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Old 04-24-2012, 05:52 PM   #2731
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Quote:
Originally Posted by chipvideo View Post
10.7% up for the year. About what I expect the entire year to come in at when al is said and done.
We are around -10% TBO for the year without a major Blu-ray friendly tentpole title in the statistics yet. Both are things that will change as the year moves along.

Next week, even against Easter 2011, will at least have the first major action adventure title of the year for Blu-ray owners to chew on. It will be interesting how Mission Impossible Ghost Protocol does in the head to head comparison against Easter 2011 and the second week of Harry Potter 7.1
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Old 04-24-2012, 06:03 PM   #2732
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Originally Posted by bruceames View Post
Q2 is when we start getting floor weeks. $22 million is pretty low for a floor, especially for a six year old format, but then if the format is only growing by 10% a year, then the floor itself would probably only grow by about that amount as well.
Yep. I think 10% is right around the actual BD baseline for 2012. BO lead-in may make EOY higher, but about 10% normalized growth appears to be where it is at.
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Old 04-24-2012, 06:08 PM   #2733
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Yep. I think 10% is right around the actual BD baseline for 2012. BO lead-in may make EOY higher, but about 10% normalized growth appears to be where it is at.
We are at that level with -10% TBO now without a major Blu-ray friendly release being in the mix.

When we were at even TBO the Blu-ray growth rate has already been observed to have been at a higher level.

It will be interesting to see what happens as we see the results of more varied releases and better TBO advantages as time goes on.

We were down over $250 M TBO this week in the head to head matchup with Blu-ray genre friendly Harry Potter 7.1 and the leading title for this week The Iron Lady and its $25 M box office was totally outgunned. Not surprising that the Blu-ray YoY metric would take a big hit this week.
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Old 04-24-2012, 06:09 PM   #2734
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After next week its much better until mid September so there is a run of five months coming up to gain ground before the summer releases battle it out from mid September onward.

Next week will be interesting, its second week of Harry Potter 7.1 and Easter last year vs Mission Impossible Ghost Protocol this year. Should be interesting to see. After that is pretty clear until mid September in 2011 matchups.
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Old 04-24-2012, 09:49 PM   #2735
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Originally Posted by bruceames View Post
Q2 is when we start getting floor weeks. $22 million is pretty low for a floor, especially for a six year old format, but then if the format is only growing by 10% a year, then the floor itself would probably only grow by about that amount as well.
I am not sure if $22 million is the absolute floor for the rest of Q2. We just know that it is the current floor.

How much higher (percentage wise) is it then the lowest floor of Q2 2011?


Either way, the floor definitely shows that the baseline growth of the format is likely barely double digits. I wonder how the PR pimps are going to spin that!
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Old 04-24-2012, 10:02 PM   #2736
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Originally Posted by PSound View Post
I am not sure if $22 million is the absolute floor for the rest of Q2. We just know that it is the current floor.

How much higher (percentage wise) is it then the lowest floor of Q2 2011?


Either way, the floor definitely shows that the baseline growth of the format is likely barely double digits. I wonder how the PR pimps are going to spin that!
No PR person from DEG or the BDA or the studio will talk about any particular weeks or partial quarters in isolation in any case. Unless its a particularly strong week for an individual level. 3 weeks into the 2Q after tough comparison weeks is hardly a noticeable PR benchmark especially with better weeks on the horizon.

The first PR mentions and spin we will get for the year is the 1Q 2012 DEG results which were still up around +20% growth for Blu-ray before the comparisons with the Tangled, Tron:Legacy and Harry Potter and the Deathly Hallows Part 1 comparison weeks which totally flipped the TBO and release strength advantage in the last three weeks.

But those are the best titles of the 1H 2011 period and the advantage in releases will probably swing the other way in due course.
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Old 04-25-2012, 03:06 AM   #2737
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Variety:

Study: Homevid decline hitting studio values

Quote:
Morgan Stanley's Swinburne says film biz has lost half its value

As showbiz congloms tally up quarterly results, they face a harsh realization: Homevideo revenue is still declining, which has slashed the value of film operations at the majors during the past five years, according to one Wall Streeter.

