Alliance Entertainment Holding Corporation announced an exclusive physical media distribution agreement with Amazon MGM Studios Distribution for the United States and Canada, effective January 12, 2026. The contract grants Alliance sole rights to manufacture, market, and distribute Amazon MGM’s film and television catalog in premium formats, including collector editions and expanded 4K Blu‑ray releases.
The agreement covers iconic franchises such as James Bond, Rocky, The Silence of the Lambs, and Legally Blonde, and will bring new titles like Fallout Season 2 and Mercy to market. By adding these high‑profile properties to its portfolio, Alliance expands its catalog breadth, deepens relationships with major retailers, and reinforces its position as a content gatekeeper in the physical media market.
Strategically, the deal positions Alliance to capture a larger share of the premium physical media segment, a niche that continues to attract dedicated collectors despite the rise of streaming. The addition of Amazon MGM’s library is expected to drive top‑line growth and support the company’s margin expansion strategy, further cementing Alliance’s role as the preferred distributor for premium physical media in North America.
Financial context shows the deal’s significance: Alliance reported net income of $8.9 million in Q2 FY2024, up from a net loss of $15.5 million the prior year, and net income of $15.1 million in FY2025, a 229% year‑over‑year increase. While the financial terms of the new agreement are undisclosed, the partnership is projected to contribute materially to revenue growth and margin improvement as Alliance leverages its scale and automation capabilities.
Management emphasized the strategic value of the partnership. CEO Jeff Walker described the agreement as a milestone that combines Alliance’s scale and tech‑driven solutions to meet consumers where they are and redefine the collectibles market. EVP Robert Oram highlighted Amazon MGM’s iconic franchises and upcoming releases, expressing excitement about curating the library in premium formats. Amazon MGM’s John Migliacci noted Alliance’s proven track record in physical media distribution, retail execution, and collector‑focused releases, underscoring the alignment of the two companies’ strengths.
The deal strengthens Alliance’s competitive moat by securing exclusive rights to a major studio’s catalog, enhancing its ability to negotiate favorable terms with retailers and to invest in high‑margin premium formats. It also positions the company to capitalize on the sustained demand from collectors, providing a tailwind that supports long‑term revenue and margin growth.
Overall, the exclusive distribution agreement with Amazon MGM Studios represents a material win for Alliance Entertainment, expanding its catalog, deepening retailer relationships, and reinforcing its leadership in the premium physical media market. The partnership is expected to drive top‑line growth, support margin expansion, and solidify Alliance’s competitive position for the foreseeable future.
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