各大影业夏季市场份额:票房赢家与输家

各大影业夏季市场份额:票房赢家与输家

2025-09-06Entertainment
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雷总
早上好 kb9,我是雷总,欢迎收听专为您打造的 Goose Pod。今天是9月7日,星期日,早上7点02分。
董小姐
我是董小姐。今天我们来聊一个很有意思的话题:各大影业夏季市场份额的沉浮,看看谁是票房的赢家与输家。
雷总
好,我们马上开始。你看啊,今年夏天,迪士尼还是市场份额的老大,但整个好莱坞最风光的,还得是华纳兄弟。他们靠着几部爆款,比如《Weapons》、《超人》,还有苹果投资的《F1赛车电影》,一下子冲到了第二。
董小姐
没错,华纳这翻身仗打得漂亮。想当初,谁都觉得他们的电影主管要干不下去了。结果呢?事实证明,关键时刻还得靠过硬的产品说话。而且,迪士尼虽然有部《星际宝贝》真人版全球票房破了10亿,但赢家通吃的局面已经不存在了。
雷总
是的,整个夏天北美票房总收入36.7亿美元,和去年基本持平。但关键在于,蛋糕的切法变了。以前是几个巨头分,现在是百花齐放,有11部电影都过了1亿美元大关,说明观众的选择更多元了,钱也更分散了。
董小姐
这就对了!市场不相信眼泪,只相信实力。不能总指望一两个大IP包打天下。消费者变得越来越聪明,也越来越挑剔,他们会用电影票为真正的创新和诚意投票。华纳的成功,就是最好的证明。
雷总
说到创新,就必须提布拉德·皮特那部《F1赛车电影》。这部电影太神了,全球票房超过6.13亿美元。你知道吗,赛车运动在美国一直不算大众,所以传统制片厂没人敢投三亿美金去拍。最后是苹果下场,把它做出来了。
董小姐
这就是新玩家的魄力。他们不受传统思维的束缚,看准了就敢于投入。这就像我们做制造业,一定要掌握核心科技。电影也一样,要有独特的内容和体验,才能抓住用户。这部电影不仅成了史上最卖座的体育片,也成了皮特自己生涯票房最高的电影。
雷总
对,这就是技术和好故事的完美结合。另一方面,我们看到超级英雄电影好像有点卖不动了。大家都在讨论“超英疲劳”,从2018、2019年的巅峰,到现在感觉有点后劲不足。当然,这里面有疫情、罢工和中国市场变化等很多复杂原因。
董小姐
所谓的“疲劳”,本质上就是创新乏力,产品没有吸引力了。观众看了十几年,套路都一样,审美当然会疲劳。不管什么类型的电影,不进则退。你看环球影业就很稳,把《驯龙高手》拍成真人版,全球也拿了6亿多票房,这就是在自己的优势领域里做精做深。
