Having an IMAX release is an integral component of turning a big movie into a blockbuster, and IMAX sits in the middle of the global content ecosystem as a curator for blockbuster releases.
Gelfond positions IMAX at the center of Hollywood and the global content ecosystem, arguing that a blockbuster breakout now requires an IMAX release — a position the market is only now waking up to. ✦ AI generated
Rich Gelfond · The Compound · 2026-08-10 · original ↗
starts at this moment · 0:43
“I think nothing is more important to the livelihood of the movie business than an IMAX open and everyone is now figuring it out. ... where you think you sit.”
We consider ourselves very much in the middle of the Hollywood ecosystem. And it's not just Hollywood, it's the global um content ecosystem. So, we're almost like a curator in a way. So if you have a big movie and you want it released in a way that it's going to turn into a blockbuster or it's going to break out, I think having an IMAX release is an integral um component of that. ... It feels incomplete if there's not an IMAX release concurrent with uh the theatrical release. It it feels almost like h how do they not get IMAX screens. And the first time I really started to feel that way was reading press reports about how voseiferously Tom Cruz was lobbying for more screens for the Mission Impossible two-parter.
verbatim transcript · starts at 0:43
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0:57All with Betterment Advisor [music] Solutions. Your biggest regret will be not doing it sooner. Learn more at betterment.com/advisors. [music] Thank you, Nicole. Ladies and gentlemen, welcome to live from the compound. We have a very special guest here. I've never seen Michael I've seen you this excited once. Eli >> Eli Manning is here. [music] Um but you're very very very excited. Today we have a very special guest. Rich Galon
1:23has been CEO of IMAX [music] Corporation since April 2009 and a director since 1994 when he and Bradley Wexler acquired the company. He previously served as co-CEO with Wexler from 1996 to 2009 and as co-chairman from 1999 [music] to 2009. Before IMAX, Gelfon worked as an investment banker and M&A attorney. That's your official intro, [music] but I actually had something a little un unofficial in mind. Are you okay with
1:54that? >> Well, you didn't mention that I'm a better quarterback than Eli Manning. >> Fair. Fair. We did leave that out. What I wanted to say is I think you preside over a company that right now is among the most important companies in Hollywood. I know you're not uh literally in Hollywood, but I I in my opinion, you can tell me if you think I'm right or wrong, I think nothing is
2:18more important to the livelihood of the movie business than an IMAX open and everyone is now figuring it out. I think the stock price reflects that and I think the casual fan understands that and now I'm assuming the executives all understand that. he arrived at that conclusion years ago in talking about your stock. But we'd love to hear from uh your perspective where you think you sit.
2:43>> Well, I really appreciate you saying that. We have felt that way for a while and the and the reason is we consider ourselves very much in the middle of the Hollywood ecosystem. And it's not just Hollywood, it's the global um content ecosystem. So, we're almost like a curator in a way. So if you have a big movie and you want it released in a way that it's going to turn into a
3:08blockbuster or it's going to break out, I think having an IMAX release is an integral um component of that. And we have thought that and our business plan probably since you bought the stock or >> May 14th, 2024, 17 bucks a share. was even before that was we our alliance with filmmakers our alliance with studios and again it's really important to underline on a global basis so we we
3:36have 800 theaters in China you know we did Neha in China which probably no one on this podcast has heard of but it did $1.2 2 billion dollars US a movie. If there's a big movie, we've been in the middle of it. And as that's happened, we've tried as a business strategy to say how can we use our new found position to strengthen it and to increase the value of the brand and to
- ·IMAX sits in the middle of the global content ecosystem
- ·Acts as a near-curator for blockbuster releases
- ·Big movies need an IMAX release to break out as blockbusters
- ·Theatrical release feels incomplete without IMAX