According to High-Def Digest, National Geographic is abandoning their neutral stance, dropping HD DVD, and going Blu-ray exclusive for future releases in the ‘National Geographic Presents’ line. This isn’t too surprising, as National Geographic Presents is distributed by Warner, which is going Blu-ray exclusive. The move leaves BBC Home Video as the only Warner-distributed imprint to remain format neutral. Nat Geo’s first BD exclusive title will be Sharkwater, due to drop in April.

Amazon seems to love high-def sales, it seems they have at least one a week. Now they’re having a sale on Warner Bros. high-def titles, with up to 53% off 27 Blu-ray titles and 26 HD DVD titles. Picked up from High-Def Digest.

Amazon is currently running running a sale on top drama titles on high-def media - 23 Blu-ray titles and 24 HD DVD titles. Up to 53% off each title. Pick up from High-Def Digest.

The hits just keep on coming. Following Warner and New Line Cinema, HBO has announced that they’re also going Blu-ray exclusive, according to High-Def Digest.

Furthermore, despite NBC Universal having a fairly good sized pavilion at CES, Universal confirmed to High-Def Digest that they will not be making any HD DVD title announcements at CES, despite having been expected to do so. The previously couple of years have seen a number of Blu-ray and HD DVD titles announced during CES by the various studios, but this year the HD DVD camp has been silent, while the Blu-ray camp has talked up their future plans. It seems that the hD DVD studios have decided to consider their options before committing to any further announcements.

And the persistent rumors that Paramount and Universal will go neutral, and possibly switch to Blu-ray, just won’t go away. They got more fuel today from Bill Hunt at The Digital Bits:

We remain convinced that both Paramount and Universal are moving towards announcing Blu-ray Disc support soon, and we have real reason for that belief, not the least of which is that our sources in this situation are second to none - a fact which should be readily obvious by now. Announcements could happen tomorrow, they could happen next week, they could happen next month. We’d be surprised if it took longer than a month or two. We’re hearing that Universal may not announce until February at the earliest, as we’re given to understand that their contract period with the HD-DVD camp expires at the end of January.

There is even more at the site. Bill is well connected in the industry and he’s had the scoop on a number of issues in the past, so I wouldn’t write off what he has to say too easily. (Via EngadgetHD.)

And the LA Times is reporting that Warner’s move did trigger an exit clause in Paramount’s exclusivity contract with HD DVD.

Warner Bros.’ decision last week to start making movies exclusively for Blu-ray players, rather than HD DVD, triggered an “out” clause in Paramount Pictures’ contract with the HD DVD camp. An industry source said there was a significant possibility that Paramount would exercise that clause. It plans to decide within a month.

It seems they noticed something that I had made note of myself as well:

That enthusiasm appears to be shared by the show’s attendees, who flocked to the numerous Blu-ray displays on the show floor. The numbers were noticeably thinner at similar HD DVD displays.

The Blu-ray and HD DVD pavilions are neighbors - right across from each other. When I hit them on Tuesday I found the Blu-ray pavilion jam-packed. Just navigating through it was rough because of the people packed in watching all the demos, talking to reps, etc. And when they ran their regular demos, on a sweet 103″ Panasonic flat panel, they were well attended, with pretty much all the seats full and people standing around the edges. It was very lively and the energy level was up, even though it was late in the day and everyone was pretty tired by that point.

Conversely, the HD DVD pavilion felt like a ghost town. It was mostly empty. People just kind of meandered around - wandered in and out. There was nothing exciting to see. Unlike Blu-ray, showing off a slew of upcoming players, demos of upcoming titles, etc, there was nothing new in the HD DVD booth. The players on display were existing units. Frankly, the booth was boring. The energy and excitement level was zero - and it was very noticeable with the noise of the BD booth clearly audible from across the way.

To rub salt in the wound, just by coincidence (I asked) the demo area of the BD booth, with that 103″ screen, pointed right at the HD DVD booth. So the entire show all the demos BD is running on a regular basis are blasting the HD DVD booth. Ouch.

The Warner announcement seems to have started the snowball rolling down the mountain, and it is picking up more studios as it goes.

New Line has not only announced that they’re going Blu-ray exclusive, but it is effective immediately. All of their announced future HD DVD releases have been canceled. And their sole existing HD DVD release, Pan’s Labyrinth, will cease manufacturing and once existing stocks are depleted it will no longer be available. Via High-Def Digest.

