Intel heads into its April 23 earnings with rising investor expectations , but the key question remains whether AI-driven CPU demand can offset ongoing margin weakness . Revenue Stable, But Margins Under Pressure Intel is expected to deliver Q1 revenue around US$12.4 billion , slightly above the midpoint of its guidance range. However, the real concern lies in profitability: Gross margin guided at 34.5% , down from 39.2% a year ago EPS near breakeven (~US$0.00) vs US$0.13 last year This highlights continued pressure from costs, utilisation, and product mix , despite improving demand signals. AI CPUs: A Key Growth Driver Intel’s near-term bullish case centers on AI-related CPU demand , particularly its Xeon processors. A key development is its partnership with Alphabet , which reinforces: Intel’s role in AI data centre infrastructure Growing demand for AI inference and general-purpose computing Investors will watch c...
Strong Q4 Performance Boosts AMC Stock
- AMC Entertainment (AMC.US) shares rose 1.4% in extended trading after reporting better-than-expected Q4 revenue of $1.306 billion, up from $1.104 billion YOY, beating analyst expectations of $1.291 billion.
- Fourth-quarter admissions revenue reached $721.4 million, surpassing the expected $719 million.
- Food & beverage sales climbed to $446.2 million, exceeding projections of $437 million.
Earnings and Outlook
- AMC’s Q4 net loss narrowed to $135.6 million (35 cents per share) from $182 million (83 cents per share) YOY.
- Adjusted loss per share was 18 cents, in line with analyst expectations.
- 62 million moviegoers visited AMC theaters, marking a post-pandemic record and a 20% YOY increase.
- CEO Adam Aron expects 2025 to be a strong year, driven by major releases like "Wicked Part 2," "Zootopia 2," and the next "Avatar" film.
CEO Claps Back at Critics
- Aron addressed misinformation on social media, calling out "crackpot conspiracy theorists" spreading false claims about AMC.
- He reassured investors of his alignment with shareholders, revealing he hasn't sold AMC shares in three years and now owns 975,000 shares.
- AMC will not issue additional stock in 2025 unless approved by shareholders.
Stock Performance
- AMC closed at $3.27 on Tuesday, far below its $393.63 peak during the meme-stock frenzy.
- Shares have fallen 32% in the past year, while the S&P 500 gained 17.3%.
Summary:
- AMC’s revenue exceeded expectations, driven by a stronger box office.
- CEO Adam Aron remains bullish on the company’s future despite past struggles.
- Social media controversies persist, but Aron dismisses misinformation and affirms shareholder alignment.
- No further stock sales in 2025 without shareholder approval.
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