In a provocative report based on corporate earnings and other public data, Morgan Stanley's Ben Swinburne estimates that 20th Century Fox, Warner Bros., Universal, Paramount and Disney lost an average of 52% in value from 2007 to 2011. (The numbers do not include the studios' TV operations or consumer product divisions.) Sony breaks out fewer numbers for its film biz and therefore wasn't included.

Of the majors, U took the biggest hit, down $6.5 billion, while Par was affected the least, down $1.5 billion.

While the discussion isn't new, the effect has rarely been laid out in such stark terms. Studio execs were quick to question Swinburne's methodology and conclusions.

The report is making waves just as media congloms prepare to roll out first-quarter earnings, inviting more scrutiny of Hollywood's shifting economics. Hollywood values could continue to fall, Swinburne said earlier this month, "leading us to the conclusion that only through significant realignment of cost levels, particularly in the area of marketing and distribution but also overall production costs, can values be maximized given the revenue outlook."

In other words, homevid revenue can no longer make up for the rising production and marketing costs of most studio movies.

But execs at four studios begged to differ. Most said it would be near impossible to derive Swinburne's numbers using available data. Some studios combine film and TV production in their earnings reports and none break out costs.

One studio rep noted that Universal fell much more than the others, skewing Swinburne's average, which the rep said "was kind of unfair." He also noted that the report valued U about the same as much smaller Lionsgate Entertainment, which has a market cap of $1.5 billion.

The 52% figure "is completely off base. I don't think it's fair or accurate," said a top exec at a major studio.

But he and others mostly put the emphasis on opportunities going forward -- in international markets, particularly China, new services like UltraViolet and Blu-ray and stronger VOD are seen as ways to help revive homevid divisions. "Obviously our industry is shifting, and that's no secret, and we are trying to shift with it," said an exec at another major.

By Swinburne's estimates, Universal's value took the biggest hit over the past few years, dropping from $8.1 billion to $1.6 billion by the beginning of 2012. Disney follows, going from $10 billion to $7 billion. The report values Paramount at roughly $2.6 billion, down from $4.1 billion in 2007. Fox dropped from $10.2 billion to $4.2 billion, while estimates peg Warner Bros. at $3.9 billion, down from $7.8 billion.

In an earnings preview Monday, Michael Nathanson of Nomura Securities said homevid unit sales for the three months were down 5.3% -- an improvement from the high single-digit declines in the fourth quarter but worse than the third quarter, when DVD sales dipped only 2%. The data excludes one of the market's bigger physical distributors, Walmart, but he said, "we believe it to be a good proxy of industry health, which we still believe to be a secular declining business."

Nathanson said NBCU's film studio led its peers with 17% growth, while Lionsgate, Sony and 20th Century Fox all declined by more than 20% due to tough comps and less product for sale.

Swinburne acknowledged that growth in international box office and TV markets and emerging digital distribution models have helped offset homevid revenue declines. But these streams haven't yet made up for lost ground at a time when consumers are getting more used to paying less for content.

Richard Greenfield of BTIG Research asserts that "Hollywood's problems go beyond declining interest in buying movies -- consumers are also less interested in going out to the movies." Home theaters are taking off, with the average TV purchased for a U.S. living room now a 44-inch HDTV screen, he said, calling for a united effort to collapse theatrical windows to four weeks, despite pain to exhibitors. "Movie studios need to focus on generating returns on their investment that is acceptable to justify their continued investment in making movies."

While the overseas box office has helped recoup some of the homevid declines, according to Swinburne, movies cost more to make and market and splits are less favorable overseas. That's led to an average 12% annual decline in cash flow between 2007 and 2011.

Lucrative sell-through models have ceded ground to lower margin rental businesses like Redbox and Netflix, which offer nothing like the traditional cash flow from the old-time Blockbuster Video stores that used to dot virtually every corner.

Rental has grown at 5% a year since 2007, while sell-through declined by 10%-12%. Kiosks and subscription services made up 53% of total homevideo spending last year, and Swinburne sees that going to 60%-65% by 2015.

