Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
I don't see it, if the people that own the content can't make Hulu a huge hit, how can the cable companies do it? Customers like Netflix way more then their cable companies so they wouldn't be lining up to sign up, and I don't think customers would like it they say the bill is too big so an extra $10 wouldn't be welcomed. And cable companies don't even want to pay what they have to pay now, why would they want to pay an extra $500M-$1B?
A new study finds Netflix (NFLX) accounts for close to a third of all traffic on broadband networks in North America, roughly the same level as a year ago. Though the company is a drain on broadband providers, it's a symbiotic relationship as its growing popularity also offers cable/satellite/telco companies an easier way to upsell customers faster speeds. [View news story]
1. Netflix compresses their data so you don't have to get expensive tiers. 2. Very few people upgrade their internet for one service, which is why Netflix compresses the data.
A new study finds Netflix (NFLX) accounts for close to a third of all traffic on broadband networks in North America, roughly the same level as a year ago. Though the company is a drain on broadband providers, it's a symbiotic relationship as its growing popularity also offers cable/satellite/telco companies an easier way to upsell customers faster speeds. [View news story]
People will watch a short clip on their phone, but very few people want to watch a tv show on their phone. I don't know anyone that watches any long form video content on their phone, especially streaming. And the Netflix app has a BUNCH of installs on the App Store and Google Play, people just don't watch that content on the go.
Netflix (NFLX -0.5%) adds shows from Disney Junior and Disney XD to its streaming service. The development follows a pricey exclusivity deal the company struck with Disney. For now, the kids section of Netflix's programming will be kept free of commercials but the lure of cereal and toy advertising dollars could change that at a future date. [View news story]
This is what they have up their sleeves, makes more sense why they are being picky with Viacom.
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
I would agree with you, but NFLX isn't the only one with something to lose from this. I have faith that Netflix, Google (YouTube), Apple(iTunes), Microsoft(XBox), Facebook and others would lobby hard to have high caps.
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
While I understand that this is the only data available, I don't think you can compare June and Q1 based on viewing hours. June is in the summer, kids are out of school, families are on vacations potentially watching Netflix. It isn't fair to judge the jump from that scenario.
Netflix Is Still The Hottest Ticket [View article]
That's a skewed view, the stock is up 80% over the year, and the more modest 0.64% for the month of March. People can't defiantly say NFLX is doomed or incredible until this year finishes, or at least Q1 releases.
More on Facebook Home: Facebook will make Home available for download on April 12 via Google Play; HTC, Samsung, Huawei, and Sony are pledging support. Only smartphones can run it for now; tablet support arrives in "several months." A slew of touch gestures are supported, Android's notification system has been given a Facebook-centric overhaul, and monthly updates are promised. The rumored HTC phone, the HTC First, will also arrive on April 12 (AT&T and France Telecom will sell it). Nilay Patel: "Facebook is stabbing Google in the back just about as gently as possible." (live blog) [View news story]
No teens are moving away from FB, towards Twitter and Instragram, convenientlyowned by FB. At least in my high school.
Quicksilver Resources (KWK -9%) gives back some of yesterday's gains after selling a 25% stake in its Barnett Shale assets to Tokyo Gas for $485M. Raymond James says KWK received a solid price in the sale, but maintains its Underperform rating, preferring to "wait for more progress on the recapitalization front before getting excited." [View news story]
I think 4 months is the standard wait, the TV 30 aired their finale January 31 and the DVD will release May 7th. It appears shorter because the finale and the premiere were released on the same day. People don't like to wait, and compared to TV this is a small market, the number 1 TV Show DVD, Chappelle's Show, only sold 2 million copies, subpar in the ratings world.
