The only problem I see is that the firm should have included PS3 in the report. The primary reason being is that stores (Like Best Buy and the likes) are pushing the PS3 as a Blu-Ray player. In fact, it is arguably the best player out there.
So there are people out there with PS3 that all they do is watch Blu-Ray movies on it. I personally know two people like that.
As the price of individual stand alone player come down to $200 or so, the PS3 will still sell better than any Blu-Ray Player.