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Everything posted by Menor the Destroyer
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Yes, but these trends in buying tend to happen in a fairly predictable manner and there is a correlation between the behavior of those who are prebuying a week before and those who buy late. Not perfect but it's not as if we have to just throw up our hands and pretend that we don't know anything about where this is headed.
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Temporarily, but Pulse at least was back up for a couple months after that. In fact the period after Endgame was when we figured out how to make the best use of Pulse and were even able to project dailies with it very early on. Fandango removed it from the app in one of their updates right before the release of Far From Home.
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I have observed that Thu/Fri ratio can be artificially better for bigger films since they have presold more into the weekend anyway. Makes Flash a bit tough to comp since it's too big for the small stuff and too small for the big stuff. However MTC1, unlike other samples is fairly close to SV at the moment (75%ish), and is pretty significantly more Thu-heavy at 0.56 vs 0.66 (bucketing in the fan shows with Thu here). I tend to put more weight on that comp than Transformers which I feel like has a pretty different dynamic in terms of audience behavior and the EA makes Fri/Thu hard to comp.
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Really solid sales especially for Fri with still 40+ days to go. It's hard to comp this one but I definitely think 50m OW is in range even with Nolan's fanbase skewing things. Friday is not far behind where Dune was T-14 (a fanbase, PLF heavy film that also had the HBO Max release as a disadvantage). Though this staggered release is hard to read. Could you do one update tomorrow just to see the pace?
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The thread can also be too high, though. So while it's important to consider all possibilities, that doesn't mean we should only consider variation in one direction. Just at the beginning of the year we had Avatar 2 and Quantumania which both finished poorly back to back (for different reasons). And in almost all of these cases the trendline usually has become fairly clear by now, it's just the extent of the rise/fall in expected value that is unclear. It's very rare (though not impossible) for something to truly change its trendline in the final week without some external factor like reviews or calendar.
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I came up with the Thursday projection based on the current pace and how other recent films have finished. In fact, I've leaned toward the films that saw stronger pace bumps in the final week. For example, Transformers, which was selling similar daily numbers of raw tickets for combined previews+EA, added about 108k from this point (again combined), which would put Flash in the low 180k range and previews closer to 9m. So you can see that I've given Flash benefit of the doubt here in terms of having a solid final week trend. The FSS is based on general Fri weakness in tracking samples and normal CBM weekend trends with a strong Father's Day/pre Juneteenth Sunday. If you have a disagreement then put out your own number based on the data instead of just sniping at predictions you don't like.
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I will also note that Flash sales trend is pretty frontloaded to Thu in Drafthouse relative to Spiderverse, which also matches what I can see in other samples. I think it's quite possible that the IM is more like 6, with the caveat that smaller sales makes it harder to project farther out into the weekend.