Disney pitches rival studios on Infinity Vision to challenge Imax - Bloomberg

Investing.com -- Walt Disney Company (NYSE: DIS) is pitching rival Hollywood studios on joining its new premium large-format theater initiative, seeking to turn its recently launched Infinity Vision brand into an industry-wide standard capable of challenging Imax Corp's (F: IMX) dominant position in high-margin cinema experiences. The media giant has held preliminary discussions with Paramount Pictures, Universal Pictures, Lionsgate Studios, and Sony Pictures Entertainment to certify and market their upcoming releases under the Infinity Vision banner, according to Bloomberg reporting.

The outreach marks a strategic push to transform what began as an internal distribution workaround into a broader commercial ecosystem. Disney unveiled the certification in April through partnerships with major theater operators, standardizing existing auditoriums featuring laser projection, Dolby 7.1 surround sound, and screens measuring at least 50 feet wide across footprint networks such as AMC’s XL and Cinemark’s XD.

By unifying these fragmented exhibitor brands under a single consumer label, Disney has established a network of roughly 5,500 qualified screens globally, nearly three times the total footprint operated by Imax. That immediate scale offers rival studios a compelling distribution alternative, particularly during crowded holiday release windows where access to premium screens directly dictates opening weekend economics.

The initiative was catalyzed by a rare distribution bottleneck surrounding Disney’s upcoming superhero tentpole Avengers: Doomsday, which opens December 18. Because Warner Bros. and Skydance secured exclusive access to Imax’s global network for Denis Villeneuve’s Dune: Part Three during the same weekend, Disney was forced to optimize alternative premium screens to protect its box office baseline.

Rival studios have shown early interest in the proposal, though several are monitoring how effectively Disney’s initial marketing campaign for Avengers: Doomsday drives consumer awareness before committing their own slates. Securing participation from major peers would immediately lend commercial credibility to the nascent brand, transforming exhibitor-owned large screens into a synchronized marketing engine capable of commanding premium ticket pricing.

For its part, Imax maintains a deeply entrenched moat built on proprietary camera tech, direct filmmaker relationships, and white-glove technical monitoring that theater chains cannot easily replicate. Even so, Disney's attempt to mobilize exhibitor scale against Imax’s technological monopoly underscores how critical premium screen inventory has become to studio profitability.

Investors reacted favorably to the strategic ambition as Disney shares rose 2% in Thursday trading ahead of the market close. The broader market appears to view the initiative as a low-capital method for Disney to extract higher yields from its theatrical pipeline while asserting greater leverage over global distribution channels.

Original Article

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