Toy Story 5 Reaches For the Sky

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Motley Fool Hidden Gems Investing 20 min 5 chapters transcribed 2 months ago
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What were the box office results for Toy Story 5?

Box office results for Reaching for the Sky. You're listening to Motley Fool Hidden Gems Investing. of Hidden Gems Invested. Today, we're going to talk about some data center news that we have, also taking a question from our mailbag. But first, we need to talk about Toy Story 5 coming out over the weekend. And it was not falling with style. It was flying. This movie was incredibly well-received. And Matt, Rachel, I have to be honest with you here as I think about this. I thought Toy Story 3 was the perfect ending for that franchise. I really did. I did not like Toy Story 4. I can't imagine myself going out and seeing Toy Story 5. A lot of movies at the box office these days, I'm not really a huge fan of.
I'll wait until it comes out on streaming, but I think I'm alone there because the results are telling a different story. Yeah, it's actually been a pretty incredible massive win for Disney. So Toy Story 5 shattered expectations. They had a stunning $160 million domestic opening weekend. That's the single biggest debut of 2026 so far. If you look globally for opening weekend, the film raked in about $312 million. So definitely a sign that Pixar's legacy intellectual properties are still commanding really exceptional pricing power and audience draw in a really crowded media landscape. I think another point to make here as well, we're seeing really the box offices back in 2026. We're seeing this on track to be the highest grossing theatrical year of the post-pandemic era.
There was a report that came out from Gower Street Analytics. They revised their global box office projections upward to just under $35 billion. That's up 16% from 2024. And we're seeing this across a variety of popular franchises. You had the Super Mario Galaxy movie cross the billion dollar milestone. You had Lionsgate's Michael closing in over 900 million dollars. So we're seeing that sustained traffic. I think it's showing that theatrical distribution is reestablishing itself. We're seeing a real core driver of entertainment economics with some of these releases. So pretty exciting if you follow the space. Yeah, and I'll just add a little bit more context here. So as Rachel mentioned, this is the best year for the box office since before the COVID pandemic.
And it's not just Toy Story. Some of the other franchises have outperformed expectations. The Devil Wears Prada 2 is another recent one. It isn't just because inflation is making ticket prices higher either. That's what a lot of people kind of push back with.

Which companies are potential winners from the Toy Story 5 success?

Okay, if movies cost 10% more, isn't that just what's driving revenue? The number of tickets sold is actually up 7% compared to this point last year. So bigger audiences as well as just more money per ticket. Rachel mentioned the global numbers, but domestically $10 billion in box office revenue, which is now what they're expecting. And that's up from 8.9 million in the best post-pandemic year so far, which was 2023. We're now within striking distance of the pre-pandemic highs of the late 2010s, which were in the $11 billion range. So really good year so far. Yeah, and I think that that really bucks the narrative that I've been hearing about that the box office is pretty much dead. And I like that you pointed out the ticket sales themselves because we do have to adjust for inflation to make sure that we're comparing apples to apples.
And so actually, yeah, more people going to the movie theater. I don't think that a lot of people who are sitting on the sidelines really expected that to happen. And I know that Toy Story 5, the results it's putting up are somewhat of a surprise. And so that leads us to our next little topic here as we discuss this. What are some of the winners in a box office market that is seeing this resurgence of interest from audiences? Yeah, I mean, there's a few ways to look at this, obviously. And I'm sure Matt and I both have thoughts on this. Disney is sort of the most direct operational winner here. And when you see a theatrical event like Toy Story 5, obviously they're not just making money on ticket sales.

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