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Old 06-09-2012, 12:31 AM   #3241  
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2012 YTD $100 M+ releases
Code:
100.00% 104.0  Horror	        Paranormal Activity 3 

 67.14% 209.4  Action		Mission: Impossible - Ghost Protocol

 54.57% 102.5  Crime	        Girl With the Dragon Tatoo, The

 40.28% 149.1  Animation	Puss in Boots


 29.60% 108.1  Animation	Hop
 23.92% 276.7  Adventure	Twilight Saga: Breaking Dawn - Part 1, The
 23.57% 125.01 Romance          The Vow 
 23.32% 130.9  Animation	Alvin and the Chipmunks: Chipwrecked



.

2011 YTD $100 M+ releases
Code:
68.21% 172.1  Sci-Fi		Tron: Legacy


49.50%  98.8  Comedy		Green Hornet, The
45.75% 294.1  Adventure	        Harry Potter and the Deathly Hallows: Part 1
44.17% 104.3  Fantasy		Chronicles of Narnia, The: The Voyage of the Dawn Treader
43.23% 107.0  Drama		Black Swan
40.78% 200.8  Animation	        Tangled

39.91% 117.2  Comedy		Jackass 3
35.78% 147.9  Animation	        Megamind
36.18% 100.0  Animation         Gnomeo & Juliet
33.25% 100.5  Comedy		Due Date

27.93% 100.2  Family		Yogi Bear
26.31% 138.0  Drama		King's Speech, The
23.73% 148.4  Comedy		Little Fockers




.

Last edited by Kosty; 06-09-2012 at 12:50 AM..
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Old 06-09-2012, 12:43 AM   #3242  
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Quote:
Originally Posted by bruceames View Post
Here are the list for the $50-$100 million BO titles:

Spoiler:
2011: TBO $100+ million titles: 11 total--> $1630.5
2011: TBO $50-$100 million titles: 15 total-->$1146.9 (list shown below)
Total-->$2777.4 -->76.6% of TBO of all titles

2012 $50-$100 million BO titles YTD
Code:
share	Box office	Genre	Title
50	97.1	Comedy	Green Hornet, The
46	89.5	Comedy	Red
45	93.2	Biography	Social Network, The
43	55.0	Romance	I Am Number Four
40	92.9	Drama	Fighter, The
36	81.2	Thriller	Unstoppable
36	99.4	Animation	Gnomeo & Juliet
34	67.6	Romance	Tourist, The
32	57.7	Crime	Takers
30	58.8	Family	Secretariat
27	84.5	Horror	Paranormal Activity 2
27	70.6	Comedy	No Strings Attached
25	73.0	Comedy	Dinner For Schmucks
19	73.0	Documentary	Justin Bieber: Never Say Never
15	53.4	Romance	Life as We Know It



2011: TBO $100+ million titles: 8 total--> $1205.6
2011: TBO $50-$100 million titles:22 total-->$1507.8 (list shown below)
Total-->$2713.4 -->76.1% of TBO of all titles

2012 $50-$100 million BO titles YTD
Code:
share	Box office	Genre	Title
59	83.5	Action	Immortals
58	64.5	Drama	Chronicle
56	62.3	Action	Underworld: Awakening
54	85.1	Action	Real Steel
52	88.6	Family	Muppets, The
52	66.5	Action	Contraband
51	58.7	Adventure	Hugo
51	51.8	Action	Grey, The
50	77.2	Animation	Adventures of Tintin, The
44	75.3	Drama	Moneyball
44	54.6	Action	This Means War
40	75.7	Thriller	Contagion
40	78.0	Action	Tower Heist
37	54.3	Horror	Woman in Black, The
36	79.8	Drama	War Horse
32	80.7	Drama	Descendants, The
29	51.8	Drama	Footloose
28	74.2	Comedy	Jack and Jill
27	73.4	Family	We Bought a Zoo
23	64.0	Animation	Happy Feet Two
22	53.3	Horror	Devil Inside, The
19	54.5	Comedy	New Year's Eve

A few observations:

1) The $50-$100 million titles constitute roughly the same amount in box office power as the $100+ titles ($2837 million vs. $2654 respectively)

2) 2012 has more titles and more TBO in this group than 2011

3) 2012 has more action and other Blu-ray favorable titles, both in quantity, and by proportion.