Digital Playground, an adult film studio which only recently went neutral from being HD DVD exclusive has decided to fully back Blu-ray along with HD DVD on all of their high-def releases “until there is a clear-cut winner” according to a statement made before Warner’s announcement. One has to wonder if, in light of the announcement, they might consider Blu-ray a ‘clear-cut winner’ at this point. CE Pro via EngadgetHD.

And the Times Online out of the UK is reporting that as many as 20 of the studios that are part of the HD DVD Promotion group are looking to have their names removed from the roll.

Pony Canyon, a major Japanese music, animation and film studio and part of the giant Fuji Television media empire, said that although it was currently part of the HD-DVD Promotion Group, the decisions of US studios meant it would “choose Blu-Ray in the end”.

Several other Japanese firms – including content producers and electronics component makers – said that their support of HD DVD was “under review” and that they knew of many others in the same position. Others, who admitted that they had previously been waiting for “clear market momentum”, said that it had now probably arrived.

I think we’ll be seeing more HD DVD studios going neutral, as well as out-right defections by both HD DVD and neutral studios to the Blu camp now, especially if Paramount returns to being neutral - definitely if they go fully Blu. At this point any party who really wants to end the war should throw their weight behind Blu-ray. If studios, retailers, rental chains, etc, shunned HD DVD it would be hastened to its end. Times Online via AnimeOnDVD.

While this is happening, Microsoft seems to be hedging their bets with respect to the Xbox 360. They seem to be softening a bit toward the idea of the Xbox 360 supporting Blu-ray via an add-on drive:

“It should be consumer choice; and if that’s the way they vote, that’s something we’ll have to consider,” Albert Penello, group marketing manager for Xbox hardware, said when asked whether Microsoft would support a Blu-ray DVD accessory in the event that HD DVD failed.

I think they’re setting the stage to hedge their bets in case HD DVD does fail, as is looking likely. They can soften their stance, and then they won’t look as bad if they start supporting Blu-ray. From CNET News.com.

High-Def Digest contacted Paramount and reports that Paramount is continuing to support HD DVD, which is good news for that camp. However, any new HD DVD announcements they might have planned for CES are off. They will not be making any title announcements at CES. That’s not so good.

But then, the Financial Times, a very respected source, has something different to say:

Paramount is poised to drop its support of HD-DVD following Warner Brothers’ recent backing of Sony’s Blu-ray technology, in a move that could sound the death knell of HD-DVD and bring the home entertainment format war to a definitive end.

They claim that Paramount has an escape clause in their HD DVD exclusivity contract which would allow them to resume releasing Blu-ray Discs should Warner go Blu-ray exclusive - which, of course, they have. Even if Paramount were to only return to neutrality, and not dump HD DVD completely, it would be another hard blow to HD DVD as it would leave Universal the only HD DVD exclusive studio.

And that’s if Universal remains in the HD DVD camp - they’ve declined to comment on their future plans since the Warner announcement, not even to confirm a commitment to HD DVD.

FT news picked up from EngadgetHD.

A few nanoseconds after Warner announced their switch to Blu-ray, rumors started flying about a payoff. This is unsurprising, as Paramount and DreamWorks Animation have been widely reported as having been paid up to $180 million to switch to HD DVD. Not necessarily in direct payments, but in commitments for marketing funds, etc. As Warner is much larger than those studios combined, the rumored payoff amounts were similarly larger - in the $500 million range. But, according to High-Def Digest, in a post-announcement conference call this afternoon, Warner Home Entertainment President Kevin Tsujihara flatly denied that there was any payoff.

“The packaged media business is a $42 billion dollar business worldwide at the retail level, and we [Warner] have the largest market share of anybody,” said Tsujihara. “From our perspective, the most important piece of this whole puzzle is, “How do we get growth back into this category?” That far outweighed anything else.”

This [decision] was one hundred percent around what makes the most sense for the consumer, the retailer and the industry. This was not a bidding war. This was all about what was best, strategically, for us.”

Personally, even if there was a payoff, I don’t have a problem with it. That’s business. I don’t blame the HD DVD camp for buying loyalty either. That’s also business. It happens all the time, very few alliances happen in the business world without some financial compensation being involved.

In related news, Warner says their announcement does not cover New Line, HBO, or BBC titles, and that those studios will make their own decisions, likely soon.