Wednesday, October 9, 2019
U.S. firms with Sales in China through 2018.

Wednesday, October 9, 2019
Tracking  Pension Data in Calcbench

Friday, October 4, 2019
In Depth: Leasing Costs in Retail Sector

Thursday, September 19, 2019
Alibaba and Cloud Computing

Monday, September 16, 2019
Introducing Critical Audit Matters

Wednesday, September 11, 2019
Our Fireside Chat on Goodwill Assets

Friday, September 6, 2019
Pulling Forward Share Buybacks

Saturday, August 31, 2019
A Quick Catch-Up on VMWare

Friday, August 23, 2019
By the Numbers: Restructuring Costs Over Time

Wednesday, August 21, 2019
WeWork Liabilities, Part II

Tuesday, August 20, 2019
WeWork’s Liabilities in Perspective

Wednesday, August 14, 2019
Comparing LinkedIn, Twitter Revenue

Wednesday, August 7, 2019
Leasing’s Effect on Retail Balance Sheets

Thursday, August 1, 2019
Using Calcbench to Find China Exposure

Tuesday, July 30, 2019
Leasing Details: The Comcast Example

Monday, July 29, 2019
Easy Fundamental Equity Analysis in Python

Monday, July 22, 2019
Calcbench Data and Tax Reform Insight

Wednesday, July 17, 2019
Downshifting in the Trucking World

Tuesday, July 16, 2019
New Report: Adoption of New Lease Accounting Standard

Friday, July 5, 2019
More Consequences of Lease Accounting

Archive  |  Search:
Calcbench Goes to the Movies
Sunday, September 16, 2018

Stop everything! We interrupt our regular posts on leasing costs, tax reform, revenue recognition, and the like to bring you the really important stuff — like, which films are hitting the biggest of the big screens in 2019!

There we were, skimming the latest quarterly report from IMAX, when we saw it in the Management Discussion & Analysis, right there on Page 54: a complete list of all films IMAX currently plans to release in 2019, with planned release dates.

After all, IMAX makes its money from distributing films, so why wouldn’t its looming lineup be something worth discussion in the MD&A? IMAX has firm plans to release 45 films in 2018, and is working to release as many as 60 when all is said and done. (That would be comparable to the 60 films it distributed in 2017.)

So far the company has announced 17 films for 2019. Among the notables:

  • X-Men: Dark Phoenix, coming out in February. Looks like a continuation of the next generation of X-Men films starring Jennifer Lawrence, James McAvoy and Michael Fassbender, which makes us wonder about the supposed reboot Disney might do with the franchise once it gets its clutches on all those assets from 20th Century Fox.
  • Captain Marvel, coming in March. In this film, Captain Marvel carries the hopes and dreams of millions of Disney investors praying she can keep the Marvel Studios juggernaut rolling out one blockbuster after another into the 2020s.
  • Avengers 4, coming in April. Captain Marvel will appear in this film too, so see our above line about hopes and dreams and investors and blockbusters.
  • Spider-Man: Far From Home, due out next July. We have been saying this for months — everyone who dies in Avengers: Infinity War has to come back, because their sequel films are already on the books!
  • Frozen 2, in November 2019. Hey, the first film grossed $1.3 billion. With numbers like that, you knew Disney execs would review a sequel proposal and let it go.
  • Star Wars: Episode IX, coming in December 2019. Well, fine, but we’re still waiting for a Jabba the Hutt solo film. Long overdue.

So on a more serious note, it’s interesting to see the deep ties IMAX has to Disney. Eight of the 17 titles IMAX has confirmed so far for 2019 are Disney titles. More important is that another three titles are from 20th Century Fox — so when Disney does take full control of those assets from the Fox-Disney merger (which investors approved earlier this summer), that will be 11 of 18 films. Disney will be an enormously important partner for IMAX.

Food for thought, along with the popcorn you grab on your way to see Venom or First Man. IMAX is releasing both of those next month.

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