财务表现 - 总体净收入同比下降5%，从11.59亿美元下降至11.00亿美元[283] - 实体音乐和电影产品持续显示韧性，其中唱片销售同比增长2%，达到3.29亿美元[285] - 游戏销售同比下降14%，从3.91亿美元下降至3.38亿美元，但平均售价超过翻倍[287] - 消费品收入同比下降46%，从0.80亿美元下降至0.43亿美元，但毛利率显著提高[288] - 总运营费用下降16%，占收入比重从11.8%下降至10.4%[290] - 毛利率从9.0%提升至11.7%，增加2.7个百分点[289] - 总分销和履行费用占净收入的比例从5.4%下降到4.4%(下降1个百分点)[1] - 销售、管理和一般费用减少140万美元或2.3%[2] - 利息费用增加50万美元或4.3%,但平均有效利率从6.0%上升到9.5%(上升3.5个百分点)[3] - 2024年6月30日年度调整后EBITDA为2,430万美元,较上年同期改善4,190万美元[4] - 2024年6月30日年度调整后EBITDA包括1,530万美元的过高运输成本、1,220万美元的游戏机降价、460万美元的额外游戏机存储费用和370万美元的消费品库存准备[4] 公司发展 - 公司完成与Adara Acquisition Corp.的业务合并，成为上市公司[275,276,277] - 公司继续评估收购目标以满足战略和经济标准[274] - 公司收购Think3Fold LLC，增加最大客户的货架空间并扩大产品组合[274] 风险与挑战 - 公司面临宏观经济不确定性带来的挑战，如高通胀和利率上升[278] - 由于宏观经济环境的不确定性，实际结果可能与管理层估计存在差异，可能导致未来出现减值[313] 财务状况 - 公司有足够的现金来满足未来12个月的运营和义务[5] - 公司的流动性主要来自现金、经营活动产生的现金以及信贷额度,截至2024年6月30日,公司有4,400万美元的可用信贷额度[6] - 公司可能会降低认股权证的行权价格以诱使持有人行使认股权证,这将减少公司可能收到的最大现金收益[7] - 公司的存货估值需要重大判断和估计,以确定是否需要对过剩或陈旧存货进行净实现价值调整[8] - 公司对商誉进行了减值测试，并确定报告单位的公允价值超过其账面价值，未发生减值[311] - 无形资产按成本减累计摊销列示，并定期评估是否存在减值迹象[311] - 在企业合并中,公司根据购买对价的公允价值和所获得净资产的公允价值进行购买价格分摊[314] - 公司的认股权负债按报告期末的公允价值进行重新计量,采用Lattice模型进行估值[315][316][317]

Operational efficiencies and margin improvements drive profitability turnaround Higher-margin DTC sales increased to 36% of gross revenue in FY24 Strengthened balance sheet with 45% reduction in revolver debt and added new $120M credit facility PLANTATION, Fla., Sept. 19, 2024 (GLOBE NEWSWIRE) -- Alliance Entertainment Holding Corporation (Nasdaq: AENT), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, toys, and collectibles, reported its financial and op ...

PLANTATION, Fla., July 30, 2024 (GLOBE NEWSWIRE) -- Alliance Entertainment Holding Corporation (NASDAQ:AENT) ("Alliance Entertainment", "Company"), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, and collectibles, announced today an exclusive distribution agreement executed with Arcade1Up for retail and website fulfillment of the complete line of arcade and gaming products in North America. Arcade1Up licenses and manufactures home arcade consoles with ov ...

