Zacks Industry Outlook Highlights Warner Music, News, IMAX and CuriosityStream
View original at nasdaq.comZacks Industry Outlook Highlights Warner Music, News, IMAX and CuriosityStream For Immediate Release Chicago, IL – April 21, 2026 – Today, Zacks Equity Research discussesWarner Music Group WMG, News Corp…
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AI licensing revenues are set to surpass subscription revenues in 2026, with LLM partners expected to more than double
60% confidenceCuriosityStream plans to launch on up to 20 new platforms
60% confidenceOver the past five years, the industry has traded as high as 3.14X and as low as 1.35X price-to-sales, recording a median of 2.23X
60% confidenceThe Zacks Consensus Estimate for IMAX's 2026 earnings has moved north by 5.7% to $1.67 per share over the past 60 days
60% confidenceThe Zacks Consensus Estimate for WMG's fiscal 2026 earnings has moved north by 0.7% to $1.40 per share over the past 30 days
60% confidenceThe top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1
60% confidenceContent costs are skyrocketing as more players enter the field, putting pressure on profitability
60% confidenceThe industry is currently trading at 2.73X price-to-sales compared with the S&P 500's 6.03X and the sector's 2.42X
60% confidenceIMAX has at least 12 Filmed For IMAX releases planned for 2026
60% confidenceThe Zacks Film and Television Production and Distribution industry carries a Zacks Industry Rank #159, placing it in the bottom 35% of more than 246 Zacks industries
60% confidenceIMAX has a total addressable market of nearly 4,500 zones
60% confidenceSince April 30, 2025, the industry's earnings estimate for 2026 has moved down 11.2%
60% confidenceThe Zacks Film and Television Production and Distribution industry has increased 18% over the past year compared with the broader sector's 11.6% return
60% confidenceNews Corp is well-positioned for appreciation in 2026, driven by fundamental catalysts
60% confidenceIMAX targets a record $1.4 billion in global box office for 2026
60% confidenceThe Zacks Consensus Estimate for CuriosityStream's 2026 earnings is pegged at 4 cents per share
60% confidenceWarner Music Group is well-positioned for compelling growth in 2026, backed by strong fundamentals and bold strategic moves
60% confidenceThe S&P 500 has risen 42.8% over the past year
60% confidenceThe Zacks Consensus Estimate for News Corp's 2026 earnings has moved south by 2% to 97 cents per share over the past 30 days
60% confidence
Data points we hold from this source
| S&P 500 · price to sales | 6.03 multiple |
