earnings
confidence high
sentiment positive
materiality 0.70
Alliance Ent. Q2 rev $393.7M, net income $7.1M; Paramount exclusive license, Handmade by Robots buy
ALLIANCE ENTERTAINMENT HOLDING CORP
2025-Q2 EPS
reported $0.15
vs consensus $0.05
▲ beat
(+194.1%)
- Net revenues $393.7M vs $425.6M YoY; net income $7.1M ($0.14 diluted EPS) vs $8.9M ($0.18) including $2.5M warrant expense.
- Adjusted EBITDA $16.1M vs $17.9M YoY; reduced revolver debt by 31%.
- Acquired Handmade by Robots (vinyl collectibles) for undisclosed sum; exclusive Paramount home entertainment distribution deal (US/Canada) effective Jan 1, 2025.
- Vinyl sales +12% to $109M, physical movie sales +23% to $86M; Consumer Direct Fulfillment 42% of gross revenue.
- Distribution/fulfillment costs down 18% YoY, interest expense down 15% YoY.