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Forums - General - Anyone still think Blu-ray is going to make it?

akuma587 on 20 February 2009

I refuse to pay to download movies. I can do it so easily for free.

I refuse to pay for DVD's as well. They are just too easy to rip.

I will actually pay for Blu-Rays, but that is because it is too cost prohibitive to rip them myself. The technology is there, but unfeasible currently for me.



We had two bags of grass, seventy-five pellets of mescaline, five sheets of high-powered blotter acid, a salt shaker half full of cocaine, a whole galaxy of multi-colored uppers, downers, screamers, laughers…Also a quart of tequila, a quart of rum, a case of beer, a pint of raw ether and two dozen amyls.  The only thing that really worried me was the ether.  There is nothing in the world more helpless and irresponsible and depraved than a man in the depths of an ether binge. –Raoul Duke

It is hard to shed anything but crocodile tears over White House speechwriter Patrick Buchanan's tragic analysis of the Nixon debacle. "It's like Sisyphus," he said. "We rolled the rock all the way up the mountain...and it rolled right back down on us...."  Neither Sisyphus nor the commander of the Light Brigade nor Pat Buchanan had the time or any real inclination to question what they were doing...a martyr, to the bitter end, to a "flawed" cause and a narrow, atavistic concept of conservative politics that has done more damage to itself and the country in less than six years than its liberal enemies could have done in two or three decades. -Hunter S. Thompson

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MontanaHatchet on 20 February 2009

Interesting how the author plays with the idea that the lower sales might be due to the recession, but then quickly dismisses it so he can bash Blu-ray.



 

 

nordlead on 20 February 2009

with the economy failing, and services like netflix (read online disc renting, not online video) taking off you can expect people to spend less and less on actually buying DVD's. The only reason I ever buy a DVD or Blu-ray is for the extra content. If i'm not interested in the extra content, then I just rent it over and over again from netflix cause it only costs me $15/month for probably 8 movies a month.

I think blu-ray is here to stay, and digital distribution is a long way off. I honestly just went from a connection that had potential to support HD video streaming back to one that has no chance because I moved about 1 mile.




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Kasz216 on 20 February 2009
MontanaHatchet said:
Interesting how the author plays with the idea that the lower sales might be due to the recession, but then quickly dismisses it so he can bash Blu-ray.

Well entertainment is supposed to be recession proof.

The questions are....

1) Are people shifting down?  Spending the same amount of money but on cheaper entertainment.

2) Does it matter?  It's foolish to think that post recession spending will be analgous to prerecession spending.

Think of people who lived through the great depression.  They're spending habits are quite different.

The focus on value a depression may create may cause a problem for Blu-ray which doesn't really offer much.

 



akuma587 on 20 February 2009
nordlead said:

with the economy failing, and services like netflix (read online disc renting, not online video) taking off you can expect people to spend less and less on actually buying DVD's. The only reason I ever buy a DVD or Blu-ray is for the extra content. If i'm not interested in the extra content, then I just rent it over and over again from netflix cause it only costs me $15/month for probably 8 movies a month.

I think blu-ray is here to stay, and digital distribution is a long way off. I honestly just went from a connection that had potential to support HD video streaming back to one that has no chance because I moved about 1 mile.

Yup, Netflix is chugging along like an unstoppable behemoth.  Oh wait.  Its stock price has recovered some recently to be fair, so it isn't doing terrible, but you are being a bit overly optimistic.  Ironically charging Blu-Ray subscribers extra for content may have actually helped there bottom line significantly.

http://www.businessinsider.com/2008/10/live-netflix-q3-earnings-analysis-nflx-

Netflix Cuts Q4 Guidance Again, October Growth Down 30% (NFLX)

If it wasn't clear before, it's clear now: The recession is having taking its toll on Netflix (NFLX). The company is still growing, but CEO Reed Hastings said growth has slowed significantly since last year -- down 30% year-over-year so far in October. Which is why today, Netflix re-lowered the Q4 revenue and subscriber guidance it already reduced last week.

On the plus side, Netflix's subscription model means most of its Q4 earnings will come from existing subscribers, so even if the company's subscriber growth is dismal this quarter, it should still hit its profit targets. (And fewer free trial subscriptions to subsidize means lower costs, and higher profits, too.)

More from today's call: No "material softening" in online ad rates; and less than 6% of subscribers use Blu-ray. Live notes below.

Key Stats:

Q3 Revenue: $341.3 million vs. $343-$348 million guidance, $342.6 million consensus
Q3 EPS: $0.33 vs. $0.26 to $0.34 guidance, $0.31 consensus
Q3 Subscribers: 8.672 million (preannounced), below the low end of guidance of 8.675-8.875 million
Q4 Revenue: $351-$357 million guidance vs. last week's $353-$359 million guidance, down from $357-$367 million original guidance, $358.8 million consensus
Q4 EPS: $0.30-$0.38 guidance, increased slightly from old guidance of $0.29 to $0.37, $0.33 consensus
Q4 Subscribers: 8.85-9.15 million guidance, down from last week's 8.95-9.25 million guidance, down from 9.1-9.7 million original guidance

http://www.paidcontent.org/entry/419-earnings-netflix-q4-profits-revs-rise-subscriber-costs-shrink/

Earnings: Netflix Q4 Profits, Revs Rise, Barely Beating Estimates; Subscriber Costs Shrink A Bit

—Blu-Ray: About 700,000 Netflix subs were renting Blu-Ray discs by the end of Q4. “If Blu-Ray player prices continue to fall as expected driven by next generation chip designs then wide adoption becomes increasingly likely and with it extended life of disk based viewing.”

 



We had two bags of grass, seventy-five pellets of mescaline, five sheets of high-powered blotter acid, a salt shaker half full of cocaine, a whole galaxy of multi-colored uppers, downers, screamers, laughers…Also a quart of tequila, a quart of rum, a case of beer, a pint of raw ether and two dozen amyls.  The only thing that really worried me was the ether.  There is nothing in the world more helpless and irresponsible and depraved than a man in the depths of an ether binge. –Raoul Duke

It is hard to shed anything but crocodile tears over White House speechwriter Patrick Buchanan's tragic analysis of the Nixon debacle. "It's like Sisyphus," he said. "We rolled the rock all the way up the mountain...and it rolled right back down on us...."  Neither Sisyphus nor the commander of the Light Brigade nor Pat Buchanan had the time or any real inclination to question what they were doing...a martyr, to the bitter end, to a "flawed" cause and a narrow, atavistic concept of conservative politics that has done more damage to itself and the country in less than six years than its liberal enemies could have done in two or three decades. -Hunter S. Thompson