Research Bulletins: Hollywood Aftermarket
July, 2010 issue
Research included | US rental market down in 2010 but will halt ten-year slide in 2011 / Redbox game rentals expands test cities / Netflix expands into Canada with Watch Instantly service / Netflix signs Warner TV for streaming service / Flim library values have clearly diminished, but are no longer in free fall / Blockbuster gets extension, but stock delisted from NYSE
Research included | US rental market down in 2010 but will halt ten-year slide in 2011 / Redbox game rentals expands test cities / Netflix expands into Canada with Watch Instantly service / Netflix signs Warner TV for streaming service / Flim library values have clearly diminished, but are no longer in free fall / Blockbuster gets extension, but stock delisted from NYSE
June, 2010 issue
Research included | First-half sales decline in line with projections / Film libraries at a discount / Paramount maintains no kiosk window / Redbox confirms BD kiosk rental premiums
Research included | First-half sales decline in line with projections / Film libraries at a discount / Paramount maintains no kiosk window / Redbox confirms BD kiosk rental premiums
May, 2010 issue
Research included | Avatar sales highlight Blu-ray growth / Video stores manage small improvements in first quarter / Movie Gallery closes remaining stores / NCR continues strong kiosk deployment options coming to travelers / Alice In Wonderland and the 3D future
Research included | Avatar sales highlight Blu-ray growth / Video stores manage small improvements in first quarter / Movie Gallery closes remaining stores / NCR continues strong kiosk deployment options coming to travelers / Alice In Wonderland and the 3D future
April, 2010 issue
Research included | Reassessing the size and direction of the home video market / Netflix startles Wall St. with big first-quarter gains / Redbox agrees to 28-day holdbacks on Fox and Universal titles / Epix battle for carriage yields DISH deal
Research included | Reassessing the size and direction of the home video market / Netflix startles Wall St. with big first-quarter gains / Redbox agrees to 28-day holdbacks on Fox and Universal titles / Epix battle for carriage yields DISH deal
March, 2010 issue
Research included | Can Wal-Mart and Best Buy jump-start the EST business?/ 2009 Studio share changes driven by deals & acquisitions / Key technologies define Pay TV turf wars
Research included | Can Wal-Mart and Best Buy jump-start the EST business?/ 2009 Studio share changes driven by deals & acquisitions / Key technologies define Pay TV turf wars
February, 2010 issue
Research included | Is there a wonderland through Alice's window? / Movie gallery files for bankruptcy; closing 31% of stores / New-release video revenue steeply declines despite strong 2009 box office / Redbox, Warner settle their differences, agree on retail window
Research included | Is there a wonderland through Alice's window? / Movie gallery files for bankruptcy; closing 31% of stores / New-release video revenue steeply declines despite strong 2009 box office / Redbox, Warner settle their differences, agree on retail window
January, 2010 issue
Research included | 2009 in film: robust box office, but disc declines put studios at a crossroads / Netflix and Warner agree to a 28-day holdback; will others follow? / Off-screen effect: stereoscopic 3D flying from theaters to homes / Rental-heavy February slate hits market beset by rental issues
Research included | 2009 in film: robust box office, but disc declines put studios at a crossroads / Netflix and Warner agree to a 28-day holdback; will others follow? / Off-screen effect: stereoscopic 3D flying from theaters to homes / Rental-heavy February slate hits market beset by rental issues
December, 2009 issue
Research included | Comcast to take control of NBC/Universal / Digital dollars for cents; preservation of existing revenue streams is key / Blockbuster's Q3 disappointing but Q4 and 2010 look brighter / January video titles and the 3D effect
Research included | Comcast to take control of NBC/Universal / Digital dollars for cents; preservation of existing revenue streams is key / Blockbuster's Q3 disappointing but Q4 and 2010 look brighter / January video titles and the 3D effect
November, 2009 issue
Research included | Packaged video retail disappointing in Q3 / Netflix grows subs in Q3; expects more with Q4 PS3 addition / Coinstar grows kiosk disc rental; faces supply and competitive challenges / Retailers offer deep discounts in an effort to drive sales
Research included | Packaged video retail disappointing in Q3 / Netflix grows subs in Q3; expects more with Q4 PS3 addition / Coinstar grows kiosk disc rental; faces supply and competitive challenges / Retailers offer deep discounts in an effort to drive sales
October, 2009 issue
Research included | Box office-to-video conversion rates: Can they be transformed? / Blu-ray set-top pricing drives hardware uptake / Coming soon to a cell phone near you...more movies
Research included | Box office-to-video conversion rates: Can they be transformed? / Blu-ray set-top pricing drives hardware uptake / Coming soon to a cell phone near you...more movies
September, 2009 issue
