EASTMAN KODAK

To unlock the power of chemistry by becoming the global leader in advanced materials and chemicals.

EASTMAN KODAK SWOT Analysis

Updated: October 3, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for EASTMAN KODAK was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Eastman Kodak SWOT analysis reveals a company at a critical inflection point. Its core strength lies in a revitalized balance sheet and a highly profitable, sustainable print product (SONORA), which must be leveraged as a cash engine. However, this strength is set against a stark weakness: overall revenue decline driven by its dependency on the shrinking traditional print market. The primary opportunity is to aggressively pivot into the high-growth advanced materials sector, leveraging its deep IP portfolio. This pivot is essential for survival, as the primary threat is becoming a profitable but slowly shrinking entity, outmaneuvered by more agile competitors. The strategic imperative is clear: use the profits from today's business to decisively build tomorrow's materials science powerhouse, shifting the entire company narrative and valuation basis. Success hinges on accelerating the commercialization of its non-print innovations.

Fujifilm Agfa-Gevaert DuPont HP Inc. Canon

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To unlock the power of chemistry by becoming the global leader in advanced materials and chemicals.

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Strengths

PLATES: SONORA process-free plates grew 16% in 2023, high margin
BALANCE: Strengthened balance sheet with reduced debt and improved cash
IP: Extensive patent portfolio in chemistry and materials science
BRAND: Iconic brand name provides leverage for licensing and partnerships
MANUFACTURING: Vertically integrated US-based chemical manufacturing assets

Weaknesses

REVENUE: Overall revenue declined 7% in 2023, showing market pressure
DEPENDENCE: Over-reliance on declining traditional print markets for cash
SCALE: New ventures in AM&C are small, lacking scale to impact totals
PERCEPTION: Market perception as a legacy company, not an innovator
AGILITY: Slow to commercialize new technologies outside of core print

Opportunities

MATERIALS: Growing demand for functional materials in EV, pharma, tech
PACKAGING: Digital print for packaging is a high-growth adjacent market
SUSTAINABILITY: Corporate ESG goals drive adoption of green tech like SONORA
PARTNERSHIPS: Leverage IP and manufacturing for JVs in high-tech fields
GOVERNMENT: US-based chemical manufacturing can attract gov't contracts

Threats

COMPETITION: Intense competition from Fujifilm, Agfa in print/materials
ECONOMY: Economic downturns reduce advertising and print volume demand
DIGITAL: Continued shift from print to digital media erodes core market
SUPPLY: Volatility in raw material costs (aluminum, silver) hurts margins
INNOVATION: Competitors may leapfrog Kodak's tech in key growth areas

Key Priorities

MATERIALS: ACCELERATE growth in Advanced Materials & Chemicals to offset print
PRINT: MAXIMIZE profitability of the core print biz to fund the future
INNOVATION: COMMERCIALIZE existing IP faster through strategic partnerships
NARRATIVE: SHIFT market perception from legacy print to materials science

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EASTMAN KODAK OKR

Updated: October 3, 2025 • 2025-Q4 Analysis

The Kodak OKR plan is a masterclass in strategic focus for a company in transition. It rightly isolates the four critical priorities: growing the new, funding it with the old, leveraging hidden assets, and changing the story. The objectives are sharp and inspiring. The key results are potent, blending ambitious outcomes (30% AM&C growth) with specific, tangible actions (AI-driven yield improvement, JV signings). This plan provides a clear, measurable roadmap to pivot the company's future. It transforms the SWOT's strategic imperatives into an executable command for the entire organization, ensuring that every action taken directly contributes to building the next chapter of Kodak as a materials science powerhouse.

Fujifilm Agfa-Gevaert DuPont HP Inc. Canon

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To unlock the power of chemistry by becoming the global leader in advanced materials and chemicals.

LEAD IN MATERIALS

Become the go-to partner for advanced functional materials.

PIPELINE: Double the qualified sales pipeline for new functional printing applications from $X to $2X
LAUNCH: Successfully launch and secure 3 major OEM contracts for our new light-blocking material technology
R&D: Shorten the average material discovery-to-prototype cycle time by 25% using AI-driven simulations
REVENUE: Increase revenue from the Advanced Materials & Chemicals division by 30% year-over-year

FORTIFY PRINT

Maximize cash flow from our core printing business.

