Analysts Offer Insights on Communication Services Companies: AMC Networks (AMCX), Trade Desk (TTD) and News Corp (NWSA)
Analysts have provided varied insights on several Communication Services companies, with Wells Fargo maintaining a Hold rating on AMC Networks and BTIG reiterating a Hold rating on Trade Desk. Morgan Stanley, however, reiterated a Buy rating on News Corp. These reports detail current analyst consensus, price targets, and potential upsides or downsides for each stock.
Analysts Offer Insights on Communication Services Companies: AMC Networks (AMCX), Trade Desk (TTD) and News Corp (NWSA)
This article provides an overview of recent analyst ratings for several communication services companies. Wells Fargo maintained a Hold rating on AMC Networks, while BTIG reiterated a Hold rating on Trade Desk. Morgan Stanley reaffirmed a Buy rating on News Corp, with TipRanks – PerPlexity also reiterating a Buy rating for the latter.
AMC's Streaming Boom Fails To Offset Subscriber Losses, Ad Weakness
AMC Global Media Inc. (AMCX) reported mixed first-quarter 2026 results, with revenue exceeding Wall Street estimates but earnings falling short. Despite an 11% rise in streaming revenue and reaffirmed full-year outlook, the company faced declines in domestic revenue, advertising, and affiliate revenue due to subscriber losses and lower marketplace pricing. AMC is expanding its streaming distribution, launching new FAST channels, and continuing to focus on content licensing for franchises like "The Walking Dead."
AMC Networks Q1 Earnings Call Highlights
AMC Networks' Q1 2026 earnings call highlighted double-digit streaming revenue growth, improving advertising trends, and strong free cash flow generation, aligning with its full-year financial outlook. The company plans further debt reduction and share repurchases, while also discontinuing quarterly streaming subscriber reporting to focus on free cash flow. Key strategy points included expanding content, FAST channels, and capitalizing on the return of "The Walking Dead" rights.
AMC Global Media Inc. Reports First Quarter 2026 Results
AMC Global Media Inc. reported financial results for the first quarter of 2026, showing double-digit streaming revenue growth and robust free cash flow. The company's net revenues decreased by 2% to $542 million, while streaming revenues increased by 11% to $174 million, representing over a third of Domestic Operations segment revenues. AMC Global Media also highlighted strategic achievements, including expanded distribution for All Reality, new series greenlights like "Thunder Road" starring Dennis Quaid, and the acquisition of U.S. streaming rights for "YAGA."
AMC Global Media Inc. Reports First Quarter 2026 Results
AMC Global Media Inc. reported its first-quarter 2026 financial results, highlighting double-digit streaming revenue growth and robust free cash flow. Despite a 2% decrease in net revenues year-over-year, streaming revenues increased by 11% to $174 million, representing over a third of Domestic Operations segment revenues. The company reiterated its financial outlook for the year and detailed strategic operational highlights including expanded distribution for its streaming services and new content greenlights.
[10-Q] AMC Global Media Inc. Quarterly Earnings Report
AMC Global Media Inc. (AMCX) reported a net loss of $18.9 million in Q1 2026, a significant drop from an $18.0 million net income in Q1 2025, primarily due to higher content costs and refinancing activities. The company's revenues were slightly down at $542.1 million, and Adjusted Operating Income decreased from $104.5 million to $69.0 million. Despite the loss, AMC Global Media improved its financial structure by refinancing debt and plans to repay its Term Loan A Facility, while also initiating a $30 million accelerated share repurchase program.
AMC’s Streaming Strategies Will Help Counter the Rapid Decline in Its Legacy Television Business
AMC Global Media is implementing an "all of the above" strategy, utilizing linear networks, streaming services, and a production studio to distribute its programming. This approach aims to combat the rapid decline in its traditional television business. However, the company faces challenges in a crowded streaming market with larger competitors and the need to continuously develop compelling content.
