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04-30-2012 05:23 AM #556
I don't see the original DEG 1Q 2012 report press release or table available online yet.
A lot of other new sites have the Reuters write up or nothing additional in commentary added than what was obviously in the DEG press release..
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
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04-30-2012 05:26 AM #557
Above posts om the DEG 1Q 2012 report xpost mirrored in this thread for future reference as first thread on the subject in this forum did not have reference of the 1Q 2012 DEG report in its title.
Master discussion thread on this subject is here:
Hollywood Hopes Rise as Blu-Ray, Digital Sales Offset DVd Decline (new).
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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04-30-2012 10:47 AM #558http://hometheater.about.com/b/2012/...-streaming.htmBlu-ray and DVD Holding Their Own Against Internet Streaming
By Robert Silva, About.com GuideApril 30, 2012
If you believe all the hype, almost everyone streams their movies and TV shows from the internet. However, in reality, although internet streaming continues to increase in popularity (up an amazing 545% from the same period last year to to $548 million in revenue), the majority of consumers still spend most of their home entertainment dollars on both DVDs and Blu-ray Discs, and it looks like that will continue for awhile.
According to the latest figures provided by the DEG (Digital Entertainment Group), consumer spending on Blu-ray discs is up 23 percent Year-over-Year, which includes a 2 percent increase in new film titles, a 27 percent increase for catalog titles, and 54 percent increase for TV-on-Blu-ray titles. Total Blu-ray and DVD revenue for quarter one 2012 held up well at $2.05 billion, just slightly down from the 2011 quarter one total of $2.07 billion, due to a slight decrease in DVD sales revenue, which continues an overall downward trend.
The number of U.S. households that now have a Blu-ray compatible playback devices (includes Blu-ray Disc players, Blu-ray Home-Theater-in-a-Box systems, and Sony PS3 game consoles) now total 40.8 million.
In addition, physical DVD and Blu-ray Disc rentals continue to remain healthy, even as Netflix is de-emphasizing that part of its service and Blockbuster now not as much of a competitive factor. It turns out that Redbox has picked up more DVD rental market share, continuing to pass Netflix as the largest DVD rental service as its $53.7 million 2012 first quarter net revenue substantially beat 2011 first quarter numbers.
As a related side note, 77.6 million US households (out of approximately 115 million total) now have at least one HDTV.
The battle between streaming and physical media continues, stay tuned...
For additional details and perspective, read the reports from TV Predictions and The Hollywood Reporter. Also, share your own entertainment spending preferences by voting my new continuing poll:Last edited by Kosty; 06-13-2012 at 05:11 AM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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04-30-2012 12:10 PM #559
TWICE
http://www.twice.com/article/483809-...ce=twitterfeedDEG: Blu-ray, Streaming Growth Seen In Q1
By Greg Tarr -- TWICE, 4/30/2012
Los Angeles - The digital home entertainment industry saw further stabilization in the first quarter of 2012 with signs of significant growth ahead for the Blu-ray Disc segment, according to findings from the Digital Entertainment Group (DEG).
The first-quarter results, as reported by the video home entertainment industry promotion group, were said to have been buoyed by steady increases in electronic sell-through (EST) and video-on-demand (VOD) spending, with modest growth seen in sell-through.
Overall consumer spending rose 2.5 percent compared with the first quarter last year, with a significant portion of revenue coming from Blu-ray sales.
Blu-ray Disc saw a 23 percent increase in sales over first quarter 2011, and now accounts for 25 percent of all consumer pre-recorded video sell-through revenue, up from less than 15 percent two years ago.
Highlights for the first quarter include:
Electronic sell-through revenue was up 17 percent compared with the same period last year.
Physical sell-through of theatrical product was up 2 percent for the quarter, while catalog sales on Blu-ray Disc were up 27 percent, and TV on Blu-ray sales were up 54 percent.
Nearly 2 million UltraViolet accounts have now been created to help consumers access and view purchased movie and TV show content from the cloud.
The number of Blu-ray homes increased with the addition of 2.4 million players in the first quarter (including BD set-tops, PlayStation3s and HTiBs). Total household penetration of all Blu-ray-compatible devices now stands at more than 40.8 million U.S. homes, the DEG said.
