Dafinchi AI

AMCX

Technology

Kristin Dolan emphasized AMC's core competency in building and growing fan communities around high-quality content, which drives value across linear networks, programming franchises, streaming services, and film.
The company showcased its fan engagement at San Diego Comic-Con, highlighting successful activations for The Walking Dead, Anne Rice universes, and Shudder, with fans lining up for hours for previews and cast appearances.
AMC's targeted streaming services like Shudder, Acorn TV, and HIDIVE are designed to serve passionate genre-specific audiences, resulting in high engagement and loyalty, with over 20 FAST channels globally to promote sampling and brand awareness.
The company is expanding FAST channels internationally, including launches in the UK, Central and Northern Europe, Iberia, and Latin America, leveraging partnerships and digital inventory to grow global reach.

AMCX

Technology

Adjusted EPS was $0.69 per share.
Consolidated AOI declined 28% to $109 million with an 18% margin.
Content licensing revenue was $84 million for the quarter, with strong demand and variability due to timing of deliveries.
Domestic Operations advertising revenue decreased 18% year-over-year due to linear ratings declines and lower marketplace pricing.
Domestic Operations revenue decreased 2% to $527 million, with subscription revenue down 1% but streaming revenue up 12%.
Free cash flow totaled $96 million in Q2, with a raised full-year outlook to approximately $250 million.
International AOI was $15 million with a 20% margin, down 15% excluding adjustments.
International revenues were $76 million, down 6% excluding prior-period adjustments and FX impact.
Second quarter consolidated net revenue declined 4% year-over-year to $600 million.
Streaming subscribers grew 2% year-over-year and sequentially, ending the quarter with 10.4 million streaming subs.

RAMP

Technology

LiveRamp's data collaboration network is experiencing strong sales momentum, with above-average pipeline conversion, shorter sales cycles, and larger deal sizes in Q1.
The momentum is driven by solutions like Cross-Media Intelligence, Commerce Media Networks, and CTV, which are gaining traction among high-profile customers.
Cross-Media Intelligence, launched in Q1, is surpassing expectations by connecting ecosystem participants with privacy-preserving data sharing and interoperability across cloud environments.
Commerce Media Networks remain a key growth driver, with clients like Walgreens and a leading U.S. department store leveraging the technology for ad personalization and insights.
Partnerships with airlines, casinos, automotive, and real estate sectors are expanding, with a focus on establishing more industry-specific networks.
The momentum is validated by independent reports from Forrester and IDC, highlighting ROI and leadership in data clean room technology.

FOX

Technology

Revenue growth of 17% to $16 billion, EBITDA growth of 26% to $3.6 billion, and record free cash flow of $3 billion.
Super Bowl LIX broadcast set viewership and advertising records, generating over $800 million in ad revenue.
FOX News achieved over 70% audience share and record engagement, maintaining its position as the most watched cable news network.

Technology

EA emphasizes its strategy of scaling massive online communities across Global Football, American Football, Battlefield, and The Sims.
Management highlighted the importance of community engagement, social connection, and user-generated content as core drivers of growth.
The company is investing heavily in community-centric experiences, including new tools and platforms to deepen fan participation and extend engagement beyond gameplay.

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