Netflix and Redbox "are growing at the expense of high contribution margin ones," Swinburne noted. "From a consumer point of view, spending 50˘ per film on Netflix, the incentive to rent a film at $4 to $5, or buy a digital copy at $10 to $15, goes down considerably. The delayed Netflix window may not be enough to make up for the lower price point."

Swinburne also notes that cloud service UltraViolet had a bumpy start and Blu-ray is growing but not fast enough yet. Consumers are buying more discs but not replacing entire libraries as hoped, while VOD is still evolving.

One positive is that more players are entering the streaming contest, which will likely drive up the price of content. Verizon and Redbox are teaming to take on Netflix along with Blockbuster's Movie Pass, Comcast's Xfinity Streampix, Amazon and a handful of others.

Studio execs note that UltraViolet just got a big push from Walmart, which will take hard discs and transfer them to a cloud locker for a small fee. Once it takes off, studios will be able to tell who's buying what, and the ability to market efficiently will improve exponentially - "effecting studio economics in a profound way," said one exec.

Studio execs also cite the massive Chinese market: It seems to be opening to Hollywood, allowing in more foreign films, and the number of theaters is exploding. It's also an untapped homevideo market, although piracy is a major issue.

And there are other areas studios could trim, according to some experts.

"The country offices can be dramatically consolidated," said attorney David Stern, a partner at Jeffer, Mangels, Butler and Mitchell. "Many studios operate multiple distribution arms … multiple business affairs departments, multiple participations payable departments … Maintaining some of these back-office operations separately is classic empire building and vanity."

Greenfield is focused on the window between theatrical and home entertainment. Collapsing it has been successful for some independent films. "Unfortunately, the major Hollywood studios that attempted to 'trial' or 'test' releasing movies earlier have succumbed to the aggressive push back from exhibition chains. The time has come for every studio to stop trialing and permanently collapse windows as the new Hollywood business model. Exhibitors will acquiesce, as they simply cannot afford to be without content from Hollywood. It is time for studios to play offense."

Meanwhile, studios may just have significantly less tolerance for costly flops. Walt Disney's Rich Ross left his job as head of the studio after the division took a painful $200 million loss on "John Carter."

Media companies are not going to exit the film biz. Studios on average make up 15-20% of their parent's profits, "not nearly as big a deal as it was ten or twenty years ago," said Alan Gould of Evercore Partners.

Since analysts are generally upbeat on TV, they aren't all fretting over the studios or the stocks, which some think are even undervalued. From Wall Street's perspective, said Gould, is that congloms have "morphed into being cable network companies."

Likewise, if one of the major studios ever does goes on the block, it would fetch a price well above Swinburne's valuation.

"There's a scarcity factor. There are only a few studios and the barriers to entry are impossible," said one exec.
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Old 04-25-2012, 09:27 AM   #2738
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Likewise, if one of the major studios ever does goes on the block, it would fetch a price well above Swinburne's valuation.
Who would buy it? Who would pay that kind of money in this environment?
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Old 04-25-2012, 06:00 PM   #2739
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Week Ending 4/14/12

Note: This was going against the Harry Potter and the Deathly Hallows — Part I with $316.34 TBO release week from last year.

















http://www.homemediamagazine.com/mar...k-ended-041412
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Old 04-25-2012, 06:04 PM   #2740
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Quote:
Originally Posted by bruceames View Post
Updated thru week ending 4/14/12
Table of Blu-ray sales (HMM and DEG)
numbers are in (revenue) millions.
Weekly figures are from HMM (Home Media Magazine

Code:
2012 HMM    2320.56    -3.3%    1773.69    -7.0%     546.87   10.7%    23.6%    2599.2  2878.6										
Week Date      OD     OD YoY      DVD    DVD YoY       BD    BD YoY  BD Share  TBO2012 TBO2011										

15  4/14     107.78   -42.5%      85.63   -37.4%      22.15  -56.2%    20.6%      51.3   314.8
14  4/7      201.90    13.9%     156.28    20.0%      45.62   -3.0%    22.6%     153.2   427.4

