Disney creates Infinity Vision premium format after Avengers loses IMAX screens to Dune

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Summary · why it matters

Disney is launching a new premium large format certification called Infinity Vision after its upcoming Avengers: Doomsday was shut out of IMAX screens by Warner Bros.' Dune: Part Three, which opens on the same December 18 date. Infinity Vision is not a new hardware system but a stamp of approval for existing premium auditoriums that meet technical requirements including a screen at least 50 feet wide, laser projection, and 7.1-channel Dolby surround sound. Disney says more than 75 domestic and 300 global premium large-format auditoriums already qualify, and the program has received over 7,500 applications from screens worldwide. The move comes as IMAX, which commands roughly 400 North American screens, has committed its venues to Dune: Part Three for three weeks, locking out the Marvel blockbuster from a format that can capture up to a quarter of a major film's opening-weekend gross. Disney is betting that Infinity Vision can help recapture premium-ticket revenue for Doomsday, which follows the studio's recent leadership change under new CEO Josh D'Amaro and a round of roughly 1,000 job cuts earlier this year.

Impact on assets 4

Communication Services± Mixed · 4 stocks
Walt Disney Company
DIS
▲ PositiveTechnologyrelevance

Disney launches Infinity Vision premium format to capture premium-ticket revenue for Avengers: Doomsday after losing IMAX screens.

Imax Corp
IMAX
▼ NegativeCompetitionrelevance

IMAX loses Disney's upcoming Avengers: Doomsday to its own Infinity Vision format, as IMAX screens are locked into Dune: Part Three.

Warner Bros Discovery Inc
WBD
▲ PositiveCompetitionrelevance

Warner Bros.' Dune: Part Three secures IMAX screens for three weeks, locking out Disney's Avengers: Doomsday.

IMAX China Holding Inc
1970
▼ NegativeCompetitionrelevance

IMAX China may be affected by the competition from Infinity Vision, though not directly mentioned.

Off-coverage companies 1

Marvel EntertainmentPrivate± Mixed
relevance