Alliance Entertainment Holding Corporation · NASDAQ:AENT
Alliance Entertainment — Q3 FY2026 Earnings Presentation
30 slides from Alliance Entertainment's earnings presentation, May 14, 2026
Slide 1: Investor Presentation for the Quarter Ended March 31, 2026
(N= ALLIANCE ENE TA TN \M EN ¥ INVESTOR PRESENTATION Forthe Quartér Efded March 31, 2026 WE BUILD YOUR COLLECTION Nasdaq: AENT PRESENTED May 14, 2026
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER This presentation (together with oral statements made in connection herewith, this “Presentation”) is for informational purposes only. This Presentation shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities, nor shall there be any sale of secu
Slide 3: Alliance Powers Collectible Culture
Alliance Powers Collectible Culture Alliance Entertainment operates a large-scale physical media distribution platform that generates stable revenue and cash flow supported by long-standing relationships with studios, labels, and retail partners (@atuance cS HIS STORY BEGINS IN THEATERS AND IMAx APR
Slide 4: Revenue and Adjusted EBITDA
Revenue Adjusted EBITDA $ in millions $ in millions Fiscal Year Ended 6/30 and TTM 3/31/26 Fiscal Year Ended 6/30 and TTM 3/31/26 FY 24 FY 25 TM FY 24 Fy 25 TM EARNINGS PER SHARE ADJUSTED EBITDA MARGIN $.09 $0.30 2.2% 3.4% Balance Sheet $ in millions Nasdaq: AENT IPO: 2023 | Founded: 1990 = & Fiscal
Slide 5: Financial Highlights FY26 Q3
Financial Highlights FY26 Q3 Revenue in millions $213 $258 PB +21% Q3 FY 2025 Q3 FY 2026 Cost of Revenue in millions $225 $184 gs Q3FY2025 Q3 FY 2026 Gross Margin percent 13.6% 12.8% aL @ -0.8% Points Q3FY2025 Q3 FY 2026 Earnings USD per share $0.04 Q3 FY 2025 $0.05 Q3 FY 2026 Net Income in millions
Slide 6: Financial Highlights FY26 YTD through Q3
Financial Highlights FY26 YTD through Q3 Revenue in millions $836 $3881 B5% FYTD 2025 FYTD 2026 Cost of Revenue in millions $739 $764 t +3% FYTD 2025 FYTD 2026 Gross Margin percent 11.6% 13.3% t +1.7% Points FYTD 2025 FYTD 2026 Earnings USD per share $0.18 FYTD 2025 $0.33 FYTD 2026 Net Income in mil
Slide 7: Suppliers
Suppliers Alliance Entertainment distributes and markets products worldwide for the industry's premier content providers and manufacturers Faramount mom oTUDIO> UNIVERSAL MUSIC GROUP /?~ PR ny ox VINA B® Microsoft pe) Funk Bb SQUARE ENIX T2 SEGA ©) ee gg UNIVERSAL THRUSTMASTER - On Diee md tN Studio
Slide 8: Major Customers
Major Customers Alliance Entertainment provides unparalleled distribution services to our B2B customers, including major chains and independent retailers als as BARNES& NOBLE rtd CosTco ke Parca a WHOLESALE (\Seeoe Walmart By s| Wintage Stock m ei i er © Wholesale Club TARGET x BrandsMart* iq FredMe
Slide 9: Leading distributor of collectible entertainment products
Alliance Entertainment is the leading distributor of collectible entertainment products including Vinyl Records, Gaming, DVDs/Blu-rays, CDs, Electronics and Collectibles, including Handmade by Robots Q3 performance reflects broad-based growth across categories, led by + All categories CDs and suppor
Slide 10: Scalable Operations: Powering Growth & Efficiency
Scalable Operations: Powering Growth & Efficiency 5 7 M + State-of-the-art automation (e.g., AutoStore, Sure Sort X) increases efficiency, accuracy, and scalability in an 873,642 UNITS ANNUALLY _ sq. ft facility located in Louisville, Kentucky 261 K Capacity to scale to 261,000 daily units during pe
Slide 11: Omni-Channel Distribution: Powering DTC & B2B Growth
Omni-Channel Distribution: Powering DTC & B2B Growth Alliance Entertainment delivers a seamless omni- channel experience, serving approximately 175 online retailers and more than 35,000 physical stores. Our extensive inventory selection allows DTC customers to access a wide range of entertainment pr
Slide 12: Powering Independent Retail at Scale
Powering Independent Retail at Scale Alliance Entertainment is the leading wholesale partner to over 3,500 independent retailers nationwide, delivering a curated portfolio of high-demand entertainment and collectible products tailored to enthusiast-driven consumers. Our diversified mix, spanning vin
Slide 13: Exclusive Distribution & Licensing
Exclusive Distribution & Licensing Our expanding portfolio of exclusive distribution and licensing agreements drives annual sales exceeding $350 million AUTHENTIC —WrETA. GS aLuiance WORKSHOP 4) {nil Leading distributor of With over 110 labels, Features a wide range Weta Workshop designs Authenticat
Slide 14: Alliance Home Entertainment
ALLIANCE HOME ENTERTAINMENT Trusted by Studios, Loved by Collectors Alliance Home Entertainment is North America’s leading distributor of film and television content, trusted by 48 major studios for our unmatched expertise, scale, and end-to-end execution. We power comprehensive distribution across
Slide 15: AMPED
AMPED C orien Testard-Clait Obs + Exclusive distribution for 110 label partners such as Better Noise, Empire, Epitaph, Firebird, FUGA, Hopeless, Integral/PIAS, Mexican Summer, Naxos, Redeye, Secretly Distribution, Sub Pop, Virgin Music Group, Vydia/Gamma sells to more brick and click retailers than