雷总
确实,这就体现出不同公司的策略冲突了。迪士尼和环球,更倾向于在自己成熟的IP上做文章,比如把动画改成真人版,主打一个“情怀牌”,风险低,收益稳。像《星际宝贝》和《驯龙高手》都是这个路子。
董小姐
我把这叫做“守成”策略。而华纳今年夏天更像一个“进攻者”。他们既有《超人》这样的超级IP,也敢于去赌《Weapons》这样的原创惊悚片,还和苹果合作发行了《F1》这种没人敢碰的题材,结果赌对了。
雷总
是,但“守成”也没错啊,你看环球重启的《侏罗纪世界:重生》,全球票房超过8.5亿美元,证明只要IP够硬,制作够精良,观众还是愿意买单的。这种经典IP的号召力,就像我们公司产品的忠实用户一样,基础非常牢固。
董小姐
基础牢固不代表可以一劳永逸。相比之下,派拉蒙和索尼今年夏天就很惨淡,一个忙着合并,一个因为罢工导致没什么大片可上。在激烈的市场竞争中,稍微一停顿,就可能被对手远远甩开。不创新,就意味着被淘汰。
雷总
嗯,一位匿名的电影公司高管说了一句很经典的话:“如果说夏天教会了我们什么,那就是观众知道了什么是可以‘跳过’的电影。” 这句话很有冲击力,说明内容过剩的时代,观众的注意力才是最稀缺的资源。
董小姐
他说到点子上了。这直接导致好莱坞的权力格局在变化。过去“五大”制片厂的市场份额从90年代的96%下降到现在的60%左右。这不是简单的市场份额减少,而是整个行业的壁垒正在被打破。门槛降低了。
雷总
是的,数字技术让内容创作和发行变得更容易,一个有想法的创业者,拿着笔记本电脑就能和拥有数十亿美元预算的大集团竞争。你看苹果的入局,就是一个最好的例子,它既是技术公司,也是内容公司,这种跨界打击是最致命的。
董小姐
所以,传统电影公司面临的是一场生存之战。债务压力巨大,比如华纳自己就背着430亿美元的债。如果不能适应新的规则,创造出真正有价值、不可“跳过”的内容,很快就会被时代抛弃。
雷总
展望未来,我觉得行业的整合会加剧。比如派拉蒙和天舞娱乐的合并案,预计2025年就能通过。这不仅仅是两家公司合并,更是传统媒体和新科技、新资本的融合,大家都在寻找新的出路和增长点。
董小姐
未来的竞争,一定是规模、技术和数据的竞争。流媒体的战争已经进入下半场,重点从用户增长转向了盈利和广告收入。谁拥有海量用户数据,谁能提供顶级的技术体验,谁就能在广告市场分到最大的蛋糕。
雷总
是的,今天的讨论差不多到这里了。总结一下,今年夏天迪士尼虽然领先,但华纳的策略更具启发性,市场格局正在被重塑。
董小姐
感谢 kb9 收听 Goose Pod。我们明天再见。

