jimisawesome

If the content producers wanted to buy theaters they had a year to do so and the closest we got was a rumor Amazon was kicking the tyres of AMC last June. A netflix might buy a location here and there for Oscar and marketing reasons but something even more radical than COVID would need to happen.

I am not saying its impossible but Labor Day is dumping ground because a lot of large school districts start school the Tuesday after Labor Day and a lot of other schools are still in their first or second week so a lot of parents running around still for school supplies setting up the new routines etc. There is 1 non R rated weekend in the top 70 august weekends after the 17th and you have to hit the 18th best September weekend to find a non R rated movie released before the 18th. I can see taking a chance with a horror movie or an R rated movie as especially horror movies have been successful the weekend after Labor Day but it really would be a huge change for a movie that needs the 4 quadrants to have success then.

Just have to say the last few pages have been awesome when you compare them to WB thread after the announcement. WB was killing theaters at a time when everything looked bleak with COVID numbers. Yet when things look great with COVID numbers Disney is just giving people options.

Will Smith was robbed

I think a lot of companies finally figured out that most people don't even know what product is being advertised in most of the SB ads. Movie and beer ads are some of the few that you can actually name the product being sold.

Disney kind of did. They are releasing basically everything to D+ with the exception of the Fox Films, the marvel movies and a couple of others but basically the rest of actual Disney films are going stright to D+ now.

They made a mistake moving it from the Fall 2020 date. Sure they did not have the upside but it would have provided downside protection. If TENET made 363 then Bond would have a floor of an absolute floor of 400 with 450-500 more likely the bottom end. It would have kept Regal's open and they would have got the NY theaters while they where open. This while they started the marketing push by releasing the Bond Song before moving the date the next day. They could also be enjoying the post theatrical dollars right now. Now this Nov there is probably more upside but also the same or more downside risk. You are probably looking at 100-200 more in upside this year from a Fall 2020 release but you are also looking at a market that might very well shrink dramatically and you are holding out hope to match TENET numbers and it could end up at WW84 levels where only the hardest core fans of the IP show up and everyone else waits or people see this as past its sell by date or CA, NY and Chicago theaters are still closed. If the numbers given about Apple and then the second round of streamer talks are true you have the streaming services already seeing the movie as a depreciating assist (600 to under 300). MGM is less valuable to any buyer because they have this hanging around their neck not making money.

Exactly, this is well pass its sell by date and not going to make much of anything. So either bite the bullet and just release it as a hybrid release or buy/trade the rights back for the HBO window and give it to Hulu at this point. The hybrid release at least gives the theaters something to show and make a few million with to help keep the doors open.

If this is true the next half decade of the entertainment industry is going to be fun. Something like Tomorrow War sells for 200 million but a movie that has well over 3x the box office potential (conservatively 4-6x range) and one of the best known IP can't sell for 300 million then the market is just bonked and every formula or previous decision is now basically useless. We are going to end up with endless Brights and other here today gone tomorrow Netflix movies. Or what ever sci fi flick Bezo has a hinkering to watch

What is Sony thinking here? This is not going to hit and has about the box office potential of Bloodshot. Throw this bone to theaters and you can blame and write it off to COVID while getting something back in the near term. And this will help create 7-15 million of cash flow to theaters that desperately need content no matter how bad it is.

Yes, seeing how they said they would make it right when they made the announcement. What reason is there to believe they wouldn't have kept their word? At this point with all the crying from Villeneuve, Nolan, Legendary, Jenkins and the rest they should just open their films in February without the HBO Max and take the L and reset the market for the post theater world.

Or you know they are just following though with what they said they would do when they made this announcement in the first place. WB said at that time they would make right but all the talent had their feelings hurt because WB did not call them first.

If there is not outright language specially addressing long term theater shutdowns or pandemics there will be force majeure and act of god language. So at best its a long drawn out court battle to collect but most likely collect little to nothing. The entire industry is dumping product to streaming services. Disney moved its entire lineup to streaming except Marvel and Fox and Paramount has dumped almost everything to streaming.

If WB did anything but offer to move the movie up to an early Feb opening they gave Legendary too much since Legendary is just that determined to have a theatrical opening. They can offer the same on Dune also.

