RLD's stock is falling after their latest earnings report. They continue to lose money as movie goers are clearly becoming more and more selective about what they want to see in 3D. This bodes well for IMAX in the long run since they don't have to rely strictly on the 3D content being pushed out of Hollywood. I think the death of 3D TV was a bigger blow to RLD than some may think.
Real-D always had the problem of being a one shot pony. Once they are into the theaters there is little to no followup.
IMAX does depend on 3D for several reasons. All products from MPX to Digital to Laser (as far as we know) are much more complicated and much more expensive because of the attempt to provide a better 3D image. If 3D becomes less relevant that additional cost and complexity is not justified. They may survive in a 2D world but the competition is more fierce and a key differentiator for IMAX disappears.
i am not sure you are on the level. imax has never been about 3d. They are about the biggest, highest quality image you can get. They charge a preimium because they deliver premium. De-syncing from 3d is the best thing to happen to them. Uninformed investors have lumped RLD and IMAX together for some time (look at their stock chart overlay), but now they are seeing as the 3d fad is waning, RLD profit is going red. Meanwhile IMAX keeps chugging along, singing a song, adding more screens, making more money. The IMAX brand means something to movie goers and filmmakers, Real D's does not.