ZackM

Just booked my ticket for Oppenheimer in 70mm IMAX. August 5th show and it's 80%+ sold.

I think the capacity issues also pushed a ton of viewers to matinee screenings. Same with Opp, which also has an unusually low ATP, though still higher than Barbie.

I'm a little worried about Barbie today. Ticket sales are there, but ATP is so low.

My recent tracking run of Barbie would put it in the high 40s for true Friday. We'll see how that changes into the evening.

I should note that this is without EA shows.

Gonna be a fun weekend.

Oppenheimer Friday and Saturday Friday Theaters - 429 Showings - 4,236 Sold - 255,801 Total - 713,780 ATP - $16.18 Saturday Theaters - 429 Showings - 4,222 Sold - 239,217 Total - 716,412 ATP - $15.77

Barbie Friday and Saturday Friday Theaters - 417 Showings - 7,340 Sold - 447,876 Total - 1,124,898 ATP - $14.60 Saturday Theaters - 417 Showings - 7,266 Sold - 313,973 Total - 1,124,081 ATP - $14.42

10M seems like the obvious number from Alpha data, but there's a chance that there's a perfect storm of factors causing heavy over-indexing. Oppenheimer Alpha Chain Premiere Night Seat Report: D0 Final Walkups Final Presales 2 Days Ago 3 Days Ago 4 Days Ago Showings Added 17 11 39 354 252 Seats Added 2,115 758 3,875 38,456 29,209 Seats Sold 36,180 12,313 19,374 13,868 11,661 7/21/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 429 2,197 185,174 365,610 50.65% % of Seats Sold 100% 90%+ 80%+ 70%+ 60%+ # of Showings 6 122 367 651 948 ATP Gross $17.60 $3,259,062

Standard indexing would put Barbie between 19M and 20M. Barbie Alpha Chain Premiere Night Seat Report: D0 Final Final Presales Last Day 2 Days Ago 3 Days Ago 4 Days Ago Showings Added 76 65 166 1,006 624 Seats Added 6,492 5,070 14,965 122,030 79,586 Seats Sold 85,293 25,866 42,664 31,753 25,344 7/21/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 416 4,817 359,637 686,818 52.36% % of Seats Sold 100% 90%+ 80%+ 70%+ 60%+ # of Showings 21 284 887 1,753 2,617 ATP Gross $15.46 $5,559,988

Final Alpha numbers will put it pretty much right at 19.5

Oppy up to 176k.

Barbie now up to 335k.

Also soft final presales. Oppenheimer Alpha Chain Premiere Night Seat Report: T-0 days Final Presales Last Day 2 Days Ago 3 Days Ago 4 Days Ago Showings Added 11 39 354 252 5 Seats Added 758 3,875 38,456 29,209 1,187 Seats Sold 12,313 19,374 13,868 11,661 7,651 7/20/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 429 2,180 148,994 363,495 40.99% % of Seats Sold 100% 90%+ 80%+ 70%+ 60%+ # of Showings 3 67 229 431 619 ATP Gross $18.03 $2,686,362 Oppenheimer Comps Indy 5 Jurassic World: Dominion The Flash Unweighted Weighted Unweighted Weighted Unweighted Weighted D0 T-0 $12.5 $12.8 $14.8 $16.0 $10.7 $11.0 T-1 $13.2 $13.5 $16.2 $17.3 $11.3 $11.4 T-2 $12.8 $13.1 $16.0 $17.2 $11.0 $11.2 T-3 $12.9 $13.1 $16.1 $17.2 $11.1 $11.2 T-4 $12.7 $13.0 $15.9 $17.1 $10.9 $11.0 T-5 $12.6 $12.9 $15.9 $17.1 $10.6 $10.7 T-6 $12.5 $12.8 $16.1 $17.3 T-7 $12.4 $12.7 $16.2 $17.4 T-8 $12.0 $12.3 $15.9 $17.1 $10.0 $10.1 T-9 $11.8 $12.1 $15.8 $17.0 $9.8 $9.9 T-10 $11.4 $11.8 $15.4 $16.6 $9.1 $9.2 T-11 $11.0 $11.4 $14.9 $16.0 T-12 $10.8 $11.2 $14.6 $15.8 T-13 $10.6 $11.0 $14.4 $15.5 T-14 $10.5 $10.9 $14.2 $15.3 T-15 $10.4 $10.8 $14.1 $15.2 $8.5 $8.5

Fairly soft final presales today. Capacity may end up affecting walkups here too. Barbie Alpha Chain Premiere Night Seat Report: T-0 days Final Presales Last Day 2 Days Ago 3 Days Ago 4 Days Ago Showings Added 65 166 1,006 624 54 Seats Added 5,070 14,965 122,030 79,586 7,383 Seats Sold 25,866 42,664 31,753 25,344 16,443 7/20/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 416 4,741 274,344 680,326 40.33% % of Seats Sold 100% 90%+ 80%+ 70%+ 60%+ # of Showings 6 118 425 938 1,588 ATP Gross $15.64 $4,290,740

No, sorry. I'm always speaking in a post COVID context.