SONORA: Increase SONORA plate volume by 20% by converting 150 key competitive accounts to our platform
MARGIN: Improve gross margins in the Print division by 200 basis points through manufacturing efficiencies
AI-YIELD: Deploy AI-driven process controls in plate manufacturing to reduce scrap material waste by 15%
CASH: Generate over $50 million in free cash flow from the Print division to reinvest in growth areas

ACCELERATE IP

Monetize our innovation portfolio through partnerships.

PARTNERSHIPS: Sign 2 strategic joint venture or licensing deals in non-print sectors like pharma or EV tech
TECH-SCOUT: Evaluate 50 external technologies for acquisition or partnership that complement our core science
SPEED: Reduce the average patent-to-commercial-offering timeline from 36 months to 24 months for 3 projects
REVENUE: Generate $10 million in new, high-margin revenue from technology licensing and partnership agreements

REDEFINE KODAK

Shift our brand identity to a materials science leader.

COVERAGE: Secure 25 positive media placements in top-tier tech and science publications about our innovations
INVESTORS: Increase institutional investor ownership from materials-focused funds by 10%
WEBSITE: Overhaul Kodak.com to lead with Advanced Materials, increasing traffic to that section by 50%
TALENT: Increase the percentage of qualified engineering applicants with materials science backgrounds by 40%

METRICS

Advanced Materials & Chemicals Revenue Growth
Operating Cash Flow
SONORA Plate Volume Growth

VALUES

Innovation
Integrity
Respect for Individuals
Customer Focus
Accountability

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EASTMAN KODAK Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Kodak Q4 and Full-Year 2023 Earnings Report & Press Release
Kodak Investor Relations Website (investor.kodak.com)
Industry reports on commercial printing and advanced materials markets
Competitor financial reports (Fujifilm, Agfa-Gevaert)
LinkedIn profiles of Kodak executive team members

Fujifilm Agfa-Gevaert DuPont HP Inc. Canon

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To unlock the power of chemistry by becoming the global leader in advanced materials and chemicals.

Toggle Theme

What Went Well

PROFITABILITY: Maintained profitability despite lower revenue (Net Income $75M)
CASH: Generated $25M cash from operations, ending year with $250M+
SONORA: Continued strong volume growth (16%) for process-free plates
AM&C: Growth in specialty chemicals and functional printing products
DEBT: Significantly reduced debt and pension liabilities over past years

Not So Well

REVENUE: Consolidated revenues declined 7%, showing continued market pressure
PRINT: Traditional print consumables and equipment sales volumes are down
PROSPER: Annuities for PROSPER inkjet presses declined year-over-year
GUIDANCE: Lack of strong forward-looking guidance for revenue growth
SCALE: New business growth is not yet large enough to offset print decline

Learnings

COSTS: Aggressive cost controls are effective at preserving profitability
PIVOT: The strategic pivot to materials is happening, but it needs speed
CASH COW: Traditional print remains a vital, but shrinking, source of cash
MARKET: Core markets are contracting faster than new ones are scaling
PRICING: Pricing power in legacy segments is limited due to competition

Action Items

INVEST: Reallocate more capital from legacy print to AM&C R&D and sales
PARTNER: Actively seek JVs to scale new material technologies faster
MARKETING: Launch a campaign to rebrand Kodak as a materials science firm
EFFICIENCY: Double down on manufacturing automation and AI optimization
SALES: Train print sales force to identify and upsell new material opps

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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EASTMAN KODAK Market

AI-Powered Insights

Claude

Gemini

GPT

Kodak Q4 and Full-Year 2023 Earnings Report & Press Release
Kodak Investor Relations Website (investor.kodak.com)
Industry reports on commercial printing and advanced materials markets
Competitor financial reports (Fujifilm, Agfa-Gevaert)
LinkedIn profiles of Kodak executive team members

Founded: 1888
Market Share: Varies by segment; leader in process-free plates
Customer Base: Commercial printers, packaging companies, manufacturers
Category:
Advanced Materials, Printing
SIC Code: 3861 Photographic Equipment and Supplies
NAICS Code: 333244
Location: Rochester, New York
Zip Code: 14650
Employees: 4000

Competitors

Fujifilm View Analysis

Agfa-Gevaert Request Analysis

DuPont View Analysis

HP Inc. Request Analysis

Canon View Analysis

Products & Services

No products or services data available

Distribution Channels

EASTMAN KODAK Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Kodak Q4 and Full-Year 2023 Earnings Report & Press Release
Kodak Investor Relations Website (investor.kodak.com)
Industry reports on commercial printing and advanced materials markets
Competitor financial reports (Fujifilm, Agfa-Gevaert)
LinkedIn profiles of Kodak executive team members

