Disney wants rival studios on its new big-screen play

Disney’s trying to make a new movie-screen club

Disney is pitching rival studios on Infinity Vision, a large-screen format designed to make movies feel extra giant — think less “watching a film” and more “getting swallowed by the screen.” If other studios sign on, this stops being a cute Disney side project and starts looking like a potential industry standard.

Why investors should care

For Disney, the upside here is pretty obvious: if Infinity Vision gets adopted beyond Disney’s own tentpoles, it could become another way to pull audiences back into theaters and give the company more leverage in how premium releases are packaged. That’s a fancy way of saying Disney wants to own a little more of the experience, not just the mouse-shaped logo.

The fine print

A few things to keep in mind:

• Disney is pitching the format, not announcing a signed blockbuster rollout
• The key question is whether rival studios see enough upside to join in
• If they do, this could give Disney a new distribution and branding angle

Big picture: Disney is always hunting for ways to make its content feel more premium, more event-like, and harder to ignore. Infinity Vision is another swing at turning “going to the movies” into a bigger event — and maybe a better business.