11 January 2022
We have finally finished publishing Celluloid Junkie’s coverage from CineEurope and the ICTA sessions in Barcelona, along with Andreas Fuchs’ report from IND/EX. One might therefore assume that the global cinema industry would take a short break from airports, hotel ballrooms, convention centers and figuring out where somebody moved the coffee this time.
Apparently not.
ShowSouth gets underway in Georgia on August 11, followed a week later by Big Cine Expo in Chennai on August 18–19 and CinéShow in Texas from August 24–26. The Rocky Mountain Theatre Convention arrives in Spokane September 1–3. Then festival season piles on: Venice runs September 2–12, Toronto September 10–20 — this year accompanied by its inaugural TIFF: The Market — and San Sebastián follows September 18–26.
Somewhere in the middle of all that, French President Emmanuel Macron is convening global film leaders for the Lumière Summit in Saint-Paul-de-Vence on September 7 to discuss issues including theatrical exhibition, film financing and artificial intelligence. We’re assuming our invitation is still making its way from the Élysée Palace.
September then closes with CineLATAM in Miami from September 21–23, the French National Cinema Federation’s annual Congress in Deauville from September 21–24 and Cinema United’s Fall Summit in Beverly Hills September 28–October 1. Anyone hoping to unpack the suitcase before October may wish to reconsider.
The industry’s calendar is crowded because its agenda is, too, and Hollywood’s latest earnings reports have provided plenty of material for those upcoming conversations. What makes this round of results particularly interesting is how sharply the studios’ film businesses diverged.
Paramount Skydance’s Studios segment returned to profitability, posting USD $36 million in adjusted EBITDA after losing money a year earlier, while studio revenue increased 16% to USD $1.31 billion. David Ellison and his team continue to talk about expanding Paramount’s theatrical output and getting more box office from every marketing dollar spent. Meanwhile, Lionsgate provided an even more dramatic example of what happens when the movies connect: Motion Picture segment revenue more than doubled to USD $587.3 million and segment profit reached a record USD $105 million for a first quarter, helped by “Michael” and “The Housemaid.”
Warner Bros. Discovery supplied almost the inverse case study. Its Studios revenue dropped 39% to USD $2.3 billion and adjusted EBITDA plunged 89% to USD $96 million after “Supergirl” and “The Bride” failed to perform against much stronger releases in the year-ago quarter. The contrast was particularly striking because WBD’s streaming business was simultaneously thriving, with a high-profile HBO slate giving audiences plenty they clearly did want to watch.
For all the arguments over the past several years about whether theatrical movies still matter to giant media companies, these results suggest a simpler question may be more useful: Are they releasing movies people actually want to see?
One quarter doesn’t settle anything, of course. Film slates are inherently lumpy, a hit can make an executive look brilliant until the next three movies open, and even the most carefully constructed release calendar occasionally encounters something called an audience, which stubbornly refuses to read the business plan. Still, putting Lionsgate and Warner Bros. Discovery side-by-side is a reminder that theatrical success — or failure — can still move the financial needle dramatically.
Not every earnings story fits so neatly into whether the movies worked. Disney, as usual, brought its own subplot. The company beat earnings expectations while its streaming operations continued to improve, but new CEO Josh D’Amaro also outlined ambitions to make Disney+ the digital centerpiece of a broader membership ecosystem incorporating entertainment, sports, merchandise, games and other benefits. Anyone with a sufficiently long memory may feel a faint sense of déjà vu. Bob Chapek, another former Disney parks executive, explored an Amazon Prime-like Disney membership concept before Bob Iger returned and dismantled much of the streaming-first structure built during Chapek’s tenure. Whether D’Amaro’s version proves fundamentally different will be worth watching. That subject probably deserves its own editorial, so we’ll resist disappearing down that rabbit hole here.
Amazon MGM, meanwhile, continues to lean into theatrical, maintaining plans for roughly 15 releases annually and a substantial yearly investment in theatrical films.
Taken together, those sharply different strategies and results make one thing fairly obvious: the post-pandemic cinema business has not arrived at some fixed new normal. It is still being built.
That is what makes the next seven weeks of industry gatherings more interesting than another crowded travel calendar. Executives will move from conventions to festivals, markets to summits and occasionally back to their offices. All the while, the industry is reconsidering release strategies, windows, marketing, alternative content, food and beverage, streaming economics and the role theaters play inside much larger entertainment businesses.
