Ben Fritz

And when people do go to the theaters, though, they tend to want this premium experience that's really different than what you can get at home.

It really feels like this is worth leaving my house for.

And I don't mind spending a few extra bucks for it.

So movies that are on IMAX are really consistently overperforming and making more money.

That's why studios and filmmakers really want to get those screens.

Sort of, yeah.

I mean, the CEO of IMAX is a guy named Rich Gelfand, and he is one of the most in-demand people in Hollywood these days because he controls what goes on these screens.

And usually it's just one movie at a time.

And he's planning out two, three years in advance now.

So people are going to Rich.

They're showing him the early ideas for their movie.

It could be concept art.

It could be pre-vis.

It could be the first footage they've shot.

And they're saying, this movie is going to be awesome.

It's going to be so great in IMAX.

People are going to flock to your screens for it.

Will you please reserve me a time in May of 2027 or whatever on your screens?

That's exactly right.

That's also why they want to get these screens far in advance, because if you wait until the last minute, they're usually booked.