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The Movie Theater Wasn't Dying; Hollywood Just Forgot Why We Went
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For the better part of six years, we've been conducting an autopsy on a patient who keeps sitting up.
The movie theater is dying. Streaming killed it. COVID finished it. Audiences don't want to leave the house anymore. Young people would rather stare at their phones. Nobody wants to spend twenty bucks on a ticket and another twenty on popcorn. The theatrical window is obsolete. The future is watching a $200 million movie on the same television where you watched somebody make lasagna on YouTube five minutes earlier.
We've heard all of it. And some of it wasn't even wrong.
But Hollywood just finished its strongest summer at the North American box office since the pandemic. According to Reuters, theaters in the United States and Canada generated about $4.6 billion from the first weekend in May through August 30 — 26 percent more than the comparable summer period last year.
Apparently somebody forgot to tell the corpse. Maybe the movie theater wasn't dying. Maybe Hollywood just forgot why we went.
LET'S ALL GO TO THE LOBBY
There was a time when going to a movie was not simply a method of accessing content. You went to the movies. Those are different things.
There was a ritual involved. You drove there. You stood in line. You bought popcorn priced according to economic principles understood only by OPEC and theater concession managers. You found your seat. The lights went down. Then something important happened: for the next two hours, you were surrounded by strangers who had agreed to do exactly the same thing.
They laughed when you laughed. They jumped when you jumped. Somebody inevitably whispered at precisely the wrong moment. A hundred people gasped together when Darth Vader told Luke Skywalker who his father was. That's not content delivery. That's an experience.
Ryan Reynolds understood the distinction perfectly this week after Christopher Nolan's THE ODYSSEY passed DEADPOOL & WOLVERINE as the highest-grossing R-rated movie in history. Rather than lament losing the record, Reynolds celebrated people returning to theaters, telling Variety: "There's no better shared experience."
Exactly. Hollywood spent years trying to figure out how theaters could compete with streaming, but perhaps it was asking the wrong question. Streaming can deliver a movie to my house better than a multiplex can. A multiplex can deliver an audience better than streaming ever will.
THE SUMMER THE AUDIENCE CAME BACK
Look at what happened this summer. SPIDER-MAN: BRAND NEW DAY became an absolute monster. Christopher Nolan persuaded audiences to spend nearly three hours with an R-rated adaptation of a poem roughly 2,700 years old. TOY STORY 5 brought families. THE DEVIL WEARS PRADA 2 and MICHAEL drew heavily from female audiences. BACKROOMS and OBSESSION brought Gen Z.
That last part matters. We're constantly told younger audiences have abandoned traditional entertainment for TikTok, YouTube and whatever comes next. Yet Reuters found strong Gen Z turnout for BACKROOMS and OBSESSION, while Universal's domestic theatrical distribution chief Jim Orr said theaters were seeing strength across age groups and demographics. The summer's box-office rankings tell the same broader story: superheroes, animation, horror, sequels and a classical epic all found substantial audiences.
That doesn't look like the death of theatrical exhibition. It looks like demand. More importantly, it wasn't demand for one magic genre. Hollywood didn't rediscover a formula. It rediscovered variety.
EVENTUALLY, A MOVIE HAS TO BE AN EVENT
THE ODYSSEY may be the most interesting evidence in the case. Think about the pitch: an R-rated, three-hour adaptation of Homer directed by Christopher Nolan. There is no cinematic universe required. Nobody needs to watch six streaming series before buying a ticket. There isn't a post-credit scene setting up THE ILIAD: ENDGAME.
It's a filmmaker saying: I made something you need to see on a very large screen. And people believed him.
THE ODYSSEY has now grossed more than $1.5 billion worldwide and become the highest-grossing R-rated movie ever made. Its large-format performance has been exceptional; the film was shot entirely with IMAX film cameras, and demand for IMAX 70mm screenings has been strong enough for additional September engagements. That isn't merely a box-office statistic. It's evidence that presentation itself can still be part of the product.