Barbie Friday and Saturday Friday Theaters - 417 Showings - 7,186 Sold - 341,564 Total - 1,113,814 ATP - $15.03 Saturday Theaters - 417 Showings - 7,173 Sold - 251,068 Total - 1,113,920 ATP - $14.66

Oppenheimer Friday and Saturday Friday Theaters - 429 Showings - 4,185 Sold - 205,521 Total - 708,789 ATP - $16.57 Saturday Theaters - 429 Showings - 4,186 Sold - 200,553 Total - 711,833 ATP - $16.00

Bigger day than everything other than NWH. Barbie Alpha Chain Premiere Night Seat Report: T-1 days Last Day 2 Days Ago 3 Days Ago 4 Days Ago 5 Days Ago Showings Added 166 1,006 624 54 82 Seats Added 14,965 122,030 79,586 7,383 11,724 Seats Sold 42,664 31,753 25,344 16,443 10,857 7/19/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 416 4,676 248,478 675,256 36.80% % of Seats Sold 100% 90%+ 80%+ 70%+ 60%+ # of Showings 2 94 333 776 1,318 ATP Gross $15.74 $3,911,044 Barbie Blowout Party: Early Access Alpha Chain Premiere Night Seat Report: D0 Final 7/19/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 108 108 19,735 20,668 95.49% ATP Gross $21.11 $416,606

Still chugging along, but I just don't know how strong walkups can be when it's already at 38% capacity. Oppenheimer Alpha Chain Premiere Night Seat Report: T-1 days Last Day 2 Days Ago 3 Days Ago 4 Days Ago 5 Days Ago Showings Added 39 354 252 5 16 Seats Added 3,875 38,456 29,209 1,187 2,426 Seats Sold 19,374 13,868 11,661 7,651 5,127 7/19/2023 Theaters Showings Seats Sold Total Seats Pct. Sold Total 429 2,169 136,681 362,737 37.68% % of Seats Sold 100% 90%+ 80%+ 70%+ 60%+ # of Showings 2 57 187 364 516 ATP Gross $18.18 $2,484,861 Oppenheimer Comps Indy 5 Jurassic World: Dominion The Flash Unweighted Weighted Unweighted Weighted Unweighted Weighted D0 T-0 T-1 $13.2 $13.5 $16.2 $17.3 $11.3 $11.4 T-2 $12.8 $13.1 $16.0 $17.2 $11.0 $11.2 T-3 $12.9 $13.1 $16.1 $17.2 $11.1 $11.2 T-4 $12.7 $13.0 $15.9 $17.1 $10.9 $11.0 T-5 $12.6 $12.9 $15.9 $17.1 $10.6 $10.7 T-6 $12.5 $12.8 $16.1 $17.3 T-7 $12.4 $12.7 $16.2 $17.4 T-8 $12.0 $12.3 $15.9 $17.1 $10.0 $10.1 T-9 $11.8 $12.1 $15.8 $17.0 $9.8 $9.9 T-10 $11.4 $11.8 $15.4 $16.6 $9.1 $9.2 T-11 $11.0 $11.4 $14.9 $16.0 T-12 $10.8 $11.2 $14.6 $15.8 T-13 $10.6 $11.0 $14.4 $15.5 T-14 $10.5 $10.9 $14.2 $15.3 T-15 $10.4 $10.8 $14.1 $15.2 $8.5 $8.5

It turns out 96% of capacity is too much. Total ticket sales for today: -65

Just for fun I ran Oppenheimer numbers for Alpha on Sunday and it's already at 130k. It's gonna have a good weekend.

Yeah the capacity issues are going to result in a huge spillover into the weekend.

I should have final numbers for Alpha Barbie Early Access in the next few hours too. As of last night nearly 96% of seats had been sold, so I can't wait to see how close it gets to 100%. It's honestly the most incredible thing I've seen since I've been tracking. Even taking the small number of screens into account.