IMAX Corporation (IMAX) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript

SA Transcripts 162.14K Followers Follow IMAX Corporation ( IMAX ) Bank of America 2026 Media,Communications & Entertainment Conference September 9, 2026 9:40 AM EDT Company Participants Richard L. Gelfond - CEO & Director Conference Call Participants Jessica Reif Cohen - BofA Securities, Research Division Presentation Jessica Reif Cohen BofA Securities, Research Division Okay. We're a bit to go. So Rich, welcome back. We're here with Rich Gelfond, CEO of IMAX Corporation, and we're thrilled to have you. Richard L. Gelfond CEO & Director Yes. I mean, obviously, Jessica, there's not a better time for us to go to a conference like that. Our company is in the midst of a dramatic awakening globally. So happy to be here. Question-and-Answer Session Jessica Reif Cohen BofA Securities, Research Division So what a year it's been since you were here last year, your stock has basically doubled after spending years in a tight trading range. I mean, for years, it was like $18. Lucky number, but still nice to be in the 50s. So you've reached a different level of relevance for moviegoing. Just mentioned like bazillion kids outside the theater, the IMAX theater the other day, very young. So clearly, you're more relevant than ever, but you're packing them in. But having Chris Nolan in your corner health, what do you think has really changed in the IMAX opportunity in the last year or so? Richard L. Gelfond CEO & Director Yes. This is going to sound like hyperbole, but I think it's really the beginning rather than the later stages of what's going on. And when we looked at our slate for the year, I was the most bullish person in the company on Odyssey. And our record up until that point had $225 million for Avatar. Keep in mind, that's on 1% of the screens in the world. And today, we're knocking on the door of $0.5 billion.