Conclusion: If you take these titles in consideration together with the $100+ million already listed, you get a more balanced picture of the genre distribution and the relative power they had. As a whole, there appears to be no real bias in favorable genres between the two periods being compared. Therefore, the net TBO and the TBO difference between 2012 and 2011 is a very accurate indicator, and now that the YoY TBO is a wash, we can directly compare the YoY revenue performance using this simple metric without worrying about undue bias from other factors.
You are making the assumption that the $50- $99 M titles there have the same impact on home video and Blu-ray sell through sales as the more powerful $100 M + box office titles. That may not be valid, and

I assert the more than $100 M + titles are the more important variable here as they explain the observed results better. Besides the fact that a commonly held belief in the industry especially retailers.

$100 M plus titles get more marketing and promotional support and are more prominent as leading releases for the week at retail so its common sense that they would have a greater impact on the home video sell though numbers and especially Blu-ray which does well o new releases.

Since by your accounting adding them in results in relative parity in the TBO totals (not sure about genre yet) then by definition its not explaining by itself the results we are seeing this year to date.
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Old 06-09-2012, 12:48 AM   #3243  
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YTD 100 M + releases with more than 30% BD share (rounded up)


2012 YTD $100 M+ releases
Code:
100.00% 104.0  Horror	        Paranormal Activity 3 
 67.14% 209.4  Action		Mission: Impossible - Ghost Protocol
 54.57% 102.5  Crime	        Girl With the Dragon Tatoo, The

 40.28% 149.1  Animation	Puss in Boots
 29.60% 108.1  Animation	Hop




.

2011 YTD $100 M+ releases
Code:
68.21% 172.1  Sci-Fi		Tron: Legacy
49.50%  98.8  Comedy		Green Hornet, The
45.75% 294.1  Adventure	        Harry Potter and the Deathly Hallows: Part 1
44.17% 104.3  Fantasy		Chronicles of Narnia, The: The Voyage of the Dawn Treader
43.23% 107.0  Drama		Black Swan

40.78% 200.8  Animation	        Tangled
39.91% 117.2  Comedy		Jackass 3
35.78% 147.9  Animation	        Megamind
36.18% 100.0  Animation         Gnomeo & Juliet
33.25% 100.5  Comedy		Due Date




.
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Old 06-09-2012, 01:01 AM   #3244  
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Quote:
Originally Posted by bruceames View Post
Here are the list for the $50-$100 million BO titles:
I have The Green Hornet in the $100 M+ class as did only about $1.2 M less than $100 M at $98,780,042 and I have Gnomeo and Juliet there as well as IMBD has it at $99,967,670 domestic box office.

2011: TBO $100+ million titles: 11 total--> $1630.5
2011: TBO $50-$100 million titles: 15 total-->$1146.9 (list shown below)
Total-->$2777.4 -->76.6% of TBO of all titles

2012 $50-$100 million BO titles YTD
Code:
share	Box office	Genre	Title

50	97.1	Comedy	Green Hornet, The
46	89.5	Comedy	Red
45	93.2	Biography	Social Network, The
43	55.0	Romance	I Am Number Four
40	92.9	Drama	Fighter, The
36	81.2	Thriller	Unstoppable
36	99.4	Animation	Gnomeo & Juliet
34	67.6	Romance	Tourist, The
32	57.7	Crime	Takers
30	58.8	Family	Secretariat
27	84.5	Horror	Paranormal Activity 2
27	70.6	Comedy	No Strings Attached
25	73.0	Comedy	Dinner For Schmucks
19	73.0	Documentary	Justin Bieber: Never Say Never
15	53.4	Romance	Life as We Know It



2011: TBO $100+ million titles: 8 total--> $1205.6
2011: TBO $50-$100 million titles:22 total-->$1507.8 (list shown below)
Total-->$2713.4 -->76.1% of TBO of all titles

