Originally Posted by bruceames
That's an astute observation. If I didn't know any better, I would have thought that it would be a permanent situation.
Obviously it's momentary, jeez. The point is, we have a snapshot of how Blu-ray (and DVD) is doing under even TBO conditions. A snapshot of it under even conditions would be certainly more reliable than under uneven box office, as the release bias is minimized and we see how the formats are doing without any "help" or under disadvantageous conditions.
Its better of course to be close in the TBO but its still just one factor of many in these generally seasonally slow months.
Over time the TBO factor will be more correlated with home video performance like in entire quarters or the entire year, but now its still correlated much less significantly with the sales numbers as single titles or events can have a larger impact in this lower volume period. Its a clue not much than that at the moment.