IMAX (IMAX) Goldman Sachs Communacopia + Technology Conference 2026 summary

Strategic priorities and growth outlook

• Focus on expanding the global network, currently at 1,800 locations in 91 countries, with a total addressable market of 4,500 locations, indicating significant room for growth.

• Deepening content partnerships and involving IMAX earlier in the film release process to maximize impact.

• Continued investment in proprietary technology to maintain a differentiated, high-quality experience and brand awareness.

• Leveraging operating leverage to drive higher earnings, with strong guidance for the current and future years.

• Emphasis on converting high demand into increased capacity and earnings, especially after record-breaking box office hits.

Brand evolution and consumer engagement

• Brand awareness among moviegoers has grown from 75% to over 80% in one year, with a fan base exceeding 12 million globally.

• Gen Z (ages 13–17) is the fastest-growing demographic, showing strong interest in the IMAX experience.

• Direct fan engagement through newsletters and social platforms is driving excitement for upcoming releases.

• The goal is to shift consumer behavior to prioritize the IMAX experience over specific movie titles.

• Ongoing education efforts highlight the unique aspects of IMAX beyond just a large screen.

Programming flexibility and content strategy

• Multi-programming strategy allows for flexible content scheduling across the global network, optimizing for regional demand.

• Successful adaptation to staggered international releases, as seen with "Spider-Man" and "The Odyssey."

• Extended runs for high-performing films, such as "The Odyssey," which exceeded initial expectations.

• Upcoming tent-pole releases like "Dune" are leveraging early ticket sales and curated IMAX experiences.

• Local language content is a growing focus, with first-ever Filmed for IMAX titles in Japan and India.