2012 $50-$100 million BO titles YTD
Code:
share	Box office	Genre	Title

59	83.5	Action	Immortals
58	64.5	Drama	Chronicle
56	62.3	Action	Underworld: Awakening
54	85.1	Action	Real Steel
52	88.6	Family	Muppets, The
52	66.5	Action	Contraband
51	58.7	Adventure	Hugo
51	51.8	Action	Grey, The
50	77.2	Animation	Adventures of Tintin, The
44	75.3	Drama	Moneyball
44	54.6	Action	This Means War
40	75.7	Thriller	Contagion
40	78.0	Action	Tower Heist
37	54.3	Horror	Woman in Black, The
36	79.8	Drama	War Horse
32	80.7	Drama	Descendants, The
29	51.8	Drama	Footloose
28	74.2	Comedy	Jack and Jill
27	73.4	Family	We Bought a Zoo
23	64.0	Animation	Happy Feet Two
22	53.3	Horror	Devil Inside, The
19	54.5	Comedy	New Year's Eve
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Last edited by Kosty; 06-09-2012 at 01:07 AM..
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Old 06-09-2012, 01:11 AM   #3245  
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I agree that adding in the $50-99 M titles balances out the genre mix a lot but they just do not have the same major sales impact as the $100 M + tentpoles major releases have. They are not as prominent at retail and are not advertised and promoted as much.

That's why it does not explain the results we have seen very well so far this year.

-

But that's good work that adds more perspective on the issue though. Thanks.
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Old 06-09-2012, 09:04 AM   #3246  
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Quote:
Originally Posted by Kosty View Post
You are making the assumption that the $50- $99 M titles there have the same impact on home video and Blu-ray sell through sales as the more powerful $100 M + box office titles. That may not be valid, and

I assert the more than $100 M + titles are the more important variable here as they explain the observed results better. Besides the fact that a commonly held belief in the industry especially retailers.

$100 M plus titles get more marketing and promotional support and are more prominent as leading releases for the week at retail so its common sense that they would have a greater impact on the home video sell though numbers and especially Blu-ray which does well o new releases.

Since by your accounting adding them in results in relative parity in the TBO totals (not sure about genre yet) then by definition its not explaining by itself the results we are seeing this year to date.
Of $100 million plus titles get more marketing, get more sales, etc., but there are fewer of them. Proportionally though there should be a linear correlation, however there may be a slight bias in that regard to the higher end titles. I don't think you can say that an $80 million BO titles would get only 1/2 the marketing and sales as $120 million BO title. It should be fairly proportional.

A simple explanation of the results could be that Blu-ray sales growth is simply continuing to decline. In that regard, it's not doing anything out of the ordinary. The format declined from 68% growth in 2010 to 20% in 2011. Now we're at 10%. So given the history of the growth curve, I see nothing so far this year that would raise any eyebrows. The trajectory is right on target (if anything a little low as the box office power is even vs. down 8.2% last year).

As for DVD, the small delta between the formats could be because DVD had a really bad Jan-May 2011. Or maybe because the growth decline is stabilizing. DVD does not rely nearly so much on new theatrical sales, and perhaps that is the area that is seeing the sharpest declines.
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Old 06-11-2012, 06:47 PM   #3247  
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Updated thru week ending 6/2/12
Table of Blu-ray sales (HMM and DEG)
numbers are in (revenue) millions.
Weekly figures are from HMM (Home Media Magazine

Code:
2012 HMM    3093.47    -6.6%    2361.68   -10.6%     731.99    9.3%    23.7%    3606.1  3637.8										
Week Date      OD     OD YoY      DVD    DVD YoY       BD    BD YoY  BD Share  TBO2012 TBO2011										

Q2 HMM      1082.59   -15.1%     829.90   -17.1%     252.89   -7.5%    23.4%    1211.4  1501.4

22  6/2      111.57    -6.5%      85.76   -11.7%      25.81   16.4%    23.1%      36.1    15.8
21  5/26     109.16    -5.2%      82.48   -10.8%      26.88   17.7%    24.6%     179.2   154.4
20  5/19     109.04    -3.6%      82.49   -11.1%      26.55   30.7%    24.3%     200.0    99.9
19  5/12     121.91     8.4%      92.63     1.6%      29.28   37.8%    24.0%     187.4   155.6
18  5/5      107.56   -11.5%      84.66   -14.4%      22.90    1.5%    21.3%     104.9   148.6
17  4/28     103.68    -4.1%      78.66   -10.5%      25.02   23.5%    24.1%      67.6     0.0
16  4/21     109.99   -50.1%      81.31   -53.3%      28.68  -38.1%    26.1%     231.7   184.9
15  4/14     107.78   -42.5%      85.63   -37.4%      22.15  -56.2%    20.6%      51.3   314.8
14  4/7      201.90    13.9%     156.28    20.0%      45.62   -3.0%    22.6%     153.2   427.4

