Andrew Kradjel

Andrew Kradjel
Contributor since: 2011
" it is (literally) impossible to determine if any given piece of content will be successful or not." While that is true, Netflix has immense data on movies and TV shows, so it has a pretty good idea of what will be a hit and what will be a miss. In addition, if Netflix did not move to original programming, there would be nothing that would separate it from other streaming services. Original programming was the only strategic decision for Netflix.
Exclusive content will separate Netflix from the other content streaming services, and will expand its profit margins. Strategically, it makes the most sense for Netflix to transition into an HBO or Showtime than remain in its highly competitive market.
With multiple competitors in the content streaming market, Netflix's only strategic move is to create exclusive content. That would set it apart from competitors. Otherwise, it becomes replaceable.
Barnes & Noble's partnership with Microsoft could make them relevant in the college textbook market.
Barnes & Noble's partnership with Microsoft will make inroads in the education market.
The iPhone is Apple's biggest profit driver, so its release in China will be a catalyst for an upward trend.
Since the iPad is still twice as expensive as the Kindle, I do not see it as a threat to Amazon.
The iPad is far outmatched by the Surface in the business market. The Surface is far better for productivity: it has a keyboard, office support, and true multi-tasking capabilities. That being said, the iPad has been, and will continue to be, a runaway hit in the consumer market.
Generally, I am against acquisitions, but some of these could be very beneficial for Apple.
Apple needs to use its cash for R&D to expand; additional growth will reward shareholders.
I think the one concern is the lack of innovation post-Jobs, but with dramatically increased R&D spending there is little likelihood of that.
Apple has no need to create exclusive content, it already has a dedicated fan-base. Producing content is just an unnecessary risk.
I do not believe Apple has a pressing need to create its own content, doing so would only burn bridges with the other studios it depends on.
I do not believe the iPad mini will be a hit. It is significantly more expensive than other tablets its size. The point of the 7" tablet market is to provide bargain-priced tablets, but in no way is the iPad mini a bargain.
If anything, I believe it would be the Nook. The Nook is a e-reading centered tablet whereas the versatile iPad could provide distractions for students.
WP8, Xbox, and Windows 8 cross platform integration will be a major part of Microsoft's reformation.
This single programming platform will be critical for the increase of WP8 applications.
It would be much more profitable for Microsoft to license Windows 8 to hardware makers, but they could not because no OEM partners were making tablets that could compete with the iPad. Microsoft designed the Surface as a last resort.
The Surface's keyboard, Office support, and true multi-tasking capabilities will allow it to carve a niche in the business market.
The Surface and iPad are designed for two different audiences. The Surface uses its keyboard, multi-tasking, and office integration to appeal to the enterprise whereas the iPad uses its content consumption and application ecosystem to appeal to the consumer.
Because the Surface is designed for productivity, it has immense upside. The iPad, Nook and Kindle Fire are all designed for content consumption, so the Surface is in a class of its own. The Surface has Office, true multi-tasking, and "live tiles" application icons that display real-time updates. Because the Surface is designed for a different type of user, an enterprise user, it has significant upside.
The Microsoft Surface is designed for a different type of user. The iPad, Nook and Kindle Fire are all designed for content consumption whereas the Surface is designed for productivity. The Surface has Office, true multi-tasking, and "live tiles" application icons that display real-time updates. For those reasons, the Surface has immense upside.
I think the Surface will reinvent the tablet industry. The iPad, Nook and Kindle Fire are all designed for content consumption. No tablet has been designed for productivity until the Surface. The Surface has Office, true multi-tasking, and "live tiles" application icons that display real-time updates. The Surface is designed for a different type of user, and for that reason has immense upside.
I think that the problem with Google is that 96% of its revenue is from a business, search, that has a poor outlook. Over the past few years CPC has decreased tremendously, and since Google's revenue is almost all from search, I do not see how it will grow.
I am not very optimistic about Google because as you said "96% of Google's revenue came from advertising last year," and over the past few years CPC has decreased tremendously. With the emergence of FB, advertisers have over platforms, so I expect Google's search revenue to decrease even further. Since search is Google's one profitable business, their future is gloomy.
I think that Microsoft's cross platform integration of services could drive adoption of the Microsoft platform.
David- Great article,
I think that Ebay now could one day evolve into a critical revenue driver for ebay.
Xbox music is designed to make Microsoft products more appealing, which would in-turn drive revenue.
The common core for Microsoft devices and cross-platform services integration, like Xbox music, will entice consumers to only buy devices on the Microsoft platform.
I do not understand how Microsoft is so cheap. There is an upgrade cycle on all of its products, which will drive revenue, and it is releasing a number of new innovative growth drivers.
Over the past few years, Microsoft has become a very innovative company. With WP8, Microsoft was able to create a new innovative mobile UI. With the Kinect, Microsoft created a UI technology that will redefine industries. Most impressively, it found a way to design a productivity centered tablet. It is about time they receive recognition.
Microsoft has been very innovative recently, it just has not been recognized by the media until now. With the Kinect, Microsoft created a UI technology that will redefine industries. With WP8, Microsoft was able to create a new innovative UI. Most impressively, it found a way to design a productivity centered tablet. It is about time they receive recognition.