AMC Networks Q4 revenue dips 0.8% to $594.8M but beats estimates; EPS surprises 28%
AMC Networks reported Q4 revenue of $594.8 million, down 0.8% year-over-year, beating estimates by 2.99%, and delivered EPS of $0.64, a 28% surprise versus the $0.50 consensus. International revenue was $81.3 million (-5% YoY, +7.6% surprise) and domestic revenue reached $515.1 million (-1% YoY, +2% surprise).
1. Q4 Financial Performance
AMC Networks delivered $594.8 million in revenue for the quarter ended December 2025, a 0.8% decline from a year ago, yet outpaced the $577.5 million consensus by 2.99%. Earnings per share held steady at $0.64, handily topping the $0.50 estimate by 28%, signaling controlled cost management and operational efficiency.
2. Segment Breakdown
International and other revenues totaled $81.34 million versus a $75.59 million forecast, though down 5% year-over-year, while domestic operations generated $515.09 million, a 1% YoY decline but 2% above estimates. Adjusted operating income came in at $6.67 million internationally (vs. $2.01M estimate) and $127.68 million domestically (vs. $128.29M estimate).
3. Market Reaction and Outlook
Shares have underperformed over the past month, returning -9.4% against the S&P 500’s -0.3% change. Analysts maintain a hold rating on the stock, suggesting performance may track the broader market absent new catalysts.