Warner Bros. (TWX) launches a $10/month streaming service for old movies and TV shows. Called Warner Archive Instant, the service features titles such as Gilligan's Island, the original Superman show, and (as VentureBeat puts it) "loads of other stuff you’re likely only to find in the $1 bin of DVDs at Walmart." At first glance, the service doesn't appear competitive either on a pricing or content basis with Netflix (NFLX -1.5%), whose shares are underperforming today. [View news story]
That works for the sports you mentioned because they aren't owned by big conglomerates. If popular channels are released on an ala carte model, people wouldn't subscribe to the second tier channels. For example, ESPN, Nickelodeon, and HBO are popular channels, but they also have some sister channels under their brand names, ESPN2, TeenNick, HBO Comedy etc. The companies could lose ad revenue under an ala carte deal, or bundle the channels together, which would be more expensive, and basically the current cable model. I feel this will happen, but they have to get their ducks in a row.
Warner Bros. (TWX) launches a $10/month streaming service for old movies and TV shows. Called Warner Archive Instant, the service features titles such as Gilligan's Island, the original Superman show, and (as VentureBeat puts it) "loads of other stuff you’re likely only to find in the $1 bin of DVDs at Walmart." At first glance, the service doesn't appear competitive either on a pricing or content basis with Netflix (NFLX -1.5%), whose shares are underperforming today. [View news story]
Which is why NFLX is aggressively getting original content, and exclusive deals.
Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
A new study finds Netflix (NFLX) accounts for close to a third of all traffic on broadband networks in North America, roughly the same level as a year ago. Though the company is a drain on broadband providers, it's a symbiotic relationship as its growing popularity also offers cable/satellite/telco companies an easier way to upsell customers faster speeds. [View news story]
2. Very few people upgrade their internet for one service, which is why Netflix compresses the data.
A new study finds Netflix (NFLX) accounts for close to a third of all traffic on broadband networks in North America, roughly the same level as a year ago. Though the company is a drain on broadband providers, it's a symbiotic relationship as its growing popularity also offers cable/satellite/telco companies an easier way to upsell customers faster speeds. [View news story]
Netflix (NFLX -0.5%) adds shows from Disney Junior and Disney XD to its streaming service. The development follows a pricey exclusivity deal the company struck with Disney. For now, the kids section of Netflix's programming will be kept free of commercials but the lure of cereal and toy advertising dollars could change that at a future date. [View news story]
Why Netflix Is Not Overvalued [View article]
Some of the most popular shows, Who Wants to Be a Millionaire, American Idol, the Office and Three's Company, are based on International shows.
Netflix Q1 2013 Earnings Preview: Conditions Ripe For A Pullback But Don't Hold Your Breath [View article]
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
Netflix To Launch New Season Of Arrested Development On May 26 [View article]
Netflix Is Still The Hottest Ticket [View article]
More on Facebook Home: Facebook will make Home available for download on April 12 via Google Play; HTC, Samsung, Huawei, and Sony are pledging support. Only smartphones can run it for now; tablet support arrives in "several months." A slew of touch gestures are supported, Android's notification system has been given a Facebook-centric overhaul, and monthly updates are promised. The rumored HTC phone, the HTC First, will also arrive on April 12 (AT&T and France Telecom will sell it). Nilay Patel: "Facebook is stabbing Google in the back just about as gently as possible." (live blog) [View news story]
Quicksilver Resources (KWK -9%) gives back some of yesterday's gains after selling a 25% stake in its Barnett Shale assets to Tokyo Gas for $485M. Raymond James says KWK received a solid price in the sale, but maintains its Underperform rating, preferring to "wait for more progress on the recapitalization front before getting excited." [View news story]
Warner Bros. (TWX) launches a $10/month streaming service for old movies and TV shows. Called Warner Archive Instant, the service features titles such as Gilligan's Island, the original Superman show, and (as VentureBeat puts it) "loads of other stuff you’re likely only to find in the $1 bin of DVDs at Walmart." At first glance, the service doesn't appear competitive either on a pricing or content basis with Netflix (NFLX -1.5%), whose shares are underperforming today. [View news story]
Warner Bros. (TWX) launches a $10/month streaming service for old movies and TV shows. Called Warner Archive Instant, the service features titles such as Gilligan's Island, the original Superman show, and (as VentureBeat puts it) "loads of other stuff you’re likely only to find in the $1 bin of DVDs at Walmart." At first glance, the service doesn't appear competitive either on a pricing or content basis with Netflix (NFLX -1.5%), whose shares are underperforming today. [View news story]