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Blu-ray Sales Historical Trends Reports and Discussion


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#21 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

Some bullish comments on physical media from a Fox executive.

“Obviously it’s popular to talk about the ‘decline of physical media’ but even with the last four years of recession which have put a dent in the purchase model where maybe units did decline on DVD faster than perhaps Blu-ray could have compensated for,” “[However] particularly in the US starting mid year 2011 the market began to stabilise and what you’re now beginning to see in the start of 2012 is growth in the physical market”

Blu-ray 'not remotely' dead says 20th Century Fox top Exec Updated 17:34 28 Mar 2012 by Thomas Tamblyn In Danny Kaye's eyes the 'perfect storm' of 2011 is over for Blu-ray and physical media, with the market levelling out he believes the future is bright for the format According to Twentieth Century Fox Executive Vice President of Global Research & Technology Danny Kaye, Blu-ray and other physical media has a long way to go before it’s written off by the likes of Netflix and LOVEFiLM Instant. Despite the growth of these services Kaye is confident that physical media is still one of the best routes to go for arguing that the fluid nature of the internet means governance over content is much lower. “We can govern the quality of Blu-ray, we can govern the quality of DVD for example, but even Netflix or say LOVEFiLM for example, can’t govern the quality of their service delivery because it then depends on someone else [Internet Service Provider]” Talking about the dip in physical media Kaye points out that there were a culmination of factors to blame, most prominent of which included the boom of streaming services. “It was the perfect storm you know right? When the recession started perhaps it hit harder and earlier in the US and then started spreading elsewhere.” “It was the same time that you had a number of alternative channels of distribution begin to evolve and the consumer said, ‘Wow that’s pretty convenient, they’re cheaper, in some cases they’re really convenient and that’s the way I’m going to go.’” Despite these more 'convenient' alternatives Kaye believes strongly that any such dip in physical media was a natural reaction and has since ended, he further backs this up with the news that for Fox physical media is still growing. “Obviously it’s popular to talk about the ‘decline of physical media’ but even with the last four years of recession which have put a dent in the purchase model where maybe units did decline on DVD faster than perhaps Blu-ray could have compensated for,” “[However] particularly in the US starting mid year 2011 the market began to stabilise and what you’re now beginning to see in the start of 2012 is growth in the physical market”

http://www.t3.com/ne...x-vp-danny-kaye

Blu-ray not dead, says Twentieth Century Fox executive Published Thursday, Mar 29 2012, 12:48pm EDT | By Mark Langshaw | 30 comments Twentieth Century Fox's executive vice president of global research & technology has said that Blu-ray and physical media will not be phased out by digital any time soon. Danny Kaye told T3 that services such as Netflix and LOVEFiLM cannot guarantee the same level of viewing quality as Blu-ray. "We can govern the quality of Blu-ray, we can govern the quality of DVD for example, but even Netflix or say LOVEFiLM for example, can't govern the quality of their service delivery because it then depends on someone else [Internet Service Provider]," he said. However, Kaye did attribute the downturn of physical media sales to the growing popularity of streaming services, among other factors. "It was the perfect storm you know, right? When the recession started perhaps it hit harder and earlier in the US and then started spreading elsewhere," he added. "It was the same time that you had a number of alternative channels of distribution begin to evolve and the consumer said, 'Wow that's pretty convenient, they're cheaper, in some cases they're really convenient and that's the way I'm going to go'." The executive pointed out that Fox's physical sales began to pick up around mid-2011, and predicted that there will be "growth" in the sector during 2012.

http://www.digitalsp...-executive.html

#22 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

Blu-ray stats update availability now available on Twitter As a experiment I'm now putting up on Twitter when I'm updating the Blu-ray stats and major articles. Posted Image follow me @KostyBluray I'll tweet when a new set of charts are available as an example. If you follow me you'll know when to check in the forum to see them. It started up as a joke with Towergrove, but a few of my industry lurkers emailed me and said they actually would appreciate it as well. Plus for some other personal and professional reasons I want to practice Twitter as well. Throughout the years, I started and have continued posting daily not only for fun and enjoyment but also as a personal and professional writing exercise, so I might as well practice tweeting as well. So if you want to give me some feedback and you do the Twitter thing you can become one of my Tweeps and follow me on Twitter as @KostyBluray. No promises on how long I will keep it up but I'll try it for a while and include links to the forum when the updated charts are posted. I'll also re-tweet good stuff from HMM The Digital Bits and The-Numbers and other industry sites as well. https://twitter.com/#!/ Posted Image Posted Image Posted Image Posted Image

#23 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

Do you have the numeric figures for http://i40.tinypic.com/314umon.jpg ?