文章核心观点 - Alliance Entertainment Holding Corporation与Tsuburaya Productions合作，在即将到来的2024年7月25日至28日的圣地亚哥动漫展上，通过其popmarket电子商务网站运营ULTRAMAN展位的现场零售业务，销售收藏品、海报、蓝光和SteelBook®产品 [1][2][3] 合作伙伴关系 - Alliance Entertainment与Tsuburaya Productions合作，通过popmarket网站在圣地亚哥动漫展上运营ULTRAMAN展位的零售业务 [1] - ULTRAMAN展位将展示来自Bandai、Nakatomi和Alliance Entertainment的Mill Creek Entertainment部门的产品 [1] - 合作旨在通过高质量的ULTRAMAN收藏品产品，最大化品牌在其多个部门中的扩展知名度，并服务于新老粉丝 [2] ULTRAMAN品牌 - ULTRAMAN在美国拥有超过50个产品许可证，包括电影《新·奥特曼》（2022年），全球票房收入为3200万美元，以及2024年6月14日在Netflix上发布的Ultraman Rising [2] - ULTRAMAN展位将包括一个专为圣地亚哥动漫展设计的蓝光特别套装、限量版海报、服装等，将在popmarket社交媒体和Ultraman Connection官方网站上公布 [3] Tsuburaya Productions - Tsuburaya Productions是一家位于洛杉矶的公司，专注于为北美和其他市场制作和分发Ultraman娱乐内容 [4] - 该公司由Danny Simon领导，于2023年成立，旨在将Ultraman北美授权计划扩展到英国、欧盟、南美、印度和中东市场，从而巩固该品牌在全球舞台上的地位 [4] - Tsuburaya Productions成立于1963年，由日本“特摄之父”円谷英二创立，致力于推进特效技术的研究和开发，并发布能够吸引更广泛观众的视觉作品 [5] Alliance Entertainment - Alliance Entertainment是一家全球分销商和批发商，专注于音乐、电影、电子游戏、电子产品、街机、玩具和收藏品 [1] - 公司拥有超过325,000个独特的库存SKU，包括超过57,300个独家CD、黑胶唱片、DVD、蓝光和电子游戏 [8] - Alliance Entertainment通过其零售品牌Alliance Retail（DirectToU LLC），通过自有网站、邮购目录、第三方市场（包括亚马逊、沃尔玛和eBay）、社交媒体（包括Facebook和TikTok）和专业零售商（包括Urban Outfitters和Discogs）销售其广泛的产品 [7] - 公司拥有超过三十五年的分销经验，为全球的经销商和零售商提供服务，提供一系列服务，帮助多渠道零售商扩大产品选择和履行目标 [8]

$30 Million Joint Venture Funding Provided Via Non-Dilutive Production Financing Through a Subsidiary of Catalyst Venture Partners Largest Project in Company History, Based Exclusively on A.A. Milne's Classic Books That Gave Rise to $80 Billion in Retail Sales  "A Hundred Acre Christmas" Animated Holiday Movie to Premiere on Amazon Prime Video on December 24, 2025, Followed by 5 Holiday Specials and 104 Episode Animated Series Celebrating 100th Anniversary of A.A. Milne's Original Publication in London ...

PLANTATION, Fla., June 11, 2024 (GLOBE NEWSWIRE) -- Mill Creek Entertainment, a division of Alliance Entertainment Holding Corporation (NASDAQ:AENT) ("Alliance Entertainment", "Company"), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, toys, and collectibles, today announced the extension and expansion of its current partnership with Tsuburaya Fields Media & Pictures Entertainment, Inc. The agreement includes digital and physical rights for a full slate ...

PLANTATION, Fla., June 11, 2024 (GLOBE NEWSWIRE) -- Mill Creek Entertainment, a division of Alliance Entertainment Holding Corporation (Nasdaq: AENT) (“Alliance Entertainment”, “Company”), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, toys, and collectibles, today announced the extension and expansion of its current partnership with Tsuburaya Fields Media & Pictures Entertainment, Inc. The agreement includes digital and physical rights for a full slate ...

PLANTATION, Fla., June 05, 2024 (GLOBE NEWSWIRE) -- Alliance Entertainment Holding Corporation (NASDAQ:AENT) ("Alliance Entertainment", "Company"), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, toys, and collectibles, announced today it will present at the iAccess Alpha Best Ideas Summer Conference being held virtually on June 25 - 26, 2024 and the Noble Capital Virtual TMT Conference on June 27, 2024. During the presentations, Alliance Entertainment C ...

PLANTATION, Fla., June 05, 2024 (GLOBE NEWSWIRE) -- Alliance Entertainment Holding Corporation (Nasdaq: AENT) (“Alliance Entertainment”, “Company”), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, toys, and collectibles, announced today it will present at the iAccess Alpha Best Ideas Summer Conference being held virtually on June 25 - 26, 2024 and the Noble Capital Virtual TMT Conference on June 27, 2024. During the presentations, Alliance Entertainment ...

Warwick Goldby Assumes Duties of Chief Operating Officer Amanda Gnecco Assumes Duties of Chief Accounting Officer Robert Black Assumes Duties of Chief Compliance Officer PLANTATION, Fla., May 29, 2024 (GLOBE NEWSWIRE) -- Alliance Entertainment Holding Corporation (NASDAQ:AENT) ("Alliance Entertainment", "Company"), a global distributor and wholesaler specializing in music, movies, video games, electronics, arcades, toys, and collectibles, announced the promotion of three current executives to drive growth, ...