Consumers are rapidly adapting to purchasing movies through digital channels, according to NPD.
The growth rate for the electronic sell-through of movies is triple of that for TV EST.
The exclusive early release window for some digital titles appears to be helping to boost demand and awareness.
The trend is encouraging for studios (DIS, LGF, SNE, VIAB, TWX, FOXA, VIA, CMCSA) looking to capture some of the lost revenue from the lower demand for DVDs.
Movie theater operators (CKEC, CNK, RGC, MCS, RDI, AMC, DCIN) might look at the development differently with their revenue share mix tilted higher the longer movies stay in a theater.