Posted Image
Year Total DVDsell DVDrent BDsell BDrent 1997 0.30 0.00 1998 0.45 0.05 1999 1.10 0.96 0.14 0.00 0.00 2000 2.40 1.82 0.58 0.00 0.00 2001 5.30 4.21 1.09 0.00 0.00 2002 8.60 6.45 2.15 0.00 0.00 2003 13.10 9.44 3.66 0.00 0.00 2004 16.70 12.45 4.25 0.00 0.00 2005 18.90 13.51 5.39 0.00 0.00 2006 20.20 13.89 6.29 0.02 0.00 2007 20.00 13.38 6.31 0.25 0.05 2008 19.30 12.48 5.92 0.63 0.27 2009 17.30 10.55 5.25 1.07 0.43 2010 16.20 8.50 5.35 1.80 0.50 2011 14.60 6.80 4.90 2.15 0.77
Posted Image
Digital/VOD 0.5 0.5 0.6 0.7 0.7 0.7 0.7 0.7 0.8 1.0 1.3 1.6 2.1 2.3 3.4 Digital/VOD
Posted Image What I can clearly see is the clear temporary nature of the sell through bulge from 2002 to 2008 and how unusual and temporary it really was in the Hollywood revenue stream and how unlikely it seems to be repeated. When you see how consistent the rental revenues are over time that seems to be a steady demand from consumers. That surge for sell through in that range seems to be the bonanza from the first release on digital media (DVD) of the studio library to consumers that was already slowing when Blu-ray was launched as the studios ran out of good stuff to release. Posted Image Posted Image Posted Image Posted Image Posted Image Posted Image Posted Image

#24 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

Consumer Spending on Home Entertainment Rising for the First Time in Years 12:16 PM PDT 4/29/2012 by Thomas K. Arnold Posted Image Justin Sullivan/Getty Images The Digital Entertainment Group reports that subscription streaming rose an estimated 545.5% in the first quarter of 2012, while rentals at brick-and-mortar stores fell a devastating 39.4%. Home video chiefs at the Hollywood studios finally have something to smile about. For the first time in years, consumer spending on home entertainment actually rose in the first quarter of 2012, rising 2.5% to $4.45 billion largely due to the strength of streaming, according to numbers compiled by DEG: The Digital Entertainment Group. The real good news for the studios, however, is that packaged media sales remained steady in the first quarter of 2012, with disc sales down less than 1% from the first quarter of 2011 – a sharp contrast to previous years, when first-quarter sales typically edged down in the double digits. According to DEG, consumers spent $2.06 billion on Blu-ray Discs and DVDs in the first three months of 2012, down just slightly from the estimated $2.07 they spent in the comparable period last year. Continued declines in DVD purchases were offset by a 23% rise in Blu-ray Disc sales, the DEG says. Add in electronic sellthrough, which posted a 17% gain in the first quarter, and total consumer spending on home entertainment purchases rose 0.5% to $2.22 billion. More good news for the studios: disc sales of theatrical movies rose 2% in the quarter, sales of catalog titles on Blu-ray Disc were up 27%, and TV on Blu-ray sales soared 54%. More than 40.8 million U.S. homes now have at least one device capable of playing Blu-ray Discs. The disc rental business didn’t fare as well. Rentals at brick-and-mortar stores fell 39.4% to $305 million, while subscription disc rental – mostly Netflix – was down an estimated 48% to $348 million, DEG claims. Kiosk rental – mostly Redbox – rose an estimated 30.1% to $523 million. Subscription streaming, however, rose an estimated 545.5% to $548.6 million, largely due to Netflix’s successful conversion of disc renters to streamers. Video-on-demand posted a smaller gain of 6.8%, rising to $505.3 million. Total rental spending – consisting of disc rentals as well as VOD and streaming – rose 4.4% to $2.23 billion from $2.13 billion in the first quarter of 2011. UltraViolet, the studio-backed, cloud-based “digital locker” service, service grew to 2 million accounts in the quarter, DEG reported.

