Kairos
Stock Research
D-Box looks ready for the big leagues after its first-ever earnings call, targeting 20% annual screen-count growth, though quarterly growth will be lumpy and markets outside North America could be next. Three new deals cover only a handful of theatres because partners are pilot-testing ROI first, which may take a few quarters. Theatres install more D-Box seats when the box office is weak, which explains slower screen growth this quarter and makes a softer fall box office a good window. x.com x.comÂ
D-BOX Technologies should benefit from recovering cinema attendance: per Unusual Whales, AMC Entertainment saw its highest May attendance since 2019. x.comÂ
IMAX's next earnings report could blow expectations out of the water. Seeing The Odyssey in IMAX rated the format experience 9/10, above the film itself at 8/10, with the only flaw being that it was slightly too loud. x.comÂ
AMC could be developing into a turnaround as moviegoing revives. A slate of big releases this year, including Spider-Man: Brand New Day, Dune, Doomsday, Endgame Encore and Hunger Games, supports a recovery for the beaten-down, sub-$10 stock. x.comÂ
Jan Zuazo Pfingsten
Thematic Investor, Physical Scarcity & AI Infrastructure, Primary-Source Research
IMAX earnings could crush expectations as audiences seek IMAX showings of The Odyssey and, later this year, Dune. Only about 35 IMAX 70mm cinemas exist worldwide, but laser IMAX screens are abundant, leaving plenty of capacity for that demand. It looks like a possible social-arbitrage trade at $39 a share. x.comÂ