Physical & Digital EST: The Future of Home Video Discussion Thread

[Wendell R. Breland]

Originally Posted by Steedeel

Low key. I can’t remember being blown away with any specific scenes. It’s mostly the fronts. It’s a perfectly pleasant experience but not one to show off to friends or family.

Originally Posted by Steedeel

I replied to you question about Total Recall a few pages back.

Thanks, found it. Agree, not a demo disc but the UHD BD was fairly cheap so replaced the BD with it.

[Wendell R. Breland]

@ Vilya

Originally Posted by Wendell R. Breland

Several years ago I compiled some cost figures derived from AWS, Limelight and others. I will see if I still have that info. In that time frame I tried to find definitive info about data transport cost but never found anything.

Did not find.

If interested you could wade thru AWS pages here to find some pricing information on storage cost. Not sure if they list the cost for a CDN operation.

[Steedeel]

Originally Posted by Wendell R. Breland

Thanks, found it. Agree, not a demo disc but the UHD BD was fairly cheap so replaced the BD with it.

An upgrade for sure nonetheless.

[Vilya]

Originally Posted by Lee A Stewart

Vilya - NOW do you see why your question can't be answered:

https://www.hollywoodreporter.com/ne...irst-13-months

Actually, that kinda does answer my question...at least as far as Disney is concerned. We now know how much Disney lost on their "direct to consumer" division in 2020. Combining that with what Anthony P posted re: Netflix that's two SVODs whose expenses exceed their revenue. With Disney, however, I suspect some of their shortfall was due to one time start-up costs.

Anyway, thanks for doing the heavy lifting and finding this information.

[Vilya]

Originally Posted by Steedeel

Yeah, I have never wanted a child. I thought my feelings would change when I got older but nope. I just like my freedom and peace and quiet.

It’s great for you that you experienced that, it’s a life changing moment for sure.

I found out relatively young that I should not have children. Two of my three siblings died before they were 60 and one at the age of just 38. My gene pool is more of a puddle, it seems.

[Vilya]

Originally Posted by Wendell R. Breland

@ Vilya

Did not find.

If interested you could wade thru AWS pages here to find some pricing information on storage cost. Not sure if they list the cost for a CDN operation.

Thank you just the same; it was just something that I was curious about.

[Lee A Stewart]

London Moves Into Stricter Tier 3 Coronavirus Lockdown, Cinemas To Close

The UK government is placing London into its strictest coronavirus lockdown tier from Wednesday (December 16), meaning businesses including cinemas will need to close again. The move comes after a spike in positive cases across the capital city.

https://deadline.com/2020/12/london-...se-1234655890/

[Steedeel]

Originally Posted by Vilya

I found out relatively young that I should not have children. Two of my three siblings died before they were 60 and one at the age of just 38. My gene pool is more of a puddle, it seems.

I’m sorry to here that Vilya.

[JohnAV]

Originally Posted by Lee A Stewart

Disney does not want to alienate the theaters. All the tentpoles were rescheduled and are still poised to be theatrical releases.

Clearly Disney is not trying to prop up their streaming service like AT&T.

[Vilya]

Originally Posted by Steedeel

I’m sorry to here that Vilya.

Thank you; everyone has known tragedy in their lives. This is just why I decided not to be a father.

[Lee A Stewart]

Average Viewer Uses Seven Streaming Services, NPD Finds

PORT WASHINGTON, N.Y.—As the number of streaming services continues to grow, consumers are embracing their options by increasing the average number of streamers they watch, according to a new study from NPD Group.

NPD’s TV Switching Study tracks the changes in the ways U.S. consumers view and buy digital content. In its most recent edition of the study, NPD found that the average consumer uses seven subscription (SVODs) and free streaming services, up from five as of April of this year.

https://www.tvtechnology.com/news/av...ices-npd-finds

[lgans316]

Originally Posted by Vilya

I found out relatively young that I should not have children. Two of my three siblings died before they were 60 and one at the age of just 38. My gene pool is more of a puddle, it seems.

I said I won't post in thread few months ago but breaking my own rule just to say "Sorry to hear that. Hoping you are blessed with a long life that will make you live your dreams to the fullest".

[Lee A Stewart]

Report: Disney+(Hulu) to Catch Netflix by 2022 in Revenue

Since the beginning of subscription streaming video, Amazon Prime Video and Hulu have shadowed market pioneer Netflix from afar. New data from eMarketer suggests upstart Disney+ (with Hulu) will significantly bridge Netflix’s lead in the next 24 months.

