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Business Wire (Wed, 9:00AM)
Business Wire (Feb 26, 2014)
RDI vs. ETF Alternatives
Wednesday, Mar 59:09 AM
Monday, Feb 34:04 PM
Monday, Feb 34:04 PM| 3 Comments
- Morgan Stanley forecasts 3D movie attendance is declining.
- The outlook is troubling for theater operators with increases in ticket prices being offset by lower sales of 3D movies.
- Overall, the number of 3D movies will fall to 28 from 34 a year ago to account for the format's lowest percentage of total movie showings for the last seven years.
- Also hitting operators' bottom lines, moviegoers are expected to increase per visit spending by only 0.5% in Q1.
- Related stocks: CKEC, CNK, RGC, MCS, RDI, AMC, IMAX, DCIN.
Tuesday, Jan 2810:22 AM
Tuesday, Jan 2810:22 AM| Comment!
- A group repping theater owners wants to limit movie trailers to two minutes and preclude them from appearing earlier than five months before a film debuts.
- The plan would disrupt the marketing efforts of movie studios which sometimes run trailers on large tent-pole movies a year in advance.
- What to watch: Exhibitors are looking for ways to kick up more revenue and forcing studios to pay for premium trailer placements is an alluring option.
- Related stocks: CKEC, CNK, RGC, MCS, RDI, AMC, IMAX.
Saturday, Jan 2510:44 AM
Saturday, Jan 2510:44 AM| 9 Comments
- The recent warnings up and down the retail sector on slow store traffic trends haven't gone unnoticed by movie studios and theater operators as they look for ways to reach revenue targets this year and beyond.
- The toughest nut to crack for the movie industry might be "Generation Z" - a group that is more focused on devices and streaming options than traditional film distribution channels. Media analysts think the "all-or-nothing" nature of Gen Z increases risk for studios with their big budget films.
- Rentrak (RENT) is one company that is on top of tracking Gen Z. The research firm recently signed a deal with CBS to provide advanced demographics culled in part from online measurements of social engagement.
- Related stocks: CKEC, CNK, RGC, MCS, RDI, AMC, LGF, SNE, VIAB, DIS, TWX, FOXA, CMCSA, IMAX, RLD.
- Related ETFs: PBS
Monday, Dec 302013, 9:27 AM
Monday, Dec 302013, 9:27 AM| Comment!
- The box office tally for 2013 is forecast to reach $10.9B to edge out last year's mark of $10.8B.
- A string of Q4 hits and box office surprises helped the industry after the first three quarters of the year saw some worrying high-profile misfires for studios (CMCSA, DIS, TWX, LGF, SNE, DWA, FOXA, VIAB) .
- The outlook for 2014 looks brighter after theater operators (CKEC, CNK, RGC, MCS, RDI, AMC) saw success late in the year with higher pricing and with the IMAX (IMAX) format more entrenched with moviegoers.
Friday, Dec 62013, 11:02 AM
Friday, Dec 62013, 11:02 AM| 4 Comments
- The Hunger Games: Catching Fire has another week to dominate the box office before getting a serious challenge from Warner Bros' The Hobbit: the Desolation of Smaug next week. Estimates see the film which has already toppled the $300M level for box office sales in the U.S. pulling another $35M-$40M this weekend.
- Disney's (DIS +1%) Frozen is forecast to add another $30M to $35M to the coffers. The success of the 3-D animation could also help drive consumer products sales for Disney.
- Though shares of Lions Gate (LGF +0.5%) haven't seen a bounce from the Hunger Games frenzy due to the sky-high expectations already baked in, analysts think theater operators (CKEC, CNK, RGC, MCS, RDI, AMC) could report better-than-expected Q4 numbers.
Sunday, Nov 242013, 9:30 AM
Sunday, Nov 242013, 9:30 AM| 12 Comments
- Early estimates on the box office haul of The Hunger Games: Catching Fire indicate the film earned $152M-$160M in the U.S. over the weekend to set a November record and land as the 8th highest opening of all-time.
