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, ...

PLANTATION, Fla. and LOS ANGELES, May 21, 2024 (GLOBE NEWSWIRE) -- Distribution Solutions, a division of Alliance Entertainment (NASDAQ:AENT), today announced the extension of its current partnership with Cineverse Corp (NASDAQ:CNVS), an innovative streaming technology and entertainment company. Distribution Solutions has successfully released over 200 SKUs for the home entertainment division of Cineverse to date. This includes titles from the flagship Hallmark brand, such as Hallmark Mystery and Hallmark C ...

PLANTATION, Fla. and LOS ANGELES, May 21, 2024 (GLOBE NEWSWIRE) -- Distribution Solutions, a division of Alliance Entertainment (NASDAQ: AENT), today announced the extension of its current partnership with Cineverse Corp (NASDAQ: CNVS), an innovative streaming technology and entertainment company. Distribution Solutions has successfully released over 200 SKUs for the home entertainment division of Cineverse to date. This includes titles from the flagship Hallmark brand, such as Hallmark Mystery and Hallmark ...

财务数据和关键指标变化 - 第三季度收入为2.11亿美元,同比下降7.3% [35] - 第三季度毛利为2800万美元,同比增长2.5% [37] - 第三季度毛利率为13.3%,同比增加130个基点 [37] - 第三季度净亏损为340万美元,同比改善440万美元 [38] - 第三季度调整后EBITDA为290万美元,同比改善530万美元 [38] - 前九个月收入为8.64亿美元,同比下降5.3% [43] - 前九个月毛利为1.02亿美元,同比增长38.4% [44] - 前九个月毛利率为11.8%,同比增加3.7个百分点 [44] - 前九个月净利润为210万美元,同比改善3180万美元 [44] - 前九个月调整后EBITDA为2220万美元,同比改善4220万美元 [44] 各条业务线数据和关键指标变化 - 公司拥有325,000个SKU,为客户提供广泛的产品选择 [27] - 公司的独家分销业务AMPED和Distribution Solutions分别占公司收入的1.2亿美元和1.2亿美元 [14][16] - 公司的数字视频分销业务2023财年收入为840万美元,2024财年前9个月收入为1700万美元 [15] - K-pop音乐是AMPED业务的一个快速增长的品类 [17] 各个市场数据和关键指标变化 - 公司的直接面向消费者的发货占总销售收入的33% [36] - 前9个月直接面向消费者的发货占总销售收入的比重从34.4%增加到39.1% [36] 公司战略和发展方向及行业竞争 - 公司有12次成功的并购整合经验,未来仍有大量并购整合机会 [48][52] - 公司将继续投资自动化仓储设备和升级自有软件系统,提升运营效率 [49] - 公司将进一步发展直接面向消费者的业务,满足消费者偏好的变化 [49] - 公司将利用现有关系拓展新的消费品类,为现有客户提供更多选择,同时吸引新客户 [50] 管理层对经营环境和未来前景的评论 - 公司已采取多项措施加强资产负债表,包括降低库存和债务 [39][40] - 公司预计关闭明尼苏达州仓库将带来大幅成本节省 [33][46] - 公司看好音乐、视频游戏和复古街机等业务的发展前景 [57][58][62][83] - 公司认为消费者对娱乐产品的需求仍然强劲 [91] 问答环节重要的提问和回答 问题1 **Ashok Kumar 提问** - 公司还有多大的毛利率提升空间,长期目标是多少? [56] - 公司当前并购管线如何,未来会聚焦哪些新品类? [56] - 公司如何推动直接面向消费者业务占比的提升? [56] **Jeff Walker 回答** - 公司毛利率有进一步提升空间,2025财年有望达到4%-5% [57][58] - 公司正在积极探讨并购机会,关注能带来协同效应的标的 [58][59][60] - 公司是娱乐产品领域最大的直接面向消费者的履约公司,正在不断拓展这一业务 [62][63] 问题2 **Unidentified Participant 提问** - 收入下降的原因是什么,第四季度的表现如何? [70] **Jeff Walker 回答** - 去年有大量清仓销售,今年没有了,导致收入下降,但毛利率有所改善 [71] - 第四季度开局良好,4月收入同比增长10%,受益于唱片日和泰勒·斯威夫特新专辑发行 [72] 问题3 **Unidentified Participant 提问** - 公司在哪些新兴领域有增长机会,如数字、游戏等? [74] **Jeff Walker 回答** - 音乐业务尤其是LP唱片销售持续火热,K-pop也是增长点之一 [75][76][77] - 公司正在拓展直播电商等新兴销售渠道,数字视频分销业务也有较快增长 [78][79]

Alliance Entertainment We bring entertainment to you! Third Quarter 2024 Financial Results Conference Call NASDAQ: AENT May 9, 2024 This presentation (together with oral statements made in connection herewith, this “Presentation”) is for informational purposes only. This Presentation shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities, nor shall there be any sale of securities in any states or jurisdictions in which such offer, solicitation or sale would be unlawful ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40014 ALLIANCE ENTERTAINMENT HOLDING CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 85-23733 ...

PLANTATION, Fla., May 07, 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, today announced results of last month's Record Store Day events. Record Store Day (www.recordstoreday.com) is an annual event inaugurated in 2007 and held on one Saturday every April to "celebrate the culture of the independently owned record store‘" and brings together fans, ...

PLANTATION, Fla., April 23, 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, will hold a conference call on Thursday, May 9, 2024 at 4:30 p.m. Eastern Time to discuss its results for the fiscal third quarter ended March 31, 2024. A press release detailing these results will be issued prior to the call. Alliance Entertainment Executive Chairman Bruce ...

Company to Highlight Continued Success of Physical Media with Attendees K-Pop Sales Up 56.2% YoY through March 2024 to $49.8 Million PLANTATION, Fla., April 16, 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, will attend the Music Biz 2024 conference being held on May 13-16, 2024 at the JW Marriott Nashville in Nashville, Tennessee. The Music Busin ...

公司活动 - Alliance Entertainment Holding Corporation将于2024年5月16日举行投资者和分析师日活动[1] - 公司高管将介绍公司在音乐、电影、游戏、收藏品和消费电子产品分销方面的概况和增长策略[2] - 参会者将有机会参观公司位于肯塔基州谢波兹维尔的仓库，了解其世界一流的消费者直销履行能力和容量[3] 仓库设施 - 仓库覆盖面积为873,000平方英尺，支持每年发货5200万个单位的订单履行，包括AutoStore™立方体式仓库自动存储和检索系统和Sure Sort® X分拣技术系统[4] - AutoStore™系统利用仓库机器人24/7进行订单履行，提高存储密度，释放存储空间[5] - Sure Sort® X是一种节省成本的分拣技术系统，使仓库能够摆脱手动分拣，特别是对玩具、电子产品和配件进行分拣[6] 财务表现 - 公司在2024财年第二季度实现了4.256亿美元的营收，毛利润增长128%至4770万美元，净利润为890万美元，调整后的EBITDA为1790万美元[9] - 消费者直销(CDF)在财年第二季度占总销售收入的45%，较去年同期的37%增长，总计230万次发货，530万个单位[10] - 公司通过投资运营和专有技术，实现了向更大规模自动化的转变，并专注于盈利销售[11] 公司业务 - Alliance Entertainment是一家主要分销音乐、电影、玩具、收藏品和消费电子产品的公司[12] - 公司提供超过32.5万种独特的现货SKU，包括超过5.73万张独家的CD、黑胶唱片、DVD、蓝光光盘和视频游戏[13] - 公司拥有超过35年的分销经验，为各种规模的客户提供一系列服务[14]