In my opinion, studios are experiencing drops in sales, DVD and VoD, due to over-saturation. Every week I see new studios popping up, with little to no originality in their product, other than the fact that maybe they sells theirs for $1 less, so Joe Consumer's more inclined to buy their crap. I don't know how many of these studios are going to be in it for the long haul, but as for right now, the customer is inundated with new choices.

This is just based on my own observations.