![]() would change course and pivot to including an exclusive theatrical window for its upcoming film releases,” Wold said.Īddressing AMC, he wrote: “We have remained impressed with management’s ability to weather the pandemic headwinds by both strengthening the balance sheet and negotiating with landlords to improve the cash runway into 2022. made the wrong decision” with its hybrid approach to its 2021 slate, which combines theatrical and digital releases via HBO Max. The analyst even argued that the performance of the tentpole could be “possibly an indication that Warner Bros. Wold also suggested that a string of “exclusive theatrical window agreements that have been signed between exhibitors and studios over the past year,” including AMC and Cinemark’s deals with Universal and Regal’s pact with Warner Bros., along with “indications from Paramount that a 45-day exclusive window is preferred” are a “positive indicator that an exclusive theatrical window is both preferred and necessary for a film to be successful.” ![]() Kong “outperforming” expectations and the predecessor film despite “severe capacity restrictions” was “a clear indication that consumers want to return to theaters even with the onslaught of streaming options reaching homes.” China, Japan, Australia), we have been increasingly optimistic that the strengthening movie-going trends within that market bodes well for the rest of the world as additional markets reopen and new Hollywood content makes it to screens.” He added that the fact that Godzilla vs. ![]() “Ever since the re-openings of a handful of overseas exhibition markets last year (e.g. Wold took that as a sign that domestic moviegoers are the lead of consumers in international markets. The Wall Street expert added: “We believe consumers want to leave the house and return to the theater, and these results are very telling, especially considering that the movie was available for free to HBO Max subscribers at the same time as the theatrical release.” and approximately 24 percent in Canada), with theater capacity restrictions averaging 25-50 percent across the board,” concluding: “We feel these results are impressive.” In comparison, Wold highlighted that the North American theater base is “only about 60 percent open at this point (including about 93 percent in the U.S. Disney+ to Release More Than 20 Asia Originals in Second Half of 2023 ![]()
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