Q2 FY2026 EarningsQ2 FY26 missed consensus on both top and bottom lines: revenue $547.5M vs. $553.8M expected, and Adjusted EPS $(0.28) vs. $(0.08) expected. Domestic Operations revenue fell 11% YoY, dragged by a 34% drop in content licensing and a 17% decline in affiliate revenue due to subscriber losses, despite 6% growth in streaming revenue. Management raised full-year guidance following a significant $500M content licensing deal with Netflix for 'The Walking Dead' universe, which is expected to generate $200M-$225M in revenue annually in 2026 and 2027.
Preview: AMC Global Media(AMCX) predict that the Revenue is 547.5 M (-8.75%), Miss estimate;the EBIT is 15.85 M (-75.41%), Miss estimate;the EPS is -0.51 (-156%), Miss estimate.