Q1 HMM      2010.88    -1.2%    1531.78    -6.6%     479.10   20.9%    23.8%    2394.7  2136.4

13  3/31     155.29   -19.9%     120.32   -17.4%      34.98  -27.6%    22.5%     168.6   319.2
12  3/24     148.56     8.5%     108.20    -2.8%      40.36   57.9%    27.2%     353.9   219.4
11  3/17     146.48     4.6%     112.13    -1.4%      34.34   30.2%    23.4%     276.1   154.2
10  3/10     165.27     9.5%     123.11     2.7%      42.16   35.7%    25.5%     216.0   177.1
9   3/3      150.39   -14.0%     115.29   -13.4%      35.10  -15.7%    23.3%      67.0   112.3
8   2/25     158.98    -2.2%     122.04    -7.3%      36.94   19.4%    23.2%     272.1   258.0
7   2/18     207.15    18.9%     160.38    10.4%      46.77   61.7%    22.6%      16.4    86.2
6   2/11     205.54    19.4%     151.09     3.1%      54.45  104.2%    26.5%     316.5   224.0
5   2/4      144.90    -8.6%     110.25   -16.0%      34.65   27.1%    23.9%     118.5    23.0
4   1/28     131.95   -13.6%      98.40   -20.2%      33.55   14.2%    25.4%     226.3   201.2
3   1/21     129.39    -2.4%     103.53    -4.9%      25.86    8.9%    20.0%     112.7    60.7
2   1/14     128.65    -5.1%     100.16    -7.7%      28.49    5.6%    22.1%     143.4   116.2
1   1/7      138.33    -8.0%     106.88   -11.6%      31.45    7.0%    22.7%     157.7   134.3

2011 DEG    8951.80   -13.2%    6851.80   -19.5%    2150.00   19.4%    24.0%    
2011 HMM    8604.20   -13.9%    6608.28   -20.3%    1995.92   17.7%    23.2%    9936.0 10820.9																			

Q4 DEG      3338.95   -11.0%    2464.81   -16.5%     924.14   15.5%    27.7%
Q4 HMM      3125.11   -12.4%    2280.75   -19.5%     844.36   15.1%    27.0%    3698.4  3932.2

52  12/31    174.13   -25.6%     130.29   -28.7%      43.84  -14.7%    25.2%      64.3    95.9
51  12/24    482.11   -13.1%     368.59   -16.9%     113.52    2.2%    23.5%     205.6   303.6
50  12/17    369.89   -23.4%     280.58   -26.8%      89.31  -10.1%    24.1%     360.7   635.3
49  12/10    322.48   -14.5%     243.85   -18.6%      78.63    1.5%    24.4%     624.8   535.6
48  12/3     229.49   -23.3%     173.97   -27.5%      55.52   -6.2%    24.2%     282.0   496.0
47  11/26    388.67   -12.4%     300.39   -16.5%      88.28    5.0%    22.7%     194.5   185.3
46  11/19    166.84   -14.3%     127.57   -18.0%      39.27    0.5%    23.5%      41.6   359.0
45  11/12    183.17     2.5%     128.95   -12.0%      54.22   68.3%    29.6%     422.9   251.3
44  11/5     167.53   -16.8%     117.59   -22.8%      49.94    2.0%    29.8%     335.6   414.9
43  10/29    147.15    11.2%      96.66   -11.3%      50.49  115.6%    33.6%     204.5   108.7
42  10/22    156.94     9.5%      95.94   -17.1%      61.00  120.8%    38.9%     370.0    56.0
41  10/15    152.92    -2.4%     106.50   -14.1%      46.42   42.2%    30.4%     343.3   233.0
40  10/8     183.79     9.3%     109.87    -9.4%      73.92   57.7%    40.2%     248.6   257.6

Q3 DEG      1742.79    -4.0%    1320.93   -14.7%     421.86   58.0%    24.2%
Q3 HMM      1667.09    -4.9%    1298.39   -13.9%     368.70   49.9%    22.1%    1806.3  1609.5										

