HSX Forum
Movies
DL: Latest survey of analysts, expect 2022 to still be around 8-10% less than 2019, 2023 box office to increase single digit %'s in 2023
notfabio
Apr 12, 09:20
I think its too early to know how the new windowing will impact box office.
Moviesnob
Apr 12, 09:41
They have a pretty robust projection for 4th Quarter 2021 to be 2 billion vs 2.9 billion in 2019
notfabio
Apr 12, 09:48
I love the enthusiasm for sure. There's just too many new variables so I'm treating any forecasts with a heavy dose of "wait and see".
Moviesnob
Apr 12, 09:51
I am grateful that the long term outlook for exhibition and for HSX is positive!
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Moviesnob
Apr 12, 09:52
Yep. Jason Kilar was a little murky in that last Recode interview on WB's windows in 2022 and Disney doesn't have a firm window commitment
notfabio
Apr 12, 09:57
It's their job as Wall Street analysts to make projections for the industry they cover, whether it's optimistic or pessemistic.
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Antibody
Apr 12, 09:52
pushing so much 2020 product into the 2021/22 pipeline should keep demand pretty high even accounting for a longer return to "normal" habits
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cake boss!
Apr 12, 09:54
sure, but they can (and often do) cite the variables that cause uncertainty as much as they review the assumptions they made to arrive at
Moviesnob
Apr 12, 09:57
You'll have to pay for more details. :)
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Antibody
Apr 12, 09:59
1 year ratings of these analysts: Michael Pachter 60% correct, Eric Wold 64%, Eric Handler 64%
notfabio
Apr 12, 10:08