...In general, I don’t think customers are willing to pay quite as much for streaming content as they do for cinema tickets. Not the same experience.
I think that's a hard question to answer. Here's my view as a dad of 3 kids under 11 and I have not stepped inside a movie theater since The Matrix came out 20+ years ago. Before The Matrix I probably walked into a theater once every other year since 1988.
On the one hand, the movie experience is better for me/us at home. No noisy/disrespectful patrons, the couch is far more comfy, the food here is 1/10th the price, and the food here is far better, we have a nice A/V setup, we can buy/watch/rent anything we want any time of day, and over the past 15 years the average middle class home has a great tv and okay sound-setup. Your mileage may vary since theaters have tried desperately the past 10 years to improve their seating, food, and displays to get you back. Overall the experience is far better at home because I'm not paying $15/person for each movie, highway robbery food prices, the limited viewing times, the limited amount of weeks that a movie is in the theater, and the often sold-out movies/movie times.
On the other hand, as I said, theaters (in New England) have really worked hard to offer far more food choices, quality of food, add wait staff, better (and stadium) seating, and better A/V equipment. I believe they've also reduced ticket prices, but it's still a lot of money for a family of 4-5 to go to the movies including food. Each trip is probably $100.
But my ship sailed 30 years ago with the all the headaches and price gouging and the real nail in the coffin for me was mass availability of movies on dvd in 1999 for $10-$17 and then Netflix dvd-by-mail.