
At CinemaCon, David Ellison publicly doubled down on a theatrical-first strategy, announcing 45-day and 90-day windows to protect the cinema experience. The newly revealed $63.2 million compensation package, largely stock-based, links Ellison’s financial incentives to the success of a theatrical and studio strategy as he pursues the Warner acquisition. That alignment helps explain the emphatic public positioning on windows but may also sharpen debates with talent, exhibitors, and regulators over execution and scale.
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