Posts made in July 27th, 2011

The Future of NetFlix and How They are Working to Enrich Their Streaming Service

Posted by on Jul 27, 2011 in Blog, trends

 Earlier this month NetFlix increased the price of their subscription offerings (read more here and here). And then earlier this week, NetFlix reported Q2 earnings.  You can read the Letter to Shareholders here.  NetFlix closed the quarter with nearly 24.69 million subscribers - a 65 percent jump from the year-ago period.  Netflix expects to finish the third quarter with 25 million subscribers - 12 million taking the hybrid service, 10 million choosing streaming only and 3 million subscribing to the DVD-by-mail service. The future of the company is clearly streaming.  In the...

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State of the Mobile Internet

Posted by on Jul 27, 2011 in Blog

Some interesting tidbits here from Akamai (with the full report here).  My comments are in Bold. The average monthly 3G traffic is the highest for laptops (1-7 GB), followed by tablets (250-800 MB) and smartphones (80-600 MB) ->  not surprising   Online video (30–40 percent) is the largest contributor to mobile traffic volume, followed by Web browsing (20–30 percent). -> not surprising.  Here a recent study suggests YouTube alone is 22% of mobile broadband usage.    On tablets & smartphones, online audio, e-mail, software downloads, and social networking...

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How Impactful is Verizon for RadioShack and RadioShack for Verizon

Posted by on Jul 27, 2011 in Blog, retail, trends

By now you've read the news that RadioShack (RSH) will stop carrying T-Mobile devices on September 14th and start carrying Verizon devices on September 15th.  If you missed it you can read more here: (Reuters, TechCrunch, Engadget). How impactful might this be for both Verizon and RadioShack? Let's start first with RadioShack.  Despite poor results, the stock was up big on the news - closing up nearly 20 percent.  Clearly the markets think this is a positive move. Verizon is the largest wireless carrier in the US with about 31 percent of the market - followed by AT&T with 27%, and...

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Bullish on Apple? Bullish on China

Posted by on Jul 27, 2011 in Blog, tech

One can't help but be bullish - at least a tinge - on both Apple and China.  From a recent NYT article: Last week, Apple reported blockbuster sales and profits in its third quarter, including $3.8 billion in revenue in greater China, which includes Taiwan and Hong Kong. For the first three quarters of Apple’s fiscal year, revenue in greater China was $8.8 billion — six times that of a year earlier.  

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