- Inside the numbers: Global audiences bring the weekend tally for the Lions Gate (LGF) film to well over $200M with many key markets still on tap. IMAX (IMAX) revenue totals aren't out yet, but anecdotal reports suggest a high percentage of filmgoers went the IMAX route. Males got caught in the Catching Fire buzz, jumping to 41% of the audience component from 29% for the original HG. CinemaScore gave the film a coveted A rating for tracking appeal which shows the juggernaut could have sturdy legs right into streaming.
- What to watch: The brisk opening brings a sigh of relief across the industry. Shares of LGF and IMAX broke higher Friday off the early buzz - but could show even more friskiness. Theater operators (CKEC, CNK, RGC, MCS, RDI) needed the reassurance that the Instagram-teenager set can still deliver high traffic numbers, while Hollywood studios have been in the crossfires of analysts for their reliance on make-or-break tent-pole strategies. Disney (DIS) with the biggest tentpole of all in its back pocket with the Star Wars franchise will take a few cues. Get cracking J.J. Abrams.
Friday, Nov 222013, 10:48 AM
Friday, Nov 222013, 10:48 AM| 1 Comment
- The Hunger Games: Catching Fire opens nationally today with expectations running high that the movie will deliver a smashing box office haul. (Previous: Buzz and reviews)
- Theater operators (CKEC, CNK, RGC, MCS, RDI) will carve off little revenue pieces here and there while IMAX (IMAX +0.3%) should see a windfall with early reviews saying it's a "must-see" in the IMAX format.
- Comcast (CMCSA)-property Fandago has seen enormous traffic and interest this week which will help Q4 subscriber totals.
- Also: Don't forget about books. The timing of the Catching Fire release could help Scholastic (SCHL +0.6%) see booming holiday sales for the Hunger Games book series.
- Movie studio Lions Gate (LGF +1.8%) is the proud owner of the vibrant franchise and stands to gain the most. Global audiences are likely to take their cues from the U.S. and an opening at +$175M is hard to ignore. It also has Divergent waiting in the wings with the same low-cost, high-teenager appeal formula.
Friday, Jul 52013, 11:02 AM
Tuesday, Jun 42013, 8:32 AMTheater operators are thinking big after early returns for movies this year on the large-screen format look promising amid an overall tepid year for the U.S. box office. More companies are installing large screen formats (BigD, XD, RPX, ETX, etc.) in an effort to lure movie watchers away from home viewing and streaming options and see them pay premium prices. Looking for super-sized revenue: CNK, CKEC, IMAX, RGC, MCS, RDI, RLD. |Tuesday, Jun 42013, 8:32 AM| Comment!
Thursday, Apr 182013, 2:08 PMHighlights from CinemaCon: 1) The debate over shortening theater release windows picks up with the displeasure of move theater operators (CNK, CKEC, IMAX, RGC, MCS, RDI) over the practice losing steam as the appeal of boosting VOD revenue entices studios. 2) Disney's (DIS) presentation was a hit with screening of both Monsters University and The Lone Ranger being well-received on top of the company's dramatic Star Wars news . 3) What's next for theaters? The success of both IMAX in international markets and new premium theaters popping up in the U.S. has operators exploring upgrades to theater complexes to add features such as bars, lounges, and restaurants. Naturally, ticket prices would be boosted to pay for it all. |Thursday, Apr 182013, 2:08 PM| 1 Comment
Monday, Mar 182013, 9:22 AM
Tuesday, Sep 112012, 12:05 PMTime Warner Cable (TWC +0.8%) continues the new industry trend of trimming the time between theater releases of films and digital availability, saying Snow White & The Hunstman will is now available through its On Demand service. By beating Netflix (NFLX +0.2%) to the market by a full four weeks, the company has a nice advantage over its rival. The bigger question: Are theater operators such CNK, RGC, CKEC, RDI, and MCS seeing an effect from earlier digital releases? |Tuesday, Sep 112012, 12:05 PM| Comment!
Monday, Sep 102012, 8:11 AMThe summertime blues extend to the weekend after Labor Day for the movie industry, as no movie grossed over $10M and early estimates place the industry's box office haul as the worst since 2003. In particular, family films and late-night showings still haven't fully bounced back from early summer levels. |Monday, Sep 102012, 8:11 AM| 3 Comments
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