There we go. Pre-COVID, Disney had moved many films from theatrical release to Disney+ premieres.
This is the biggest, by far.
Alternative isn& #39;t just moving to 2021, but a ruthlessly dense 2021 calendar https://twitter.com/Variety/status/1246144291325566978">https://twitter.com/Variety/s...
This is the biggest, by far.
Alternative isn& #39;t just moving to 2021, but a ruthlessly dense 2021 calendar https://twitter.com/Variety/status/1246144291325566978">https://twitter.com/Variety/s...
2/ There has always been this belief in "PVOD" as an inevitability. This was renewed during COVID.
I think we missed the window where it could have been a thing. We& #39;re beyond it. More value skipping higher priced, one-off home video rentals to drive long-term subscriptions
I think we missed the window where it could have been a thing. We& #39;re beyond it. More value skipping higher priced, one-off home video rentals to drive long-term subscriptions
3/ In this sense, the theaters "won" by preventing PVOD from becoming a thing for years. Maybe forever.
But they would have shared in PVOD revenue.
They& #39;ll get nothing here.
But they would have shared in PVOD revenue.
They& #39;ll get nothing here.
4/ Quick Math:
- Box office doesn& #39;t really flex to quality of annual slate (maybe ±2%)
- H2 2020 to 2021 will probably sell 5-10% fewer tickets just from holdover COVID fears
- H2 2020 to 2021 probably has 30% denser blockbuster slate
Every film going to take BIG haircut
- Box office doesn& #39;t really flex to quality of annual slate (maybe ±2%)
- H2 2020 to 2021 will probably sell 5-10% fewer tickets just from holdover COVID fears
- H2 2020 to 2021 probably has 30% denser blockbuster slate
Every film going to take BIG haircut