Patrick Dolan boosts AMC Global Media (AMCX) stake via RSU exercise
Patrick Francis Dolan, an insider at AMC Global Media Inc. (AMCX), exercised 71,478 Restricted Stock Units (RSUs) into an equal number of Class A Common Shares on October 30, 2025. This transaction, reflecting settlement of previously granted equity compensation under the company's 2011 Stock Plan for Non-Employee Directors, increased his direct holdings to 77,673 shares of Class A Common Stock. The RSUs were fully vested at grant and settled after his Board of Directors service ceased, with an exercise price of $0.00 per share.
AMC Global Media to Report First Quarter 2026 Results
AMC Global Media Inc. announced it will host a conference call on Friday, May 8, 2026, at 8:30 a.m. Eastern Time to discuss its first-quarter 2026 financial results. The company plans to release its earnings report before the market opens on that day. Interested parties can access the webcast live via the company's investor relations website or preregister for telephone access.
AMC Networks Rebrans as AMC Global Media - Señal News
AMC Networks is rebranding as AMC Global Media to reflect its transformation into a studio-driven global media company, with streaming as its primary domestic revenue source. The change, which was announced via an 8-K filing, will not affect its Nasdaq ticker (AMCX) or existing shares. The company, known for series like "The Walking Dead," is increasing its focus on streaming platforms and will premiere "The Audacity" this weekend.
AMC Networks changes name to AMC Global Media, retains NASDAQ:AMCX ticker
AMC Networks Inc. has officially changed its corporate name to AMC Global Media Inc., a move announced via an SEC filing. The company will continue to trade its Class A common stock on NASDAQ under the existing ticker symbol AMCX. This rebranding follows an over 8% gain in AMCX shares recently, with the stock currently valued at $7.56 and considered undervalued by InvestingPro analysis.
AMC NETWORKS AND MINI MUSEUM PARTNER TO LAUNCH THE WALKING DEAD MINI MUSEUM, A LIMITED-EDITION COLLECTION OF SCREEN-USED PROPS, COSTUMES, AND SET PIECES, ON MAY 5
AMC Networks and Mini Museum are partnering to launch "The Walking Dead Mini Museum," a limited-edition collection of 32 screen-used props, costumes, and set pieces from the iconic television series. This collection, sourced directly from AMC's archives, will include items like Negan's "Lucille" and Michonne's katana, and will be available exclusively on Kickstarter starting May 5, 2026. The partnership marks the first time such production-used props are made available to fans in this unique format, with only 5,000 pieces to be released.
AMC Networks changes name to AMC Global Media, retains NASDAQ:AMCX ticker
AMC Networks Inc. has officially changed its corporate name to AMC Global Media Inc., a move confirmed by an SEC filing. The company will continue to trade its Class A common stock on the NASDAQ under the existing ticker symbol NASDAQ:AMCX. This rebranding follows recent financial adjustments and changes in leadership, including the resignation of its CFO and efforts to restructure debt.
AMC Global Media Inc. (NASDAQ: AMCX) rebrands and highlights Dolan family voting control
AMC Networks Inc. has rebranded to AMC Global Media Inc. through amended articles of incorporation and bylaws in Nevada, while its Class A common stock will continue trading as AMCX on NASDAQ. The company also clarified its capital stock structure, authorizing 495 million shares with Class A carrying one vote per share and Class B with ten votes per share. The Dolan family group maintains significant control due to their ownership of all Class B shares, allowing them to elect up to 75% of the board and influence key decisions.
AMC NETWORKS AND MINI MUSEUM PARTNER TO LAUNCH THE WALKING DEAD MINI MUSEUM, A LIMITED-EDITION COLLECTION OF SCREEN-USED PROPS, COSTUMES, AND SET PIECES, ON MAY 5
AMC Networks and Mini Museum are collaborating to launch "The Walking Dead Mini Museum," a limited-edition collection of 32 screen-used props, costumes, and set pieces from the iconic television series. This collection, sourced directly from AMC's archives, will include items like Negan's "Lucille" bat, Michonne's katana, and Rick Grimes' cowboy boots. It will launch exclusively on Kickstarter on May 5, 2026, with only 5,000 pieces available globally.