http://www.hollywood...y-redbox-317877

Home Video Spending Up 2.5% In Q1 To $4.45B; Subscription Streaming Soars Posted Image By DAVID LIEBERMAN, Executive Editor | Sunday April 29, 2012 @ 2:41pm EDT The data out today from DEG: The Digital Entertainment Group may suggest that the period of steep declines in home video spending — largely driven by the collapse of the DVD market — is over. But it also may just reflect the fact that the quarter had more popular movies: Films available on home video in the quarter did 12.5% better at the box office than did comparable releases last year. Whatever the reason, total sales of DVD and Blu-ray discs fell just 0.6% in Q1 to $2.06B; DEG says that Blu-ray now accounts for about a quarter of all disc sales. Throw in the $165M spent to buy digital files of movies and TV shows, and the sell-through market was up 0.5%. Digital vendors really showed their muscle in rentals. Spending on subscription streaming services such as Netflix was up 545.4% to $548.6M while digital VOD from providers including Apple’s iTunes was up 6.8% to $505.3M. Meanwhile, the rash of store closings at Blockbuster contributed to a 29.4% decline in rentals at bricks-and-mortar stores to $305M. And Netflix’s struggles with its DVD business helped to drive a 48.1% slide in subscription disc rentals to $348M. Bricks-and-mortar and subscription DVD rental services now individually do less business than pay TV’s VOD which was up 6.8% to $505.3M. Another winner: kiosk services led by Redbox. Their rocketed 30.1% to $523M. DEG says that consumers opened 2M UltraViolet accounts, enabling them to use mobile devices to stream the home videos they buy.

http://www.deadline....o-in-q1-up-2-5/

Hollywood hopes rise as Blu-ray, digital offset DVD decline By Ronald Grover | Reuters – 8 hours ago Posted Image LOS ANGELES (Reuters) - Hollywood may be seeing a turnaround in a seven-year decline of home video sales, thanks to double-digit sales growth of Blu-ray discs and online movies and TV shows, an industry trade group is expected to announce on Sunday night. The Digital Entertainment Group, a trade group whose members include studios, consumer electronic companies and others, will report that U.S. consumers spent $4.5 billion on home entertainment in the first quarter this year, an increase of 2.5 percent from a year ago. That's the second quarter of growth in the last three quarters for home entertainment spending, which includes purchases and rentals of DVDs, Blu-ray discs and online, as well as subscriptions to services like Netflix. Overall spending declined on those items by 2.1 percent in 2011, to $18 billion, the seventh consecutive year of decline, according to data on the group's website. "The business feels as if it has begun to stabilize," said Ron Sanders, president of Warner Home Video and DEG president. "Hopefully, we've hit bottom." Sales of Blu-ray discs surged by 23 percent, the group said. That growth was spurred by strong Christmas sales of Blu-ray players, continued video sales of holiday releases like the hit "Kung Fu Panda 2" and the February release of the blockbuster "The Twilight Saga: Breaking Dawn - Part 1." Blu-ray growth partially offset the continued decline in DVD sales. Packaged good sales, which include both formats, fell by 0.6 percent from a year earlier, to $2.1 billion. Home sales of film and tv shows reversed that decline, and increased by 0.5 percent if sales through electronic outlets such as Apple's iTunes service are included. Consumers purchased $165 million of those so-called electronic sell-through products. The industry's largest growth engine continues to be online subscriptions, such as those offered by Netflix, which grew five-fold in the quarter, to $548.6 million. Most of that online subscription growth appears to come from Netflix customers who chose subscriptions for streaming over its traditional DVD by mail service when the company split the two options last year. Nationwide, DVD subscription sales fell by $322.8 million in the quarter. Industry officials expressed optimism that growth will continue, based on continued sales of Blu-ray players and introduction of the studio-backed UltraViolet service by which consumers can buy movies that are shared among several cloud-connected devices. Nearly 2 million users have signed up since the serviced was introduced late last year, DEG said. "We believe we're at an inflection point," said David Bishop, president of Worldwide Sony Pictures Home Entertainment. "We've created an installed base that will grow, and which we think will continue to give us momentum."

