Its plainly simple to me, on top of the idvd sector, zoo have a strangle hold on hollywood, disney the first domino to topple have taken on the technology due to it giving them many multiple millions($) cost savings, these things/amounts are not ignored by others in hollywood, business is all about cost savings (without lowering product quality - and in ZOOs case increasing it, into the bargain) The rest of hollywood will want this thing that disney are using as soon as possible. Which puts zoo in the driving seat to command tidy ongoing sums from companies that need their tech in order to save all these millions of dollars.
As I said, add to that all the other areas of ZOOs business, and it aint looking bad. ;o)