July 27, 2011

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

July 27, 2011June 29, 2012 by DuBravac

DuBravac

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. …

State of the Mobile Internet

July 27, 2011June 29, 2012 by DuBravac

DuBravac

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…

How Impactful is Verizon for RadioShack and RadioShack for Verizon

July 27, 2011June 29, 2012 by DuBravac

DuBravac

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. …

Bullish on Apple? Bullish on China

July 27, 2011June 29, 2012 by DuBravac

DuBravac

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…