Originally Posted by bruceames
Another difference is that Blu-ray YoY is up much less this time and DVD is down much less. In early Q4 Blu-ray was up over 70% and DVD down around 14%. Now it's 32% Blu-ray and -6% DVD.
In any case I don't think we're referring to the exact same thing, as I was saying that OD is up because of the box office and we don't need to see 3-6 months of follow up data to confirm that.
The only thing that is uncertain is why the delta between Blu-ray and DVD has shrunk so much, and we would need more data to see if that's going to make a trend or is just a temporary quirk in the data.
There are definitely two distinct phenomenon at play.
The BO strength (and strong catalog) skewing the results because of the small sample size.
And the new (unexpectedly strong) performance of DVD.
The shift in DVD is really the interesting one, because I am still thinking BD will drift sub-20% growth when box office normalizes over time.