The Future of NetFlix and How They are Working to Enrich Their Streaming Service
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 […]
State of the Mobile Internet
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 […]
How Impactful is Verizon for RadioShack and RadioShack for Verizon
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 […]
Bullish on Apple? Bullish on China
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 […]
