I expect the “curation” to be only from MoviePass. Theaters predominantly don’t want to and won’t deal with MoviePass. Expecting deals with theaters based on their recent reported news of a cheapie subscription, which is effectively what MoviePass is right now for the $9.95/month, I contend is simply hopefulness.
Head to head with AMC does not mean cash flow positive or profitability. AMC just had to raise its A-List subscription prices. It claims it will break even soon (we’ll see, plus sign-ups waning). Further AMC does not pay full price for a subscriber’s ticket. It doesn’t pay anything but to send studios a portion (55% on average) but of a lower assessed ticket price than the actual movie ticket market price, counter to as AMC traditionally and regularly sends to studios (55% on average) based upon ticket prices for non-subscription ticket sales. That’s a significant cost advantage over MoviePass, therefore not head to head.
MoviePass does not necessarily know what the average consumption rate is. The company has changed plans so often, reflecting they don’t know, yet also that attendance itself varies wildly from movie to movie, blockbuster to blockbuster, dud to dud.
As to the heavy users, they’ll be back, and will be maxing out at 3 movies per month, costing MoviePass decent money, in particular at the big city theaters where one ticket costs more that one month of MoviePass subscription. Further, you say, “if you exclude the heavy users.” MoviePass cannot exclude the heavy users. MoviePass is setting up to draw them back.
In doing so, who and/or what will fund MoviePass?
News 
Market Data 
Discover 