Q1 DEG      2060.00    -0.4%    1559.39    -6.1%     500.61   23.0%    24.3%
Q1 HMM      2010.88    -1.2%    1531.78    -6.6%     479.10   20.9%    23.8%    2394.7  2136.4

13  3/31     155.29   -19.9%     120.32   -17.4%      34.98  -27.6%    22.5%     168.6   319.2
12  3/24     148.56     8.5%     108.20    -2.8%      40.36   57.9%    27.2%     353.9   219.4
11  3/17     146.48     4.6%     112.13    -1.4%      34.34   30.2%    23.4%     276.1   154.2
10  3/10     165.27     9.5%     123.11     2.7%      42.16   35.7%    25.5%     216.0   177.1
9   3/3      150.39   -14.0%     115.29   -13.4%      35.10  -15.7%    23.3%      67.0   112.3
8   2/25     158.98    -2.2%     122.04    -7.3%      36.94   19.4%    23.2%     272.1   258.0
7   2/18     207.15    18.9%     160.38    10.4%      46.77   61.7%    22.6%      16.4    86.2
6   2/11     205.54    19.4%     151.09     3.1%      54.45  104.2%    26.5%     316.5   224.0
5   2/4      144.90    -8.6%     110.25   -16.0%      34.65   27.1%    23.9%     118.5    23.0
4   1/28     131.95   -13.6%      98.40   -20.2%      33.55   14.2%    25.4%     226.3   201.2
3   1/21     129.39    -2.4%     103.53    -4.9%      25.86    8.9%    20.0%     112.7    60.7
2   1/14     128.65    -5.1%     100.16    -7.7%      28.49    5.6%    22.1%     143.4   116.2
1   1/7      138.33    -8.0%     106.88   -11.6%      31.45    7.0%    22.7%     157.7   134.3

2011 DEG    8951.80   -13.2%    6851.80   -19.5%    2150.00   19.4%    24.0%    
2011 HMM    8604.20   -13.9%    6608.28   -20.3%    1995.92   17.7%    23.2%    9936.0 10820.9																			

Q4 DEG      3338.95   -11.0%    2464.81   -16.5%     924.14   15.5%    27.7%
Q4 HMM      3125.11   -12.4%    2280.75   -19.5%     844.36   15.1%    27.0%    3698.4  3932.2

52  12/31    174.13   -25.6%     130.29   -28.7%      43.84  -14.7%    25.2%      64.3    95.9
51  12/24    482.11   -13.1%     368.59   -16.9%     113.52    2.2%    23.5%     205.6   303.6
50  12/17    369.89   -23.4%     280.58   -26.8%      89.31  -10.1%    24.1%     360.7   635.3
49  12/10    322.48   -14.5%     243.85   -18.6%      78.63    1.5%    24.4%     624.8   535.6
48  12/3     229.49   -23.3%     173.97   -27.5%      55.52   -6.2%    24.2%     282.0   496.0
47  11/26    388.67   -12.4%     300.39   -16.5%      88.28    5.0%    22.7%     194.5   185.3
46  11/19    166.84   -14.3%     127.57   -18.0%      39.27    0.5%    23.5%      41.6   359.0
45  11/12    183.17     2.5%     128.95   -12.0%      54.22   68.3%    29.6%     422.9   251.3
44  11/5     167.53   -16.8%     117.59   -22.8%      49.94    2.0%    29.8%     335.6   414.9
43  10/29    147.15    11.2%      96.66   -11.3%      50.49  115.6%    33.6%     204.5   108.7
42  10/22    156.94     9.5%      95.94   -17.1%      61.00  120.8%    38.9%     370.0    56.0
41  10/15    152.92    -2.4%     106.50   -14.1%      46.42   42.2%    30.4%     343.3   233.0
40  10/8     183.79     9.3%     109.87    -9.4%      73.92   57.7%    40.2%     248.6   257.6

Q3 DEG      1742.79    -4.0%    1320.93   -14.7%     421.86   58.0%    24.2%
Q3 HMM      1667.09    -4.9%    1298.39   -13.9%     368.70   49.9%    22.1%    1806.3  1609.5										