39  10/1     152.58   -14.3%     109.97   -20.4%      42.61    7.1%    27.9%     352.1   382.7
38  9/24     153.60     5.0%     108.69   -12.5%      44.91  103.6%    29.2%     169.3   112.5
37  9/17     164.69    14.0%     107.37   -14.2%      57.32  197.2%    34.8%     190.8   165.2
36  9/10     128.84     0.0%     102.29   -10.5%      26.55   82.9%    20.6%     189.3    60.3
35  9/3      119.04    -9.5%     100.87   -13.7%      18.17   23.5%    15.3%      65.6    95.1
34  8/27     109.34   -13.1%      91.74   -16.6%      17.60   11.5%    16.1%      12.6    45.3
33  8/20     124.53    -4.4%     101.11   -12.8%      23.42   63.3%    18.8%     100.8    81.2
32  8/13     122.13    -1.8%      98.44    -9.5%      23.69   51.8%    19.4%     118.0   143.9
31  8/6      139.66     1.4%     111.78    -3.6%      27.88   27.9%    20.0%     189.8   133.5
30  7/30     108.78   -18.3%      89.06   -20.2%      19.72   -8.7%    18.1%      56.8   177.2
29  7/23     120.50    -1.9%      97.25    -9.4%      23.25   49.9%    19.3%      88.3    72.7
28  7/16     118.09    -4.8%      94.88   -13.5%      23.21   61.7%    19.7%     267.8    94.7
27  7/9      105.31   -16.7%      84.94   -22.7%      20.37   22.9%    19.3%       5.1    45.2										
		
Q2 DEG      1831      -15.0%    1434      -18.8%     397       9.4%    21.7%
Q2 HMM      1791.55   -12.2%    1402.94   -16.7%     388.61    9.1%    21.7%    2314.8  2422.0

26  7/2      127.11   -12.3%      96.32   -21.6%      30.79   39.4%    24.2%     102.3   181.4
25  6/25     123.25    -7.7%      98.18   -12.8%      25.07   20.1%    20.3%     205.4    85.8
24  6/18     149.89   -11.2%     114.68   -17.7%      35.21   19.5%    23.5%     208.2   142.8
23  6/11     130.81   -13.6%     103.23   -18.6%      27.58   12.3%    21.1%     305.0   152.6
22  6/4      118.16   -34.1%      96.17   -32.8%      21.99  -39.1%    18.6%      15.8   386.8
21  5/28     113.83   -16.6%      91.37   -22.9%      22.46   24.9%    19.7%     154.4    87.9
20  5/21     111.98   -15.2%      91.84   -18.9%      20.14    7.2%    18.0%      99.8   185.7
19  5/14     111.02   -23.6%      90.00   -26.8%      21.02   -6.2%    18.9%     155.6   113.6
18  5/7      122.05   -25.2%      99.74   -29.5%      22.31   -7.7%    18.3%     141.5   106.1
17  4/30     106.99   -40.6%      86.94   -39.6%      20.05  -44.5%    18.7%       0.0   120.5
16  4/23     217.30    -8.3%     171.47    -0.3%      45.83  -29.4%    21.1%     187.5   841.3
15  4/16     184.50    48.7%     134.40    24.8%      50.10  205.3%    27.2%     314.8     8.1
14  4/9      174.66    21.6%     128.60     5.9%      46.06  107.5%    26.5%     424.5     9.4
										
Q1 DEG      2068      -20.0%    1661      -25.0%     407      10.0%    19.7%		
Q1 HMM      2020.45   -23.2%    1626.20   -28.4%     394.25    9.4%    19.5%    2116.5  2857.2