Following a strong launch in November 2019, Disney+ is on track to surpass $4 billion in U.S. subscription revenue by 2022. In its first full year, Disney+ has grown rapidly, spurred by original content and stay-at-home government pandemic orders. In fact, the service will help Disney reach Netflix’s share of the market by 2022.

Netflix ended its most-recent fiscal period with 195 million subscribers worldwide. Disney+ had 86.8 million subs through Dec. 2; 125.6 million when including Hulu.

https://www.mediaplaynews.com/report...22-in-revenue/

[Ender14]

Originally Posted by Lee A Stewart

Report: Disney+(Hulu) to Catch Netflix by 2022 in Revenue



https://www.mediaplaynews.com/report...22-in-revenue/

Compared to the 11.1 Billion in box office revenue Disney made in 2019. Those numbers show why Disney is not going the PVOD route on their tentpoles.

https://variety.com/2020/film/box-of...19-1203453364/

[Lee A Stewart]

Originally Posted by Ender14

Compared to the 11.1 Billion in box office revenue Disney made in 2019. Those numbers show why Disney is not going the PVOD route on their tentpoles.

https://variety.com/2020/film/box-of...19-1203453364/

It's $13.2 billion, not $11.1 billion:

Disney’s Global Box Office Year: Mouse Roars To $13.2B; A Record Not Likely To Be Seen Again Soon

https://deadline.com/2020/01/disney-...on-1202819721/

[Ender14]

Originally Posted by Lee A Stewart

It's $13.2 billion, not $11.1 billion:

Disney’s Global Box Office Year: Mouse Roars To $13.2B; A Record Not Likely To Be Seen Again Soon

https://deadline.com/2020/01/disney-...on-1202819721/

Yes, if you add in the Fox releases that is correct. Either way it's a whole lot more than $4 Billion in revenue. Even if you assume that Disney only makes half that BO total in profit that is still around $6 Billion depending on which number you use. And if you really want to be pessimistic, assume they only profit $4 Billion off of that. It is still more profit than they'll see from streaming.

All of which is to say I still don't see the theatrical experience going anywhere once the Covid crisis passes based on those numbers.

[Lee A Stewart]

Originally Posted by Ender14

Yes, if you add in the Fox releases that is correct. Either way it's a whole lot more than $4 Billion in revenue. Even if you assume that Disney only makes half that BO total in profit that is still around $6 Billion depending on which number you use. And if you really want to be pessimistic, assume they only profit $4 Billion off of that. It is still more profit than they'll see from streaming.

All of which is to say I still don't see the theatrical experience going anywhere once the Covid crisis passes based on those numbers.

This was one of the placards put up by Disney's CFO in her part of the Investor Day presentation. The numbers in the article are for 2022.

[Ender14]

Originally Posted by Lee A Stewart

This was one of the placards put up by Disney's CFO in her part of the Investor Day presentation. The numbers in the article are for 2022.

Assuming they raise the price to $8/month and they hit the 350 million goal that would be $2.8 billion in revenue. But for fun let's assume that every single subscriber of that 350 million signs up for the Hulu package subscription which runs $13/month. Not at all likely but it will still make my point for me. That would be $4.55 billion in revenue.

But we've come this far so let's go one step further. Let's assume they raise the price to $15/month and actually hit 400 million subscribers. Not at all likely but I'll give you the best case scenario. That gives them a whopping $6 billion in revenue.

As an investor would you rather see a $6 billion return on investment or a $13 billion ROI?

[Wendell R. Breland]

While OTT pay TV numbers look good they are still a small part of the global traditional pay TV revenue.

And Netflix is raising my monthly prices again. The American way, give less (data rates) and charge more. After more than 13 years of disc by mail and streaming with them I may look for a streaming partner or drop the streaming with them altogether.

[Lee A Stewart]

Originally Posted by Ender14

Assuming they raise the price to $8/month and they hit the 350 million goal that would be $2.8 billion in revenue. But for fun let's assume that every single subscriber of that 350 million signs up for the Hulu package subscription which runs $13/month. Not at all likely but it will still make my point for me. That would be $4.55 billion in revenue.

But we've come this far so let's go one step further. Let's assume they raise the price to $15/month and actually hit 400 million subscribers. Not at all likely but I'll give you the best case scenario. That gives them a whopping $6 billion in revenue.

As an investor would you rather see a $6 billion return on investment or a $13 billion ROI?

You forgot. It isn't $8 a year. It's $8 a MONTH. So you have to multiple the $2.8 billion times 12.

$33.6 Billion