Research included | Blu-ray retail: hardware ahead of pace, disc sales lag expectations / Video retail projections to 2014 / Blockbuster buys five years of breathing room / Online subscription rental hits stride for long-term growth / Litmus-test titles on tap for October
Research included | Blu-ray retail: hardware ahead of pace, disc sales lag expectations / Video retail projections to 2014 / Blockbuster buys five years of breathing room / Online subscription rental hits stride for long-term growth / Litmus-test titles on tap for October
August, 2009 issue
Research included | Rental redux: Studios break ranks on kiosk distribution / Coinstar first-half kiosk DVD rental revenue beats expectations / Telcos gaining on Pay TV incumbents / Trojan Horses: the connected living room gains momentum / A conservative second-half scenario / September titles and the fourth quarter slate
Research included | Rental redux: Studios break ranks on kiosk distribution / Coinstar first-half kiosk DVD rental revenue beats expectations / Telcos gaining on Pay TV incumbents / Trojan Horses: the connected living room gains momentum / A conservative second-half scenario / September titles and the fourth quarter slate
July, 2009 issue
Research included | Overall home entertainment down 5% in first half / Redbox lands first major studio deal / Cablevision's DVR legal win:the Betamax decision of the digital era?
Research included | Overall home entertainment down 5% in first half / Redbox lands first major studio deal / Cablevision's DVR legal win:the Betamax decision of the digital era?
June, 2009 issue
Research included | Internet video: consumer spending closes in on $1b / Video genres see varying impact from recession, BD transition / Retail video share: massmerchants, warehouse clubs and online gain ground / Studios look for ways to boost video sales, especially on Blu-ray
Research included | Internet video: consumer spending closes in on $1b / Video genres see varying impact from recession, BD transition / Retail video share: massmerchants, warehouse clubs and online gain ground / Studios look for ways to boost video sales, especially on Blu-ray
May, 2009 issue
Research included | On-demand spending: Cable VOD is primed for growth / Cablevision to launch RS-DVR service /Major rental chains lose share to smaller specialists / Q1 2009 video results: the good, the bad, and the ugly / Blockbuster hopes for rebound now that refinancing is complete
Research included | On-demand spending: Cable VOD is primed for growth / Cablevision to launch RS-DVR service /Major rental chains lose share to smaller specialists / Q1 2009 video results: the good, the bad, and the ugly / Blockbuster hopes for rebound now that refinancing is complete
April, 2009 issue
Research included | Monetizing movie delivery on-line / NCR set to roll out Blockbuster-branded kiosks / Transition to digital TV fuels subscriber growth
Research included | Monetizing movie delivery on-line / NCR set to roll out Blockbuster-branded kiosks / Transition to digital TV fuels subscriber growth
March, 2009 issue
Research included | Internet movie sales and rentals jump by 79% / Network DVRs, copyright threat or facilitator of the digital lifestyle? / Consumers prefer lighthearted videos and movies
Research included | Internet movie sales and rentals jump by 79% / Network DVRs, copyright threat or facilitator of the digital lifestyle? / Consumers prefer lighthearted videos and movies
February, 2009 issue
Research included | Market share analysis reveals few winning strategies in tough year / Packaged video marketers look to turn flat to up / New-release features took biggest hit in 2008
Research included | Market share analysis reveals few winning strategies in tough year / Packaged video marketers look to turn flat to up / New-release features took biggest hit in 2008
January, 2009 issue
Research included | Despite Blu-rays' success, US video sales to decline in 2009 / Top ten sell-through titles fall short in 2008 / Rental market holds up better than sales in difficult year
Research included | Despite Blu-rays' success, US video sales to decline in 2009 / Top ten sell-through titles fall short in 2008 / Rental market holds up better than sales in difficult year
December, 2008 issue
Research included | Rental Holds Up Better than Sales in 2008
Research included | Rental Holds Up Better than Sales in 2008
November, 2008 issue
Research included | Media stock performance into and out of recessions: 1990-1991, 2001 and 2007-2008/ Hulu and YouTube and the ad-supported Internet video model / Preview of year-end data on home video performance / Only networks stocks hold up in November stock meltdown
Research included | Media stock performance into and out of recessions: 1990-1991, 2001 and 2007-2008/ Hulu and YouTube and the ad-supported Internet video model / Preview of year-end data on home video performance / Only networks stocks hold up in November stock meltdown
October, 2008 issue
Research included | Media performance during US recessions / Q3 YTD analysis of video titles by box office range / Applying new box office-to-video metrics to theatrical film performance /Media and technology stocks average only 7% decline despite wider market freefall