AMC Networks Rebrands as AMC Global Media Inc.
AMC Networks Inc. has officially rebranded as AMC Global Media Inc., effective April 8, 2026, though it will retain its AMCX ticker on NASDAQ. The corporate restructuring includes updated details on its capital stock and voting rights, ensuring continued control by the Dolan family through super-voting Class B shares. Analysts currently rate AMCX as a Hold, with TipRanks' AI Analyst, Spark, also assessing it as Neutral due to a mix of resilient cash generation, profitability rebound, but also ongoing revenue decline and leverage risks.
AMC Networks Inc. Form 8-K Filing Details for March 31, 2026: Company, Address, and NASDAQ Listing Information
AMC Networks Inc. has announced the resignation of its Chief Financial Officer, Patrick O’Connell, effective March 31, 2026. Michael J. Sherin III, the Chief Accounting Officer, will serve as interim principal financial officer. The resignation is not due to any disagreements and investors are advised to monitor the search for a permanent CFO and any potential strategic shifts.
AMC Networks (AMCX) CFO exit effective; interim finance chief named
AMC Networks announced that CFO Patrick O’Connell's resignation became effective on March 31, 2026. His departure was not due to any disagreements regarding company operations or policies. Michael J. Sherin III, the Chief Accounting Officer, has assumed the responsibilities of principal financial officer on an interim basis to ensure continuity.
[SCHEDULE 13G/A] AMC Networks Inc. Amended Passive Investment Disclosure
The Vanguard Group filed an amended Schedule 13G/A for AMC Networks Inc., reporting 0 shares beneficially owned. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries now report their beneficial ownership separately, as per SEC Release No. 34-39538. This filing is administrative, indicating no change in AMC Networks' capital structure or a sale of shares by Vanguard, but rather a reattribution of reporting.
AMCX SEC Filings - Amc Networks 10-K, 10-Q, 8-K Forms
This page provides access to AMC Networks' (AMCX) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material event reports, offering investors detailed financial and governance information. Recent filings cover topics such as Charles Schwab Investment Management's passive stake, the company's business strategy and risks, 2025 financial results showing a profit drop amid streaming growth, and executive changes. The platform uses AI-powered summaries to help users navigate complex documents.
AMC Networks Announces Full Redemption of Outstanding 10.25% Senior Secured Notes due 2029
AMC Networks Inc. announced the full redemption of its outstanding 10.25% Senior Secured Notes due 2029. The redemption date is set for April 6, 2026, with the notes to be redeemed at 105.125% of the principal amount plus accrued interest. U.S. Bank Trust Company, National Association, as trustee, has been instructed to distribute the notice of redemption to registered holders.
[144] AMC Networks Inc. SEC Filing
An SEC Form 144 filing by AMC Networks Inc. (AMCX) reports a neutral sentiment transfer/sale of 145,969 shares of Class A Common Stock. The transaction involves the Dolan Family Foundation and J.P. Morgan Securities LLC as the broker, with a transfer date of September 23, 2025, and a filing date of March 24, 2026. The Form 144 is a regulatory notice of an intended sale or transfer, and does not provide details on trade execution or proceeds.
AMC Networks Inc.
AMC Networks announced several new and returning series across its streaming platforms and cable channels. Highlights include "The Terror: Devil in Silver" premiering on AMC+ and Shudder, the second season renewal of "The Audacity" before its premiere, and new British true crime programming on the TRUE CRIME channel. The company also expanded its "Outcomes" attribution product for advertisers with new location-based and theatrical verticals.
AMC Networks (AMCX) awards 21,411 RSUs to EVP & Chief Accounting Officer
AMC Networks Inc. (AMCX) has granted 21,411 Restricted Stock Units (RSUs) to its EVP & Chief Accounting Officer, Michael J. Sherin III, as compensation under the company's 2016 Employee Stock Plan. These RSUs will vest in three equal installments on March 9, 2027, March 9, 2028, and March 9, 2029, linking his long-term compensation to company performance. This award is an equity grant, not an open-market purchase, and is intended to align executive incentives with shareholder interests.
