A Casualty of Streaming Wars, ‘Friends’ Sees Spike in Disc, Digital Sales

“Friends” is giving the transactional side of the home entertainment business a very happy new year.

The landmark sitcom that helped birth the TV DVD category nearly two decades ago is once again a top DVD and Blu-ray Disc seller — and this time the sales boost is also being felt in digital sales, commonly known in the industry as “electronic sellthrough.”

The catalyst: the disappearance of “Friends” from its longtime exclusive on-demand home, the Netflix subscription streaming service. With streaming wars accelerating, AT&T, which owns the Warner Bros. studio that produced “Friends,” made plans for the show to come off Netflix once the license expired Dec. 31, 2019, and reappear on its own streaming service, HBO Max, which is launching in May 2020.

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In the meantime, “Friends” is only available for on-demand viewing on disc and for digital purchase or rental — and that’s led to a significant spike in sales.

Jeff Brown, EVP and GM of Television and Animation for Warner Bros.’ home entertainment division, said sales began to rise shortly after the announcement in July 2019 that “Friends” would be leaving Netflix at the end of the year.

Through the end of 2019, he said, sales of the season and complete series sets more than tripled. And since the official departure of “Friends” from Netflix on Jan. 1, Brown said, sales have spiked even higher, on both physical and digital formats.

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“Not bad for a 20-year-old TV show,” Brown said. “The discs really started selling well in the summer, when we announced the show was coming off Netflix and we launched a 25th anniversary promotion — but the digital really took off after the first of the year, once the show was off Netflix.”

The top seller is the complete series set, which Warner re-released on Blu-ray Disc and DVD in September. The package contains 10 seasons’ worth of shows, or a total of 236 episodes. On Amazon, the complete series set retails for $69.99 on DVD (40 discs), and $109.16 on Blu-ray Disc (21 discs).

Bundles of all 10 seasons also are available digitally through other retailers, like Apple iTunes and Walmart’s Vudu. They, too, are leading sales.

Individual season sets are also available for purchase on disc and through digital retailers, including Amazon Prime. DVD season sets sell for $13.19 on Amazon, with digital season sets going for $19.95. Consumers who want digital versions also can buy individual episodes at $1.99.

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During the five months in which “Friends” is absent from the streaming world, Brown said, Warner Bros. Home Entertainment will mount a “robust” promotional campaign he hopes will drive sales even higher.

 

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