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北京时间·🕒 发布 02:54:21时区推断·⟳ 抓取 02:59:23·⚡ 决策 07-27 03:00:33 +1m10s·92.8 天前
《The Odyssey》次周末票房强劲并带动 IMAX 高占比收入
《The Odyssey》次周末北美票房约8700万美元、全球累计约6.40亿美元,IMAX 次周末全球票房约4800万美元,说明影片和高端格式需求仍强。
📄 原文Seeking Alpha↗ 原文
'The Odyssey' cruises to $87M second weekend as 'Hadestown' debuts strong
Christopher Nolan's The Odyssey remained firmly atop the North American box office this weekend, collecting an estimate…
不做 IMAX(IMAX.US)
直接受益但核心利好已随首周破纪录和Q2业绩在7月23日前后被交易,本条是周末票房续报,新增 edge 不足。
不做 康卡斯特(CMCSA.US)
Universal 票房表现正面,但对康卡斯特集团市值和收入基数太小,不能形成短线可交易重定价。
不做 迪士尼(DIS.US)
榜单中迪士尼影片表现为常规票房续报,缺少相对集团层面的新增超预期增量。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 首周末全球票房和 IMAX 高占比已经被主流媒体报道,核心强势叙事并非本条首次出现。
- IMAX 因 Q2业绩超预期和《The Odyssey》首周 IMAX 票房破纪录已出现明显股价反应。市场反应:报道称 IMAX 股价随业绩和影片首周表现一度上涨。
- 本条更新次周末票房和 IMAX 次周末4800万美元表现,但性质是周末票房复盘。
关键理由
- 《The Odyssey》次周末北美票房约8700万美元、全球累计约6.40亿美元,IMAX 次周末全球票房约4800万美元,说明影片和高端格式需求仍强。
- 对康卡斯特(CMCSA.US)和迪士尼(DIS.US)而言,单片周末票房相对集团收入和市值太小,难以形成短线可交易增量。
- IMAX(IMAX.US)受益最直接,但首周破纪录、Q2业绩和管理层全年票房目标已在前几日被市场交易,本条只是周末续报,新增 surprise 不足。
主要风险
- IMAX 的核心风险是该催化已在7月23日前后随业绩和首周票房被充分扩散,次周末数据更像确认而非新催化。
- 下周新片竞争可能削弱《The Odyssey》的后续排片和票房延续性。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
IMAX 的业绩超预期、首周票房破纪录和全年目标已在本条前形成市场关注,削弱次周末续报的新增交易边际。
检索:IMAX Odyssey Q2 earnings stock already surged price in 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-26 · 影响 weakens
AP提到下周《Spider-Man: Brand New Day》将带来竞争,可能影响《The Odyssey》后续票房延续。
检索:The Odyssey next weekend competition Spider-Man box office 原文 ↗
原文全文
展开原文 · 2,719 字
Christopher Nolan's The Odyssey remained firmly atop the North American box office this weekend, collecting an estimated $87.0 million in its second frame as newcomers Hadestown: The Musical and Motor City entered the top 10, according to Rentrak estimates.
Universal's (CMCSA) mythological epic slipped just 30% from its opening weekend, an unusually strong hold for a blockbuster of its size. Playing in 3,942 theaters, the film generated a hefty $22,070 per-theater average and lifted its domestic total to $286.4 million through Sunday. Worldwide, The Odyssey crossed the $600 million mark, reaching an estimated $639.6 million, including $353.2 million from international markets.
The weekend's strongest new release was Bleecker Street's Hadestown: The Musical, which debuted in fourth place with $9.69 million from 1,949 theaters, delivering a solid $4,973 per-theater average. The filmed version of the Tony Award-winning Broadway production features the original principal cast and adapts the acclaimed folk-and-jazz retelling of the Orpheus and Eurydice myth.
The performance suggests audiences remain willing to turn out for theatrical event programming beyond traditional Hollywood franchises, even as established tentpoles continue to dominate multiplexes.
Disney's (DIS) live-action Moana held second place with $10.5 million in its third weekend, bringing its domestic total to $102.5 million. Globally, the film has reached an estimated $228.2 million.
Pixar's (DIS) Toy Story 5 continued its strong run in sixth weekend release, earning $10.0 million, down just 27% from the previous weekend. The animated sequel has now grossed $448.6 million domestically and an estimated $1.02 billion worldwide, becoming one of the highest-grossing animated films ever released.
Universal (CMCSA) and Illumination's Minions & Monsters rounded out the top five with $9.6 million in its fourth weekend, pushing its domestic total to $155.4 million and worldwide receipts to nearly $412 million.
Further down the chart, IFC Films' (AMCX) revenge thriller Motor City opened in ninth place with $1.63 million from 1,600 theaters, while Neon launched Nicolas Winding Refn's futuristic thriller Her Private Hell outside the top 10 with $530,000 from 675 locations.
Meanwhile, IMAX (IMAX) continued to benefit from The Odyssey's momentum. The film generated $48 million in global IMAX ticket sales during its second weekend, marking the format's biggest sophomore weekend ever for a film. North American IMAX screens accounted for 27.7% of the film's domestic gross despite representing just 443 theaters, while premium 70mm IMAX engagements remained largely sold out into September.
Top 10 domestic box office (July 24-26)
Universal's (CMCSA) mythological epic slipped just 30% from its opening weekend, an unusually strong hold for a blockbuster of its size. Playing in 3,942 theaters, the film generated a hefty $22,070 per-theater average and lifted its domestic total to $286.4 million through Sunday. Worldwide, The Odyssey crossed the $600 million mark, reaching an estimated $639.6 million, including $353.2 million from international markets.
The weekend's strongest new release was Bleecker Street's Hadestown: The Musical, which debuted in fourth place with $9.69 million from 1,949 theaters, delivering a solid $4,973 per-theater average. The filmed version of the Tony Award-winning Broadway production features the original principal cast and adapts the acclaimed folk-and-jazz retelling of the Orpheus and Eurydice myth.
The performance suggests audiences remain willing to turn out for theatrical event programming beyond traditional Hollywood franchises, even as established tentpoles continue to dominate multiplexes.
Disney's (DIS) live-action Moana held second place with $10.5 million in its third weekend, bringing its domestic total to $102.5 million. Globally, the film has reached an estimated $228.2 million.
Pixar's (DIS) Toy Story 5 continued its strong run in sixth weekend release, earning $10.0 million, down just 27% from the previous weekend. The animated sequel has now grossed $448.6 million domestically and an estimated $1.02 billion worldwide, becoming one of the highest-grossing animated films ever released.
Universal (CMCSA) and Illumination's Minions & Monsters rounded out the top five with $9.6 million in its fourth weekend, pushing its domestic total to $155.4 million and worldwide receipts to nearly $412 million.
Further down the chart, IFC Films' (AMCX) revenge thriller Motor City opened in ninth place with $1.63 million from 1,600 theaters, while Neon launched Nicolas Winding Refn's futuristic thriller Her Private Hell outside the top 10 with $530,000 from 675 locations.
Meanwhile, IMAX (IMAX) continued to benefit from The Odyssey's momentum. The film generated $48 million in global IMAX ticket sales during its second weekend, marking the format's biggest sophomore weekend ever for a film. North American IMAX screens accounted for 27.7% of the film's domestic gross despite representing just 443 theaters, while premium 70mm IMAX engagements remained largely sold out into September.
Top 10 domestic box office (July 24-26)
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