Blu-ray's market share has almost doubled since HD DVD's demise
by Ben Drawbaugh, posted Sep 25th 2008 at 4:00PM
Packaged media sales go up and down every week depending on the titles -- as documented by our weekly VideoScan post -- but for some reason, the 13 percent drop in Blu-ray sales last week got a lot of attention. What we can't figure out is why the 30 percent increases during the two weeks before (combined) went unnoticed. It boggles the mind why so many so-called tech evangelists only pick up on the bad weeks, but either way, let's go back and take a look at the facts since HD DVD called it quits about seven months ago.
Nielsen Media Research didn't start publishing Blu-ray vs DVD market share information until about about a month after HD DVD called it quits, so we'll start there. There are two ways to approach this, one is to look at overall market share, which for many reasons is tough to draw a fair comparison. For starters, the number of DVD titles available far outnumbers the Blu-ray titles, and more importantly, the demographic of early adopters is much more focused. So on weeks where Baby Mama and High School Musical were the hottest sellers on DVD, Blu-ray isn't going to do as well as compared to a week where I Am Legend or Transformers his the streets. To try to balance this, HMM only compares the VideoScan data from the top 20 of both formats, but while this compensates for the diverse difference in the size of the catalogs, it does nothing for the more limited demographic. So to try to get a better grasp on how well Blu-ray is doing, we also like to look at the market share of individual titles sold on Blu-ray. Unfortunately, Home Media Magazine doesn't always share this information, in fact the first month we ever saw it was in May -- a week when Blu-ray sales were up 54 percent, by the way.
Lets start with Blu-ray market share, and for a second we'll ignore the reasons why it isn't a fair comparison (as outlined above). The very first week the data was made public, the share was 6 percent, or about 2 percent lower than it was last week. So even if you ignore everything else, there is still a pitiful 2 percent increase over six months. But numbers don't tell the whole story because the week of March 23rd was the week I Am Legend was released. This title outsold every other Blu-ray title by almost five to one at the time, and broke every record we had seen to date. So it isn't too much of a stretch to guess that market share was doubled that week when compared to the week before. So comparing the current week with this one is like picking the lowest number of the month and comparing it to the highest; any way you shake it, it's not a fair comparison. Although it isn't much better, lets compare it to the week of September 7th, when Transformers (an old hat to HD DVD and DVD) was released on Blu-ray. This week Blu-ray's market share was 12 percent, this puts the share at double what it was that same week of March 23rd we used earlier.
Let's move on to something more tangible and look at the individual market share of a Blu-ray titles vs DVD. Here are the top selling Blu-ray day-and-date titles for the past four months -- since HMM started publishing the information -- and their market share against DVD.
Title Share
Date
National Treasure Book of Secrets 6.9%
May 25th
Rambo 12.8%
June 1st
Semi-pro 7.1%
June 8th
Vantage Point 9.1%
July 6th
10,000 BC 10.4%
July 6th
The Bank Job 11.6%
July 20th
21 7.7%
July 27th
Stargate Continuum 9.3%
August 3rd
Harold & Kumar Escape From Guantanamo 7.2%
August 3rd
Street Kings 9.1%
August 24th
Terminator: The Sarah Conner Chronicles 17.4%
August 24th
The Scorpian King 2: rise of a Warrior 6.9%
August 24th
Heroes: Season 2 7.9%
September 7th
The Forbidden Kingdom 11.7%
September 14th
Smallville: The complete Seventh Season 6.8%
September 14th
Looking over this list, it's nearly impossible to see much of a pattern, but one thing is for sure: Blu-ray market share per title is not down, and totally dependent on how popular the title was to the Blu-ray demographic. If you were to go back and look for day-and-date titles that didn't sell as well on Blu-ray, you'd see that some titles like Baby Mama only managed 2 percent. As we move into the holiday season and collect more and more data, we should finally start to see some trends, but just based on these number we just can't, yet. Either way, when movies like the Forbidden Kingdom and TV shows like Terminator are stealing double digits away from DVD, sales are not down. But hey, predicting the end of Blu-ray is just so much more fun than actually analyzing all the data, isn't it? Ah well, we'll let the haters hate -- meanwhile, we'll continue to enjoy the highest quality hi-def around.
It's interesting to read the comments sections also. Looks like they had a lot of turmoil during the format-war as well. Anyway, always nice to see an article trying to fight the doom and gloom that never seems to go away.
Packaged media sales go up and down every week depending on the titles -- as documented by our weekly VideoScan post -- but for some reason, the 13 percent drop in Blu-ray sales last week got a lot of attention. What we can't figure out is why the 30 percent increases during the two weeks before (combined) went unnoticed.
It didn't go unnoticed. It was responded to with a rash of "downloads are going to kill Blu-ray" articles.
Then, when the natural fluctuation occured, they were ready with their "Blu-ray is a format in decline" articles.
The real war never ended. It was always Blu-ray v. download initiatives.
It didn't go unnoticed. It was responded to with a rash of "downloads are going to kill Blu-ray" articles.
Then, when the natural fluctuation occured, they were ready with their "Blu-ray is a format in decline" articles.
The real war never ended. It was always Blu-ray v. download initiatives.
I suspect that content providers in the end want BD to enjoy "limited" success and have downloads become the standard distribution. It will be much easier controlling access and eventually the pay once for unlimited use option will be a long distant memory. Scary thought having to open your wallet everytime you want to watch your favorite film.
Remember how much Circuit City's DIVX was despised? Downloads are going to be DIVX without the disc. I don't have a problem if other options like BD are available for a reasonable price, but I suspect that BD prices will be going up so the transition to downloads will be a much easier sell for the studios.