Understanding “Mobile” Shopping
Earlier this week, the New York Times reported on a study by Forrester. The key finding: “Even though just 9 percent of shoppers own tablets, sales from tablets already account for 20 percent of mobile e-commerce sales and 60 percent of tablet owners have used them to shop.” Certainly tablets are set to have a disruptive impact […]
Curation and Discovery
I’ve written about curation and discovery in the past (here and here). a new site/app, Trover, is all about curation and discovery and a good example of this trend.
Hulu v. NetFlix
Data from Nielsen on Hulu and NetFlix users (here and here). Not too many surprises though I was surprised by this: half of all Netflix users connect via a game console (Wii, PS3 or Xbox Live)
If Price is Meaningful, then OLED not a Mainstay TV Technology until 2014.
LG plans to sell a 55-inch OLED TV in 2012, but Paul Peng (Executive VP at AUO) suggests low yields (and therefore price) will make hinder OLED as a TV technology until 2014.
Amazon’s (Eventual) Tablet
I’ve written in the past about Amazon’s (eventual) entry into the tablet world. Some interesting research from Retrevo consistent with points I’ve made in the past. First, consumers have grown quickly comfortable with Amazon as an OEM. You’ll recall that the original Kindle was panned heavily by critics, but consumers have warmed quickly to Amazon devices. As you can […]
Tech Supply Chain Looking at Excess Inventory…
The FT reports on the excess inventory in certain parts of the tech supply chain. Carlo Bozotti, the CEO of STMicroelectronics, summarizes it perfectly, “We saw overbooking by some customers in April, as they tried to protect themselves from shortages of certain components. That led to a correction in June.” This is exactly what CEA […]
Toys“R”Us Picks-up Kindle
At the end of the month, Toys“R”Us will begin selling Amazon’s Kindle (see Retailing Today, Mashable, Reuters, LA Times). This is a natural extention of its existing non-Amazon retail strategy (which already includes Target, Best Buy, RadioShack and AT&T stores). More importantly, I think it targets an important segment of the population primed for an […]
The Value of Freemium
Some facinating findings in some recently released data from Furry: Games drive 75% of revenue among the top 100 grossing iOS apps and 65% of this revenue were generated from freemium games. The average purchase from within free-to-play mobile game is $14 As the chart shows, 71% of all in-app transactions happing within freemium games are for amounts under $10, 16% are […]
Lack of Paid TV Subscription Doesn’t Suggest Online Video is Sufficient…yet
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 […]
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 […]