Problem

Print is costly, complex, and wasteful
Need for novel materials for new tech
Inefficient manufacturing processes

Solution

Sustainable process-free printing plates
Specialty chemicals and functional films
High-speed digital inkjet presses

Key Metrics

SONORA plate volume growth
AM&C revenue and margin growth
Operating cash flow

Unique

100+ years of materials science expertise
Vertically integrated chemical production
Global B2B sales and service channels

Advantage

Extensive patent portfolio (IP moat)
Trusted brand for quality and science
Existing scaled manufacturing infrastructure

Channels

Direct enterprise sales teams
Global network of channel partners/resellers
Online direct sales for some products

Customer Segments

Commercial and packaging printers
OEMs needing functional materials
Pharmaceutical and industrial manufacturers

Costs

R&D for chemistry and materials science
Global manufacturing plant operations
Sales, marketing, and distribution

EASTMAN KODAK Product Market Fit Analysis

Updated: October 3, 2025

Kodak unlocks profitability and innovation for its partners. By replacing costly, wasteful legacy processes with sustainable printing technology and pioneering advanced materials for new applications, the company helps businesses reduce their environmental impact, streamline operations, and create next-generation products. It's about leveraging deep science to create tangible business value and a more sustainable future.

SUSTAINABILITY: Reduce environmental impact and costs with our process-free tech.

INNOVATION: Unlock new product possibilities with our advanced materials science.

PROFITABILITY: Increase your operational efficiency and bottom line with our solutions.

Before State

Complex, wasteful printing processes
Limited access to advanced functional materials
High operational costs and environmental impact

After State

Streamlined, sustainable printing operations
New product capabilities via advanced materials
Reduced operational and environmental costs

Negative Impacts

Lower profit margins due to inefficiency
Slowdown in product innovation cycles
Negative environmental footprint

Positive Outcomes

Increased profitability for print customers
Accelerated innovation in client products
Achieved corporate sustainability goals

Key Metrics

SONORA Plate Volume Growth

16% (FY 2023)

Net Promoter Score (NPS)

Estimated 30-40 in B2B segments

Customer Retention Rates

High for core consumables (>85%)

Customer Feedback/Reviews

Limited public data (B2B focus)

Repeat Purchase Rates

Very high for print consumables

Requirements

Adoption of process-free plate technology
Investment in advanced material R&D
Partnerships to scale new applications

Why EASTMAN KODAK

Educate market on TCO of sustainable tech
Co-develop solutions with key industry partners
Leverage existing B2B sales channels

EASTMAN KODAK Competitive Advantage

Decades of materials science expertise
Global manufacturing and distribution scale
Patented process-free plate technology

Proof Points

SONORA is the world's #1 process-free plate
Over 6,000 customers use SONORA plates
Trusted supplier for motion picture film

EASTMAN KODAK Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Kodak Q4 and Full-Year 2023 Earnings Report & Press Release
Kodak Investor Relations Website (investor.kodak.com)
Industry reports on commercial printing and advanced materials markets
Competitor financial reports (Fujifilm, Agfa-Gevaert)
LinkedIn profiles of Kodak executive team members

Strategic pillars derived from our vision-focused SWOT analysis

Dominate niche functional printing/materials

Maximize cash flow from core print business

Monetize brand/IP in adjacent tech sectors

Drive efficiency via lean manufacturing

What You Do

Develops and sells advanced materials and printing solutions

Target Market

Businesses in commercial print, packaging, and manufacturing

Differentiation

Decades of chemical and materials science expertise
Strong patent portfolio in imaging and chemistry

Revenue Streams

Printing consumables (plates, ink)
Equipment sales (presses)
Specialty chemicals
Brand and IP licensing

EASTMAN KODAK Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Kodak Q4 and Full-Year 2023 Earnings Report & Press Release
Kodak Investor Relations Website (investor.kodak.com)
Industry reports on commercial printing and advanced materials markets
Competitor financial reports (Fujifilm, Agfa-Gevaert)
LinkedIn profiles of Kodak executive team members

Company Operations

Organizational Structure: Divisional: Print, Advanced Materials & Chemicals
Supply Chain: Global manufacturing sites with regional distribution
Tech Patents: Holds thousands of patents in imaging & chemistry
Website: https://www.kodak.com

Top Clients

Board Members

EASTMAN KODAK Competitive Forces

Threat of New Entry

LOW: High capital investment for manufacturing, deep IP portfolios, and established distribution channels create significant barriers to entry.