AMC Networks (AMCX) awards 100,756 RSUs to Chief Content Officer McDermott
AMC Networks Inc. (AMCX) has granted 100,756 restricted stock units (RSUs) to its Chief Content Officer, Dan McDermott, as part of his compensation package. These RSUs will vest in three equal installments on March 9, 2027, March 9, 2028, and March 9, 2029, aligning his long-term interests with shareholders. This grant is considered routine equity compensation for a senior executive and does not involve open-market stock transactions.
AMC Networks (AMCX) grants 88,161 RSUs to President & CCO
AMC Networks Inc. (AMCX) has granted 88,161 restricted stock units (RSUs) to its President & CCO, Kimberly Kelleher, under the company's 2016 Employee Stock Plan. These RSUs, which represent Class A common stock or its cash equivalent, will vest in three equal installments on March 9, 2027, March 9, 2028, and March 9, 2029. This award is compensation-related and not an open-market purchase, aligning Kelleher's interests with the company's long-term performance.
AMC Networks Inc. Files 8-K for First Supplemental Indenture and Corporate Details – March 2026
AMC Networks Inc. (NASDAQ: AMCX) recently filed an 8-K, announcing the early settlement of its 10.25% Senior Secured Notes due 2029 and the execution of a First Supplemental Indenture. This amendment tightens restrictions on certain corporate payments like dividends and share buybacks, particularly if the Fixed Charge Coverage Ratio falls below 2.00 to 1.00. The move reflects proactive financial management, aiming to reduce risk for bondholders and potentially improve credit standing, though it may limit future shareholder returns.
AMC Networks (AMCX) CEO receives 503,778 RSUs vesting 2027-2029
AMC Networks' CEO, Kristin A. Dolan, has been granted 503,778 restricted stock units (RSUs) under the company's 2016 Employee Stock Plan. These RSUs will vest in three equal installments on March 9, 2027, 2028, and 2029. Each RSU represents a right to receive one share of Class A Common Stock or its cash equivalent.
AMC Networks appoints CEO Kristin Dolan as Class B director and signs new executive contract
AMC Networks announced changes to its board and executive team, appointing CEO Kristin A. Dolan as a new Class B director, increasing the board to 12 members. Concurrently, the company signed a new employment agreement with Kim Kelleher, President and Chief Commercial Officer, extending her contract through March 2029 with a significant base salary and bonus opportunities. These moves follow a recent debt exchange offer and a decline in stock value, although analysis suggests the company is undervalued.
AMC Networks (AMCX) awards 50,378 RSUs to EVP & General Counsel Romanello
AMC Networks Inc. (AMCX) granted 50,378 restricted stock units (RSUs) to its Executive Vice President and General Counsel, Salvatore Romanello, on March 11, 2026. This award, part of his compensation under the A&R 2016 Employee Stock Plan, vests in three equal annual installments starting March 9, 2027. Each RSU represents the right to receive one share of Class A Common Stock or its cash equivalent.
Kristin Dolan of AMC Networks (AMCX) settles RSUs, withholds shares for taxes
AMC Networks CEO Kristin A. Dolan reported RSU settlements resulting in 197,637 Class A shares, granted under the company's 2016 Employee Stock Plan. To cover tax obligations, 100,892 Class A shares were withheld at $8.05 per share. Following these transactions, Dolan directly holds 363,934 Class A shares, with an additional 1,925 shares indirectly held for minor children, for which beneficial ownership is disclaimed.
AMC Networks (AMCX) expands board, inks new deal with President Kim Kelleher
AMC Networks (AMCX) has announced two key governance and leadership changes. The company appointed CEO Kristin A. Dolan to its Board of Directors as a Class B Director, increasing the board size to 12 members. Additionally, AMC Networks secured a new employment agreement with Kim Kelleher, President and Chief Commercial Officer, extending her tenure through March 31, 2029, with a base salary of $1.8 million and significant incentive opportunities.
