Originally Posted by bruceames
Is this a joke? Blu-ray's YoY was actually DOWN until 2 weeks ago when Twilight and Lady and the Tramp came out. How much more obvious can it be?
It's really funny to see you downplay the effect of new releases when YoY BO is strong and overplay it when YoY BO is weak.
As I stated before, this is very similar to the spike we saw at end of Q3 / early Q4 last year. The difference is that there is very little prior revenue reported to normalize it in any way.
End of Q1 and H1 will be good benchmarks. We will probably be able to update projections at that point.
So far I have not seen anything to take me off of the ~ 12%-16% BD growth for the year.