Another 6.5 million HDTVs were sold to U.S. consumers in the first quarter of 2012, raising the U.S. HDTV household penetration rate to more than 77.6 million U.S. households.Last edited by Kosty; 06-13-2012 at 05:12 AM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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04-30-2012 12:13 PM #560http://www.homemediamagazine.com/age...catalog-crunchThe Q2 Catalog Crunch
24 Apr, 2012
By: John Latchem

With a dearth of new major theatrical titles heading to shelves, stores are focusing on clearing inventory.
Target went with a huge sale of Disney Princess merchandise, centered on the chain’s exclusive Blu-ray edition of The Princess Diaries at $14.99. The promotion included sales of the DVD and Blu-ray of Tangled and The Princess and the Frog, as well as Disney Princess dolls, books and video games.
Another promotion at Target involved a $15 discount with the purchase of two select TV DVD titles. Also, several recent DVD releases were offered at $14.99 each.
Best Buy revived promotions for its “Upgrade & Save” program, which lets customers trade in their used DVDs to get a $5 coupon that can be applied toward a Blu-ray movie $9.99 and up. As such, its weekly ad circular was filled with pages of Blu-ray sales for which the coupon could be used.
Also, Best Buy offered $10 Fandango cash to see A Five-Year Engagement in theaters with the purchase of select Universal Blu-ray catalog titles offered at $12.99 each ($7.99 with the coupon).
The new DVD of the recent Titanic miniseries caused a bit of confusion among patrons at a Costa Mesa store who thought it was supposed to be a re-release of the James Cameron version. It just goes to show that movies share titles sometimes and it helps to keep an eye out for exactly what you want to buy.
Last edited by Kosty; 06-06-2012 at 06:21 PM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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04-30-2012 12:15 PM #561http://www.homemediamagazine.com/res...e-charts-27097Projections: 'Contraband' Set To Seize Charts
30 Apr, 2012
By: John Latchem

Among the modest slate of new releases April 24, Universal’s Contraband, with a $66.5 million take at the domestic box office, has the best chance of unseating Paramount’s Mission: Impossible — Ghost Protocol from the top spot on the sales charts the week ending April 29. The titles should easily comprise the top two spots.
Ghost Protocol should continue to dominate the rental chart. A newcomer to the top 10 will be Fox’s Alvin and the Chipmunks: Chipwrecked, fresh off its 28-day kiosk embargo.
Rank Title Studio Weeks on Chart
Projected Top 3 Sellers for Week Ending 4/29/2012
1 Mission: Impossible — Ghost Protocol Paramount 2
2 Contraband Universal New
3 War Horse Disney/DreamWorks 4
Projected Top 3 Rentals for Week Ending 4/29/2012
1 Mission: Impossible — Ghost Protocol Paramount 2
2 Alvin and the Chipmunks: Chipwrecked Fox 5
3 The Sitter Fox 6
Last edited by Kosty; 06-06-2012 at 06:21 PM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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04-30-2012 11:26 PM #562http://www.blu-ray.com/news/?id=8628First Quarter Blu-ray Sales Up 23%, $101m reaches $541m
Posted April 30, 2012 06:35 PM by Nayan Ashra
According to the DEG Blu-ray sales reached $541m for the first quarter in the USA rising 23%, or $101m. Blu-ray standalone player sales were 2.4m for the quarter with the installed base now reaching just under 41m.
Total home video spending was up year on year for the first time in two years by 2.5% to reach $4.45bn. Much of this rise was down to the impressive 74% rise in digital streaming and sales, while the upturn in Blu-ray sales was wiped out by the DVD losses, meaning physical sales were flat year on year for the quarter.
Blu-ray now accounts for over a quarter of all physical discs revenue, though given that BDs have a higher average selling price than DVDs it is unlikely that DVD maintained the same market share for unit sales.
