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Old 01-12-2012, 10:07 PM   #1036
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So did the DEG count Hulu's 2011 revenue in their new SVOD category?

Hulu Reports 2011 Revenue of $420 Million, Hulu Plus Reaches 1.5 Million Subs

http://www.hollywoodreporter.com/new...nue-420-281216
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Old 01-12-2012, 10:21 PM   #1037
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I'm not missing anything. Check this out:

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The kiosk business continued to grow, too, with rentals through outlets like Redbox increasing 31 percent to $1.66 billion. And rentals of Blu-ray and DVD through subscription services like Netflix (NSDQ: NFLX) kept on growing, as well, increasing 4.1 percent to $2.36 billion.
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While overall spending on packaged media and digital delivery was down 2% for the year to an estimated $18.04 billion, down from $18.43 billion in 2010, a 20% jump in Blu-ray spending and a 51% jump in digital spending point to a sustained recovery for the industry, DEG reported.
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Total consumer spending on packaged media, Blu-ray and DVD, slipped slightly more than 13% to $8.95 billion from $10.52 billion in 2010.
Quote:
But those declines are to be expected, observers say, as consumers transition to digital delivery, mostly streaming. Overall spending on digital delivery rose 51% to nearly $3.42 billion, up from $2.26 billion in 2010. The largest chunk of that went to VOD ($1.87 billion) and the new category of subscription streaming ($993.6 million), while electronic sellthrough remained a nonstarter at $553.7 million.
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B&M Q1 2010 $689 million
B&M Q1 2011 $504 million

B&M Q2 2010 $553 million
B&M Q2 2011 $393 million

B&M Q3 2010 $495 million
B&M Q3 2011 $353 million


From the bolded info above, we can deduce how much was spent renting B&Ms in Q4.

Total HE-->$18.04 billion - (OD sell-through-->$8.95 billion + digital--$3.42 billion) = $5.67 billion in OD rental.

Total OD rental-->$5.67 billion - (kiosk-->$1.66 billion + subscription DVD/Blu-ray-->$2.36 billion) = $1.65 billion in B&M rental.

Total B&M rental-->$1.65 billion - (Q1-->$504 billion + Q2-->$393 billion + Q3-->$353 billion) = $400 million in Q4 B&M rental.


So, according to the above published info, B&M rental revenue actually increased by $47 million in Q4.



Here's a more complete table.

B&M Q1 2010 $689 million
B&M Q1 2011 $504 million

B&M Q2 2010 $553 million
B&M Q2 2011 $393 million

B&M Q3 2010 $495 million
B&M Q3 2011 $353 million

B&M Q4 2010 (unknown)
B&M Q4 2011 $400 million



Kiosk Q1 2010 $281 million
Kiosk Q1 2011 $402 million

Kiosk Q2 2010 $295 million
Kiosk Q2 2011 $404 million

Kiosk Q3 2010 $335 million
Kiosk Q3 2011 $414 million

Kiosk Q4 2010 $355 million
Kiosk Q4 2011 $440 million

Last edited by bruceames; 01-12-2012 at 10:31 PM..
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Old 01-12-2012, 10:29 PM   #1038
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Quote:
Originally Posted by Lee Stewart View Post
So did the DEG count Hulu's 2011 revenue in their new SVOD category?

Hulu Reports 2011 Revenue of $420 Million, Hulu Plus Reaches 1.5 Million Subs

http://www.hollywoodreporter.com/new...nue-420-281216
What's the SVOD category? I only know of a VOD category, now there are two of them?

Edit: Oh, you mean subscription streaming, right?
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Old 01-12-2012, 11:10 PM   #1039
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Quote:
Originally Posted by bruceames View Post
So, according to the above published info, B&M rental revenue actually increased by $47 million in Q4.
So B&M growth actually outpaced kiosk rental revenue QoQ in Q4.

Raise your hand if you think that is sustainable.
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Old 01-12-2012, 11:41 PM   #1040
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Quote:
Originally Posted by bruceames View Post
What's the SVOD category? I only know of a VOD category, now there are two of them?

Edit: Oh, you mean subscription streaming, right?
Right . . SVOD = Subscription Streaming.
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Old 01-13-2012, 05:36 AM   #1041
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Quote:
Originally Posted by Lee Stewart View Post
So did the DEG count Hulu's 2011 revenue in their new SVOD category?

Hulu Reports 2011 Revenue of $420 Million, Hulu Plus Reaches 1.5 Million Subs

http://www.hollywoodreporter.com/new...nue-420-281216
I could be wrong, but I think the DEG only counts consumer revenue? If so the ad generated revenue wouldn't be included anyway. Direct revenue looks to be relatively modest, at most ~$36 million for the quarter, but that should be enough to register on the Q4 report over and above Netflix's revenue.

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Old 01-16-2012, 05:17 PM   #1042
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When do we get the latest sales numbers?
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Old 01-16-2012, 07:10 PM   #1043
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When do we get the latest sales numbers?
Tuesday afternoon is the most likely time they show up.
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Old 01-17-2012, 02:44 PM   #1044
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Are we still getting the unit numbers every week?
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Old 01-17-2012, 11:05 PM   #1045
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Are we still getting the unit numbers every week?
From what Kosty said we are. But we probably won't get anything until he gets back from CES and into his comfort zone.
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Old 01-17-2012, 11:16 PM   #1046
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From what Kosty said we are. But we probably won't get anything until he gets back from CES and into his comfort zone.
Awesome! Thanks.

I want to see if average selling price trends are impacted by seasonality and release strength.
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Old 01-17-2012, 11:50 PM   #1047
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US DVD Sales Chart for Week Ending Jan 8, 2012

http://www.the-numbers.com/dvd/chart...y/thisweek.php

Weekly Domestic Blu-ray Sales Chart for Week Ending January 1, 2012

http://www.the-numbers.com/weekly-bluray-sales-chart


No BD sales chart for WE 1/8

http://www.the-numbers.com/weekly-bluray-sales-chart
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Old 01-24-2012, 06:15 PM   #1048
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They sure are late with the numbers this time, I wonder what's up?
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Old 01-24-2012, 06:27 PM   #1049
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They sure are late with the numbers this time, I wonder what's up?
Probably thinking up new ways to present it to make things look better!
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Old 01-24-2012, 06:51 PM   #1050
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Quote:
Originally Posted by Malanthius View Post
Probably thinking up new ways to present it to make things look better!
Like units* perhaps?

Better that then something else like having trouble paying their bills or something. I know that info isn't free.
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