Slide 16: Handmade by Robots
2ORO" "@ Frenesteronciy Adorable Vinyl Figures Handmade by Robots creates limited edition vinyl figures that mimic the look of a knit plush all the way down to an adorable "sewn in" label. All the fan favorites are represented with characters from Sanrio, Marvel, Sega, and more! Special releases inc
Slide 17: Alliance Authentic
WINYL FS ALLIANCE COLLECTIBLE Alliance Authentic preserves new vinyl releases as certified uncirculated, encapsulated records for fans and collectors who want to preserve the records that matter to them most Each Alliance Authentic release is curated, individually numbered, and preserved in its orig
Slide 18: Endstate Authentic
Se Endstate Authentic is Alliance’s dedicated authentication and resale platform, using its patented technology to power next-generation, NFC-enabled collectibles, digital product identity solutions, and authenticated resale marketplaces across Alliance's expansive catalog and partner ecosystem. Thr
Slide 19: Alliance Entertainment Retail Group (AERG)
Alliance Entertainment Retail Group (AERG) Misig moviES()Limire> YP yepniscount.n popmarket.com Chics’ Chetee ‘i + Alliance Entertainment Retail Group is AENT's direct-to-consumer retail arm, operating wholly owned websites and catalogs alongside dozens of third-party marketplaces worldwide + Allian
Slide 20: Strategic M&A and Collectibles Expansion
1 6 Expanding 4 HANDMADE BY Strengthening Our Collectibles ah A Our Pop Culture Successful & Media ¢ ROBOT Collectibles Acquisitions Portfolio Offering Strategic M&A Strengthening Our Leadership in Collectibles & Entertainment. Opportunities: + Other large movie studios in discussions Expanding to s
Slide 21: Executive Leadership
Executive Leadership Jeff Walker CEO, Director Jeff's entrepreneurial spirit and financial acumen drives innovation, growth, and execution by focusing on transformative strategies and future opportunities. Bruce Ogilvie Executive Chairman As Chairman, Bruce uses his strategic vision and technical ex
Slide 22: Sales Leadership
Sales Leadership Robert Oram Executive Vice President of Al Home Entertainment Directs sales, licensing, brand marketing, retail operations, and strategic partnerships for the company's filmed entertainment division, delivering growth across multiple platforms. Ken Glaser Senior Vice President of Sa
Slide 23: Sales Leadership
Sales Leadership Bennett Collen <q President, Endstate Authentic Aleader in blockchain and digital authentication, he founded Cognate (acquired by GoDaddy) and Endstate (acquired by Alliance Entertainment in 2025). He is a named inventor on multiple blockchain patents and has advised the EU Intellec
Slide 24: Leadership
Leadership Drives the development and strategic direction for the Collectibles and Electronics category, leveraging market insights to maximize growth and consumer engagement. Laura Provenzano SVP of Purchasing & Marketing Tony Moyers SVP of Collectibles Manages relationships with music distribution
Slide 25: Operations Leadership
Operations Leadership Alia Hussain Baksh SVP of Finance/Controller With a deep expertise in financial operations, she has been instrumental in driving financial discipline, supporting growth initiatives, and mentoring future finance leaders. Stephanie Howard SVP, Endstate Authentic With more than th
Slide 26: Board Leadership
Board Leadership O) Independent Members Tom Donaldson Ww . Director, Chair of Y, Compensation Committee Tom Donaldson is the Founder and Dmitry Kozko Director Dmitry Kozko brings over 20 years of executive \ 8 and entrepreneurial leadership in technology, < media, and consumer sectors. He is current
Slide 27: Income Statement - FY26 Q3
Income Statement - FY26 Q3 + Net income increased from $1.9 million to $2.3 Three MonthsEnded Three Months Ended ($in thousands) 3/31/2025 3/31/26 million for the quarter ($0.5 million, 25%) REARS ; 8 BRIE G SAT + Adjusted EBITDA increased from $4.9 million to $5.1 Cost of Revenues (excluding deprec
Slide 28: Income Statement - FY26 YTD through Q3
Income Statement - FY26 YTD through Q3 ($in thousands) Net Revenues Cost of Revenues (excluding depreciation and amortization) Gross Margin Operating Expenses Distribution and Fulfillment Expense Selling, General and Administrative Expense Depreciation and Amortization Transaction Costs Restructurin
Slide 29: Balance Sheet & Cashflow Statement
Balance Sheet & Cashflow Statement March 31, 2026 ($in thousands) Assets Cash Accounts Receivable Inventory Other Current Assets Net PP8E & Operating Lease Right-of-Use Assets NetIntangible Assets, Net Goodwill Total Other Assets Total Assets Liabilities Accounts Payable & Accrued Expenses Revolving
Slide 30: Contact Information
Contact Information Company Investor Relations Alliance Entertainment RedChip Companies, Inc. Holding Corporation Dave Gentry 8201 Peters Road, Suite 1000 T: 407-644-4256 Plantation, FL 33324 aent@redchip.com United States T: 954-255-4000 GS ALLIANCE ENTERTAINMENT www.aent.com ALLIANCE @MPED www.all
Alliance Entertainment Holding — Q3 FY2026 Earnings Presentation on 6ix