AMC Networks appoints CEO Kristin Dolan as Class B director and signs new executive contract
AMC Networks announced the appointment of its CEO, Kristin A. Dolan, as a new Class B director, expanding the board to 12 members. Concurrently, the company signed a new employment agreement with Kim Kelleher, President and Chief Commercial Officer, effective through March 31, 2029, detailing her annual salary, bonus eligibility, and equity awards. These executive changes and compensation details were disclosed amidst recent financial maneuvers by AMC Networks, including a significant debt exchange offer.
AMC Networks Strengthens Leadership with Board and Executive Moves
AMC Networks has recently made significant leadership changes including appointing CEO Kristin A. Dolan as a new Class B director to its board, increasing its size to 12 members. The company also extended its employment agreement with President and Chief Commercial Officer Kim Kelleher through March 2029, enhancing her compensation package. These moves aim to consolidate leadership and retain key talent amidst a challenging media market, focusing on strategic oversight of programming, distribution, and streaming initiatives.
AMC Networks (AMCX) CCO Dan McDermott nets 76,178 shares after RSU vesting and tax withholding
AMC Networks' Chief Content Officer, Dan McDermott, acquired 56,743 shares of Class A Common Stock through RSU exercises on March 9, 2026, at a conversion price of $0.0000 per share. To cover tax obligations, 19,620 shares were withheld at $8.05 per share. Following these transactions, McDermott directly holds 76,178 shares of AMC Networks Inc. Class A Common Stock.
AMC Networks (AMCX) EVP trims stake after RSU vesting and tax withholding
Michael J. Sherin III, EVP at AMC Networks (AMCX), engaged in stock option activity and share sales. He exercised rights for 16,124 Class A shares at $0.00 per share, with 5,476 shares withheld for tax obligations. Subsequently, he sold 5,963 shares in open-market transactions between $7.95 and $7.97 per share, reducing his direct holdings to 10,648 shares.
AMC Networks (AMCX) EVP exercises 16,750 RSUs, net holdings increase
AMC Networks' EVP and General Counsel, Salvatore Romanello, exercised 16,750 restricted stock units on March 9, 2026, as part of his equity compensation. To cover tax obligations, 6,246 shares were withheld at $8.05 per share. Following these transactions, Romanello directly holds 37,693 shares of AMC Networks Inc. Class A common stock, and the remaining RSUs are scheduled to vest in 2027 and 2028.
AMC Networks Announces Expiration of Consent Solicitation to Amend its 10.50% Senior Secured Notes due 2032
AMC Networks Inc. announced the expiration and results of its consent solicitation to amend the indenture governing its 10.50% Senior Secured Notes due 2032. Holders of approximately 99.8% of the outstanding Notes delivered valid consents for amendments related to permitted investments and trademark transfers. The company expects to pay $2,000,000 in aggregate cash consideration to consenting holders on or about March 10, 2026.
Bondholders back $50M AMC Networks buyback capacity shift
AMC Networks announced that holders of approximately 99.8% of its 10.50% Senior Secured Notes due 2032 consented to amendments. These amendments permit up to $50 million in equity repurchases, limit trademark transfers to non-exclusive licenses, and narrow permitted investments in unrestricted subsidiaries. The company expects to pay a total of $2 million in consent fees to noteholders around March 10, 2026.
AMC Networks Announces Expiration of Consent Solicitation to Amend its 10.50% Senior Secured Notes due 2032
AMC Networks Inc. announced the expiration of its consent solicitation to amend the indenture governing its 10.50% Senior Secured Notes due 2032. The company received consents from approximately 99.8% of noteholders, allowing for amendments related to equity buybacks, trademark transfers, and investments in unrestricted subsidiaries. AMC Networks expects to pay an aggregate cash consideration of $2,000,000 to consenting noteholders around March 10, 2026.
