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A NEW WINDOWING SYSTEM FOR HOLLYWOOD
WEEK #31 ∙ AUGUST 2021
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A NEW WINDOWING SYSTEM FOR HOLLYWOOD WEEK #31 ∙ AUGUST 2021
HOLLYWOOD STUDIOS ARE REVAMPING THEIR STREAMING OUTPUT DEALS
THE IMPACT OF COVID-19 ON MOVIE THEATERS HAS ACCELERATED TWO PREEXISTING TRENDS: MORE PEOPLE ARE STAYING HOME TO ENJOY MOVIES AND OTHER ENTERTAINMENT, AND MORE STUDIOS AND MEDIA DISTRIBUTORS ARE DEVELOPING THEIR OWN DIRECT-TO-CONSUMER STREAMING SERVICES.
Media Companies are moving Pay-One Output deals to their own burgeoning DTC services COMPANY
STUDIO
FORMER PAY-ONE OUTLET
NEW PAY-ONE OUTLET 2019 2023 2022 2023 2021 2021 2022 2022
THE BOX OFFICE WEIGHT FOR HOLLYWOOD STUDIOS Total global revenuefor studios, by theatrical window Box office
2022 2022
TV
Video / DVD
2000
26%
2022
28%
46%
2010
36% Source: EMC Analysis
23%
42%
2020
IN-HOUSE AND LICENSED MOVIES ON US PLATFORMS Additional MGM movies
0
2000
4000
THE SHIFTING LANDSCAPE PUTS STUDIOS IN A DIFFICULT POSITION. THEY MAY BE ABLE TO REACH MORE PEOPLE THROUGH STREAMING SERVICES BUT DOING SO COULD UNDERMINE THEATERS AND THE LARGE REVENUES THEY GENERATE. IT COULD ALSO AFFECT REVENUE FROM OTHER WINDOWS. SUCH CONSIDERATIONS IMPACT UPFRONT FINANCING OF PRODUCTIONS, EXISTING DISTRIBUTION AGREEMENTS, AND LICENSING TERMS.
Licensed movies
6000
8000
36%
Source: SNL Kagan
(If Amazon were to bring all MGM-distributed movies currently available on SVoD in US in-house) In-house movies
18%
46%
10000
12000
14000
Source: Ampere Analysis
SIGNIFICANT HOME OFFICE DROP FOR THE RECENT BLOCKBUSTERS (Millions)
Opening Weekend
HOLLYWOOD REDUCED THE NUMBER OF LAUNCHES The big six have reduced the number of movie releases
Second Weekend
WARNER BROS
$80.4 $70.0
DISNEY
109
$47.5
-68%
$31.6
$31.1
-69%
$23.3
$9.6
-56% -73% $6.2
Day/Date release on HBO Max
Source: EMC Analysis
$13.9
$25.8
-67% $21.5
-49% $11.0
$8.5
-33% $5.7
Day/Date release on Disney+ Premier Access Window
$16.0
-45%
$23.0
84
PARAMOUNT SONY
-59% $19.3
$8.9
Day/Date release Exclusive on Peacock Theatrical release
20TH CENTURY FOX
UNIVERSAL
27
Exclusive Theatrical release
1995 Source: The Numbers
OTHER
43
2020