--- title: "Did Tron: Ares’ Blockbuster IMAX (IMAX) Performance Just Shift the Premium Cinema Investment Narrative?" description: "Disney's \"Tron: Ares\" led the weekend box office with $33.5 million domestically, including $6.6 million from IMAX, highlighting the importance of premium cinema formats. IMAX's strategy includes expa" type: "news" locale: "en" url: "https://longbridge.com/en/news/261297162.md" published_at: "2025-10-15T16:15:35.000Z" --- # Did Tron: Ares’ Blockbuster IMAX (IMAX) Performance Just Shift the Premium Cinema Investment Narrative? > Disney's "Tron: Ares" led the weekend box office with $33.5 million domestically, including $6.6 million from IMAX, highlighting the importance of premium cinema formats. IMAX's strategy includes expanding its global footprint with new systems by 2026. Despite strong box office performance, IMAX's reliance on blockbuster releases poses risks. The outlook anticipates $466 million in revenue by 2028, with a fair value estimate of $34.36, suggesting a 10% upside. Investors should consider content volatility as a key risk to revenue growth. - Disney's "Tron: Ares" topped the weekend box office in the past week, earning US$33.5 million domestically and US$60.5 million worldwide, with IMAX accounting for US$6.6 million, or about 20%, of the domestic haul from premium screens. - This strong IMAX contribution underlines the growing importance of premium cinema formats in driving audience turnout and box office performance for major releases. - We'll explore how IMAX's significant role in premium formats for "Tron: Ares" impacts its broader investment narrative and future outlook. These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. ## IMAX Investment Narrative Recap Owning IMAX means believing in the ongoing appeal of premium theatrical experiences and the company's ability to capture a disproportionate share of blockbuster-driven attendance. While the strong IMAX share in Disney's "Tron: Ares" weekend reinforces this narrative, the news is unlikely to shift the near-term catalyst, which remains tied to the continued release schedule of major tentpole films, though any disruption or volatility in this pipeline still looms as the principal business risk. From recent company updates, the Apple Cinemas agreement stands out: five new IMAX systems and upgrades at three locations in the U.S. are slated for 2026, aligning with IMAX's strategy to grow its global footprint. This expansion directly supports the catalyst of geographic diversification and network scale, as highlighted by large openings like "Tron: Ares," but ongoing risks around content supply persist. However, it's essential for investors to recognize that, despite strong box office showings, IMAX's reliance on blockbuster releases means that if the film pipeline ... Read the full narrative on IMAX (it's free!) IMAX's outlook anticipates $466.0 million in revenue and $74.0 million in earnings by 2028. This is based on an expected annual revenue growth rate of 8.7% and an earnings increase of $41.2 million from the current $32.8 million. Uncover how IMAX's forecasts yield a $34.36 fair value, a 10% upside to its current price. ## Exploring Other Perspectives Simply Wall St Community members estimate IMAX's fair value between US$34.36 and US$57.96, from two distinct forecasts. With blockbuster content volatility remaining a key risk to revenue growth, it's important to assess how varied views may shape your own expectations. Explore 2 other fair value estimates on IMAX - why the stock might be worth just $34.36! ## Build Your Own IMAX Narrative Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd. - A great starting point for your IMAX research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. - Our free IMAX research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IMAX's overall financial health at a glance. ## Interested In Other Possibilities? Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped: - Uncover the next big thing with financially sound penny stocks that balance risk and reward. - The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. - AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Related Stocks - [IMAX.US - IMAX](https://longbridge.com/en/quote/IMAX.US.md) - [DIS.US - Disney](https://longbridge.com/en/quote/DIS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 迪士尼申请发行四部分票据，具体规模尚未披露 | 迪士尼提交了四部分票据发行申请，具体规模未披露 | [Link](https://longbridge.com/en/news/275492477.md) | | 好莱坞对新的 Seedance 2.0 视频生成器感到不满 | 好莱坞对字节跳动推出的新 AI 视频生成器 Seedance 2.0 表示强烈反对。包括电影协会在内的批评者认为，该工具通过允许用户在没有保护措施的情况下使用真实人物和知识产权的肖像来促进版权侵犯。迪士尼也发出了停止侵权信，指责字节跳动未经 | [Link](https://longbridge.com/en/news/275985752.md) | | 迪士尼 26 财年一季度营收同增 5%，净利下滑 6%，娱乐与体育板块拖累盈利｜财报见闻 | 迪士尼 2026 财年一季度营收同增 5% 达 259.8 亿美元，净利润下滑 6% 至 24 亿美元。增长主要由体验板块（主题乐园及邮轮业务）驱动，经营利润占比超七成；娱乐与体育板块利润分别下滑 35% 和 23%，受内容成本上升、广告疲 | [Link](https://longbridge.com/en/news/274532332.md) | | 迪士尼｜8-K：2026 财年 Q1 营收 260 亿美元超过预期 | | [Link](https://longbridge.com/en/news/274508243.md) | | 据报道，迪士尼的《白雪公主》因票房惨败导致公司损失超过 1 亿美元 | 迪士尼的真人版《白雪公主》据报道损失约 1.7 亿美元，总制作成本达到 3.365 亿美元。尽管获得了来自英国政府 6490 万美元的补偿，但该片的票房表现惨淡，仅收入 1.029 亿美元。影片面临重大争议，包括演员彼得·丁拉基和女主角瑞秋 | [Link](https://longbridge.com/en/news/275832690.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.