Disney and the BDA talk Blu-ray Streaming and UltraViolet

PSound · 02-26-2012, 07:41 PM

Quote:

Originally Posted by bruceames

I guess there was a misunderstanding that Bomb thought Psound was quoting him instead of Kosty. Now that that's cleared up, let's go back to playing nice please, and let's cut back on this "PR" and "lies" talk while we're at it. Try to show some respect.

We need a real ignore function here!

**bruceames** · 02-26-2012, 07:46 PM

Quote:

Originally Posted by Kosty

How do you explain that current new release unit marketshares are so high for Blu-ray then?

New releases are mass market items. Blu-ray is doing best in that category.

Most of the OD declines is in the revenues generated from catalog DVD sales. Its very true that Blu-ray catalog sales revenues have not covered the attrition in revenues from DVD catalog sales, but that's different from talking about retailer support for new releases.

A large part of the reason why Blu-ray new release market share is much higher than the overall share, is because of the combo packs. There is a reason why all the popular releases are coming out as combo packs and it's because it's increasing the Blu-ray share and the overall unit sales of the title.

**bruceames** · 02-26-2012, 07:48 PM

Quote:

Originally Posted by PSound

We need a real ignore function here!

There is an ignore feature. Go into your user CP and click on "edit ignore list", then type in you name of who you want to ignore.

PSound · 02-26-2012, 07:51 PM

Quote:

Originally Posted by bruceames

There is an ignore feature. Go into your user CP and click on "edit ignore list", then type in you name of who you want to ignore.

Perfect! Thank you!!

I am used to having it as a drop-down option when you click on a user, so I thought there wasn't one here.

chipvideo · 02-26-2012, 07:59 PM

LOL. Now that is some serious spin. Dizzy!!! You do realize that dvd has fallen off a cliff and as it continues to drop the bd share goes up.

The bd share is going up more because of dvd failing that it is bd growing. Thats a fact proven by the yearly and weekly numbers.

Quote:

Originally Posted by Kosty

How do you explain that current new release unit marketshares are so high for Blu-ray then?

New releases are mass market items. Blu-ray is doing best in that category.

Most of the OD declines is in the revenues generated from catalog DVD sales. Its very true that Blu-ray catalog sales revenues have not covered the attrition in revenues from DVD catalog sales, but that's different from talking about retailer support for new releases.

**bruceames** · 02-26-2012, 08:04 PM

Quote:

Originally Posted by PSound

Perfect! Thank you!!

I am used to having it as a drop-down option when you click on a user, so I thought there wasn't one here.

It used to be that way here too, but for some reason it was taken out when the site had an interface upgrade a few years ago.

Kosty · 02-26-2012, 08:11 PM

Quote:

Originally Posted by chipvideo

LOL. Now that is some serious spin. Dizzy!!! You do realize that dvd has fallen off a cliff and as it continues to drop the bd share goes up.

The bd share is going up more because of dvd failing that it is bd growing. Thats a fact proven by the yearly and weekly numbers.

That's not so much the case for new releases. The Blu-ray unit and revenue market share for new releases has risen far faster than new release attrition since 2007.

**bruceames** · 02-26-2012, 08:15 PM

Quote:

Originally Posted by chipvideo

LOL. Now that is some serious spin. Dizzy!!! You do realize that dvd has fallen off a cliff and as it continues to drop the bd share goes up.

The bd share is going up more because of dvd failing that it is bd growing. Thats a fact proven by the yearly and weekly numbers.

That is true Chip. Blu-ray will always gain market share simply by declining less than DVD. The rate at which market share is gained between two competitors is simply the difference in rate of growth between them.

Kosty · 02-26-2012, 08:20 PM

Quote:

Originally Posted by bruceames

A large part of the reason why Blu-ray new release market share is much higher than the overall share, is because of the combo packs. There is a reason why all the popular releases are coming out as combo packs and it's because it's increasing the Blu-ray share and the overall unit sales of the title.

Product mix changes including the use of BD+DVD combo packs are certainly a contributing factor. But they also are higher in retailer price than the plain DVD skus that usually are also available and consumers are willingly paying more for the sku with the Blu-ray Disc inside in any case,

Its pure speculation on reasons for doing it from the studio standpoint and increasing Blu-ray marketshare of the title as well as increasing Blu-ray consumer adoption is a factor. But so is making more money and in the cases where a DVD sku is also available its also aligning with consumer preferences for a BD+DVD and now +UV combo as a good value.

