Home Video (VHS, DVD, Blu-ray, 4k)

Now then... we’ve got a pretty significant piece of industry news to share with you today. Sony Pictures Home Entertainment has completed an “umbrella” distribution deal with Studio Distribution Services (SDS) that covers not only their own Blu-ray, DVD, and 4K Ultra HD product, but also titles from Lionsgate and Disney (along with 20th Century Studios, Touchstone, Hollywood Pictures, and the other Disney-owned labels), which Sony produces for those studios. We first broke the news of this for our Patreon subscribers over the weekend.

The reason this deal is important is that it guarantees Sony, Disney, 20th Century Studios, and Lionsgate a direct and stable distribution channel for their physical media product into Walmart stores. And as we’ve reported previously, Walmart is the biggest disc retailer in North America with a whopping 45% share of the disc sales market (as of earlier this year—that number may have grown a bit with the recent exit of Best Buy, which had approximately 4% of the business).

This deal goes a long way in terms of giving studio executives the confidence to dig more deeply into their film vaults for new catalog remastering efforts and ultimately to release new catalog 4K titles on disc. All of this sets the stage for a very exciting slate of catalog 4K UHD titles from these studios and others in the next 12 to 24 months and beyond. In fact, I’m now more confident than ever that 2025 is going to be a big year for 4K disc fans! As always, I’ll share more on all this as it comes in from our sources in the weeks and months ahead... and as I’m able to reveal the details without disrupting any developing plans.