http://movies.yahoo....39--sector.html

DEG: First Quarter Spending Continued to Stabilize in Q1 29 Apr, 2012 By: Stephanie Prange Posted Image Home entertainment spending continued to stabilize in the first quarter of 2012 with overall consumer spending on rental and sellthrough of both packaged and digital media up 2.5% from the first quarter of 2011, to $4.45 billion, according to numbers released by DEG: The Digital Entertainment Group. Once again, Blu-ray Disc was a major driver, with spending jumping 23% for the quarter. Catalog sales on Blu-ray Disc were up 27%, and TV on Blu-ray sales were up 54%. Total household penetration of all Blu-ray compatible devices now stands at more than 40.8 million U.S. homes. Total sellthrough spending — including packaged media and electronic sellthrough — was flat, up less than a percent at $2.22 billion. Packaged good sales were flat as well, through theatrical disc sales (DVD and Blu-ray combined) grew 2%. Physical disc rental spending (minus streaming and VOD) fell 25% as Blockbuster and other physical rental stores shuttered in the quarter and Netflix lost disc customers. Subscription disc rentals fell nearly 50%. The lone physical rental winner, kiosk rentals, jumped 30% on the rise of Redbox. On the digital side, the studio-backed UltraViolet cloud-based storage service grew to 2 million accounts in the quarter, DEG reported. Meanwhile, electronic sellthrough grew 17% to $165 million, and VOD nearly 7% to $505.3 million. Subscription streaming jumped a whopping 545% to $548.6 million. Total digital spending — including VOD, EST and subscription streaming — grew 74% to $1.2 billion.

http://www.homemedia...bilize-q1-27114 DEG had Blu-ray catalog doing +27% up YoY in the 1Q 2011 period even better than the +23% for Blu-ray. While that's not that much more and maybe within the margin of error its still might be significant as theoretically the growth in Blu-ray catalog sales would be more linked to Blu-ray's growth pace without regard to the variations in release strength or genre. Logically it makes perfect sense that Blu-ray catalog sales would improve as the total user base of Blu-ray owners increase and the articles above cited strong Blu-ray player sales in the holiday season as a factor. They would be even improving regardless as of new release strength as retailer support for Blu-ray improves and more Blu-ray owners enter the market over time. It will be interesting if the DEG mentions Blu-ray TV and catalog sales in the next report as well so we can get a longer trend there. Also if better Blu-ray new releases cause Blu-ray theatrical movie gains in the 2Q and the rest of the year to pace above that 27% growth in Blu-ray catalog sales. If the 27% growth rate for Blu-ray catalog sales is accurate then the Blu-ray growth rate for the next five months without a lot of major releases in the 2Q and 3Q should trend to that benchmark as well. Variety's take Posted Image

