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Old 03-31-2012, 12:01 PM   #2221  
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Originally Posted by bruceames View Post
It does seem pretty high, if it's an error I'm sure TN will just copy it anyway because that's the only cheat sheet they have.

If it's legit, then it should be a pretty good week for BLu-ray.
If theyre using hmm indexes as a cheat sheet they would be mindful that their top 10 revenues be only a fraction of what hmm reports for the entire format.
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Old 03-31-2012, 12:14 PM   #2222  
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If theyre using hmm indexes as a cheat sheet they would be mindful that their top 10 revenues be only a fraction of what hmm reports for the entire format.
You would think, but if they do that, then the DVD revenues would also go down a lot from what they're used to reporting.

I don't how or where they get their info, all I really care about is the results, and if they're reliable. As their data often sharply conflicts that of the trusted HMM revenue source, and also aligns itself too closely with the Nielsen ratios, they have proven themselves to be very untrustworthy. The conflict between them and HMM is too strong to not be forced to conclude that one of them is very wrong. And it's not HMM.
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Old 03-31-2012, 02:04 PM   #2223  
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Cinram puts itself up for sale...

Back in 2006, Cinram billed itself as "the world's largest provider of pre-recorded multimedia products and related logistics services".

Cinram Profit Up, Looks at Potential Sale

Quote:
Thanks to refinancing its debt, Toronto-based replicator Cinram reported a profit of more than $42.8 million for the fourth quarter of 2011 (ended Dec. 31), compared with a loss of nearly $7.9 million during the same period in 2010.

Cinram also noted that its has hired financial advisors to look at the potential of “strategic alternatives” for the company, suggesting a sale of assets or the company as a whole. Cinram aims to decide on a course of action “within the next few months” but noted, “There can be no assurance that the process will identify a transaction that is in the best interests of [Cinram] or that [Cinram] will be able to implement any such transaction.”

The positive fourth-quarter results came despite Cinram reporting lower revenue and lower DVD replication numbers. Revenue for the quarter was $267.5 million, down from $300.1 million during the same quarter in 2010.

Due to lower DVD replication volumes, revenue from Cinram’s pre-recorded multimedia segment was $232.8 million, down from $264.2 million, a 12% drop. Cinram replicated 204 million DVDs during the quarter, compared with 261 million in the fourth quarter of 2010. DVD revenue was $179.8 million, compared with $213.9 million during the fourth quarter of 2010.

Blu-ray Disc revenue was $16.8 million, up from $13.1 million.

Video game revenue was down to $17.8 million, down 12% from $20.2 million. Cinram’s other businesses, including digital, saw an 8% jump, from $15.7 million in the fourth quarter of 2010 to $16.9 million in Q4 2011.

For all of 2011 Cinram reported revenue of $800.8 million, down from $1.1 billion in 2010. The company reported a full-year loss of $87.6 million, compared with a 2010 profit of $15.7 million.

“2011 was a difficult year for [Cinram] and the industry generally as the impact of a general softness in the economy in our primary markets of North America and Europe impacted consumers' discretionary spending,” said company CEO Steve Brown. “Notwithstanding, we continue to be encouraged by the growth of our new digital media services group.”

Last edited by mikemorel; 03-31-2012 at 03:13 PM..
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Old 03-31-2012, 07:23 PM   #2224  
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Blu-ray Disc revenue was $16.8 million, up from $13.1 million.

Video game revenue was down to $17.8 million, down 12% from $20.2 million.

Cinram’s other businesses, including digital, saw an 8% jump, from $15.7 million in the fourth quarter of 2010 to $16.9 million in Q4 2011.

2011 was a difficult year for [Cinram] and the industry generally as the impact of a general softness in the economy in our primary markets of North America and Europe impacted consumers' discretionary spending
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Old 03-31-2012, 08:24 PM   #2225  
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I thought this article was quirky interesting talking about 2012 box office.


Quote:
Posted: Sat., Mar. 31, 2012, 4:00am PT

Popcorn beats 3D for exhibs
Plexes pile on concessions menu
By JOSEPH LISANTI


While raising attendance, ticket prices and premiums on 3D pics can help exhibs grow profits, their greatest hope may lie in concessions.

