High Def Forum - Your High Definition Community & High Definition Resource

Go Back   High Def Forum - Your High Definition Community & High Definition Resource > High Definition DVDs & Movies > High Definition Media
Rules HDTV Forum Gallery LINK TO US! RSS - High Def Forum AddThis Feed Button AddThis Social Bookmark Button Groups

High Definition Media A place to discuss BD, HD DVD and D-VHS and things that affect adoption of HD Media RSS - High Definition Media

Like Tree32Likes

DEG Q1 2012 Report

Reply
AddThis Social Bookmark Button
 
Thread Tools
Old 04-29-2012, 02:32 PM   #1
Muscle Cars Forever!
 
Lee Stewart's Avatar
 

Join Date: Jan 2007
Location: Albuquerque, NM
Posts: 37,404
Arrow DEG Q1 2012 Report

Quote:
The Digital Entertainment Group reports that subscription streaming rose an estimated 545.5% in the first quarter of 2012, while rentals at brick-and-mortar stores fell a devastating 39.4%.

Home video chiefs at the Hollywood studios finally have something to smile about.

For the first time in years, consumer spending on home entertainment actually rose in the first quarter of 2012, rising 2.5% to $4.45 billion largely due to the strength of streaming, according to numbers compiled by DEG: The Digital Entertainment Group.

The real good news for the studios, however, is that packaged media sales remained steady in the first quarter of 2012, with disc sales down less than 1% from the first quarter of 2011 – a sharp contrast to previous years, when first-quarter sales typically edged down in the double digits.

According to DEG, consumers spent $2.06 billion on Blu-ray Discs and DVDs in the first three months of 2012, down just slightly from the estimated $2.07 they spent in the comparable period last year. Continued declines in DVD purchases were offset by a 23% rise in Blu-ray Disc sales, the DEG says.

Add in electronic sellthrough, which posted a 17% gain in the first quarter, and total consumer spending on home entertainment purchases rose 0.5% to $2.22 billion.

More good news for the studios: disc sales of theatrical movies rose 2% in the quarter, sales of catalog titles on Blu-ray Disc were up 27%, and TV on Blu-ray sales soared 54%. More than 40.8 million U.S. homes now have at least one device capable of playing Blu-ray Discs.

The disc rental business didn’t fare as well. Rentals at brick-and-mortar stores fell 39.4% to $305 million, while subscription disc rental – mostly Netflix – was down an estimated 48% to $348 million, DEG claims. Kiosk rental – mostly Redbox – rose an estimated 30.1% to $523 million.

Subscription streaming, however, rose an estimated 545.5% to $548.6 million, largely due to Netflix’s successful conversion of disc renters to streamers. Video-on-demand posted a smaller gain of 6.8%, rising to $505.3 million.

Total rental spending – consisting of disc rentals as well as VOD and streaming – rose 4.4% to $2.23 billion from $2.13 billion in the first quarter of 2011.

UltraViolet, the studio-backed, cloud-based “digital locker” service, service grew to 2 million accounts in the quarter, DEG reported.
http://www.hollywoodreporter.com/new...-redbox-317877
.
Lee Stewart is online now   Reply With Quote
Old 04-29-2012, 02:39 PM   #2
Official HDF BD Reviewer
 
HD Goofnut's Avatar
 

Join Date: Dec 2007
Location: Mississippi, U.S.A. Your resident Dune, Star Wars, and war film expert
Posts: 9,613
Default

I'm sure Netflix is going to continue to shun disc based subscriptions. There are idiots to continue to do so.
__________________
HD Goofnut is offline   Reply With Quote
Old 04-29-2012, 02:45 PM   #3
High Definition is the definition of life.
 
1stSilverado's Avatar
 

Join Date: Oct 2011
Posts: 151
Default

Quote:
Originally Posted by HD Goofnut View Post
I'm sure Netflix is going to continue to shun disc based subscriptions. There are idiots to continue to do so.
Although it seems that a natural progression from Netflix to Redbox is occurring despite any actions from Netflix, positive or negative.
It might be out of Netflixs' hands
1stSilverado is offline   Reply With Quote
Old 04-29-2012, 03:09 PM   #4
Muscle Cars Forever!
 