Rental markets saw a rebound thanks to Redbox whose revenue rose 30% year on year. Other rental was down but the strong rise at Redbox ensured that the market grew.Last edited by Kosty; 04-30-2012 at 11:49 PM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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04-30-2012 11:35 PM #563http://www.theverge.com/2012/4/30/29...crease-q1-2012US home video sales jump 2.5 percent in Q1 2012, Blu-ray and streaming services gain traction
By Chris Welch on April 30, 2012 07:32 pm
US consumers spent $4.45 billion on home video entertainment in the first quarter of 2012, according to figures just released by Digital Entertainment Group. That's an upswing of 2.5 percent over the same period last year, with digital streaming services and Blu-ray coming away as the big winners this quarter.
Purchases of the high-definition optical media jumped 23 percent to $541 million in Q1, and Blu-ray continued to enter new homes with 2.4 million players sold. That's some healthy growth to be sure, but BD remains a long way from toppling DVD as America's physical format of choice: the latter managed to take in $1.51 billion even after a seven-percent dip in sales.
The numbers aren't quite so kind to the rental market, unfortunately: physical media rentals plummeted by 25 percent to $1.18 billion during the quarter. That shouldn't come as much of a shock when you factor in Blockbuster's continuing woes and the migration of Netflix subscribers to digital streaming.
Streaming services are clearly on an upward trend, with digital downloads and video-on-demand content seeing a 74 percent rise in sales and totaling $1.22 billion — though how DEG reaches this figure isn't clear.
Still, it's not all doom and gloom in rental land, as Redbox brought in $523 million, which represents growth of 30 percent compared to 2011 and accounts for nearly half of the entire segment. It would seem those studio-imposed delays haven't had poised much of a financial burden after all.
Last edited by Kosty; 04-30-2012 at 11:50 PM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-01-2012 08:31 PM #564
Week Ending 04/21/12
Mission Impossible Ghost Protocol vs Easter 2011 and first full week of Harry Potter 7.1




http://www.homemediamagazine.com/mar...k-ended-042112Last edited by Kosty; 05-01-2012 at 11:00 PM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-01-2012 08:32 PM #565
Just saw the data.
That's obviously on the low side of expectations for the revenue side for Blu-ray.
Expectations for the week were in the line of $28 M on the low side to around $36 M on the high side since there were no titles from previous weeks to add into the totals for this weeks revenues.
The YoY comparisons were going to be tough anyway as this was going against Easter 2011 and first full week of Harry Potter 7.1 and trailing weeks of Tangled and Tron Legacy, but the Blu-ray revenues are at the very low end of expectations.
Things to note is that this is the first week after a couple lame weeks so there was no carry over. Its also a Sat-Sun sequence in the HMM data so the MI4 Sunday sales all into the next week (while the Nielsen Videoscan and The-Numbers data does not) and the Sunday was the Best Buy promotional placement for the title that goes into next week.
HMM is estimating that about a million Blu-ray skus and 1.4 million total OD units were sold in the first week including the Sunday according to multiple sources, but of course those Sunday sales don't get booked until next week.
The thing that was unusual this week is that the sales of Blu-ray titles this week in the 26-50 slots, ie outside the Top 25 was especially low this week and a significant drop off from the week before. Not sure if the recent Easter Sunday had something to do with that.
This week the titles besides MI4 were especially low in volume and there is not a clear explanation of why that was the case. In fact the 20-25 slots this week were at 1/10th the volume of the week before which only had $23 million.
So it really seems that it was not so much that Mission Impossible Ghost Protocol sold poorly, it was that nothing much else sold much at all for either DVD or Blu-ray this week.
Some of the MI4 revenues will show up in next weeks HMM revenue numbers but will be captured by The-Numbers which includes the extra Sunday day sales, so it might take until we see next weeks numbers until we can see the full revenue effect of that title.
To be clear, these are numbers that are below my expectations. I expected something along the lines of $33-35 million in the HMM Sun-Sat week based on the Nielsen Videoscan index numbers..
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-01-2012 08:53 PM #566



bruceames version
Updated thru week ending 4/21/12
Table of Blu-ray sales (HMM and DEG)
Numbers are in (revenue) millions.
