Seeking Alpha


Send Message
View as an RSS Feed
View Tvaddic's Comments BY TICKER:
Latest  |  Highest rated
  • What Amazon didn't say about streaming data [View news story]
    If you took the time to click the article you would see that both companies are doing well.
    Netflix controlled 52.5% of the market last year and this year they control 57.5%, a 5% change. Amazon owned 0.6% of the market last year and this year they own 3%, a 2.94% change. NFLX actually gained more share than AMZN during the same time period.

    But if you wanted to be concerned for anyone it should be YouTube, they had a 28.2% share last year, and that dropped to 16.9% this year. A steep 11.3% decline.
    Apr 8 01:49 PM | Likes Like |Link to Comment
  • Apple iPhone 5C Is No Flop [View article]
    Just because you like a phone doesn't mean it didn't underperform, it is a big deal if management goes on the record to say that. The whole iPhone brand did wonderful, but the 5c didn't. The average iPhone price went up in the Q, I don't see how the iPhone 5c is doing gangbusters.
    Feb 6 12:19 PM | Likes Like |Link to Comment
  • Google buying digital thermostat/smoke alarm maker Nest for $3.2B [View news story]
    Apple is doing what you accuse Google of doing with iAd.
    Jan 13 05:21 PM | 1 Like Like |Link to Comment
  • Amazon begins marketing Prime Instant Video [View news story]
    Apple requires a 30% cut if you want to allow purchases in their apps.
    Jan 2 11:49 PM | 1 Like Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    @PTSD one thing I forgot to mention was that some of these deals are LONG term exclusives the HBO Universal deal doesn't expire until 2022, the Starz Sony deal expires in 2021, the Showtime Open Road Films deal expires in 2020, and the Netflix Disney deal doesn't even start until 2016, so Amazon has to sign much smaller deals with A24, the stuido behind Spring Breakers, until then.
    Jan 2 03:30 AM | 1 Like Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    AMZN doesn't make a lot of money now, if they packaged unlimited talk/text, free tv episodes and movies, free kindle books and a free device, they would lose a lot of money upfront.
    Jan 2 03:22 AM | Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    The difference in that was that MSFT was dominate in almost all aspects of the computer , AMZN doesn't have nearly as much control. They aren't on Android, the number 1 phone platform, and they aren't on the Apple TV, the number 1 dedicated step top box, while Netflix is on both. I don't see the leverage you are talking about, Apple and Google aren't rushing to put Amazon on their devices. And it doesn't help that AMZN has Netflix available on their on Kindle devices, and it is even worse that the NFLX app is the #3 app in the free section of the app store, ahead of Facebook, Pandora and Angry Birds.

    You brushed over orignal content in your original piece, that is kind of a big deal, hollywood could tell you that the biggest blockbusters don't always make the most money, Netflix's biggest original series this year was Orange is the New Black, and that didn't have the budget or star power of House of Cards or Arrested Development. And while AMZN has more money they won't devote all of their resources to outbid NFLX when they could do more productive things like advertising their Kindle devices, work on their much rumored phones, or cut down shipping times for their online orders. With that knowledge Apple would of already won the television war because they have more money than both combined.

    And to be fair you said you don't watch much tv, so you aren't in the market for Netflix anyway.
    Jan 2 03:19 AM | 4 Likes Like |Link to Comment
  • 2013 streaming winners and trends [View news story]
    Redbox's streaming option is much worse than Netflix, the movie studios can't do what you propose because they have long term exclusive contracts with Netflix, HBO and others. And Netflix is only $8, even if you only watch those few decent movies, that would be cheaper than buying a DVD or a rental.
    Dec 17 06:32 PM | 1 Like Like |Link to Comment
  • Samsung Galaxy S5 Could Flop, So Watch Out [View article]
    You can't call the S4 a flop after the first month, because the phone then went on to ship 20M units in 68 days, about 1 month less then it took the S3 to reach that number, you didn't present all the facts. And considering the press and the carrier support the phone will get, I don't think it will flop.
    Dec 4 06:08 PM | Likes Like |Link to Comment
  • FCC chairman suggests Netflix could pay ISPs to improve service quality [View news story]
    The person who said this quote was incredibly biased, and with your logic power companies should charge Apple money because there are hundreds of millions devices out in the in US, created by Apple, that collectively take up a lot of power.
    Dec 4 04:12 PM | Likes Like |Link to Comment
  • Danger Zone: Netflix [View article]

    NFLX is nowhere near 70% of US broadband streaming, currently Netflix and YouTube combine for 50%
    Nov 23 04:31 AM | Likes Like |Link to Comment
  • Danger Zone: Netflix [View article]
    They do that with streaming too, it is an easy way to get some customers to resign.
    Nov 23 04:24 AM | Likes Like |Link to Comment
  • Netflix Signs Deal With Walt Disney Co.: More Fuel For Momentum Growth [View article]
    Very few ISPs do that, if it was an issue for all of them then they all would limit your speeds. Also they could upgrade their equipment and this wouldn't be a problem, they are basically their customers don't eat too much food, we might run out, instead of going to buy some more food.

    And NFLX has kept this artificial scarcity in mind, you could limit how much mbs your stream takes up if your ISP has a limit.
    Nov 18 05:34 PM | 1 Like Like |Link to Comment
  • Netflix Signs Deal With Walt Disney Co.: More Fuel For Momentum Growth [View article]
    Please don't listen to Comcast or Verizon saying that they can't support streaming internet, that is a ploy for you to pay more.
    Nov 16 04:26 AM | 3 Likes Like |Link to Comment
  • Dissecting the Netflix-Marvel superhero TV deal [View news story]
    You are out of your mind if you don't think this will be heavily marketed, for a tv series, considering Netflix already has a big marketing budget. And since Netflix will have some of these Marvel movies on their service thanks to a separate Disney deal it wouldn't be hard to convince a fan to watch shows.

    And just last week Agents of the Shield had a series low of 6.63 million viewers, a number Netflix would welcome, with some minor superheroes that apparently no one is interested in.
    Nov 14 11:38 AM | Likes Like |Link to Comment