Lee Stewart's Avatar
 

Join Date: Jan 2007
Location: Albuquerque, NM
Posts: 37,404
Default

Quote:
More than 40.8 million U.S. homes now have at least one device capable of playing Blu-ray Discs.
According to the DEG EOY 2011 report; " BD PBDs in nearly 40 million homes"

EOY 2010 report - BD PBD penetration = "27.5 million homes"

Q1 2011 report - BD PBD penetration = "nearly 30 million homes"

Last edited by Lee Stewart; 04-29-2012 at 03:12 PM.
Lee Stewart is online now   Reply With Quote
Old 04-29-2012, 04:13 PM   #5
Super Moderator
 
bruceames's Avatar
 

Join Date: May 2006
Location: Novato, CA
Posts: 16,333
Default

DEG and HMM had almost the same OD sell through numbers. Very close!
bruceames is offline   Reply With Quote
Old 04-29-2012, 04:31 PM   #6
Home Theater Enthusiast
 
Kosty's Avatar
 

Join Date: Aug 2007
Posts: 5,063
Default

Quote:
Consumer Spending on Home Entertainment Rising for the First Time in Years
Wow. Nice gains in every category we talk about.


Blu-ray up +23%

Catalog titles on Blu-ray Disc were up up +27%

TV on Blu-ray sales soared up +54%

Theatrical movies on DVD+BD up +2%

OD only down -1%

EST up +17%

Redbox up +30.1%

Netflix Subscription Streaming +545.5% (including conversion from DVD by mail)
__________________
.
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno

"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks

"I don't think you lead by pessimism and cynicism. I think you lead by optimism and enthusiasm and energy." - Patricia Ireland
Kosty is offline   Reply With Quote
Old 04-29-2012, 04:32 PM   #7
Home Theater Enthusiast
 
Kosty's Avatar
 

Join Date: Aug 2007
Posts: 5,063
Default

That's interesting details on those sub categories there for Blu-ray and DVD.

Blu-ray catalog sales and TV on Blu-ray did even better than Blu-ray as a whole.

Quote:
More good news for the studios: disc sales of theatrical movies rose 2% in the quarter, sales of catalog titles on Blu-ray Disc were up 27%, and TV on Blu-ray sales soared 54%.

More than 40.8 million U.S. homes now have at least one device capable of playing Blu-ray Discs.
__________________
.
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno

"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks

"I don't think you lead by pessimism and cynicism. I think you lead by optimism and enthusiasm and energy." - Patricia Ireland
Kosty is offline   Reply With Quote
Old 04-29-2012, 04:47 PM   #8
High Definition is the definition of life.
 

Join Date: Oct 2011
Posts: 1,749
Default

It looks like the DEG decided to not alter 2011 numbers, which means OD rental is going to show a ton of decline this year:

Quote:
The disc rental business didn’t fare as well. Rentals at brick-and-mortar stores fell 39.4% to $305 million, while subscription disc rental – mostly Netflix – was down an estimated 48% to $348 million, DEG claims. Kiosk rental – mostly Redbox – rose an estimated 30.1% to $523 million.
PSound is offline   Reply With Quote
Old 04-29-2012, 04:53 PM   #9
High Definition is the definition of life.
 

Join Date: Oct 2011
Posts: 1,749
Default

Deadline Hollywood has also posted the numbers.

And they actually show responsible journalism by simply not pimping up what the DEG stated without at least acknowledging important data:

Quote:
The data out today from DEG: The Digital Entertainment Group may suggest that the period of steep declines in home video spending — largely driven by the collapse of the DVD market — is over. But it also may just reflect the fact that the quarter had more popular movies: Films available on home video in the quarter did 12.5% better at the box office than did comparable releases last year.
http://www.deadline.com/2012/04/cons...-in-q1-up-2-5/
PSound is offline   Reply With Quote
Old 04-29-2012, 05:07 PM   #10
Muscle Cars Forever!
 
Lee Stewart's Avatar
 

Join Date: Jan 2007
Location: Albuquerque, NM
Posts: 37,404
Default

Quote:
Originally Posted by PSound View Post
Deadline Hollywood has also posted the numbers.

And they actually show responsible journalism by simply not pimping up what the DEG stated without at least acknowledging important data:



http://www.deadline.com/2012/04/cons...-in-q1-up-2-5/
Responsible journalism huh?