Supplier Power

MODERATE: Key raw materials like aluminum and silver are commodities, but supply chain disruptions can grant suppliers temporary leverage.

Buyer Power

HIGH: Large commercial printers and OEMs have significant purchasing power, can switch suppliers, and demand price concessions.

Threat of Substitution

HIGH: The primary substitute is the ongoing shift to digital media, which permanently eliminates the need for print in many areas.

Competitive Rivalry

HIGH: Intense rivalry from giants like Fujifilm and Agfa, plus nimble digital players, leading to price pressure in core print markets.

Analysis of AI Strategy

Updated: October 3, 2025 • 2025-Q4 Analysis

The Kodak AI SWOT analysis underscores a significant opportunity to amplify its core competencies. Kodak's primary strength is its vast, proprietary dataset of chemical and imaging information—a perfect training ground for AI models. This can be immediately applied to optimize manufacturing yields and accelerate new material discovery, directly supporting the strategic pivot. However, the company's weaknesses in AI talent and modern IT infrastructure are critical roadblocks that must be addressed through targeted hiring and partnerships. The greatest opportunity lies in using AI to shorten the R&D-to-commercialization cycle for advanced materials, creating a sustainable competitive advantage. The existential threat is not AI itself, but competitors who adopt it faster to innovate and optimize. Kodak must treat AI not as a separate initiative, but as an essential accelerator for its core materials science strategy.

Fujifilm Agfa-Gevaert DuPont HP Inc. Canon

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To unlock the power of chemistry by becoming the global leader in advanced materials and chemicals.

Strengths

DATA: Decades of proprietary chemical formulation and imaging data for AI
PROCESS: Deep expertise in complex manufacturing to apply AI optimization
QC: Existing quality control imaging systems ripe for AI enhancement
IP: Patents that could be augmented with AI for new discoveries

Weaknesses

TALENT: Lack of a dedicated, world-class AI research and engineering team
INFRASTRUCTURE: Legacy IT and factory systems not built for AI/ML
CULTURE: Decision-making culture may be too slow for AI-paced cycles
INVESTMENT: Limited R&D budget for large-scale AI initiatives vs tech giants

Opportunities

DISCOVERY: AI-driven simulation to accelerate new material formulation/testing
YIELD: Predictive AI to optimize chemical manufacturing yield and reduce waste
MAINTENANCE: AI for predictive maintenance on high-value printing presses
WORKFLOW: AI-powered software to automate and simplify customer print jobs

Threats

COMPETITORS: Rivals like Fujifilm using AI to gain efficiency/innovation edge
DISRUPTION: AI-native startups creating new materials or print tech faster
COMMODITIZATION: AI tools could lower the barrier for entry in chemical R&D
SECURITY: Increased cybersecurity risks for proprietary formulas and data

Key Priorities

OPTIMIZE: Deploy AI to increase yield and efficiency in manufacturing
ACCELERATE: Use AI simulations for new material discovery and R&D
ENHANCE: Embed AI into print software to create smarter workflows
PARTNER: Acquire AI talent/tech via partnerships or small acquisitions

Create professional SWOT analyses in minutes with our AI template. Get insights that drive real results.

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EASTMAN KODAK Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Kodak Q4 and Full-Year 2023 Earnings Report & Press Release
Kodak Investor Relations Website (investor.kodak.com)
Industry reports on commercial printing and advanced materials markets
Competitor financial reports (Fujifilm, Agfa-Gevaert)
LinkedIn profiles of Kodak executive team members

Profit: $75 million Net Income (FY 2023)

Market Cap: $450 million (approx.)

Stock Performance

Annual Report: View Report

Debt: $116 million (Long-term, EOY 2023)

ROI Impact: Impacted by high legacy costs and market transitions

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Legacy In Transition

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Kodak's score reflects a bold, society-level vision (Ambition: 85) hampered by significant execution risk. Its SWOT is balanced negatively, with severe weaknesses (revenue decline) weighing down strong opportunities (materials). The OKRs are high-quality and directly address the strategy, but the company's ability to execute this pivot at scale remains the primary variable. The AI potential is high but unrealized. The low growth multiplier signals a challenging turnaround, not an exponential breakout.

SWOT Factors

Upside: 66.7 Risk: 76.7

OKR Impact

AI Leverage

Top 3 Strategic Levers

Accelerate Advanced Materials commercialization via partnerships

Aggressively defend and optimize Print cash flow generation

Recruit top-tier AI and materials science talent

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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