智通财经APP获悉，华尔街大行高盛近日发布"2025年5月北美电影行业票房数据追踪报告"，这份统计 数据显示，北美票房在2025年前5个月同比大幅增长26%，但仍显著低于疫情前水平。尤其是第二季度 票房预计同比跃升55%，接近2019年同期的92%，推动高盛分析团队小幅上调了2025年和2026年全年票 房预测至约95亿美元和96亿美元。但是，高盛认为北美影院以及整个电影行业的基本面依然存在结构性 的挑战(比如缺乏持续性的重磅影片导致票房恢复进度不确定性、人均观影频次持续下滑以及成本压力 等)。 高盛调查报告显示，尽管《雷霆特攻队》《空手道少年传奇》《碟中谍8》等重磅热映大片推动北美在 上半年的票房全面回暖，但是这三部热门电影上映迄今的票房表现不及市场预期，一些中等规模影片如 Sinners(《罪人》)、Final Destination: Bloodlines(《死神来了：血脉》)和迪士尼的《星际宝贝》(Lilo & Stitch)取得了稳健的票房表现，为市场注入动能。 高盛分析团队继续对于北美影院股持审慎态度，维持对于美国电影行业领军者Cinemark(CNK.US)以及 IMAX(IMAX.US) 的" ...

Group 1 - AMC Theatres plans to reduce movie ticket prices by 50% starting July 9, aiming to attract more viewers during the week [1] - The discount applies to regular adult evening movie tickets, including those in premium formats like IMAX, with a small additional fee [1] - AMC reported an 11% year-over-year decline in ticket revenue for Q1, marking the worst performance for the industry since 1996, excluding pandemic factors [1] Group 2 - The U.S. movie market has seen a continuous decline in attendance over the past two decades, with box office revenue halved since 2002 due to the rise of streaming services [1] - AMC's CEO Adam Aron stated that the Q1 box office slump is an anomaly that has self-corrected, driven by the release of popular films in Q2 [1] - Upcoming major releases, such as Paramount's "Mission: Impossible 8" and Disney's "Lilo & Stitch," are expected to boost ticket sales [1] Group 3 - Discounts will also be available for films released at the end of June and early July, but only for AMC loyalty members [2] - AMC has previously offered discounted ticket prices on Tuesdays, with regular prices often exceeding $20 in major markets [2] - The 50% discount strategy is a temporary adjustment to test price-sensitive audience willingness to return and to promote summer blockbusters [2] Group 4 - The effectiveness of this price reduction strategy in reversing the industry's decline remains uncertain, as North American cinemas have historically relied on premium formats for revenue growth rather than increasing foot traffic [2] - The ongoing price promotion, lasting until the end of August, will be a critical test of the resilience of the cinema economic model amid the competition from streaming platforms [2]

智通财经APP获悉，近日，迪士尼(DIS.US)召开2Q25FY业绩会。管理层表示，公司的重点必须始终放 在为未来建设，同时也关注当下的管理。着眼未来并推动增长是推进四大战略重点的重要工作核心。从 第二季度的业绩来看，取得了卓越的进展。第二季度表现非常强劲，调整后的每股收益同比增长 20%，为 2025 财年的上半年画上了一个坚实的句号。 公司的娱乐业务，包括电影、电视剧、新闻和体育，继续实现强劲增长。故事片继续在全球票房上取得 成功。漫威影业的《雷霆特攻队》上周上映，目前是全球排名第一的电影，也是近年来评价最好的漫威 电影。 对今年剩余时间的电影上映计划感到兴奋，包括真人版《星际宝贝》、皮克斯的《艾利欧》、漫威的 《神奇四侠：第一步》、《怪怪星期五》、迪士尼动画工作室的《动物城 2》以及壮观的《阿凡达：火 与灰》。对普通娱乐和新闻节目的表现也非常满意。 总体而言，广泛的高质量内容和节目组合使公司能够继续在流媒体业务中实现收入和盈利的增长。流媒 体仍然是迪士尼的重点优先事项和核心增长平台。随着不断前进，产品的改进将继续提升用户体验、增 加参与度并减少流失率，从而使能够随着时间的推移以更快的速度发展这一战略业务 ...