At some point, presumably, everyone is also expected to find time to run the movie business.
If CineEurope, ICTA Barcelona and IND/EX showed us what the industry has been thinking about this year, the coming weeks may tell us what it intends to do about it.
Netflix is giving awards contender “La Bola Negra” a 47-day exclusive theatrical window in North America, its longest to date, moving the film’s cinema opening forward three weeks to October 16 before it arrives on the streaming service December 2. The Spanish-language drama from Javier Calvo and Javier Ambrossi, collectively known as Los Javis, was acquired by Netflix for the U.S. following its Cannes competition premiere, where the filmmakers shared the Best Director prize with Paweł Pawlikowski for “Fatherland.” Netflix has since acquired Canadian rights as well.
The window marks a significant step beyond Netflix’s previous prestige releases. “Marriage Story” received a 30-day window in 2019, while “The Irishman” had 27 days and “Roma” roughly three weeks. Netflix is becoming more ambitious theatrically elsewhere, too: David Fincher’s upcoming film has a two-week exclusive IMAX engagement planned, while Greta Gerwig’s “Narnia: The Magician’s Nephew” is scheduled for a conventional theatrical rollout next year with a 49-day window. “La Bola Negra” has plenty working in its favor as a theatrical proposition, including its Cannes pedigree, Penélope Cruz and Glenn Close in the ensemble, a Toronto Special Presentations slot and legitimate year-end awards prospects.
Rather than spend the next few months parsing whether Netflix has suddenly found theatrical religion, exhibitors might be better served racing to make this theatrical-first strategy work. Book it, market it and keep it playing for as long as audiences show up. Ideally, Netflix should resist reminding moviegoers every five minutes that they can simply wait until December 2. Let the theatrical campaign create awareness, cultural relevance and awards momentum, then put “La Bola Negra” front and center on Netflix over the holidays. If it ultimately becomes a streaming hit because it first became a theatrical success, Netflix may rediscover something it arguably benefited from all the way back in its DVD-by-mail days: movie theaters can be one hell of a marketing platform.
Source:
Variety
Kinepolis is venturing further beyond popcorn and soda through a new partnership with Swedish restaurant and entertainment chain O’Learys, which will open a 2,500-square-meter venue connected to Kinepolis Enschede in the Netherlands this December. Kinepolis will operate the location itself as an O’Learys franchisee, combining restaurant dining, live sports, bowling, darts, billiards, karaoke and arcade games alongside the cinema. The location helps: Kinepolis Enschede sits next to De Grolsch Veste, home of FC Twente, giving the concept another sizeable audience even when nobody particularly feels like watching a movie.
For European exhibition, however, the more interesting part may be who is running the restaurant. Most European cinema operators have been considerably more cautious than their North American counterparts about expanded dining, where kitchens require space, capital, staffing and an entirely different operating skill set. Partnering with an established restaurateur gives Kinepolis a way to learn the business with somebody else’s playbook. O’Learys brings what it calls its “classic Boston-inspired menu” — though with tacos, fajitas, loaded nachos, jalapeño poppers and BBQ ribs appearing across its current menus, “American-inspired” might give Boston a little more room to breathe.
The strategy fits neatly with exhibition’s broader push to increase dwell time and capture more of a customer’s entertainment spending before and after the credits roll. It also comes as Kinepolis has been expanding aggressively in North America, completing its acquisition of Emagine Entertainment earlier this year and agreeing in June to acquire 13 Showcase Cinemas. Now it is experimenting at home with another concept North American exhibitors know well: if customers are going to have dinner, drinks and spend several hours around your cinema anyway, you might as well earn more of those euros yourself. And yes, the hospitality industry really does call this “eatertainment.” Sometimes the jargon actually describes the strategy rather well.
Source:
Celluloid Junkie
Universal Pictures Content Group has acquired rights to “Hadestown: The Musical” from Bleecker Street for the United Kingdom and Ireland, Australia and New Zealand, and South Africa following the filmed stage production’s breakout theatrical performance in North America. Trafalgar Releasing has sublicensed theatrical rights and will release the film in cinemas across the United Kingdom, Ireland, Australia and New Zealand beginning in October. The live capture, filmed in London’s West End with five members of the original Broadway cast, has grossed USD $20.3 million in North America through Sunday, according to Rentrak.