13  4/2      192.11   -36.0%     144.16   -44.6%      47.95   20.1%    25.0%     300.9   461.1
12  3/26     135.54   -49.8%     110.21   -50.9%      25.33  -44.1%    18.7%     218.0   335.6
11  3/19     138.72   -46.5%     112.58   -49.6%      26.14  -27.1%    18.8%     154.2   534.3
10  3/12     146.96   -24.4%     116.11   -30.8%      30.85   16.5%    21.0%     177.0   247.2
9   3/5      174.59    -7.2%     132.93   -15.4%      41.66   34.1%    23.9%     112.3   258.8
8   2/26     160.96     4.5%     130.35    -2.5%      30.61   50.7%    19.0%     258.0    74.9
7   2/19     172.68    -8.1%     143.99   -12.7%      28.69   25.0%    16.6%      86.2    80.1
6   2/12     172.00   -19.4%     145.34   -23.1%      26.66    8.9%    15.5%     224.0   211.0
5   2/5      158.26   -16.7%     131.08   -20.8%      27.18   11.1%    17.2%      23.0   114.6
4   1/29     151.21   -14.6%     122.05   -20.9%      29.16   27.6%    19.3%     201.2   151.6
3   1/22     131.62   -16.3%     107.98   -21.0%      23.64   14.8%    18.0%      60.7    61.0
2   1/15     135.49   -17.3%     108.51   -23.9%      26.98   27.0%    19.9%     143.3   137.8
1   1/8      150.31   -14.1%     120.91   -19.5%      29.40   18.6%    19.6%     157.7   189.2

OD = optical disc (DVD + Blu-ray)
YoY = year over year percentage change
TBO = total box office
BD = Blu-ray
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Old 04-25-2012, 06:15 PM   #2741
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Week Ending 04/22/12


HMM is reporting that Mission: Impossible — Ghost Protocol did a 67.14% Blu-ray unit marketshare for the week ending 04/22/12 on the Nielsen Videoscan first alert report.

As a major action adventure title with good box office and the first major Blu-ray friendly title of the year it was expected to do well, but that probably exceeds any expectations for Blu-ray's share.

At a glance that title did seven times the volume of the next leading title which is typical of a home video blockbuster title so the volumes should be pretty high as well.

http://www.homemediamagazine.com/res...col-no-1-27073
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Old 04-25-2012, 06:37 PM   #2742
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Nice showing for the first Blu-ray friendly action movie of the year.

Probably will be 900,000 units + and $40 M plus in HMM Sunday through Saturday period when we get the data.

Could be more.

I'm not sure if that's a record for Blu-ray unit marketshare or for a major release. I think its close but just a little below Captain America and Tron: Legacy last year which IIRC were around 68%.

But Mission Impossible should do better volumes and revenues as well as a halo effect on other titles in the series.

This week is going against a strong Easter holiday sales week and second week of Harry Potter and the Deathly hallows Part I from last year which has a strong $171.47 M DVD + $45.83 M BD = $217.30 OD so its not going to give much of a improvement in the YoY stats but its obviously not doing to hurt them as much with this level of higher priced Blu-ray unit performance for the leading title.
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Old 04-25-2012, 06:58 PM   #2743
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The Blu-ray Top 20 Sellers Unit Marketshare for the Week Ending 04/24/12 is 52.34%
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Old 04-25-2012, 07:38 PM   #2744
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That means that dvd is gonna tank bigtime if the bd share is that high.
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Old 04-25-2012, 07:54 PM   #2745
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Quote:
Originally Posted by chipvideo View Post
That means that dvd is gonna tank bigtime if the bd share is that high.
Of course, with DVD only having a 32% NV marketshare of a blockbuster title, its not going to gain as much from its success.

But the revenues and profits are generally better with Blu-ray skus selling at higher price points so retailers and the studios would prefer that to be the case.

OD may not fall that much as a whole. But its always going to be the occasion that when Blu-ray does a very large volumes of new release sales that DVD will fall to something near its base rate of routine sales. That's probably around $80M now. So its likely DVD will be in the neighborhood of a -50% drop or more for the week ending 04/28/12.

DVD will fall significantly not only because the extremely high Blu-ray marketshare for the week but also because DVD will be going up against the extremely high DVD holiday sales volumes of Easter week 2011 which also had the benefit of week two and the first full week carryover of Harry Potter 7.1 sales.

Whenever Blu-ray does well in any week, DVD will do less. If you want to focus on the negative there go for it. Others may disagree,
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