It's shaping up to be a pretty decent year for movie exhibs, according to a new study from Fitch Ratings. Attendance should grow in the low single digits, mainly because of a better slate of tentpole pics in 2012, says the ratings agency. And although the report projects that price increases will contribute to modest growth, the effects of 3D on the box office are likely to be more muted than they were last year as auds become choosier about the movies they're willing pay a premium for.

Concessions provide a large part of theater owners' profits because they carry profit margins of 85% to 90%. Small wonder that exhibs are stressing this area.

The two biggest chains, Regal and AMC, are offering an expanded list of premium items in an attempt to boost concession sales. And more locations are experimenting with alcoholic beverages and made-to-order hot food.

Concessions also happen to be an area where exhibs can exercise control. After all, they can't prevent the competition for eyeballs from VOD and DVDs. Nor can stop the studios from making turkeys. But they can determine the quality and price of their food and beverages.
http://www.variety.com/article/VR1118052096
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Old 03-31-2012, 09:21 PM   #2226  
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Historical DEG Home Entertainment Revenue Trends


EDIT: Data updated with additional information a couple posts below.

Spoiler:
I finally figured out a way to graph out the end of year 2011 data from DEG since they switched over to combing DVD+Blu-ray sell through revenues and DVD+Blu-ray rental revenues together instead of giving us the combined DVD or combined Blu-ray figures for sell through and rental by each format.

I used the 2011 report for the 2010 data. The last two years are now combined physical OD sell through in green and combined physical OD rentals in purple along with the same orange for Digital/VOD as before.







http://www.dvdinformation.com/pressr...r_end_2011.pdf

http://www.dvdinformation.com/pressr...DING_CHART.pdf

Last edited by Kosty; 04-01-2012 at 01:26 AM..
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Old 03-31-2012, 09:29 PM   #2227  
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After I posted the above chart it was pointed out to me that I do have the revised historical DEG/Rentrak data to give the physical rental to sell through split back to 2007. I'll revise the chart as soon as I can with that new data.

Rentrak Physical

Year Rental Sell Through Total

2007 $7.20 $12.90 $20.60
2008 $6.90 $12.40 $19.30
2009 $6.50 $10.90 $17.40
2010 $6.20 $10.00 $16.20

Last edited by Kosty; 04-01-2012 at 01:07 AM..
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Old 04-01-2012, 01:23 AM   #2228  
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Historical DEG Home Entertainment Revenue Trends



I finally figured out a way to graph out the end of year 2011 data from DEG since they switched over to combing DVD+Blu-ray sell through revenues and DVD+Blu-ray rental revenues together instead of giving us the combined DVD or combined Blu-ray figures for sell through and rental by each format.

I used the 2011 report for the 2010 data. The last two years are now combined physical OD sell through in green and combined physical OD rentals in purple along with the same orange for Digital/VOD as before.

2007-2009 data split between rental and sell through is from previously published Rentrak data.







Different sort of the data highlighting digital revenue growth partially compensating for the physical sell through revenue decline.

Plus it shows that the decline in physical rental revenues from brick and mortar storefronts to cheaper kiosk and Netflix subscriptions has also affected physical revenues as well.








This is my best guess based on the data I have now for splitting out DVD and Blu-ray for 2010 and 2011.








Last edited by Kosty; 04-01-2012 at 07:17 PM.. Reason: added third chart based on bruceames and my best data for BD and DVD split for 2010 and 2011
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Old 04-01-2012, 07:11 AM   #2229  
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Quote:
Originally Posted by cakefoo View Post
Blu-ray Disc revenue was $16.8 million, up from $13.1 million.

Video game revenue was down to $17.8 million, down 12% from $20.2 million.

Cinram’s other businesses, including digital, saw an 8% jump, from $15.7 million in the fourth quarter of 2010 to $16.9 million in Q4 2011.

2011 was a difficult year for [Cinram] and the industry generally as the impact of a general softness in the economy in our primary markets of North America and Europe impacted consumers' discretionary spending
Total Revenue for Cinram dropped from $1.1 billion in 2010 to $800 million, a decline of $300 million.