That haul has pushed “Hadestown” past “Hamilton” to become the highest-grossing live capture of a musical ever released theatrically in North America. The film features Reeve Carney, André De Shields, Amber Gray, Eva Noblezada and Patrick Page reprising their original Broadway roles in Anaïs Mitchell’s Tony-winning reinterpretation of the Orpheus and Eurydice myth. The stage production won eight Tony Awards in 2019, including Best Musical, and remains in its seventh year on Broadway and third in London’s West End.
The international expansion is another reminder that filmed theatre can be considerably more than one-night alternative programming when audiences turn up. Universal Pictures Content Group already has some evidence of that in the UK and Ireland, where its 2025 release of “Six The Musical” grossed GBP £6.16 million (USD $8.32 million) to become the market’s highest-grossing theatre title. “Hadestown” has now demonstrated comparable appetite on the other side of the Atlantic, with its North American success effectively serving as the sales pitch for the next stage of its theatrical journey.
Source:
Screen Daily
PaperAirplane Media has promoted Amanda Rufener to Senior Vice President, Exhibitor Marketing & Operations as the cinema marketing company continues expanding its relationships with studios and exhibitors. Rufener, who joined PaperAirplane in 2021 after 11 years in Lionsgate’s Exhibitor Marketing department, will lead the company’s account team and oversee partnerships with studios, exhibitors and marketplace partners, while continuing to oversee its creative asset team.
For exhibitors unfamiliar with PaperAirplane, Rufener’s promotion is a useful reason to get acquainted with the company’s growing role in theatrical marketing. Its THE HANGAR platform gives cinema marketers a centralized place to access studio-approved trailers, artwork and digital campaign materials rather than hunting through a thicket of distributor portals. PaperAirplane noted in a recent LinkedIn post that July marked the third consecutive billion-dollar month of the summer box office and that THE HANGAR surpassed 35,000 downloads during the month, with more than 765 exhibitors accessing marketing assets for more than 475 titles.
Rufener has helped build the machinery behind that growth. She was also the architect of The Tower, PaperAirplane’s group-sales platform designed to connect studios with exhibitors and streamline bulk-ticket campaigns, while her expanded role puts her increasingly close to the intersection where distributor marketing plans become exhibitor execution. That may sound like decidedly unglamorous plumbing, but anyone who has spent an afternoon searching for the correct trailer, key art or digital banner knows how quickly bad plumbing becomes everyone’s problem. As theatrical marketing becomes more fragmented across formats, platforms and territories, making that studio-to-exhibitor pipeline work more efficiently is becoming a larger part of the business than most moviegoers — and probably some people inside the industry — ever see.
Source:
Celluloid Junkie
Shaun Jones will leave Cineworld on October 31 after 25 years with the exhibitor, ending a tenure that took him from opening the company’s first multiplex in North Wales to serving as Vice President of Operations UK and a Company Director. Jones joined Cineworld in 2001 as its first externally recruited General Manager before progressing through regional and senior operational roles and becoming Vice President in 2017. Along the way, his remit stretched well beyond keeping cinemas running, encompassing at various times marketing, commercial, B2B, retail, human resources, health and safety, and facilities management.
That breadth made Jones part of Cineworld’s institutional backbone through some decidedly non-routine operating conditions. He helped lead the UK estate through the pandemic and recovery, remained part of the leadership team through the group’s Chapter 11 restructuring, and for more than a decade built and delivered Cineworld’s annual company conference with his team. His influence also extends beyond Cineworld: Jones serves on the boards of the UK Cinema Association and Digital Cinema Media, is a BAFTA member and was among the inaugural recipients of the UNIC Gold Award in 2018 for his contribution to European cinema exhibition.
In announcing his departure on LinkedIn, Jones focused less on buildings and balance sheets than on the people required to make cinemas work, praising teams who care as much on what he called “a wet Wednesday in February” as they do on blockbuster opening night. Having known Shaun for years, we can also report that this commitment to guest experience apparently extends to politely laughing at this editor’s CineEurope dad jokes; or, when necessary, deploying an admirably quizzical eye-roll. Jones says he intends to continue leading consumer businesses where teams, standards and guest experience drive performance, whether in cinema or the wider leisure and hospitality world. As for leaving Cineworld, he supplied the appropriate cinema metaphor himself: “This isn’t the end credits, just the interval.”
Source:
Celluloid Junkie
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