Homevid biz grows 2.5% in first quarter Blu-ray, VOD, digital distribution pump sales Variety Posted: Sun., Apr. 29, 2012, 11:00am PT By MARC GRASER Hollywood's homevideo biz grew 2.5% during the first quarter, driven by stronger sales of Blu-ray discs, a growth in digital sales and VOD, although rentals remained strong through kiosks. During the three-month period, homevid generated $4.5 billion in sales overall, according to the Digital Entertainment Group. Sales of entertainment surpassed rentals -- $2.2 billion vs. $1.7 billion. The biggest gains during the three-month period came from subscription-based streaming services from companies like Netflix, which saw sales surge 545% to $549 million. Netflix saw revenue from its subscription-based disc-by-mail service fall 48% to $348 million. Kiosks operated by Redbox and others earned $523 million, growing 30% for the rental category. VOD improved 7% to collect $505 million in rental fees. The shuttering of more Blockbuster outlets caused in-store rentals to decline another 39% to $305 million. However, Blu-ray was up 23%, with sales of older catalog titles growing 27%, and TV shows on Blu-ray improving 54% during the quarter. Blu-ray discs now represent a quarter of all disc sales. An estimated 2.4 million Blu-ray players sold in the first quarter, with the tally including PlayStation 3 gaming consoles and home theaters in a box units. There are now 40.8 million Blu-ray devices in U.S. homes. The sales figure are a good sign for the studios, which are looking for ways to encourage more consumers to purchase rather than rent films and TV shows. The DEG said the results reflect "the continued stabilization of the industry." As studios put more promotional muscle behind digital locker service UltraViolet this year, the majors are hopeful that the electronic sell-through category will continue to grow; it was up 17% during the period to earn $165 million. More than 2 million UltraViolet accounts have now been created. During the same frame, 6.5 million HDTVs were sold in the U.S., with more than 77.6 million U.S. households own an HDTV set.

http://www.variety.c...S|News|FilmNews

Bloomberg Home-Video Spending Rose 2.5% in First Quarter, DEG Says By Ye Xie - Apr 29, 2012 5:25 PM ET Home-video spending by U.S. consumers rose 2.5 percent in the first quarter from a year earlier, to $4.5 billion, driven by increased demand for Blu-ray discs, according to the Digital Entertainment Group. Blu-ray disc sales jumped 23 percent in the first three months of 2012, the industry-backed DEG said in a statement. Spending on packaged videos, including DVDs and Blu-ray, declined 0.6 percent to $2.1 billion, indicating a drop in DVD sales. Blu-ray accounted for a quarter of total spending on movie discs, compared with less than 15 percent two years ago, the Los Angeles-based group said. It didn’t break out specific dollar amounts within the packaged-goods category. Kiosk rentals, such as those provided by Coinstar Inc. (CSTR)’s Redbox, jumped 30 percent in the quarter to $523 million.

http://www.bloomberg...r-deg-says.html

News Analysis Blu-ray Discs Leading Home Video Rebound By Swanni Washington, D.C. (April 29, 2012) -- For the first time in seven years, home video sales are rising thanks to double-digit sales growth for Blu-ray discs and online movies. That's according to the Digital Entertainment Group (DEG), as reported by Reuters. (The DEG is a trade group that represents studios and CE companies.) Reuters writes that the DEG is reporting that U.S. consumers spent $4.5 billion on home video in the first quarter this year, an increase of 2.5 percent compared to the 2011 first quarter. The increase marks the second quarter of growth in the last three quarters -- and there little doubt where the biggest improvement is coming from: Blu-ray. Sales of Blu-ray discs jumped 23 percent in the first quarter, led by big holiday releases such as The Twilight Saga: Breaking Dawn, Part I and Kung Fu Panda 2. While DVD sales continue to fall, the Blu-ray disc is breathing new life into the hard disc category. Overall disc sales fell just 0.6 percent in the first quarter, a strong improvement from previous quarters. “The business feels as if it has begun to stabilize,” stated DEG President Ron Sanders who's also president of Warner Home Video. Reuters writes that the DEG found that sales of all films and TV shows rose 0.5 percent in the first quarter when you also include online sales. The DEG says that the majority of online subscription growth is coming from Netflix customers who switched from DVD-only service to streaming last year.

http://www.tvpredict...ddead042912.htm

Blu-ray Movie Sales Continue to Rise as Audience Transitions from DVD Digital distribution also sees steady growth according to Digital Entertainment Group Article | 04.29.12 | By John Gaudiosi The Digital Entertainment Group (DEG) has released sales data for the first three months of 2012 and things are looking up for the home entertainment industry. 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. Hit movies like Immortals have translated to strong sales in home entertainment. (See Henry Cavill discuss the movie in the exclusive video below.) 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. 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.

http://www.gamerlive...transitions-dvd

#25 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

Blu-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:

http://hometheater.a...t-streaming.htm TWICE

DEG: 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.

http://www.twice.com...rce=twitterfeed

US 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.

http://www.theverge....ncrease-q1-2012

#26 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

Posted Image Posted Image http://www.degonline...012_4.29.12.pdf http://www.degonline...al 4 29 12 .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. . 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.