Revenue from the pre-recorded multimedia products segment (i.e. disc replication) was $693 million in 2011, a decline of $309 million from $1,002 million in 2010.

Net loss for 2011 was $88 million. If they didn't make a deal with creditors, that number would have been far worse.

An increase in blu-ray REVENUE (not profit) of $3.7 million in 4Q is completely irrelevent to Cinram's shaky financial position. By comparison, DVD revenue was $179.8 million for the fourth quarter of 2011, compared to $213.9 million in the fourth quarter of 2010, a decline of $34.1 million.

Last edited by mikemorel; 04-01-2012 at 07:16 AM..
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Old 04-01-2012, 07:27 AM   #2230  
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From Cinram 3rd Quarter Report:

Quote:
We replicated 169 million DVDs in the third quarter of 2011, compared with 226 million in 2010, and, as a result, DVD revenue dropped to $141.6 million compared with $189.2 million in 2010.
So, a DVD costed 84 cents to replicate and distribute in Q3 2011 and 84 cents to replicate and distribute in Q3 2010.

From Cinram 4th Quarter Report:

Quote:
Cinram replicated 204 million DVDs in the fourth quarter of 2011, compared to 261 million units replicated in the fourth quarter of 2010.
DVD revenue (which includes replication and distribution services) was $179.8 million for the fourth quarter of 2011, compared to $213.9 million in the fourth quarter of 2010.
So, a DVD costed 88 cents to replicate and distribute in Q4 2011 and 82 cents to replicate and distribute in Q4 2010.

So much for a DVD costing "pennies" to manufacture.

Last edited by mikemorel; 04-01-2012 at 07:33 AM..
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Old 04-01-2012, 08:42 AM   #2231  
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Quote:
Originally Posted by mikemorel View Post
From Cinram 3rd Quarter Report:

So, a DVD costed 84 cents to replicate and distribute in Q3 2011 and 84 cents to replicate and distribute in Q3 2010.

From Cinram 4th Quarter Report:

So, a DVD costed 88 cents to replicate and distribute in Q4 2011 and 82 cents to replicate and distribute in Q4 2010.

So much for a DVD costing "pennies" to manufacture.
88 pennies Mike. 88. I mean that's almost a dollar. But who's counting? You know I paid 728 pennies for a burger combo yesterday?! 728 pennies! My wife said you need to watch your spending on fast food. I said its just pennies Hun!
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Old 04-01-2012, 08:44 AM   #2232  
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Quote:
Originally Posted by Kosty View Post
Historical DEG Home Entertainment Revenue Trends



I finally figured out a way to graph out the end of year 2011 data from DEG since they switched over to combing DVD+Blu-ray sell through revenues and DVD+Blu-ray rental revenues together instead of giving us the combined DVD or combined Blu-ray figures for sell through and rental by each format.

I used the 2011 report for the 2010 data. The last two years are now combined physical OD sell through in green and combined physical OD rentals in purple along with the same orange for Digital/VOD as before.

2007-2009 data split between rental and sell through is from previously published Rentrak data.







Different sort of the data highlighting digital revenue growth partially compensating for the physical sell through revenue decline.

Plus it shows that the decline in physical rental revenues from brick and mortar storefronts to cheaper kiosk and Netflix subscriptions has also affected physical revenues as well.






I wish that chart showed Bluray and DVD separately. Then it would be easier to see how poorly Bluray is Actually doing.
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Old 04-01-2012, 09:53 AM   #2233  
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Quote:
Originally Posted by Malanthius View Post
I wish that chart showed Bluray and DVD separately. Then it would be easier to see how poorly Bluray is Actually doing.
It is not by coincidence (or because they forgot, or were too lazy), that DEG stopped charting blu-ray seperately.
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Old 04-01-2012, 10:27 AM   #2234  
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DEG doesn't chart Blu-ray and DVD separately, but they did say how much each format did in sell-through. Only the separate rental revenue is unavailable for 2011.
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Old 04-01-2012, 10:32 AM   #2235  
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Also the reported growth in digital is deceptive because it shows $1 billion in new streaming revenue. Streaming is cannibalizing cable/sat premium channels, and not OD rental. Since cable/sat premium movie channel revenue is not included in the DEG report, then neither should streaming.
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