AMC Networks Stock Crashes After Q4 Revenue Dip, Marginal Subs Increase
Portfolio Pulse from Anusuya Lahiri
AMC Networks Inc (NASDAQ:AMCX) reported a Q4 2023 revenue decline of 29.6% Y/Y to $678.85 million, slightly above consensus. Adjusted EPS fell 71.4% Y/Y, missing expectations. Affiliate revenue and advertising revenues decreased, while streaming subscribers saw a marginal increase. Despite the revenue dip, streaming revenue grew by 4%. Shares fell 20.30% to $13.59.

February 09, 2024 | 4:28 pm
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NEGATIVE IMPACT
AMC Networks reported a significant Q4 revenue decline and a miss on adjusted EPS, with a slight increase in streaming subscribers. Shares dropped 20.30%.
The significant revenue decline and miss on adjusted EPS are negative indicators for investor confidence, leading to a sharp decrease in stock price. However, the slight increase in streaming subscribers and streaming revenue growth may provide a silver lining, indicating potential areas for future growth.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100