 million in box office for the current quarter, surpassing previous records.

• Major releases like "Odyssey" and upcoming titles such as "Dune: Part Three" and Netflix exclusives are driving unprecedented demand and pre-sales.

• Box office growth is attributed to both a strong content cycle and significant market share gains, especially in the premium sector.

• Diversification of content, including local language films, anime, sports, and concerts, is expanding audience reach and revenue streams.

• Merchandising initiatives, such as collectible popcorn buckets and film strips, have seen rapid sell-outs and are set for further expansion.

Strategic partnerships and content pipeline

• Exclusive partnerships with major studios and streamers, including Netflix and Disney, are strengthening, with several high-profile releases planned through 2028.

• Collaborations with top filmmakers and directors are central, with 19 of the top 20 directors working on projects.

• Upcoming projects include "The Beatles" movies (April 2028), "Miami Vice," and multiple Netflix exclusives.

• Alternative content, such as sports and concerts, is being actively developed, with successful events like the Olympics opening ceremony and upcoming music events.

Global expansion and market opportunity

• Operates 1,800 theaters globally with an addressable market of 4,500, and 500 theaters in backlog for installation.

• Asia-Pacific, Australia, Middle East, and Western Europe identified as key growth regions, with strong recent performance in Japan and Australia.

• About two-thirds of revenue is generated outside the U.S., with local language content now comprising up to 25% of box office.

• Licensing model enables asset-light expansion and recurring revenue from maintenance contracts.