Research included | Media performance during US recessions / Q3 YTD analysis of video titles by box office range / Applying new box office-to-video metrics to theatrical film performance /Media and technology stocks average only 7% decline despite wider market freefall
September, 2008 issue
Research included | DECE: Who's in and who's not / Five-year trends in high-speed access and pricing / Connected living-room devices and their content vendors / Blockbuster's price hikes and changing product mix
Research included | DECE: Who's in and who's not / Five-year trends in high-speed access and pricing / Connected living-room devices and their content vendors / Blockbuster's price hikes and changing product mix
August, 2008 issue
Research included | Five-year projection of HDTV homes, HD network reach and HD subscriptions Projected DVD and Blu-ray shipments by genre to 2013 / Top 25 TV-on-DVD franchises ranked
Research included | Five-year projection of HDTV homes, HD network reach and HD subscriptions Projected DVD and Blu-ray shipments by genre to 2013 / Top 25 TV-on-DVD franchises ranked
July, 2008 issue
Research included | Video Bucks Trend in Recessionary Markets / Video Sell-Through Projections to 2012 Top Ten H1 '08 Blu-Ray Titles / First Half Video Results by Box Office Range
Research included | Video Bucks Trend in Recessionary Markets / Video Sell-Through Projections to 2012 Top Ten H1 '08 Blu-Ray Titles / First Half Video Results by Box Office Range
June, 2008 issue
Research included | Movie Gallery and Video Rental / Video Rental Projections to 2012 Film Release Strategies by Studio / History of Per-Release Revenue by Studio
Research included | Movie Gallery and Video Rental / Video Rental Projections to 2012 Film Release Strategies by Studio / History of Per-Release Revenue by Studio
May, 2008 issue
Research included | Apple Has a Movie Download Deal With the Studios / Warner Bros. Goes Day-and-Date with Video-On-Demand Digital Roll-Out by Cable Company to 2008 / The Economics of Top Videogame Titles
Research included | Apple Has a Movie Download Deal With the Studios / Warner Bros. Goes Day-and-Date with Video-On-Demand Digital Roll-Out by Cable Company to 2008 / The Economics of Top Videogame Titles
April, 2008 issue
Research included | In-Stream Ad Supported Video Projections to 2012 / National and Local Ad Revenue—Broadcast & Cable Sell-Through Retail Market Share by Store Type / 2007 Digital and Packaged Music Projections to 2012
Research included | In-Stream Ad Supported Video Projections to 2012 / National and Local Ad Revenue—Broadcast & Cable Sell-Through Retail Market Share by Store Type / 2007 Digital and Packaged Music Projections to 2012
March, 2008 issue
Research included | The battle for online subscribers raged in 2007 / Rental Retail Market Share by Store Type 2007 Videogame Hardware and Software Projections to 2012
Research included | The battle for online subscribers raged in 2007 / Rental Retail Market Share by Store Type 2007 Videogame Hardware and Software Projections to 2012
February, 2008 issue
Research included | Cost of Building Blu-ray replication capacity / Five-year rental and sale projections: DVD and BD 2007 video market share totals / Analysis of 2007 Title Database by box-office bucket
Research included | Cost of Building Blu-ray replication capacity / Five-year rental and sale projections: DVD and BD 2007 video market share totals / Analysis of 2007 Title Database by box-office bucket
January, 2008 issue
Research included | Internet video: rentals and sales to 2012 / Video retail: projected to 2012 Video rental: projected to 2012 / Top 10 video titles of 2007
Research included | Internet video: rentals and sales to 2012 / Video retail: projected to 2012 Video rental: projected to 2012 / Top 10 video titles of 2007
December, 2007 issue
Research included | Warner going BD-only in May / Proprietary Video rental and retail history to 2007 2007 top 10 video titles / Video rental kiosk projections
Research included | Warner going BD-only in May / Proprietary Video rental and retail history to 2007 2007 top 10 video titles / Video rental kiosk projections
November, 2007 issue
Research included | Cable/Telco VOD growing, but slowly/ Proprietary Network On-Demand Projections to 2012 Video declines dragging film revenue down/ Film Entertainment Revenue by Pipeline to 2012
Research included | Cable/Telco VOD growing, but slowly/ Proprietary Network On-Demand Projections to 2012 Video declines dragging film revenue down/ Film Entertainment Revenue by Pipeline to 2012
October, 2007 issue
Research included | Five-year projections of DVR penetration: cable, DBS and stand-alone/ Movie Gallery's bankruptcy: likely impact on retailers and suppliers/ Blockbuster and Netflix take their battle into the digital arena / Guide to the key TV-connectivity initiatives
Research included | Five-year projections of DVR penetration: cable, DBS and stand-alone/ Movie Gallery's bankruptcy: likely impact on retailers and suppliers/ Blockbuster and Netflix take their battle into the digital arena / Guide to the key TV-connectivity initiatives
September, 2007 issue
Research included | Five-year projections of HDTV households and HD-service subscriptions/ First-half video shipments analyzed by box-office range/ Top TV-on-DVD franchises ranked by 2006 sales/ Fourth-quarter 2007: Superheroes to the rescue?