39  10/1     152.58   -14.3%     109.97   -20.4%      42.61    7.1%    27.9%     352.1   382.7
38  9/24     153.60     5.0%     108.69   -12.5%      44.91  103.6%    29.2%     169.3   112.5
37  9/17     164.69    14.0%     107.37   -14.2%      57.32  197.2%    34.8%     190.8   165.2
36  9/10     128.84     0.0%     102.29   -10.5%      26.55   82.9%    20.6%     189.3    60.3
35  9/3      119.04    -9.5%     100.87   -13.7%      18.17   23.5%    15.3%      65.6    95.1
34  8/27     109.34   -13.1%      91.74   -16.6%      17.60   11.5%    16.1%      12.6    45.3
33  8/20     124.53    -4.4%     101.11   -12.8%      23.42   63.3%    18.8%     100.8    81.2
32  8/13     122.13    -1.8%      98.44    -9.5%      23.69   51.8%    19.4%     118.0   143.9
31  8/6      139.66     1.4%     111.78    -3.6%      27.88   27.9%    20.0%     189.8   133.5
30  7/30     108.78   -18.3%      89.06   -20.2%      19.72   -8.7%    18.1%      56.8   177.2
29  7/23     120.50    -1.9%      97.25    -9.4%      23.25   49.9%    19.3%      88.3    72.7
28  7/16     118.09    -4.8%      94.88   -13.5%      23.21   61.7%    19.7%     267.8    94.7
27  7/9      105.31   -16.7%      84.94   -22.7%      20.37   22.9%    19.3%       5.1    45.2										
		
Q2 DEG      1831      -15.0%    1434      -18.8%     397       9.4%    21.7%
Q2 HMM      1791.55   -12.2%    1402.94   -16.7%     388.61    9.1%    21.7%    2314.8  2422.0

26  7/2      127.11   -12.3%      96.32   -21.6%      30.79   39.4%    24.2%     102.3   181.4
25  6/25     123.25    -7.7%      98.18   -12.8%      25.07   20.1%    20.3%     205.4    85.8
24  6/18     149.89   -11.2%     114.68   -17.7%      35.21   19.5%    23.5%     208.2   142.8
23  6/11     130.81   -13.6%     103.23   -18.6%      27.58   12.3%    21.1%     305.0   152.6
22  6/4      118.16   -34.1%      96.17   -32.8%      21.99  -39.1%    18.6%      15.8   386.8
21  5/28     113.83   -16.6%      91.37   -22.9%      22.46   24.9%    19.7%     154.4    87.9
20  5/21     111.98   -15.2%      91.84   -18.9%      20.14    7.2%    18.0%      99.8   185.7
19  5/14     111.02   -23.6%      90.00   -26.8%      21.02   -6.2%    18.9%     155.6   113.6
18  5/7      122.05   -25.2%      99.74   -29.5%      22.31   -7.7%    18.3%     141.5   106.1
17  4/30     106.99   -40.6%      86.94   -39.6%      20.05  -44.5%    18.7%       0.0   120.5
16  4/23     217.30    -8.3%     171.47    -0.3%      45.83  -29.4%    21.1%     187.5   841.3
15  4/16     184.50    48.7%     134.40    24.8%      50.10  205.3%    27.2%     314.8     8.1
14  4/9      174.66    21.6%     128.60     5.9%      46.06  107.5%    26.5%     424.5     9.4
										
Q1 DEG      2068      -20.0%    1661      -25.0%     407      10.0%    19.7%		
Q1 HMM      2020.45   -23.2%    1626.20   -28.4%     394.25    9.4%    19.5%    2116.5  2857.2

13  4/2      192.11   -36.0%     144.16   -44.6%      47.95   20.1%    25.0%     300.9   461.1
12  3/26     135.54   -49.8%     110.21   -50.9%      25.33  -44.1%    18.7%     218.0   335.6
11  3/19     138.72   -46.5%     112.58   -49.6%      26.14  -27.1%    18.8%     154.2   534.3
10  3/12     146.96   -24.4%     116.11   -30.8%      30.85   16.5%    21.0%     177.0   247.2
9   3/5      174.59    -7.2%     132.93   -15.4%      41.66   34.1%    23.9%     112.3   258.8
8   2/26     160.96     4.5%     130.35    -2.5%      30.61   50.7%    19.0%     258.0    74.9
7   2/19     172.68    -8.1%     143.99   -12.7%      28.69   25.0%    16.6%      86.2    80.1
6   2/12     172.00   -19.4%     145.34   -23.1%      26.66    8.9%    15.5%     224.0   211.0
5   2/5      158.26   -16.7%     131.08   -20.8%      27.18   11.1%    17.2%      23.0   114.6
4   1/29     151.21   -14.6%     122.05   -20.9%      29.16   27.6%    19.3%     201.2   151.6
3   1/22     131.62   -16.3%     107.98   -21.0%      23.64   14.8%    18.0%      60.7    61.0
2   1/15     135.49   -17.3%     108.51   -23.9%      26.98   27.0%    19.9%     143.3   137.8
1   1/8      150.31   -14.1%     120.91   -19.5%      29.40   18.6%    19.6%     157.7   189.2

