-- 韋德布希證券公司(Wedbush Securities)週一上調了2026年北美票房預期,理由是第一季票房強勁增長以及夏季檔影片上映。 該券商預計,今年北美票房收入將年增13%,達到98億美元,高於先前預測的10%。第一季票房營收年增25%,達到18億美元。 上週,電影業貿易展CinemaCon在拉斯維加斯舉行。韋德布希證券表示,展會期間各大電影公司都推出了強勁的影片陣容,並專注於延長戲院窗口期。 韋德布希證券的分析師,包括艾莉西亞·里斯(Alicia Reese),表示:“所有電影公司今年都比去年更有信心。” 華納兄弟探索影業(WBD)與派拉蒙天空之舞影業(PSKY)的交易成為本次活動的焦點。據里斯透露,派拉蒙執行長大衛艾里森承諾,交易完成後將提供45天的獨家院線放映窗口期,並將影片年產量提升至30部。 路透社上週報道稱,戲院業者一直要求至少45天的放映窗口期。韋德布希證券的報告指出,延長電影在戲院的放映時間有助於提升院線和串流平台的經濟效益。 里斯表示,康卡斯特(CMCSA)旗下的環球影業計劃在2027年將獨家院線放映窗口期延長至45天,而目前的窗口期為17天,預計將於2026年延長至35天。 里斯也表示,夏季檔期,尤其是第三季的影片,「目前情勢一片大好」。 上週,B. Riley Securities 將 2026 年票房預期從 94 億美元上調至 95.5 億美元,因為第一季業績優於預期。 Wedbush 將 2027 年票房成長預期從 4% 上調至 5%,達到 102 億美元。 然而,Reese 表示,如果派拉蒙和華納兄弟合併後的公司削減院線發行量,2027 年的票房預期可能會面臨下行風險。 Reese 還表示:“即便如此,我們目前的預測並不認為合併後的公司能夠達到其設定的 30 部影片的目標。”
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