Home Video Sales Thread (HMM weekly/DEG quarterly/Nielsen Top 20/etc.)

[Steedeel]

Originally Posted by reanimator

TENET is one of the few new releases this year, and has a very strong UHD market share -- 46% in Week 1, and still holding well as of last week. TENET very much strikes me as the PS5 crowd.

It’s the UHD crowd in general. A big blockbuster release. As soon as we see a steady flow of releases, we will see a marked improvement. The stats back it up 100%.

[Steedeel]

Originally Posted by Lee A Stewart

1000 UHD-BD titles, 3 million PS5 owners (do we add the Xbox version too?) and the UHD-BD sales go nowhere.

No, what I’m trying to say to you is that you need stuff to sell.

It’s a bit difficult to make a dent when you don’t have any product to sell.

The past has taught us that when we have big releases, we have big numbers. That’s not a dispute, it’s a fact.

That doesn’t fit your nasty little agenda on here though.

[Vilya]

Unless you are actively trying to get people to believe what you believe, you don't really have an "agenda"; having differences of opinion as to what this data means has to be expected, but I doubt that any of our individual interpretations are changing anyone's buying behavior.

IMO, it is way too soon to know what impact the new gaming consoles will have upon 4K disc sales. When you combine that with the lack of brand new titles on the format, I do not know why anyone would expect to see much of an impact yet.

Sales of physical media have always been linked to box office performance and a steady supply of new titles; a few big catalog releases last year weren't enough to replace them.

I hope that a whole lot of things improve in 2021, but it will take quite some time yet for physical media to get brand new titles week in and week out like we have been accustomed to getting. Catalog releases are great and I love 'em, but very few of them drive sales like a few hot new blockbusters would.

[Boccaccio]

Originally Posted by Lee A Stewart

https://www.mediaplaynews.com/resear...-ended-1-2-21/

I've seen you post this a few times now but what does this actually mean ?

That every BD sold at less than 18,41 $ is being sold at a loss ?

[Wendell R. Breland]

Originally Posted by Lee A Stewart

1000 UHD-BD titles, 3 million PS5 owners (do we add the Xbox version too?) and the UHD-BD sales go nowhere.

Remember how the HD DVD supporters used to love using “attach rate”? Using that as a reference point makes EST beyond pathetic in sales. I have stated several times that EST should be many times the sales revenue of disc but only caught up to disc very recently.

So once again click here and tell us what titles should be selling in big numbers.

[Wendell R. Breland]

Originally Posted by Boccaccio

I've seen you post this a few times now but what does this actually mean ?

That every BD sold at less than 18,41 $ is being sold at a loss ?

No, it is just the selling price for a given period of time vs that same period a year ago.

[Boccaccio]

Originally Posted by Wendell R. Breland

No, it is just the selling price for a given period of time vs that same period a year ago.

Ah ok, average cost to the consumer. I thought it meant average cost to the manufacturer. Which seemed very odd.

[Wendell R. Breland]

Originally Posted by Boccaccio

Ah ok, average cost to the consumer. I thought it meant average cost to the manufacturer. Which seemed very odd.

Bruce may have a more definitive explanation and if not could probably obtain one since he converses with the folks at Media Play.

[Lee A Stewart]

Netflix Generated $200 Million in 2020 DVD/Blu-ray Disc Rental Revenue

Yes, Netflix still rents DVD and Blu-ray Disc movies. The by-mail disc rental pioneer reported revenue of $200 million for the fiscal year ended Dec. 31, 2020 — down about $100 million from the end of 2019.

Netflix doesn’t include packaged-media rental revenue in its financials, categorizing disc rental as separate revenue. The company reported $400 million in rental revenue in 2018 — underscoring the ongoing end of its legacy packaged-media business.

With Family Video calling it quits, Netflix and Redbox remain the only packaged-media rental services operating nationwide.

https://www.mediaplaynews.com/netfli...ental-revenue/

[Lee A Stewart]

Originally Posted by Lee A Stewart

[cgpublic]

$15M. If Blu-ray sales average $20M a week this year, that would result in a $1B year.

