TravisR
Senior HTF Member
As usual, I'm a buyer.
Nomura analyst Michael Nathanson doesn’t buy the spin from DEG...The industry group said that spending only fell 2.1% last year — the smallest decline since 2008 — due in part to a 20% increase in spending on Blu-ray discs...But Nathanson says in a report this morning that the figures are misleading because they include subscription payments for digital streaming from companies such as Netflix and Hulu Plus. They “are not directly tied to the distinct purchase of one title,” Nathanson says. “Why didn’t prior DEG reports include HBO and Showtime revenues?" When you take the subscription numbers out, ”the industry’s health looks a little more sickly at -6.6% vs the -2.1% reported,” Nathanson says. “Using this approach, we maintain a view that consumer demand for physical and digital home entertainment titles is still, unfortunately, in secular decline.” The bottom line? Nathanson predicts that U.S. consumers will spend $16.3B on home entertainment this year, -4%, and $15.5B in 2013, -5%.
Same here. If the SD MODs would just come down in price, I'd be all over them...$20 is a little tuff to swallow!Chas in CT said:Buyer. With only a few isolated instances as exceptions, I haven't been a renter since Beta and then VHS days, and I rarely think to (or want to) watch movies On Demand. Several years ago I built a fairly simple but effective Excel spreadsheet that enables me to keep track of what's in my collection. At present, there are some 2300 titles on LD, DVD, and BD. Blu-ray is now the default for new acquisitions, but I'm very careful to check reviews here first. I still buy lots of DVDs for all the various good reasons.