Optical (Blu-ray/DVD) and Digital (EST/UV) Sales Thread

[PSound]

No specific numbers breakdown yet, but Summit / Lionsgate is going to have a good week!

Midnight Madness For ‘Breaking Dawn’ DVD

Twilight Saga: Breaking Dawn – Part 1 on opening day starting at midnight Saturday sold an estimated 2.4 million DVD and Blu-ray units. That’s 15% ahead of its predecessor Eclipse. Digital sales on Saturday also were 45% higher than Eclipse for electronic sell-through, and 160% higher than Eclipse via video on demand.

http://www.deadline.com/2012/02/midn...ing-dawn-dvds/

[bruceames]

Originally Posted by PSound

No specific numbers breakdown yet, but Summit / Lionsgate is going to have a good week!



http://www.deadline.com/2012/02/midn...ing-dawn-dvds/

Eclipse BD did 23% share its first week (although the DVD as usual had the legs and it dropped to around 15% by week 3), so this one should get close to 30%.

[mikemorel]

'Twilight: Breaking Dawn' DVD sales top 'Eclipse,' trail 'New Moon'

The latest "Twilight" movie sold more DVDs on its opening weekend than the prior installment, but Bella, Edward and Jacob are still well behind their record.

"The Twilight Saga: Breaking Dawn -- Part 1," the fourth picture in the hit teen vampire series, sold an estimated 3.2 million DVD and Blu-ray copies from its Saturday morning debut through Sunday night, according to Lionsgate's recently acquired Summit Entertainment unit, which released the film theatrically in November.

That's about 18% more than the home entertainment bow of the last "Twilight" picture, "Eclipse."

However, it's 20% behind the debut sales of "New Moon," the second "Twilight" movie, which sold 4 million copies it first weekend. The original "Twilight" sold 3.8 million copies on its first weekend.

"Eclipse" was the only "Twilight" movie to launch on DVD in December, as it was also the only one to hit theaters in the summer. The first two debuted on DVD in March of 2009 and 2010, respectively, closer to the February date for the latest installment.

Summit charged a higher wholesale price for "Breaking Dawn -- Part 1" than previous "Twilight" movies, meaning revenue per copy sold was higher than in the past.

"Breaking Dawn" also sold 50,000 digital copies and was rented 80,000 times via video-on-demand. Those figures are up 47% and 142%, respectively, over "Eclipse," according to Summit.

The final "Twilight" movie, "The Twilight Saga: Breaking Dawn -- Part 2," is due in theaters Nov. 16.

[bruceames]

Interesting that Eclipse was released in December and had the lowest initial sales. The others were released in February and March.

Kinda goes to show that sales of new releases are unaffected by seasonality factors.

[mikemorel]

NPD: Apple, Best Buy Top 2011 CE Brands

“U.S. hardware sales growth is becoming harder and harder to achieve at the broad industry level,” said Stephen Baker, VP of industry analysis at NPD. “Sales outside of the top five categories fell by 8% in 2011 as consumers shifted spending from older technologies to a narrow range of products.”

Total spending in dollars on Blu-ray Disc players was down 11%, reflecting ongoing price declines.

[Kosty]

Originally Posted by bruceames

Interesting that Eclipse was released in December and had the lowest initial sales. The others were released in February and March.

Kinda goes to show that sales of new releases are unaffected by seasonality factors.

Or that the third movie in a series might sell less than the original or first sequel.

Of course seasonality matters as do the specific strength and genre of the title. Its a stretch to state that seasonality does not matter at all.

But its not like you can hold off a hit title from release forever. A release has to hit home video a reasonable time after its theatrical release.

[bruceames]

Originally Posted by Kosty

Or that the third movie in a series might sell less than the original or first sequel.

Of course seasonality matters as do the specific strength and genre of the title. Its a stretch to state that seasonality does not matter at all.

But its not like you can hold off a hit title from release forever. A release has to hit home video a reasonable time after its theatrical release.

I disagree. Seasonality has little to no affect on new release sales. A movie released in June will sell just as many copies as a movie released in November. The reason why Q4 is the biggest revenue quarter is because that's when the summer blockbuster movies are released, as well as seasonal purchases due to xmas gifts and sales.

If you compare sales of similar titles from Q4 and other quarters, you'll see that the sales are similar as well. The Twilight Eclipse is just one example. If simply releasing a movie in Q4 would mean more sales, then all movies would get released in that quarter.

[mikemorel]

Total spending in dollars on Blu-ray Disc players was down 11%, reflecting ongoing price declines.

Interesting comparison:

June 22, 2005

DVD Player Revenues Projected To Decline

Press Release: Strategy Analytics, a global research and consulting firm, has released a report "DVD Players and Recorders: Global Market Forecast," predicting that global DVD player revenues will fall for the first time ever this year (i.e., a 1 percent decrease to $19.8 billion, after peaking at $20.1 billion in 2004.)

[chipvideo]

Originally Posted by mikemorel

Interesting comparison:

June 22, 2005

DVD Player Revenues Projected To Decline

All signs have pointed to this year being the peak. It was easy to spot in the weekly charts going back to 2008. Clear as day.

[bruceames]

So DVD player sales revenues peaked two years before sell through software revenue did. If that's any indicator then software sales would peak next year. Perhaps this year, considering that in 2005 DVD players sales were only down 1 percent vs. Blu-ray down 11 percent last year.

[bruceames]

HMM revenues are up.

Blu-ray up 27.1% with a 24% share
OD down 8.6%
DVD down 16%

http://www.homemediamagazine.com/

[bruceames]

Originally Posted by chipvideo

All signs have pointed to this year being the peak. It was easy to spot in the weekly charts going back to 2008. Clear as day.

I'd say it's 50/50 between this year and next year. However the wild card is DVD. If they pull the plug on "countable" new releases it could keep Blu-ray growing (albeit slowly) for 3-4 more years.

[bruceames]

Updated thru week ending 2/4/12
Table of Blu-ray sales (HMM and DEG)
numbers are in (revenue) millions.
Weekly figures are from HMM (Home Media Magazine

2012 HMM     673.22    -7.7%     519.22   -12.4%     153.90   12.6%    22.9%     708.0   586.0										
Week Date      OD     OD YoY      DVD    DVD YoY       BD    BD YoY  BD Share  TBO2012 TBO2011										

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%      31.35    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

[Kosty]

Originally Posted by bruceames

HMM revenues are up.

Blu-ray up 27.1% with a 24% share
OD down 8.6%
DVD down 16%

http://www.homemediamagazine.com/

Drive and In Time ($35 M and $37 M TBO) vs DTV Beverly Hills Chihuahua II we the new releases. The DTV acted as the leading release last year but did not count in the TBO stats.

EDIT: Treasure Buddies this week was DTV and did second on the NV charts as well and also did not did not count in the TBO.

http://www.homemediamagazine.com/sal...k-ended-020412

[bruceames]

Originally Posted by Kosty

Drive and In Time ($35 M and $37 M TBO) vs DTV Beverly Hills Chihuahua II we the new releases. The DTV acted as the leading release last year but did not count in the TBO stats.

http://www.homemediamagazine.com/sal...k-ended-020412

Well that just goes to show how bad last year was, if a DTV title topped the leaderboard.