#27 of 61 Kosty

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Posted June 12 2012 - 12:34 PM

DEG Blu-ray Playback Capable Household Adoption Trends 2006-2012 Posted Image Posted Image Posted Image BDA Blu-ray Presentation April 2012 This presentation was given by Victor Matsuda, Vice President, Blu-ray Group, Sony Corporation of America at Media-Tech Las Vegas 2012, 3 weeks ago. Full slide set here as pdf: Selected slides: Posted Image Posted Image Posted Image Posted Image Posted Image Posted Image http://www.media-tec...ns/matsuda2.pdf hat tip mikemorel

#28 of 61 Kosty

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Posted June 12 2012 - 12:35 PM

Here is some interesting thoughts bruceames had at High Def Forum that I graphed out. Making the assumption that Blu-ray's Top 20 Sellers revenue share (which we do not have) is 25% greater than the Blu-ray Top 20 Unit Share (which we do have from the Mon-Sun HMM reported Nielsen Videoscan report one day offset to the HMM reported revenue share Sun-Sat weekly report) we can compare that over time to the overall gains in total Blu-ray revenue marketshare. Posted Image Posted Image

Here is a table of Blu-ray total revenue share (TotRev) vs. top 20 unit share (T20units) and top 20 revenue share (T20rev - estimated by adding 25% to the unit share). The quarterly revenue figure (Revenue) is in millions. Totals by quarter. The purpose is to compare T20 market share growth vs. overall growth. Notice that the T20 revenue share is approximately double the overall share.

Year T20units TotRev T20rev Revenue Q109 10.6% 7.0% 13.3% 160 Q209 10.7% 8.5% 13.4% 187 Q309 14.0% 9.8% 17.5% 200 Q409 22.1% 13.0% 27.6% 522 Q110 24.0% 13.7% 30.0% 370 Q210 28.2% 17.0% 35.3% 363 Q310 22.8% 14.7% 28.5% 267 Q410 31.4% 20.6% 39.3% 800 Q111 32.4% 19.7% 40.5% 407 Q211 34.7% 21.7% 43.4% 397 Q311 34.6% 24.2% 43.3% 422 Q411 43.4% 27.0% 54.3% 925 Q112 36.2% 23.8% 45.3% 479 Q212 38.6% 22.9% 48.3% 144

Cool : Posted Image

Here is the same table with the (weighted) yearly totals as well. Again, notice how the top 20 revenue share as almost exactly double the overall share, and that the top 20 unit share is very consistently about 1.58 times the overall revenue share. Therefore, according to this remarkably consistent ratio trend, for every 1.58 percent that the T20 market share rises, the overall share rises 1 percent. Doing the math then, if the OD top 20 were maxed out at 100 percent Blu-ray, then the overall BD revenue share (as reported by HMM or DEG) would still only be 63 percent.

Year T20units TotRev T20rev Revenue Q109 10.6% 7.0% 13.3% $160 Q209 10.7% 8.5% 13.4% $187 Q309 14.0% 9.8% 17.5% $200 Q409 22.1% 13.0% 27.6% $522 [B][COLOR="Red"]2009Tot 16.9% 10.7% 21.1% $1,069[/COLOR][/B] Q110 24.0% 13.7% 30.0% $370 Q210 28.2% 17.0% 35.3% $363 Q310 22.8% 14.7% 28.5% $267 Q410 31.4% 20.6% 39.3% $800 [B][COLOR="Red"]2010Tot 28.0% 17.6% 35.0% $1,800[/COLOR] [/B] Q111 32.4% 19.7% 40.5% $407 Q211 34.7% 21.7% 43.4% $397 Q311 34.6% 24.2% 43.3% $422 Q411 43.4% 27.0% 54.3% $925 [B][COLOR="Red"]2011Tot 38.0% 24.1% 47.5% $2,151[/COLOR] [/B] Q112 36.2% 23.8% 45.3% $479 Q212 38.6% 22.9% 48.3% $144

