PVOD guessing game

Studios so far are declining to reveal their PVOD earnings, save for the lone case of Universal and Trolls World Tour. Trolls cost $19.99 for a 48-hour rental, which has quickly become an industry standard. While this lack of disclosure prevents analysts from judging a film’s standing, it seems crystal clear that big tentpoles with a budget of $100 million-plus need a theatrical release to be financially viable — which is why almost every mega-event pic slated for 2020 has been delayed for theatrical release. The reach of the global box office in terms of merchandising, establishing franchises and generating billions in ticket sales cannot be replicated.

Skipping Theaters? Hollywood Studios Weigh Risks of PVOD | Hollywood Reporter

There’s a lot to unpack here, but at some point studios are going to have to fish or cut bait. The two options that occur to me as to why they’re not reporting PVOD numbers are:

A) The revenue is so poor they don’t want to look like fools and scare investors, or

B) The revenue is so good they don’t want to scare exhibitors, who are already honked off at this entire situation.