Damien

I think films like Black Widow and No Time to Die will be the last to drop onto VOD. They won't be the films are risk from too many films being out in 2021. Films like Last Night in Soho and Wes Anderson's The French Dispatch will be more at risk from attracting a wider audience than the fanbase already built into those directors' films.

The profits are too much to turn down and it's still not clear how well these movies will do on VOD. Remember one purchase can be shared amongst many (a friendship group of 4/5/6 seeing it pays one time even if it's more than a cinema ticket) and it doesn't generate the same level of buzz and excitement an occasion movie does without that feeling of going somewhere to see it.