Weekly figures are from HMM (Home Media Magazine)
Code:2012 HMM 2430.55 -7.3% 1855.00 -10.9% 575.55 6.5% 23.7% 2830.9 3063.5 Week Date OD OD YoY DVD DVD YoY BD BD YoY BD Share TBO2012 TBO2011 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
hat tip bruceamesLast edited by Kosty; 05-01-2012 at 10:06 PM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-02-2012 12:32 AM #567


http://www.degonline.org/pressreleas...12_4.29.12.pdf
http://www.degonline.org/pressreleas...29%2012%20.pdf
April 29, 2012
Attached is the DEG’s First Quarter 2012 Home Entertainment Report compiled by DEG members, tracking sources and retail input.
First Quarter Home Entertainment Spending Edges Up
Sales of Blu-ray Disc Soar 23 Percent
Digital Distribution Continues Steady Growth
The first quarter of 2012 saw the continued stabilization of the industry underscored by promising gains in Blu-ray Disc, with steady increases in electronic sell-through (EST) and video-on-demand (VOD) spending, and modest growth in sell-through.
Overall consumer spending was up 2.5 percent compared to the first quarter last year, driven by a healthy consumer appetite for Blu-ray. Blu-ray Disc saw continued double digit growth (up 23 percent) in sales over first quarter 2011. Indeed, Blu-ray Disc now accounts for one out of four of all of the physical sell-through dollars spent by consumers compared to less than 15 percent two years ago. The progress in Blu-ray Disc sales is even more significant when viewed as growth off an ever-increasing base.
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Highlights for the first quarter include:
Blu-ray Disc and EST continued their steady gains with consumer spending on Blu-ray jumping 23 percent and EST up 17 percent compared to the same period last year.
Physical sell-through of theatrical product was up two percent for the quarter, while catalog sales on Blu-ray Disc were up 27 percent, and TV on Blu-ray sales were up 54 percent, underscoring that Blu-ray Disc is the standard for quality home entertainment.
With most major studios backing UltraViolet, and with the support of major retailers, consumers have embraced UltraViolet’s flexibility and value of ownership by opening nearly two million UltraViolet accounts to access and enjoy their movies and TV shows in the cloud.
The number of Blu-ray homes continues to climb, with 2.4 million players sold in the first quarter (including BD set-tops, PS3s and HTiBs). Total household penetration of all Blu-ray compatible devices now stands at more than 40.8 million U.S. homes.
Further, 6.5 million HDTVs were sold to U.S. consumers in the first quarter 2012. HDTV penetration to date is now at more than 77.6 million U.S. households.Last edited by Kosty; 05-02-2012 at 02:11 AM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-02-2012 07:22 PM #568
On the subject of first week sales of MI4:
The-Numbers is estimating a Mon-Sun week while the HMM revenue estimate is using a Sun-Sat range, so its always a day less for a new release.
So just by that simple aspect. the The-Numbers revenue estimate (units too) is capturing 6 days instead of 5 days for a Tuesday release, so it should be 6/5 or 20% higher. In practice, it should be even higher as Sunday is an above average sales day (higher than Wed or Thurs) and could be a much higher than average sales day if Best Buy has the next week's Sunday advertising circular featuring the major title (as it did this week). So the The-Numbers unit and revenue gains should be 20-40% higher than the HMM estimate for a major release just because of the Sunday shift.
Saying that, The-Numbers does seem to often over estimate the first week's revenues from a major title that has major Walmart system sales probably as a result of over estimating the Walmart price points. They usually compensate in the following weeks when they have a large miss.
The feedback I have been getting is that the first week sales (including Sunday) are over a million Blu-ray units but less than 1.5 million Blu-ray units as 1.5 million is the general estimate for combined DVD and Blu-ray units I have been told from multiple sources..
"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-02-2012 09:17 PM #569
Week Ending 04/29/12 HMM Blu-ray and DVD Sales Report
data updated below
Spoiler:Last edited by Kosty; 05-04-2012 at 03:30 AM.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
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05-04-2012 01:50 AM #570
Catching up a bit from now over the weekend.
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"A lot of good arguments are spoiled by some fool who knows what he is talking about." - Miguel de Unamuno
"I understand the concept of optimism. But I think with me what you get is a lack of cynicism." - Tom Hanks
follow me on Twitter
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