IMAX (IMAX) The 38th Annual Roth Conference summary

Strategic goals and partnerships

• Focus on strengthening filmmaker-studio relationships, leading to a robust film backlog and deeper collaboration on projects filmed specifically for IMAX.

• Emphasis on enhancing the unique IMAX experience through technology investments in cameras, sound, and visuals.

• Expansion of partnerships with major studios and streaming platforms, including exclusive projects with Apple, Amazon, and Netflix.

• Filmed for IMAX strategy has evolved to offer varying levels of exclusivity, maximizing box office performance and flexibility.

Box office outlook and content strategy

• Confident in achieving a $1.4 billion global box office target for the year, supported by a strong film slate and higher indexing.

• Increasing number of films expected to gross over $1 billion, with notable titles like Super Mario, Star Wars, and Dune.

• Local language content now represents a quarter of box office, with a target of 75 local language titles this year, mostly outside China.

• Alternative content, such as sports and concert films, is projected to grow 20%, attracting new audiences and increasing theater utilization.

Global expansion and market penetration

• Addressable market estimated at 4,500 locations worldwide, with current penetration at 1,800 locations in 91 countries.

• Significant growth opportunities in under-penetrated markets like Japan (40%), India (<25%), Australia (11%), Germany (<20%), and France (30-40%).

• Expansion into new countries and local language markets, including the first Brazilian title and increased presence in Latin America.

• Second screen opportunities in major cities like New York and Chicago are being actively pursued to meet demand and optimize scheduling.