Congratulations Blu-ray, you might be ready to step into the zone of mass market acceptance, as NPD's retail tracking service found Q1 sales of standalone players up 72 percent over last year, moving over 400,000 units with a 14% increase in dollar sales. Last year sure the format survived mad fights but high prices were a setback; fast forward to March when an online survey of 6,994 people found awareness has reached 90 percent in the last six months, with customers fascinated by its updates. Although BD-Live is looking more and more like an unneeded gimmick, the real facts are people care about cost and average player prices dropped from $393 last year to $261 in 2009. The "Blu-ray report" suggests the magic number is $214 for folks like Shawn Marion, so more room might be needed to breeze, and could come as soon as this fall around the time Vizio's player finally appears. It might be tragic for Vudu, CBHD and others trying to get a foothold, but Blu-ray's magic wand is word of mouth - so while much talked about, but much lower selling tech like Kindle is happy as hell to get a record deal, right now Blu-ray's unique skills can't be compared.

We're not saying it's all good news for Netflix, but even someone with our limited financial knowledge can tell that this quote from CEO Reed Hastings in its Q1 results means things are going pretty well: "We added more net subscribers than in any previous quarter in our history and grew year-over-year GAAP EPS by 76 percent." We don't have to know what GAAP EPS is (earnings reported according to generally accepted accounting principals, and in our Wikipedia-based financial opinion we're concerned this may not truly reflect the earnings of the company until we can evaluate the operating cash flow per share - but this isn't that kind of blog) to recognize the company has a hit on its hands with Watch Instantly, even while its biggest competition is struggling. After busting through 10 million subscribers in February, the company is up to 10,310,000, adding 920,000 to its ranks in Q1 alone. Other news from the earnings call: Streaming only subscriptions are still being "considered" but not planned right now, the company is rolling out a new machine to test discs for scratches and cracks, and the company's biggest threat, just like we discussed on the podcast, is the spread of rental kiosks. You can check the reports for the rest of the details but if, like us, you're more interested in finding out when more HD and surround audio are coming to the streaming service, you'll be disappointed, because they're not in there.

[Image courtesy of TooMuchNick / WireImage, via Hacking Netflix]

Adams Media Research hasn't always had the most positive outlook on Blu-ray numbers, but its latest report indicates that despite the current state of the economy and the still-high price of Blu-ray discs the format is continuing to grow, with year to date numbers that nearly double those from last year at around 9 million compared to 4.8 million at this point in 2008. As usual, Andy Parsons of the BDA had a positive quote to give Video Business, since he was "delighted" by the figures, which also included an estimated total of 10.5 million Blu-ray households (including dedicated players and PS3s, no word if laptops played into that figure.) It's another year later, and there've been many more Blu-ray players sold so the growth isn't surprising, but there's also a lot more competition looking for the 1080p crown,but it looks like most are still hopping on the Blu bandwagon.

We predicted drastic measures in Blu-ray pricing, but Disney might be going the wrong way. CEO Robert Iger indicated on a conference call with analysts today that since the company's Blu-ray releases are packing all sorts of extra features like Digital Copy and BD-Live, it might be able to raise prices following a Q1 profit drop of 64%. The scariest part is that Disney's economic shortfalls were consistent with the overall home entertainment downturn, so it might not be the only studio with this reaction to shrinking profits, looking to squeeze an extra few bucks out of the customers willing to spend the most.