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JANUARY 2012

Week Ending 01/07/12 Posted Image Sales Report: http://www.homemedia....k-ended-011412 Posted Image Posted Image Posted Image Week Ending 01/14/12 Posted Image Sales Report: http://www.homemedia....k-ended-011412 Posted Image Posted Image Posted Image Week Ending 01/21/12 Posted Image Sales Report Chart and Tables: http://www.homemedia....k-ended-012112 Posted Image Posted Image Posted Image Week Ending 1/28/12 Both 25% Blu-ray unit marketshare and Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-012812

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FEBRUARY 2012

Week Ending 02/04/12 Posted Image Sales Report Posted Image Posted Image Posted Image Week Ending 2/12/12 Friday Midnight release and Saturday of Twilight: Breaking Dawn Part 1 Lady and The Tramp Tuesday release Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-021112 Week Ending 2/18/12 First full week of Twilight: Breaking Dawn Part 1 Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-021812 Week Ending 02/25/12 Posted Image http://www.homemedia....k-ended-022512 Posted Image Posted Image Posted Image

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MARCH 2012

Week Ending 03/03/12 About the same revenues as last week. Its the first time the YoY for Blu-ray is down this year but this was one of the two best 1Q 2010 weeks to go against. This was Bambi new to Blu-ray week last year. The only remaining 1Q 2010 week over $31 M is week 13/13 next month. The next three weeks before that are easier comparison weeks coming up. Posted Image Posted Image Posted Image Total Box Office power this week is a bit misleading as last year Bambi was the number one title but as a new to Blu-ray re release did not count in the TBO statistics. Justice League Doom this year was a Direct to Video release so it did not count either but it was not a Bambi. Posted Image http://www.homemedia....k-ended-030312 Week Ending 03/10/12 Posted Image Obviously a nice week for Immortals and Game of Thorns. Blu-ray being up 35.7% really pulled up the DVD+BD YoY percentage for the week . Posted Image Posted Image Posted Image http://www.homemedia....k-ended-031012 Week Ending 03/17/12 Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-031712 Week Ending 03/24/12 Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-032412 Week Ending 03/31/12 Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-033112

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APRIL 2012

Week Ending 04/07/12 Easter Week was surprisingly good, especially with the TBO disadvantage of the last couple weeks. DVD sales were way up because of good Easter sales and Blu-ray looks like it did pretty well on Easter as well probably with family related BD+DVD combo sales to be able for the week to be as close to Tron: Legacy and the second week of Tangled as it was. Easter last year was two weeks later in week 16. Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-040712 Week Ending 4/14/12 Note: This was going against the Harry Potter and the Deathly Hallows — Part I with $316.34 TBO release week from last year. Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-041412 Week Ending 04/21/12 Mission Impossible Ghost Protocol vs Easter 2011 and first full week of Harry Potter 7.1 Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-042112 HMM Blu-ray and DVD Sales Report Week Ending 04/28/12 Note: Total Box Office Power was $67.87M this week (Contraband) Posted Image Posted Image Posted Image Posted Image http://www.homemedia....k-ended-042812

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MAY 2012

HMM Blu-ray and DVD Sales Report Week Ending 05/05/12 Note: Last year comparison week was The Green Hornet Posted Image http://www.homemedia....k-ended-050512 Posted Image Posted Image Posted Image HMM Blu-ray and DVD Sales Report Week Ending 05/13/12 Posted Image http://www.homemedia...ek-ended-051212 Posted Image Posted Image ^^^That should be 38.02% Top 20 Sellers Blu-ray Unit Marketshare above Posted Image HMM Blu-ray and DVD Sales Report Week Ending 05/19/12 Posted Image Posted Image Posted Image Posted Image http://www.homemedia...ek-ended-051912 [B]HMM Blu-ray and DVD Sales Report Week Ending 05/26/12 Posted Image Posted Image Posted Image Posted Image http://www.homemedia...ek-ended-052612

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