AT&T is not selling or spinning off or partnering or any other nonsense these this small shop is fantasy M&A*ing about. AT&T in the last quarterly report beat street expectations significantly, they are profitable, they can more then easily manage their debt service and still have investment grade debt ratings. AT&T has other things they will unload first such as DirecTV in any cash crunch or even divisions at Warners such as games. From the Comcast/Universal side Comcast could not be happier with Universal. As an example when they bought them from GE there was talk at first of selling off the parks but instead Comcast has invested heavily into the parks. Both have a good lineup of IP. Both have gotten window concessions from theater chains. They don't have to combine to take on Disney, there is no extra prize for beating disney. Disney paid near a 100 billion dollars to get that 40 percent market share. WB and/or Universal can be perfectly profitable at their 20-30% range. Neither studio close to being the likely next studio bought out that would easily be MGM, Lionsgate, and Paramount. Sony would also likely be on the market before either Uni or WB. 2 of these studios are on the market as it is with MGM and Lionsgate. *M&A is mergers and acquisitions the catch all term for well mergers, acquisitions, spin offs and other similar Investment Banking type corporate moves.

In the US we don't really enforce antitrust anymore for large cap mergers like this. A couple of token spin offs and sales and this will get approved it was actually real but its not its some sell side shop playing fantasy M&A. AT&T just bought WB why are they going to sell now? Comcast is investing heavily in Universal especially their themepark locations why would they spin or sell off now? How does this merger solve any issues either have currently? Universal shoved down 10 day windows and WB shoved down day and date. They both have inhouse streaming platforms along with cable channels. Both have plenty of in house IP.

They can't easily dump this on streaming as this is Fox which goes to HBO for first window TV/Streaming rights. Which is why it does not make sense they did not sacrifice this to help theaters.

Iron Giant made 12 dollars sorry 31.3 million dollars and while its beloved by those who have seen it there are still plenty of parents that have no clue what it is. We had a big budget Pearl Harbor film by an A List actor and it was a modest hit. This was at the height of WW2 nostalgia at that during a time with Saving Private Ryan, The Greatest Generation. Casablanca remake now? Come on man.

This is doing at least 3x what Tenet was doing at my local theater with the same capacity limitations. It had multiple sell outs Friday and yesterday. I think it will easily have the biggest opening of the pandemic.

If they can get 250 million from another streamer great for them but WB would be out of their mind to buy them off for 250 million when the last one did 386 a major step down from the first and Kong. I honestly do not understand why WB got back in bed with legendary its not like they are a hit factory anymore and what is upcoming is not exactly strong with Dune which will be lucky to hit 150 million in NA in non COVID world. From what I can see they have in the pipeline Bad Blood looks to be their biggest potential hit after this if it comes to be and by hit I am talking Oscar play and 100 million (again in non Covid world). This is the perfect producer and the perfect movie for WB to put their foot down. It's one thing to make people whole and a bonus for this and its another to to be shaken down by at this point by a has been desperate for a hit.

I hope WB execs offered to sell Legendary WB cut and wish them well finding another distributor. I see everyone out there is still out of their mind about the state of the world and theaters going forward.

Why should they be required to release this info?

Why should they help out the other studios? Every studio has been in it for themselves this year so no reason to change that.

The first movie is better with No Man's Land insanely better than anything in 84. There are a few action scenes but the movie is way overlong. If you go in with these expectations you will probably enjoy it. Gal and Chris are great and great together. The its the 80s section was much better then Capt Marvels its the 90s section as with the exception of the wardrobe scene they where not shoving hey its 80s thing in your face.

This was you right " The economic realities that you can’t just wish away” are that theatrical can support big budget movies and streaming can’t yet"? Normal grosses do not happen at 50% capacity. Theaters make money because theaters are full on Friday night-Sunday afternoon. No one in leadership from either party have made any indication at all that an Arts carve out is on the table or well any bailout of any kind for theaters. Biden has made no indication this way either. In fact, the people Biden have named to his economic team along with Nancy Pelosi are all deficit hawks. The incoming administration is going to be Silicon Valley friendly not necessarily Hollywood friendly. The magical pennies on the dollar. Yes these venues can come under new ownership namely property developers. To use my market as an example, there is a better economic use of the land for every theater but the mall locations.