Nolan has spent years reminding audiences that a movie can be designed for a room rather than merely delivered to a screen: big image, big sound, a format that makes the television in your living room feel like exactly what it is — smaller.
That's an important lesson. If a movie looks just as satisfying on my television a few weeks later, Hollywood has trained me to wait. If seeing it in a theater is meaningfully different, Hollywood has given me a reason to leave the house. That's not nostalgia. That's a business model.
THE STREAMING WARS TAUGHT US THE WRONG LESSON
Streaming was supposed to replace theaters because streaming was more convenient. It absolutely is. So is ordering a pizza instead of going to a restaurant. Restaurants somehow continue to exist.
The mistake was assuming convenience was the only thing audiences valued. Hollywood then spent billions trying to turn every studio into Netflix. Movies became "content." Television became "content." Libraries became "content." Everything existed to fill an endless digital shelf so subscribers would keep paying next month.
Something got lost in the translation: anticipation, urgency and communality.
If a movie arrives on a streaming service Friday, I can watch it Friday. Or Saturday. Or next Wednesday. Or six months from now. Eventually, "I can watch that whenever I want" becomes "I never watched that."
A theatrical release creates an appointment. More importantly, a successful theatrical release creates a conversation. People see something. They talk about it. Other people don't want to be left out. Suddenly a movie isn't merely available. It's happening.
THE DEATH OF SHARED ENTERTAINMENT MAY HAVE BEEN GREATLY EXAGGERATED
I've written before about the fragmentation of shared entertainment: the slow disappearance of the era when tens of millions of Americans watched the same television show on the same night and everybody knew who shot J.R. the next morning. That world isn't coming back, but perhaps the obituary for shared entertainment was premature.
Streaming shattered the schedule. Social media shattered the audience. Infinite entertainment choices shattered almost everything else. Movie theaters retain one peculiar advantage: they can still put strangers in a room together.
That's why a packed screening feels different from watching exactly the same movie at home. A comedy is funnier when two hundred people are laughing. A horror movie is scarier when the entire room is holding its breath. A superhero entrance is bigger when the audience erupts. Sometimes the experience itself becomes part of the memory.
You don't merely remember seeing the movie. You remember seeing the movie with everybody else.
DON'T START PRINTING THE "MISSION ACCOMPLISHED" BANNER
None of this means the movie business has magically repaired itself. Reuters notes that the number of wide releases is still below pre-pandemic levels. Ticket and concession prices remain an obstacle for many families. Too many pictures cost so much to make that earning hundreds of millions of dollars can somehow still qualify as disappointing. One successful summer does not erase COVID, the 2023 labor strikes, changing consumer habits or years of strategic confusion.
There is also a dangerous lesson Hollywood could take from this. SPIDER-MAN made enormous money, therefore make more Spider-Man. TOY STORY made enormous money, therefore make more Toy Story. Sequels worked, therefore make nothing but sequels.
That would miss what actually happened. Alongside the familiar franchises were horror pictures finding young audiences, filmmakers selling movies on their own names and, most spectacularly, audiences turning an ancient Greek epic into one of the biggest films in history.
The lesson isn't "make more franchises." The lesson is "give people a reason to care."
WHY WE WENT
The movie theater was never going to beat streaming at convenience. It doesn't need to. It needs to beat streaming at being a movie theater.
Make films people want to see before somebody spoils them. Make images worth seeing on enormous screens. Make comedies people want to laugh at together. Make horror movies people want to scream through together. Make something spectacular enough that watching it for the first time while folding laundry feels like a waste.
And then let people experience it together.
Hollywood spent years wondering whether audiences would ever come back. This summer, they did — not because somebody invented a revolutionary concession strategy, and not because audiences canceled their streaming subscriptions and threw their televisions out the window. They came back because there were movies they wanted to see, and because some movies are still better when the rest of the room is seeing them too.
The industry's recovery is incomplete, and nobody should confuse one strong summer with a permanent cure. But $4.6 billion is a fairly persuasive sign of life.
It turns out the oldest sales pitch in the business still works.
Let's all go to the movies.
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