AMC Networks Announces Early Tender Results of Any and All Exchange Offer and Consent Solicitation for its 10.25% Senior Secured Notes due 2029
AMC Networks Inc. has announced the early tender results for its exchange offer and consent solicitation regarding its 10.25% Senior Secured Notes due 2029. Approximately 95% of the outstanding Old Notes were tendered by the early deadline, securing the necessary consents to amend the indenture. This amendment will permit stock buybacks up to $50 million, and the company expects to settle these tendered notes by March 13, 2026.
AMC Networks Announces Early Tender Results of Any and All Exchange Offer and Consent Solicitation for its 10.25% Senior Secured Notes due 2029
AMC Networks announced the early results of its exchange offer and consent solicitation for its 10.25% Senior Secured Notes due 2029. As of March 6, 2026, approximately 95% of outstanding Old Notes were tendered in the exchange offer, and the necessary consents to amend the indenture were secured. The amendment will allow the company to buy back up to $50 million of its equity interests.
AMC Networks Announces Expiration of Consent Solicitation to Amend its 10.50% Senior Secured Notes due 2032
The article from Scott Coop outlines the expiration of a consent solicitation by AMC Networks regarding its 10.50% Senior Secured Notes due 2032. The content appears to be primarily composed of website navigation and disclaimers, with minimal actual news content related to AMC Networks.
AMC Networks (AMCX) CEO Kristin Dolan reports RSU vesting and tax-share withholding
AMC Networks' CEO, Kristin Dolan, reported the vesting of 99,108 restricted stock units (RSUs) into Class A Common Stock. To cover tax withholding, 35,728 shares were withheld at $8.17 per share. Following these transactions, Dolan directly holds 267,189 shares, with an additional 1,925 shares held indirectly for minor children, for which beneficial ownership is disclaimed.
AMC Networks (NASDAQ: AMCX) offers 2032 notes in swap of 2029 debt
AMC Networks is launching a private exchange offer to swap its outstanding $875 million of 10.25% Senior Secured Notes due 2029 for new 10.50% Senior Secured Notes due 2032. The offer includes an early tender premium for those who participate by March 6, 2026, and also solicits consents to amend the Old Notes indenture to allow for up to $50 million in equity buybacks. This move aims to refinance existing debt and align covenant terms with its current loan agreements.
AMC Networks Announces Effectiveness of Amendments to its 10.50% Senior Secured Notes due 2032 and Extension of Consent Solicitation
AMC Networks announced the effectiveness of amendments to its 10.50% Senior Secured Notes due 2032 after receiving the Requisite Consents from noteholders. The amendments permit equity interest buybacks up to $50 million, revise trademark transfer covenants, and restrict certain investments. The company also extended the consent solicitation period to March 6, 2026, though consents are now irrevocable as the supplemental indenture has been executed.
AMC Networks Announces Effectiveness of Amendments to its 10.50% Senior Secured Notes due 2032 and Extension of Consent Solicitation
AMC Networks has announced that amendments to the indenture governing its 10.50% Senior Secured Notes due 2032 are now effective, following the receipt of Requisite Consents from noteholders. The amendments primarily involve modifications to covenants regarding restricted payments, trademark transfers, and investments in unrestricted subsidiaries. The company has also extended the consent solicitation period to March 6, 2026, for eligible noteholders.
AMC Networks Announces Effectiveness of Amendments to its 10.50% Senior Secured Notes due 2032 and Extension of Consent Solicitation
AMC Networks Inc. announced the effectiveness of amendments to the indenture governing its 10.50% Senior Secured Notes due 2032 after receiving Requisite Consents from noteholders. The amendments permit equity buybacks up to $50 million, revise trademark transfer covenants, and restrict investments in unrestricted subsidiaries. The company also extended the consent solicitation period to March 6, 2026.
AMC Networks (NASDAQ: AMCX) wins 94% support to amend 2032 notes and add $50M buyback capacity
AMC Networks has secured 94% noteholder support to amend its $400 million 10.50% Senior Secured Notes due 2032, allowing for up to $50 million in equity buybacks. The amendments also tighten rules on trademark transfers and permitted investments in unrestricted subsidiaries. The consent solicitation period has been extended to March 6, 2026.
