2207 GMT - Cinema software company Vista faces a growing challenge to achieve guidance in the U.S., suggests Forsyth Barr. Analyst James Lindsay says U.S. box office data for September was soft. That "highlights the challenge of the film industry reaching Vista's US$9.4 billion estimate in FY 2025, with the 10% growth assumption now unlikely to be achieved given the current slate of upcoming films and the U.S. economy," Forsyth Barr says. Sentiment toward Vista could be tested if new customer contracts are delayed or President Trump's proposed film tariffs proceed. Vista says a material enterprise win would support FY 2025 guidance of 1,600 Cloud and digital sites in operation. "The pending announcement of this marquee win, which has not yet been made, would likely ease investor concerns over revenue phasing," Forsyth Barr says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

October 09, 2025 18:07 ET (22:07 GMT)

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