[jcflman]

If anyone who visits this thread occasionally and is wondering the OD number for 2020 is $2.5 billion based on data from MPN. It was actually 2.499 if I copied the weekly numbers correctly. Someone please correct if wrong.

[Vilya]

For the week ending January 9th, only 46 items were released on blu-ray and only one title was released on 4K disc, Love and Monsters, and that was about it for brand new movies. It was a very slow week for releases, right after New Year's, and the sales figures reflect that fact. This is historically a slow week for sales every year.

This link shows everything that was released during that period; it wasn't much.

https://www.blu-ray.com/news/?id=27936

[Steedeel]

Originally Posted by Vilya

For the week ending January 9th, only 46 items were released on blu-ray and only one title was released on 4K disc, Love and Monsters, and that was about it for brand new movies. It was a very slow week for releases, right after New Year's, and the sales figures reflect that fact. This is historically a slow week for sales every year.

This link shows everything that was released during that period; it wasn't much.

https://www.blu-ray.com/news/?id=27936

It won’t stop the trolls.

[Vilya]

Originally Posted by Steedeel

It won’t stop the trolls.

Never expected it to.

[Lee A Stewart]

[cgpublic]

One big question for 2022 is by what date Blu/UHD slips below 25% of physical media sales, combined with how rapidly former Blu/UHD purchasers put their players in storage (or curbside) and go exclusively streaming.

The other big question is will the major studios stop licensing titles for use by boutique disc labels, with the belief films have greater value as streaming exclusives as opposed to physical media sales revenue.

Perhaps some (Disney and Warner) will/likely, the others will hang around and follow, not drive, the trend.

Who knows, perhaps some studios will find the market lucrative; perhaps some labels, e.g., Criterion, will enjoy even greater access to physical media opportunities.

Big questions for shrinking market, a market that will be volatile for the next few years at least.

[Vilya]

No matter what becomes of physical media sales it will not make existing collections obsolete. I do not expect that will people will wholesale abandon their blu-ray or 4K disc players.

People who buy discs obviously value something about them. Many titles only exist on disc even today, many titles exist in the best quality on disc, many discs offer extra features that streamed versions lack, and discs are immune to being revised whenever a studio or a streaming service gets the itch to change something. Physical media collectors value one or more of these attributes of buying discs and that alone is enough for most to want to retain both their players and their collections.

Even if disc production stopped today there are enough titles available already to keep discs collectors shopping for years, but I don't expect that to happen, either. Physical media will become more niche and that's fine because niche means they remain an option for those that value what they alone offer.

A product does not have to be embraced by the masses for it to be both profitable and successful. There are countless niche products that do just fine in their respective corners of the immense and diverse consumer marketplace.

[Steedeel]

Originally Posted by cgpublic

One big question for 2022 is by what date Blu/UHD slips below 25% of physical media sales, combined with how rapidly former Blu/UHD purchasers put their players in storage (or curbside) and go exclusively streaming.

The other big question is will the major studios stop licensing titles for use by boutique disc labels, with the belief films have greater value as streaming exclusives as opposed to physical media sales revenue.

Perhaps some (Disney and Warner) will/likely, the others will hang around and follow, not drive, the trend.

Who knows, perhaps some studios will find the market lucrative; perhaps some labels, e.g., Criterion, will enjoy even greater access to physical media opportunities.

Big questions for shrinking market, a market that will be volatile for the next few years at least.

It’s not a question at all. When big releases come back, so will sales. The market is shrinking but I don’t think you understand why the data looks like it does.

[Vilya]

Originally Posted by Steedeel

It’s not a question at all. When big releases come back, so will sales. The market is shrinking but I don’t think you understand why the data looks like it does.

Oh, I think that he understand this just fine; he just wants to pull our chain to see what kind of a reaction he can get from us.

He only posts here after sales figures from a particularly bad week are presented. When sales figures from a good week are posted he is nowhere to be seen.