Leichtman Research Group published a recent study showing eight percent of households who subscribe to broadband don’t subscribe to paid television services. But within this eight percent of broadband-only homes, only five percent said they do not subscribe to a multichannel video service because they get all of the video they want on the Internet or in other ways. Two percent of […]
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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 […]
Read moreSome 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 […]
Read moreBy 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 […]
Read moreOne 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 […]
Read moreI recent wrote how I wasn’t sold on the premise that Apple’s quarterly iPad sales figures are largely influenced by supply chain dynamics. This morning I took a quick look at the secondary market for (used iPads). I didn’t perform an indepth study, but even a precursory examination tells an interesting story. First, here are the current prices for new […]
Read moreMuch has been written about the relationship between iPad supply and demand. I’ve added to that discussion here. What I haven’t seen discussed much is how iPad sales might change now that supply and demand are finding equilibrium. As I wrote, I don’t believe supply constraints have defined aggregate unit volume. But I do think it might have influenced […]
Read moreLast week Apple blew away (nearly) all expectations for fiscal Q3 iPad sales. I hate saying, “Apple always exceeds expectations” because that just suggests estimates are consistently and systemically biased downward but they did far exceed fiscal Q3 iPad estimates after not accomplishing that feat in fiscal Q2. Analysts estimates for fiscal Q3 iPad sales ranged from 6 million to 9.5 million with […]
Read moreThe perverse problem with No Child Left Behind like incentive structures: Teachers spent nights huddled in a back room, erasing wrong answers on students’ test sheets and filling in the correct bubbles. At another school, struggling students were seated next to higher-performing classmates so they could copy answers Read the full article here. […]
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