In this episode, Daren reviews Kodak’s financial statements, explains why its stock price recently tanked, and discusses how the business is doing. We chat about money, a factory explosion, toxic chemicals, the future of film photography, and film prices.
Kodak’s recent decisions, including the upcoming liquidation of its pension plan interests to pay off a maturing loan (a move that has sparked a flurry of negative news about the company). Though likely a necessary move, this also puts Kodak in a tough position, as its sales of print technology, a major part of its business, are under threat from competition.
On the bright side, the part of Kodak that makes and sells film is growing fast. Its brand is incredibly recognizable — and, as we’ve learned recently, Kodak is not afraid to leverage it for gain. Though we haven’t discussed Kodacolor in this podcast, it is an example of the Eastman company going around Alaris to sell more film (see analog.cafe/r/kodak-colorp…).
Dmitri edited on Oct 16, ‘25