AMC-Universal Deal Is A Tonic For Theatrical Business, Wall Street Analysts Say, But Ratchets Up Risk For Exhibitors

Pictures is a near-term positive for the theatrical film business but a potential headache for exhibitors down the road.

Nathanson sees the “template” created by the AMC-Universal pact putting “the rest of the industry at a disadvantage” because it sets terms at a certain level as a starting point. On the other hand, he argued, “exhibitors would benefit if the PVOD window helps de-risk future movie investments and leads to more green-lighting of movies, especially independent and mid-tier films.

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