Quote:
Another winner: kiosk services led by Redbox. Their rocketed 30.1% to $523M
Actual Q1 Total Redbox Revenue

Quote:
Better same-kiosk sales, the addition of more kiosks, strong performance of new-release titles and consumer acceptance of a 20-cent price increase all were credited by Coinstar for the strong results by Redbox, which posted revenue of nearly $503 million.
BTW - that includes video game rentals ($25.15 million) which as you know are not part of DEG's HV reports.

So DEG offers up an over-inflated Redbox number and they too lap it up without doing just a little basic research. Took me less than 60 seconds to spot it and confirm the error.
Lee Stewart is online now   Reply With Quote
Old 04-29-2012, 05:11 PM   #11
High Definition is the definition of life.
 

Join Date: Oct 2011
Posts: 1,749
Default

Quote:
Originally Posted by Lee Stewart View Post
Responsible journalism huh?



Actual Q1 Total Redbox Revenue



BTW - that includes video game rentals which as you know are not part of DEG's HV reports.

So DEG offers up an over-inflated Redbox number and they too lap it up without doing just a little basic research. Took me less than 60 seconds to spot it and confirm the error.
The DEG should be counting kiosk revenue, including from other companies (including independents). Just like their B&M number includes revenue from independent rentailers.
PSound is offline   Reply With Quote
Old 04-29-2012, 05:43 PM   #12
High Definition is the definition of life.
 

Join Date: Oct 2011
Posts: 1,749
Default

Quote:
Originally Posted by PSound View Post
The DEG should be counting kiosk revenue, including from other companies (including independents). Just like their B&M number includes revenue from independent rentailers.
On that front, we can figure out Blockbuster-by-mail revenue.

The DEG reported $348 million for OD subscription revenue. Netflix reported $320 million.

As Blockbuster-by-mail is the only other game in town, that brings their revenue in at $28 million for the quarter.

Netflix reported average revenue for paying subs at $32.13 for the quarter. If Blockbuster had the same average revenue per subscriber, that would mean they have ~ 872,000 paying subs. That is down significantly for Blockbuster from when they were right around 3 million subs at the beginning of 2007.
PSound is offline   Reply With Quote
Old 04-29-2012, 07:19 PM   #13
Super Moderator
 
bruceames's Avatar
 

Join Date: May 2006
Location: Novato, CA
Posts: 16,333
Default

I updated the OD table with the reported DEG figures (some derived), just to show how close it was with HMM. I'll tweak the figures as necessary when they release the consumer spending chart.

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 DEG      2060.00    -0.4%    1559.39    -6.1%     500.61   23.0%    24.3%
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
bruceames is offline   Reply With Quote
Old 04-29-2012, 07:43 PM   #14
Home Theater Enthusiast
 
Kosty's Avatar
 

Join Date: Aug 2007
Posts: 5,063
Default

Quote:
Originally Posted by PSound View Post
Deadline Hollywood has also posted the numbers.

And they actually show responsible journalism by simply not pimping up what the DEG stated without at least acknowledging important data:



http://www.deadline.com/2012/04/cons...-in-q1-up-2-5/
We don't actually know what the DEG report said now do we yet?

Of course, the releases mattered.

Just like in 1Q 2011 when an even steeper decline in box office strength contributed to the steep decline in that period last year.
__________________
.
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno

"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks

"I don't think you lead by pessimism and cynicism. I think you lead by optimism and enthusiasm and energy." - Patricia Ireland
Kosty is offline   Reply With Quote
Old 04-29-2012, 07:46 PM   #15
Super Moderator
 
bruceames's Avatar
 

Join Date: May 2006
Location: Novato, CA
Posts: 16,333
Default

Quote:
Originally Posted by PSound View Post
It looks like the DEG decided to not alter 2011 numbers, which means OD rental is going to show a ton of decline this year:
And SVOD is going to show a ton of growth...at least in the first two quarters.

By the same token, OD rental decline will stabilize in the second half of the year, once the highly erroneous data split is past.

But in the meantime, it's sure gonna make for some comedic YoY figures.
bruceames is offline   Reply With Quote
Sponsored Links
Go Back   High Def Forum - Your High Definition Community & High Definition Resource > High Definition DVDs & Movies > High Definition Media
AddThis Social Bookmark Button
Reply

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


All times are GMT -6. The time now is 06:57 PM.



Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.
Search Engine Optimization by vBSEO 3.6.0
Copyright ©2004 - 2008, High Def Forum