Macrovision held it's quarterly earnings call for analysts and investors on Tuesday. Here are a few selected excerpts from different parts of the transcript that deal with BD+ security for Blu-ray discs and players and the uptake of Blu-ray players in the marketplace.
In other category, while we expect to see fairly linear growth, we do expect the fourth quarter will be the strongest, assuming we are successful at broadening our licensing of BD Plus to the MPA studios. Adding it all up, we expect approximately 53% to 55% of our 2009 annual revenue coming in the second half, similar to our adjusted pro forma revenue weightings in 2007 and 2008....
Our other vertical includes our data licensing business, which is covered primarily by long term agreements with fixed prices and our studio entertainment business which is also primarily non volume driven. Most of our ACP and RipGuard business at this point is fixed price, but we price BD Plus on a variable basis, and while is small now, given that we believe we are in the high growth cycle for that industry, this could prove beneficial.
Overall, we think we’ve established a floor in the entertainment business as long term agreements predominate and BD plus ramps, and as James mentioned, data grew double digits in the quarter, a trend we expect to continue. So overall we think the vertical labeled other, which accounted for 11% of revenue in Q4, will grow this year....
In terms of our entertainment business we believe BD Plus has a bright future. While home and video entertainment spending declined 5.7% last year, according to Video Business, sales of Blu-ray DVDs were up 300% and are expected to continue to double this year, according to preliminary estimates by the Adams Research.
Overall, we think we’ve established a floor in the entertainment business as long term agreements predominate and BD plus ramps, and as James mentioned, data grew double digits in the quarter, a trend we expect to continue. So overall we think the vertical labeled other, which accounted for 11% of revenue in Q4, will grow this year....
In terms of our entertainment business we believe BD Plus has a bright future. While home and video entertainment spending declined 5.7% last year, according to Video Business, sales of Blu-ray DVDs were up 300% and are expected to continue to double this year, according to preliminary estimates by the Adams Research.
The proliferation of players in the $200 range is boosting sales as this was a bright spot in the holiday CE season, and CEA says there are nearly 10 million Blu-ray players in households now.