Very few titles to date have had the DVD sku delayed so consumers buying BD+DVD combos is still an accurate reflection of growing Blu-ray demand.

Blu-ray is well past the format war or concern about its survival stage where PR concerns like marketshare are an issue for any release. Pretty much only Home Media Magazine as the industry's only trade journal and the Tom K. Arnold weekly Nielsen Videoscan shadow article in The Hollywood Reporter are the only place those marketshare numbers are mentioned. Plus a few enthusiast websites here and there.

Its no longer a PR concern to talk about Blu-ray unit marketshares anymore and the primary reason its do is it makes more money for the studios and retailers now and in the future and is a response to growing consumer household penetration and consumer demand.

PSound · 02-26-2012, 08:22 PM

Quote:

Originally Posted by bruceames

That is true Chip. Blu-ray will always gain market share simply by declining less than DVD. The rate at which market share is gained between two competitors is simply the difference in rate of growth between them.

Pretty easy bar to jump.

Kosty · 02-26-2012, 08:24 PM

Quote:

Originally Posted by bruceames

That is true Chip. Blu-ray will always gain market share simply by declining less than DVD. The rate at which market share is gained between two competitors is simply the difference in rate of growth between them.

But for new releases and I think for even overall format marketshare Blu-ray's marketshare gains are larger than just DVD declines.

That would be the case only if Blu-ray was standing still in unit sales instead of growing each year and the Blu-ray unit and marketshare growth was only because it looked better because of DVDs decline.

DVD's decline would always be a factor but Blu-ray's pure growth would also lead to increasing Blu-ray marketshare even if OD growth was constant as its growing faster than OD is declining.

**bruceames** · 02-26-2012, 08:34 PM

Quote:

Originally Posted by Kosty

But for new releases and I think for even overall format marketshare Blu-ray's marketshare gains are larger than just DVD declines.

That would be the case only if Blu-ray was standing still in unit sales instead of growing each year and the Blu-ray unit and marketshare growth was only because it looked better because of DVDs decline.

DVD's decline would always be a factor but Blu-ray's pure growth would also lead to increasing Blu-ray marketshare even if OD growth was constant as its growing faster than OD is declining.

As I showed in the table, DVD's decline in 2011 compared to Blu-ray's growth was -$2.05 billion / +$350 million. When you compare the magnitude of the two numbers, it then follows mathematically that the lion's share of impetus behind Blu-ray's market share rise last year was because of DVD declining and not Blu-ray growing.

As for new releases, its pure speculation as to how much that is declining, relative to OD as a whole.

Kosty · 02-26-2012, 08:42 PM

Quote:

Originally Posted by bruceames

As I showed in the table, DVD's decline in 2011 compared to Blu-ray's growth was -$2.05 billion / +$350 million. When you compare the magnitude of the two numbers, it then follows mathematically that the lion's share of impetus behind Blu-ray's market share rise last year was because of DVD declining and not Blu-ray growing.

As for new releases, its pure speculation as to how much that is declining, relative to OD as a whole.

Well last year in the DEG stats OD declined -13.2% DVD -20.3% while Blu-ray gained +17.7% so that would be the case overall for overall for all revenues. But Blu-ray gained more marketshare with new releases and DVD lost more in catalog revenues as well.

PSound · 02-26-2012, 08:43 PM

Quote:

Originally Posted by bruceames

As I showed in the table, DVD's decline in 2011 compared to Blu-ray's growth was -$2.05 billion / +$350 million. When you compare the magnitude of the two numbers, it then follows mathematically that the lion's share of impetus behind Blu-ray's market share rise last year was because of DVD declining and not Blu-ray growing.

As for new releases, its pure speculation as to how much that is declining, relative to OD as a whole.

The magnitude of the respective delta in 2011 was pretty stark.

**bruceames** · 02-26-2012, 08:54 PM

Quote:

Originally Posted by Kosty

Well last year in the DEG stats OD declined -13.2% DVD -20.3% while Blu-ray gained +17.7% so that would be the case overall for overall for all revenues. But Blu-ray gained more marketshare with new releases and DVD lost more in catalog revenues as well.

Yes, but you then need to weigh those percentages to get the relative effect. DVD declining 20% has a much bigger impact on OD than Blu-ray increasing 20%.