AMC Networks and Netflix Extend Successful Partnership

Shares of AMC Networks experienced an increase of 4.8% after the company announced the extension and expansion of its licensing agreement with Netflix. This strategic collaboration allows AMC to distribute popular series such as the new seasons of 'Interview with the Vampire' and spin-offs of 'The Walking Dead' via Netflix and also to expand internationally. The success of the partnership is impressively reflected in the 210 million global views that AMC content generated on Netflix in the second half of 2024 and the first half of 2025. Particularly noteworthy is the positive effect on AMC's own streaming service, AMC+, whose subscriber numbers have risen significantly due to the increased Netflix presence. For instance, 'Dark Winds' saw a 600% increase and 'The Walking Dead: Dead City' even a 700% increase in first-streaming activities on AMC+ after the preceding seasons were released on Netflix. After a brief hype, the stock price stabilized at $8.35, corresponding to a 4.6% increase from the previous closing price. Despite the volatility of AMC shares – with 32 movements of over 5% in the last year – the market views this news as significant but not business-changing. Noteworthy is also the prior increase of 4.2%, triggered by the release of the Consumer Price Index, which fueled hopes of an interest rate cut by the Federal Reserve. The August data indicated an inflation rate of 2.9%, while the core inflation remained stable at 3.1%. These figures, coupled with fears of a cooling labor market, supported confidence in an imminent interest rate reduction and led to a broad stock market rally. Nevertheless, AMC Networks has lost 16.4% since the beginning of the year and, with a price of $8.35 per share, is 19.8% below its 52-week high of $10.41. Investors who invested $1,000 in AMC Networks five years ago would now be looking at a value of only $370.89.