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High Definition Media A place to discuss BD and UHD Content from physical and digital media |
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#181 | |
High Definition is the definition of life.
Join Date: Oct 2011
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One need look no further than the studios to see that. Executives are very clear about the decline in conversion rates. Studios almost universally are cutting back directly in Home Video (including RIFs) and budgets of future productions are shifting due to the decline. Fortunately for the studios, international IS doing well and is easing the pain slightly. But the very real decline in OD sell through is happening, and is having an impact. |
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#182 | |
Steelbook Addict
Join Date: Nov 2007
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#183 | |
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#184 | |
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#185 | |
High Definition is the definition of life.
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If that was true, Netflix would be reporting much more than 15% margin for the overall business. Now the disc-by-mail business might be right around 20% of revenues going to the studios, down from a traditional ~33%. That is because 33% of revenues goes to the post office, and the studios discounted their material for Netflix in exchange for rental delays. Plus Netflix needs less new discs and can ship tons of discs that have already been fully depreciated. Studios and networks are probably seeing right around 70-80% of revenue from streaming, and higher percentage for international as those markets ramp up. |
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#186 | |
High Definition is the definition of life.
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But that is not the lie that has been perpetuated. What has been attempted to be sold is that new release revenue has been "sustained" and "maintained" by Blu-ray. That is outright false. |
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#187 | |
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#188 | |
High Definition is the definition of life.
Join Date: Oct 2011
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The editor of a publication who takes money from Cinram to promote the Cinram business (disc replicating). The same publication that has published false quotes from studio executives. The same publication that puts unattributed bracketed words in executive quotes to change the meaning of quotes. An editorial with the end note of the need to "put the brakes on Netflix" is not surprising as the bulk of Netflix revenue now comes from a model that does not require a single disc to be pressed. The nightmare scenario for Cinram. |
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#189 | |
High Definition is the definition of life.
Join Date: Oct 2011
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Which means that the margin improve with new subs. Until the new contracts are made, when the content owners can get paid more based on the subscriber base. Assuming just $2 billion in streaming revenue in 2012 and that 70-80% COG, Netflix would still be looking at $400 - $600 million annual income. On the old disc model, Netflix was looking at 66% COG for the studios and post office, NOT including the actual fulfillment process (envelopes, warehouses, staff, machinery, etc). |
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#190 | |
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I'm sure you have a keen eye for anything negative they spin about Netflix. |
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#191 |
High Definition is the definition of life.
Join Date: Oct 2011
Posts: 1,749
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With the influence of Cinram purchasing HMM PR (and that Home Media Magazine advertises their editors as part of the PR package they sell), I have a keen eye for anything absurdly pro-OD (disc manufacturing) and anti-digital (less disc manufacturing).
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#192 | |
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#193 | |
High Definition is the definition of life.
Join Date: Oct 2011
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You lost me at "The Numbers". ![]() But even if you assume new release revenue is flat, it is still a lie to state that revenue is being "maintained" or "sustained" as revenue performance has always been a factor of box office lead-in, AKA conversion. Again, the PR push around selling the false story of new release revenue being "sustained" or "maintained" is ridiculous. |
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#194 | |
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#195 |
High Definition is the definition of life.
Join Date: Oct 2011
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Looks like HP7pt2 did 49% of sales on Blu-ray, and Cars 2 did 20.55% of HP sales (at 33% share).
HP7pt2 won the BD race, with Cars 2 in second at 13.88%. Going to prob be a sub $100 million week. Maybe as low as $75. |
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