libellule said:
Let's assume we are guessing that when DVD was released, VHS sales have collapsed (slowly or not). Alpha showed an overall 1.1% increase for both format COMBINED which do not help us to answer the question. |
Ok, the math (link for data is in other thread):
1.1% UNIT SALES growth (DVD + BR).
1.1% REVENUE growth
UNIT SALES growth = REVENUE growth.
DVD = less revenue/sale than BR. You can see this by looking at prices of the disks
This means, that since the overall market is almost all DVD, IF BR sales accounted for most of the growth, then 1.1% unit sales growth would equal >1.1% revenue growth. HOWEVER, any BR growth is surpassed by DVD sales growth; hence, the revenue is not growing faster than the unit sales.
When you are looking at 1.5-3x the revenue from a BR sale than a DVD sale, if it were driving the growth in unit sales then 1.1% unit sale growth would equal a 1.6-3.3% growth in revenue. THIS IS NOT HAPPENING. It gets even worse if you assume that DVD sales are declining and BR is picking up the slack.
If we assume DVD sales fell 1% and BR accounted for the entire 1.1% growth in addition to making up that 1% drop, you have a 2.1% of unit sales. This *should* equal a 3-6% revenue growth, WHICH DID NOT HAPPEN.
The ONLY way this could happen is if DVD sales are outpacing BR sales significantly, even in growth.
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