Alliance Entertainment Holding Corporation Class A (AENT)

Alliance Entertainment Holding Corp. announced its Q4 and FY2025 earnings call. The company reported its Q1 FY2026 earnings per share (EPS) of $0.10, surpassing analysts' expectations by 25%. Management presented at Noble Capital Markets' 21st Annual Emerging Growth Equity Conference. Alliance Entertainment announced an exclusive home entertainment license agreement with Amazon MGM Studios Distribution for physical media in the United States and Canada. The company launched Alliance Authentic™, a new platform for premium vinyl collectibles, and appointed Jeffrey Smith as SVP of Sales and Marketing for Alliance Authentic™. Alliance Entertainment is scheduled to host a conference call to discuss its Q2 FY2026 results. As of February 6, 2026, AENT's stock price was $6.97, having gained 10.11% on that trading day.

Alliance Entertainment operates within the entertainment and collectibles markets, which often experience heightened demand during certain periods. The company has noted a renewed demand for physical collectibles, vinyl, and premium media formats. Its Consumer Direct Fulfillment model is a key driver, allowing retailers to expand online assortments. The nature of entertainment products can lead to increased sales around holidays, movie premieres, and major gaming events.

Alliance Entertainment Holding Corp. operates as a global wholesaler and e-commerce provider in the entertainment industry, specializing in physical media and pop culture collectibles. The company is primarily engaged in the Entertainment sector, specifically Distributors/Wholesale, Other Media, and Electronics (B2C). Its major products include vinyl records, video games, DVDs, Blu-rays, toys, CDs, and collectibles. AENT also provides third-party logistics products and services and is a leading distributor of physical media, including music and movies, with a growing portfolio in licensed collectibles and branded merchandise through divisions like Alliance Home Entertainment and Alliance Authentic.

Alliance Entertainment Holding Corp. has a worldwide operational presence, serving customers and exporting products globally. The company distributes over 340,000 SKUs to more than 35,000 retail storefronts and 200 e-commerce platforms. A key component of its logistics infrastructure is a distribution center in Shepherdsville, Kentucky, USA.

Alliance Entertainment has strengthened its brand reputation through strategic partnerships and proprietary offerings. The company has secured exclusive distribution agreements with major studios and brands, including Paramount Pictures and Amazon MGM Studios Distribution. The acquisition of Handmade by Robots enhances its collectibles portfolio. The company also launched Alliance Authentic™, a platform for premium collectibles. Alliance Entertainment utilizes RedChip Companies for investor awareness services.

Alliance Entertainment Holding Corp. has a diverse ownership structure. Major individual insiders include Jeffrey Clinton Walker (CEO), who holds 20.73% of shares, and Bruce A. Ogilvie Jr. (Executive Chairman), with 13.78% ownership. Institutional ownership accounts for 0.65% of the company, with major institutional investors including Bridgeway Capital Management LLC and Empowered Funds LLC. Retail investors hold the largest portion, at 63.91%.