As has been widely noted, Macrovision is acquiring Gemstar TV Guide. In Friday's conference call to explain the logic of the merger, Macrovision addressed the future role of Self Protecting Digital Content (SPDC) technologies recently acquired from CRI. In the Blu-ray context, SPDC is implemented as BD+.
SPDC is fundamental to empowering our Hollywood studio customers to distribute content securely across a multitude of devices and is complementary to Macrovision's historical businesses. With SPDC we envision the capability of unique security code traveling with each piece of content and interacting with virtual machines on a playback side allowing rightsholders to distribute in various different formats but maintaining economic control and security. While it is applied to Blu-ray today via BD+, we see a future where SPDC is applied to other forms of digitally distributed content, not just physical formats.
However, in response to an analyst question concerning deals in which Macrovision bundles various of its technologies:
As I've said in the past, I'm not particularly interested in bundling BD+ into those bundled relationships because BD+ is such an emerging part of the marketplace for Blu-ray that I don't want to diminish the value proposition and the effectiveness associated with BD+.
Seems like the business situation regarding BD+ is fluid.