## Studio-By-Studio Summer Market Share: The Box Office Haves and Have Nots (2025) **Report Provider:** The Hollywood Reporter **Author:** Pamela McClintock **Date Covered:** Summer 2025 (May 2 - September 1) **Published At:** September 3, 2025 This report from The Hollywood Reporter analyzes the 2025 summer box office performance, highlighting the market share of major studios and the standout successes and struggles of individual films. ### Key Findings and Conclusions: * **Disney Maintains Lead, Warner Bros. Roars Back:** Disney held onto its top position in summer market share, but Warner Bros. emerged as the "toast of the town" with a strong second-place finish. * **Warner Bros.' Resurgence:** The studio's comeback was largely driven by unexpected hits like *Weapons* and *F1: The Movie*, along with carryover revenue from spring releases *A Minecraft Movie* and *Sinners*. This success defied earlier doubts about studio heads Michael De Luca and Pamela Abdy. * **"F1: The Movie" a Surprise Blockbuster:** *F1: The Movie*, an Apple Original Film distributed and marketed by Warner Bros., defied expectations by grossing over **$613 million** worldwide. Its success is notable given the lead star's age (early 60s) and the sport's relatively lower popularity in the U.S. The film also surpassed *Superman* in box office earnings on August 27th, becoming the top-grossing sports film of all time and the best of Brad Pitt's career (unadjusted for inflation). * **"Weapons" a Critical and Commercial Success:** Zach Cregger's original film *Weapons* was a significant success, grossing over **$250 million** against a modest **$38 million** budget, becoming a cultural sensation. * **"Jurassic World Rebirth" a Franchise Revitalization:** Universal and Amblin successfully rebooted the *Jurassic* franchise with *Jurassic World Rebirth*, which became the summer's second-biggest film, earning over **$855.6 million** worldwide. This marks a successful third iteration of the franchise, over three decades after the original *Jurassic Park* in 1993. * **Disney's "Lilo & Stitch" Dominates Globally:** Disney's live-action *Lilo & Stitch* was the only film of the year to cross **$1 billion** globally, with total earnings of **$1.33 billion** through September 1st. Its appeal spans families and nostalgic Gen Z and teenagers, demonstrating the financial potential of tapping into existing IP and nostalgia. * **Universal's Steady Performance:** Beyond *Jurassic World Rebirth*, Universal also saw success with DreamWorks Animation's live-action *How to Train Your Dragon*, which ranked as the third top-grossing Hollywood title of the summer with **$629 million** globally. This marks DWA's first foray into live-action adaptations of its library titles. * **Paramount and Sony Face Challenges:** Paramount experienced a challenging summer, awaiting the closure of the Skydance merger while releasing Tom Cruise's *Mission: Impossible: The Final Reckoning*. Sony, meanwhile, lacked a major summer tentpole due to delays caused by labor strikes. * **Superhero Fatigue Persists:** While *Superman* provided DC with a much-needed win over Marvel, earning **$611 million** worldwide, the broader issue of "superhero fatigue" continues to impact the box office, including foreign markets. ### Key Statistics and Metrics: * **Domestic Summer Revenue (May 2 - Sept 1):** **$3.672 billion** * **Domestic Summer Revenue Change from Last Year:** **-0.10%** (a slight decline from last year's $3.672 billion) * **Comscore's Initial Forecasted Decline:** -0.2% ### Notable Films and Their Performance: * **Disney's Lilo & Stitch:** **$1.33 billion** (Global, through Sept 1) - #1 film of the year globally. * **Jurassic World Rebirth (Universal/Amblin):** **$855.6 million** (Worldwide) - Summer's second-biggest film. * **How to Train Your Dragon (DreamWorks Animation/Universal):** **$629 million** (Global) - Third top-grossing Hollywood title of the summer. * **Superman (Warner Bros./DC Studios):** **$611 million** (Worldwide, to date) - A win for DC over Marvel. * **F1: The Movie (Apple Original Films/Warner Bros. Distribution):** **$613 million** (Worldwide, finished Labor Day) - Top-grossing sports pic of all time. * **Sinners (De Luca & Abdy Project):** **$455.7 million** (Globally, topped out) - A successful original film from April. * **Weapons (Warner Bros.):** **$250 million+** (To date) vs. **$38 million** (Budget) - A major original hit. * **Lilo & Stitch (Disney):** Ranked #9 on Fandango's most anticipated summer films list. * **Jurassic World Rebirth:** Ranked #1 on Fandango's most anticipated summer films list. ### Trends and Changes: * **Resurgence of Original Content:** The success of *Weapons* and *Sinners* demonstrates that original films can still achieve significant box office success. * **Nostalgia as a Financial Driver:** *Lilo & Stitch*'s global dominance highlights the continued financial power of tapping into established intellectual property and audience nostalgia. * **Live-Action Adaptations of Animation:** DWA's *How to Train Your Dragon* success suggests a growing trend of studios adapting their animated library into live-action formats. * **Challenging Environment for Established Franchises:** While *Jurassic World Rebirth* succeeded, the overall domestic box office saw a slight decline, indicating a potentially more discerning audience. ### Risks and Concerns: * **Superhero Fatigue:** The ongoing impact of superhero fatigue remains a significant concern for studios, particularly for Marvel and DC properties. * **Labor Strike Delays:** Sony's summer slate was significantly impacted by delays related to labor strikes, highlighting the vulnerability of production schedules. * **Market Share Competition:** While Disney maintained its lead, the strong performance of Warner Bros. and Apple Original Films indicates intense competition in the market. This summary provides a comprehensive overview of the 2025 summer box office, detailing the key players, their financial performances, and the underlying trends that shaped the season.

