As noted earlier, Macrovision is acquiring the BD+ technology from Cryptographic Research Inc. They did a conference call with a brief intro followed by Q/A from Wall Street analysts who follow the Macrovision stock. Some selected (and quasi-random) points made by Macrovision during the call:
- Annual royalties from CE manufacturers; per disc royalties from content providers (studios);
- High margin business;
- All technologies will be hacked; BD+ is no different;
- The level of royalty from the content provider depends on which BD+ features they want to implement on a title by title basis:
- Basic BD+ protection
- forensic watermarking;
- Added countermeasures to specific hacks;
- Intend to extend BD+ beyond Blu-ray to embed it across Macrovision's DRM middleware solutions;
- Bridges Macrovision to HD, HiDef;
- 4-5 $million revenue in 2008, accelerating in the outyears;
- May be used to compete with OMA2 (mobile DRM standard) given the pricing points Intertrust has requested;
