Macrovision (MSVM) recently conducted its quarterly earnings call. The complete transcript is at SeekingAlpha.com here. Here are selected excerpts that deal with Blu-ray and BD+:
In our other category, we continue to expect fairly linear growth, with
the fourth quarter likely the strongest, assuming we continue to
successfully broaden our licensing of BD+ to the MPAA studios....
In terms of our entertainment business, I'm pleased that we were able to reach a long-term agreement with Paramount for various copy protection solutions. When combined with our other licensees, I believe we have good visibility into ACP remaining on DVD's, until at least the middle of the next decade. Not only did Paramount agree to use RipGuard and ACP, but it also became the second MPAA studio to license the right to use our BD+ Blu-ray copy protection technology.
In terms of our entertainment business, I'm pleased that we were able to reach a long-term agreement with Paramount for various copy protection solutions. When combined with our other licensees, I believe we have good visibility into ACP remaining on DVD's, until at least the middle of the next decade. Not only did Paramount agree to use RipGuard and ACP, but it also became the second MPAA studio to license the right to use our BD+ Blu-ray copy protection technology.
While home video entertainment spending declined 7% last quarter, according to Video Business, sales of Blu-ray DVDs were up over 100% and analysts forecast remain robust.
While the rollout of BD+ has taken longer than initially hoped, I think Paramount's agreement along with other MPAA trials which we recently began, bode well for the future.
So I believe our entertainment business will continue to be a little soft in the near term given market trends, I expect it will be a steady revenue contributor in the coming years as BD+ grows.
Comments