Studio-By-Studio Summer Market Share: The Box Office Haves and Have Nots

Read original at The Hollywood Reporter

Disney maintained its lead in summer marketshare at the 2025 box office but the toast of the town was Warner Bros., which came in a close second thanks to standout hits including Weapons, Superman and Apple Original Films’ record-smashing F1: The Movie starring Brad Pitt, as well as enjoying carryover money from spring blockbusters A Minecraft Movie and Sinners.

Not so long ago, some thought Warners film studio chiefs Michael De Luca and Pamela Abdy were gone. Not anymore. Heading into the season, Weapons and F1 were nowhere to be found when Fandango put out its annual survey of the top-10 most anticipated summer films. The survey was close to being bang-on correct regarding No.

1 on the list, which was Jurassic World Rebirth. Many in Hollywood were dubious as to whether Universal and Amblin could reboot the Jurassic franchise for a third time, and birth a new trilogy more than three decades after Steven Spielberg’s dinos first stomped onto the big screen in 1993’s Jurassic Park.

But relaunch it they have. Jurassic World Rebirth is the summer’s second-biggest film, with more than $855.6 million in worldwide ticket sales behind Disney’s live-action Lilo & Stitch (Lilo was No. 9 on Fandango’s list). Yet Lilo is the only film of the year so far to have crossed $1 billion globally, with total earnings of $1.

33 billion through Sept. 1. It has played both to families and to nostalgic teenagers and Gen Zers who grew up watching the 2002 animated film of the same name about the friendship forged between a lonely Hawaiian girl and a troublesome, pet-like, blue alien. Like Aladdin or The Little Mermaid, it points to the limitless financial potential of tapping into such nostalgia.

Warners rebound has been anchored by Joseph Kosinski’s F1: The Movie. The big-budget Formula One movie finished Labor Day with more than $613 million in worldwide ticket sales, a sum no one thought possible considering its lead star is in his early 60s and this particular racing sport has never been all that popular in the U.

S. (that’s why no studio would shell out $200 million to $300 million to make the racing film; instead Apple Original Films made the pic, and brought on Warners as its distribution and marketing partner). On Aug. 27, FI broke its latest record when passing up Warner and DC Studios’ Superman, a feat few could have imagined.

It also is the top-grossing sports pic of all time, and the best of Pitt’s career, not adjusted for inflation. Abdy and De Luca also became heroes of the summer box office when originality paid off in a major way with the mid-August release of Zach Cregger’s Weapons. The film has became a cultural sensation, grossing north of $250 million to date against a $38 million budget.

(Naysayers were just as dismissive when Ryan Coogler’s original pic Sinners, another De Luca and Abdy project, opened in theaters in April. They were silenced when the pic topped out north of $455.7 million globally.) It’s true that Superman, which has earned $611 million to date worldwide, has given DC a much longed-for win over Marvel, but the Man of Steel can’t exactly gloat.

Superhero fatigue at the box office, a phenomenon which is now impacting the foreign box office in a major way, remains a major issue. Elsewhere, the ever-steady Universal remained in fine standing this summer between Jurassic World Rebirth and DreamWorks Animation’s live-action How to Train Your Dragon, which is the third top-grossing Hollywood title of the summer with a global cume of $629 million (it’s the first time DWA has borrowed from the Disney playbook and made a live-action adaptation of one of its library titles).

Paramount and Sony both had tough summers, albeit for different reasons. The former was in the midst of waiting for the Skydance merger to close as it released Tom Cruise’s latest Mission: Impossible movie, The Final Reckoning. Sony was left bereft in terms of having a summer tentpole to release because of delays related to the labor strikes, say insiders.

On Sept. 2, Comscore revised its summer revenue estimate after it finished tallying Labor Day numbers. For the period May 2-Sept. 1, domestic revenue came in at $3.672 billion, a decline of 0.10 percent from last year’s $3.672 billion. Comscore initially forecast a decline of 0.2 percent. Below is summer domestic, international and global revenue broken down by the five major legacy studios.

Analysis

Conflict+
Related Info+
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