IMAX CEO attributes growth to market share gains.

Imax CEO notes that gains in market share have driven growth. The company offers a global technology platform for entertainment and events through its proprietary software, auditorium architecture, and patented intellectual property. It operates two segments: Content Solutions and Technology Products and Services. The Content Solutions segment includes content enhancement and distribution services, while the Technology Products and Services segment involves the sale, lease, and maintenance of IMAX Systems.

IMAX Corporation, a leading provider of premium entertainment experiences, has seen significant growth in market share, driven by a strong rebound in the global box office. The company's CEO, Rich Gelfond, attributes this growth to the increasing demand for premium viewing experiences and the company's strategic partnerships with major film studios.

IMAX operates two segments: Content Solutions and Technology Products and Services. The Content Solutions segment includes content enhancement and distribution services, while the Technology Products and Services segment involves the sale, lease, and maintenance of IMAX Systems. Gelfond noted that gains in market share have been a key growth driver for the company [1].

The company's proprietary technology, including its patented intellectual property and auditorium architecture, has positioned IMAX as a preferred destination for theatrical releases. In 2024, IMAX's global box office revenue reached a record $900 million, and Gelfond forecasts that 2025 will be even better, with the company on track to reach $1.2 billion [1]. Wall Street analysts expect 2026 to be even more successful.

Investors have responded positively to IMAX's performance, with shares of the company up roughly 60% in the last 12 months. The company's earnings per share (EPS) for the second quarter of 2025 were $0.12, down from the previous estimate of $0.19, but still above the consensus estimate of $0.11 [2].

IMAX's strategic partnerships with major film studios have also contributed to its success. For example, Apple struck a deal with IMAX to use its camera technology and secure a three-week release for "F1: The Movie," which helped the film generate nearly $300 million globally in its first 10 days in cinemas [1]. More than 20% of that haul came from IMAX screenings, demonstrating the company's ability to capture a significant share of the box office.

Looking ahead, IMAX has contracts to build about 500 more screens worldwide, with around 400 of those in North America. The company's strong domestic and international slate of films, including major franchise releases and local language movies, positions it well for continued growth [1].

References:
[1] https://www.cnbc.com/2025/07/11/imax-hollywood-box-office-rebound.html
[2] https://www.marketbeat.com/instant-alerts/roth-capital-comments-on-imaxs-q2-earnings-nyseimax-2025-07-10/