This is a very good comparison. In a way, the Movie Industry has the same problem that the Music Industry has; that hard disc sales used to be a huge driver of revenue/profit on the back end, which meant that you didn't need as much revenue up front. Movies always had theatrical releases as an extra edge over Music, but that's eroded somewhat as TV content has boomed and things like Youtube/Netflix and the rest make the theatrical experience less of a draw and less people are willing to pay $10 a ticket and crazy concessions prices. The only format where Movie and Musical content can't be harmed by streaming (Netflix/Amazon Prime or Spotify/Apple Music and the rest) is in the premium experience format: theme parks for movies and concerts for music. Disney and Comcast have a huge edge over their competitors in this space because their theme park divisions are immune to most of the trends affecting the major movie studios. Even the supposed "premium experience killer" in VR is still far away from being able to have a negative impact on them.