Research included | Five-year projections of HDTV households and HD-service subscriptions/ First-half video shipments analyzed by box-office range/ Top TV-on-DVD franchises ranked by 2006 sales/ Fourth-quarter 2007: Superheroes to the rescue?
August, 2007 issue
Research included | Five-year projections Internet TV: downloads vs. ad-supported streaming / Home video 2007: Can the summer blockbuster's save the year? /Five-year projections of DVD, HD DVD and BD updated
Research included | Five-year projections Internet TV: downloads vs. ad-supported streaming / Home video 2007: Can the summer blockbuster's save the year? /Five-year projections of DVD, HD DVD and BD updated
July, 2007 issue
Research included | Five-year projections of traditional and subscription video rentals/ Rental projections by HD format—Blu-ray v. HD DVD/ Five-year projections of the ad-supported Internet video market
Research included | Five-year projections of traditional and subscription video rentals/ Rental projections by HD format—Blu-ray v. HD DVD/ Five-year projections of the ad-supported Internet video market
June, 2007 issue
Research included | First-Quarter 2007 HD Disc sales-per-household analysis/ Video Sell-through to 2012 projection model Feature v. non-feature units and revenue by type to 2012/ Blockbuster v. Netflix: Latest pricing moves analyzed
Research included | First-Quarter 2007 HD Disc sales-per-household analysis/ Video Sell-through to 2012 projection model Feature v. non-feature units and revenue by type to 2012/ Blockbuster v. Netflix: Latest pricing moves analyzed
May, 2007 issue
Research included | Network TV Upfront to include online advertising/ Video Rental concerns on Wall Street DVD and HDV revenue for the top Q1 '07 titles
Research included | Network TV Upfront to include online advertising/ Video Rental concerns on Wall Street DVD and HDV revenue for the top Q1 '07 titles
April, 2007 issue
Research included | The Impact of DRM-less Music / Music Projections and downloads v. CDs to 2011 / Retail sell-through share by type 2006/ High-speed Internet access projections to 2011
Research included | The Impact of DRM-less Music / Music Projections and downloads v. CDs to 2011 / Retail sell-through share by type 2006/ High-speed Internet access projections to 2011
March, 2007 issue
Research included | Apple and Microsoft on the set-top / Rental Retail Market Share 2006 The economics of rental kiosks / 2007 box-office and video sales preview
Research included | Apple and Microsoft on the set-top / Rental Retail Market Share 2006 The economics of rental kiosks / 2007 box-office and video sales preview
February, 2007 issue
Research included | Blockbuster's Total Access Program / Video rental projections to 2011 Studio video market share 2006 / Impact of window shrinkage by B.O. range
Research included | Blockbuster's Total Access Program / Video rental projections to 2011 Studio video market share 2006 / Impact of window shrinkage by B.O. range
January, 2007 issue
Research included | Combination HD players and discs/ Updated video sell-through projections to 2011 Internet-to-TV connection not yet a reality/ Investors eat up Blockbuster, spit out Netflix
Research included | Combination HD players and discs/ Updated video sell-through projections to 2011 Internet-to-TV connection not yet a reality/ Investors eat up Blockbuster, spit out Netflix
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