OD = optical disc (DVD + Blu-ray)
YoY = year over year percentage change
TBO = total box office
BD = Blu-ray
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Old 06-11-2012, 06:53 PM   #3248  
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Old 06-12-2012, 03:08 AM   #3249  
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Old 06-12-2012, 10:33 AM   #3250  
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I might be wrong, but wasn't last years 2nd quarter a disaster for blu-ray?
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Old 06-12-2012, 01:30 PM   #3251  
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Quote:
Originally Posted by chipvideo View Post
I might be wrong, but wasn't last years 2nd quarter a disaster for blu-ray?
It indeed was a tough YoY comparison for Blu-ray in the 2Q last year.

A lot of that was the obvious impact of Avatar and Alice in Wonderland in the comparison from the year before.



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Old 06-12-2012, 07:47 PM   #3252  
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Quote:
Originally Posted by chipvideo View Post
I might be wrong, but wasn't last years 2nd quarter a disaster for blu-ray?

It was certainly the worst performing quarter that year relative to its YoY box office.

Q1: 10% up--> box office down 26%
Q2: 10% up--> box office down 4.4%
Q3: 58% up--> box office up 12.2%
Q4: 17% up--> box office down 6.0%
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Old 06-13-2012, 01:49 AM   #3253  
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Quote:
Originally Posted by mikemorel View Post
BD's marketshare continues in the 23/24% range. Been that way for a lot of 2012. That is the same marketshare BD had for 2011.

BD has been on a linear growth in marketshare of 6% per year. 2012 isn't looking too good for a 30% marketshare.
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Old 06-13-2012, 10:09 AM   #3254  
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Quote:
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BD's marketshare continues in the 23/24% range. Been that way for a lot of 2012. That is the same marketshare BD had for 2011.

BD has been on a linear growth in marketshare of 6% per year. 2012 isn't looking too good for a 30% marketshare.
Right now the average for the year is 23.7%, which is below last year's 23.8%/24.0% (HMM/DEG). Normally market share growth occurs mostly in Q4 and then remain flat the next year, sustaining the Q4 growth.

However this year is different. Market share growth has not been sustained to last year's Q4 level of 27.0%/27.7%, and instead has reverted to Q3 2011 levels. In fact, the market share so far this quarter is only 1.7% higher than it was for the same period last year.

The market share growth is going to slow down. There are a few factors working against Blu-ray to that end.

1) relative dependence on new release. Blu-ray derives perhaps 2/3 (or more) of its revenue from new and recent top sellers (Top 20), while DVD is only about 1/3 or even less. So while Blu-ray makes impressive gains in individual title market shares on new releases, it will have less and less impact on the bottom line as that well dries up.

2) DVD releases over six times as many titles as Blu-ray. The sheer magnitude of this release discrepancy and its impact on sales needs no further explanation.

Of course, the above two factors are related and it basically comes down to DVD just kicking Royal ass on the release front.

There is no way Blu-ray is going to hit 30% this year. It will probably average 30% or more in Q4, but for the year it has no chance. I'm guessing it will end up around 28% (32% for Q4 and 25% for Q1-3).
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Old 06-13-2012, 10:17 AM   #3255  
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Quote:
Originally Posted by Kosty View Post
It indeed was a tough YoY comparison for Blu-ray in the 2Q last year.

A lot of that was the obvious impact of Avatar and Alice in Wonderland in the comparison from the year before.



Quote:
Originally Posted by bruceames View Post
It was certainly the worst performing quarter that year relative to its YoY box office.

Q1: 10% up--> box office down 26%
Q2: 10% up--> box office down 4.4%
Q3: 58% up--> box office up 12.2%
Q4: 17% up--> box office down 6.0%
So it looks like Kosty was wrong about why it was a bad quarter. Box office was only down 4.4% for that YOY comparison yet bd had it worst quarter of the year.

The reason I asked this question to begin with is this year the YOY is down and that is from an already weak comparable last year time frame. That is bad news for the format.
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