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    Omar Mejias • Wells Fargo

    Omar Mejias's questions to Cinemark Holdings Inc (CNK) leadership

    Omar Mejias's questions to Cinemark Holdings Inc (CNK) leadership • Q2 2025

    Question

    Omar Mejias asked for an updated view on M&A opportunities for footprint expansion, including potential interest in major urban markets. He also requested a quantification of the deferred maintenance expense impact in Q2 and its expected cadence for the rest of the year.

    Answer

    CEO Sean Gamble confirmed that M&A remains a potential growth channel, with a preference for deepening penetration in existing markets but an openness to other opportunities if the returns are accretive and financially disciplined. CFO Melissa Thomas quantified the Q2 deferred maintenance impact at approximately $4 million, with the remaining half of the year's total expected in H2, weighted more heavily in Q3.

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    Omar Mejias's questions to Imax Corp (IMAX) leadership

    Omar Mejias's questions to Imax Corp (IMAX) leadership • Q2 2025

    Question

    Omar Mejias of Wells Fargo inquired about the future of the "Film for IMAX" program, asking if all films might eventually receive this designation, and questioned the competitive threat from US theater chains reportedly considering a joint marketing effort for their own premium large format (PLF) screens.

    Answer

    CEO Richard Gelfond clarified that the "Film for IMAX" designation will remain selective to preserve its special status, noting nine such titles are already slated for 2026. He dismissed the PLF threat as a "pathetic attempt," emphasizing IMAX's superior brand, technology, and filmmaker relationships, and mentioned that key exhibitors denied involvement in any such consortium.

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