电影行业成香饽饽?连亚马逊都想参一脚?

2018-08-20 15:55

小弈编译

彭博社报道称,该公司“正在”收购兰德马克影院。

[(Title)]Amazon could be coming to a movie theater near you


The company is "in the running" to buy Landmark Theaters, according to .

根据报道,全球电商巨头亚马逊有意收购兰德马克影院公司(Landmark Theaters)。

Landmark is a private chain of about 50 cinemas that specialize in showing independent and foreign films, and is controlled by billionaire investors  and Todd Wagner through their holding company, 2929 Entertainment.

亚马逊想要从亿万富翁马克·库班(Mark Cuban)和托德·瓦格纳(Todd Wagner)旗下公司Wagner/Cuban Cos手中,收购兰德马克影院公司。兰德马克影院公司创立于1974年,聚焦独立电影和外国电影,旗下有超过50家电影院,分布在纽约、费城、芝加哥、洛杉矶和旧金山等城市的黄金路段。

It's tough to know exactly what   is thinking, and it's not even clear that a deal will happen.

很难确切地知道究竟在想什么,甚至不清楚交易是否会发生。彭博社的报告指出,会谈“仍可能破裂”。

Bloomberg's report noted that talks "could still fall apart."


A separate report on the  cited sources who dismissed Amazon as a contender entirely.

另一份关于上述消息来源的报道称,他们完全将亚马逊视为竞争者。

Amazon, Landmark and 2929 Entertainment did not respond to requests for comment from CNNMoney.

亚马逊、兰德马克和2929娱乐公司未回复CNNMONEy的置评要求。

But analysts who follow the entertainment and technology industries have a few theories about why Amazon might be interested in the theater business.

但是,关注娱乐和技术行业的分析人员对亚马逊为什么会对实体影院业务感兴趣有一些了解。这家公司因无所不在而闻名。

The company is best known for its ubiquitous .


But Amazon has been steadily building its physical presence, said Gene Munster, managing partner with the venture capital firm Loup Ventures.

但风险投资公司Loup Ventures的执行合伙人吉恩•蒙斯特(Gene Munster)表示,亚马逊一直在稳步建立其实体业务。

The company bought the organic grocery chain  last year.

公司去年买下了有机食品杂货连锁店。它也以亚马逊的名义开业。

It has opened  and  under the Amazon name, too.


"For the first 25 years of the internet we've seen the world in two competing domains: digital and physical," Munster said.

蒙斯特说:“在互联网的头25年里,我们看到了世界在两个相互竞争的领域:数字和物理。

"Amazon clearly believes the future of the internet lies in the convergence of digital and physical offerings to meet customer needs."

“亚马逊清楚地相信,互联网的未来取决于数字和实体产品的整合,以满足客户的需求。”

Landmark has an obvious digital counterpart: .


The distribution service streams original shows like "" and "," among other programs.


The theater chain could also help juice Amazon's reputation, said Jonathan Kuntz, a film historian and lecturer at the UCLA School of Theater, Film and Television.

美国加州大学戏剧、电影和电视学院的电影历史学家、讲师乔纳森·昆茨(Jonathan Kuntz)表示,影院连锁店也有助于提升亚马逊的声誉。

If the deal goes through, he said, "Amazon is buying a little bit of prestige — the quality end of the market."

如果交易完成,他说,“亚马逊正在购买一些威望——市场的质量终结。”在2017年奥斯卡金像奖上获得最佳影片提名,由亚马逊电影制片公司发行。

The company already has had its eye trained on the awards circuit.


"," which was nominated for Best Picture at the 2017 Academy Awards, was distributed by Amazon Studios.


Theater ownership is also an avenue that Amazon could use to distribute and monetize its content, said Eric Wold, an analyst at B. Riley FBR.

Riley FBR分析师埃里克·沃尔德(Eric Wold)表示,影院拥有权也是一种途径,亚马逊可以用来发布内容并对其进行货币化。

Despite concerns in recent years about a  at the box office, Wold said it's still a strong industry as long as movie studios produce high-quality movies.

尽管近年来人们对票房有顾虑,沃尔德表示,只要电影制片厂制作高质量的电影,票房仍然是一个强劲的行业。

Landmark could also broaden Amazon's audience — Wold added that the people who frequent the theater chain don't necessarily subscribe to Prime, the subscription service needed to watch Amazon programs.

兰德马克还可能扩大亚马逊的受众——沃尔德补充说,频繁连接影院连锁店的人不一定订阅Prime,这是观看亚马逊节目所需的订阅服务。

And all that would come at what's likely a low risk for Amazon, a company with .

对于亚马逊而言,所有可能处于低风险的公司。

"I don't know the dollar values involved here, but they are not betting the whole company on the Landmark deal," Kuntz said.

昆茨说:“我不知道这里涉及的美元价值,但他们没有押注全公司的兰德马克交易。”

But while Wold said a potential deal could benefit Amazon, he didn't expect it to make waves in the theater industry.

虽然沃尔德说可能造福亚马逊,但他并不期待这个交易会在剧院行业中掀起波浪。

Landmark is tiny compared to giant movie chains like  and , which each have hundreds of locations.

与巨型电影连锁店相比,兰德马克很小, 每个电影连锁店都有数百个地点。投资者似乎也没有分阶段投资。

Investors don't appear to be phased, either.


Shares of   and   rose during trading hours Thursday, after the Bloomberg story published.

继彭博社报道发表后,周四交易时股价上涨。虽然电影板块周五略有下跌,但AMC股票继续上涨。

Each closed about a percentage point or two higher at the end of the day.


While Cinemark was down slightly Friday, AMC stock kept rising.


In any case, some observers said that Amazon's interest in theaters could portend eventual changes in the industry.

无论如何,一些观察人士表示,亚马逊对影院的兴趣预示着整个行业的最终变化。

Munster said Landmark could be a "starting point" for Amazon, which could buy more theaters in the future.

蒙斯特表示,兰德马克可能是亚马逊的“起点”,未来可以买到更多剧院。

Kuntz, meanwhile, suggested that Amazon could use theaters to transform the experience for moviegoers entirely.

与此同时, 昆兹建议亚马逊可以利用影院来彻底改变电影摄制者的体验。例如:虚拟现实。

For example: virtual reality.


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