IMAX Corporation (IMAX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.76K FollowersFollow5ShareSaveCommentsQ4: 2026-02-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.58 beats by $0.11 | Revenue of $125.21M (35.11% Y/Y) beats by $4.78M IMAX Corporation (IMAX) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 4:50 PM EST Company Participants Natasha Fernandes - Executive VP & CFO Conference Call Participants Sean Diffley - Morgan Stanley Presentation Sean DiffleyMorgan Stanley Good morning, everyone. Please note that for important disclosures, including my personal holdings disclosures and Morgan Stanley disclosures, please see the handout available at the registration area or at the Morgan Stanley public website. With that out of the way, my name is Sean Diffley from Morgan Stanley Media and Entertainment Research today. And today, we're very excited to be joined by Natasha Fernandes, the CFO of IMAX. Thank you for being here. Natasha FernandesExecutive VP & CFO Well, Sean, thanks for having me. Question-and-Answer Session Sean DiffleyMorgan Stanley So obviously, a lot of big news in the space. First, I wanted to get to the big news on the studio front. So Paramount, Warner merger. So Netflix stepped away from the process. So I wanted you to talk about how that impacts IMAX, how you're thinking about the slate going forward and any other considerations we should be thinking about? Natasha FernandesExecutive VP & CFO So IMAX is a global platform. I mean, we work with over 60 content partners around the world and partner with all the major studios. So that obviously includes both Paramount, Warner's, Netflix as well, but also new studios like Amazon MGM and Apple, and then a lot of local language studios as well. So I think from that perspective, we're very diversified in who we operate with and partner with. IMAX and Warner's, we've had a history going back many decades, and we have a really strong partnership. Many of Warner's titles are filmed for IMAX and they really lean into IMAX in their -- in