IMAX (IMAX) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Strategic partnerships and content slate

• Maintains diversified partnerships with over 60 global content partners, including major studios and local language producers.

• Strong, long-standing relationships with Warner, Paramount, Skydance, and others ensure a robust content pipeline.

• Over 60% of the 2027 slate is already filled, with a strong lineup for 2026 and beyond.

• Studios and filmmakers increasingly seek IMAX as a preferred platform for blockbuster releases.

Growth drivers and market expansion

• Filmed for IMAX program and direct relationships with filmmakers drive consumer demand and growth.

• Network expansion achieved 3.5% global growth last year, with 8% in international markets and 4% domestically.

• Local language, Hollywood, and alternative content (concerts, live events) increase network utilization and revenue.

• Rest of World markets, especially Japan and Australia, show significant growth potential with under 30% penetration.

Programming, utilization, and technology

• Maximizes box office by strategically programming weekends with a mix of blockbusters, re-releases, and alternative content.

• Evaluates adding screens in high-performing zones rather than within the same complex to optimize productivity.

• Uses data and AI to enhance programming, increase utilization, and identify market-specific content opportunities.