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  • Google (GOOG) paid Apple (AAPL) $701M in traffic acquisition costs last year in exchange for being the default search engine on iOS, estimates Morgan Stanley's Scott Devitt. He sees that figure rising to $877M this year and $1.1B in 2014. With Microsoft (MSFT) reportedly raising its offer for making Bing the default iOS engine, Devitt believes Google is now providing Apple with a 75% revenue cut. Those numbers drive home Android's importance to Google's future. (previous[View news story]
    This is fascintating, they 3 biggest companies in the mobile space, Apple, Google and Samsung. All depend on one of the others, Google depends on Apple to be their search partner. Apple depends on parts from Samsung. And Samsung depends on Android, Google's Operating System.
    Feb 12 02:28 PM | 6 Likes Like |Link to Comment
  • The New Kindle Fire Is Not Selling Well [View article]

    What are you talking about? Amazon doesn't have a number 1 mobile os, browser, map service, video website, e-mail service, or Google, the number 1 website world wide. The difference between Google and Amazon is that like most other business Amazon needs you to BUY something to make money, Google just needs you to USE their services. That comparison was WAAAAYYYY off.
    Oct 19 10:13 PM | 5 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
  • Amazon 3D Smartphone Launch: 5 Winners And Losers [View article]
    2. But Google has a lot of stuff customers want, Amazon has to provide an email client, web browser, maps, search, etc.

    It is going to be disappointing if a user can't get access to the Youtube app.
    Jun 17 11:16 PM | 3 Likes Like |Link to Comment
  • Amazon 3D Smartphone Launch: 5 Winners And Losers [View article]
    I don't see how a carrier exclusive phone can be successfully anymore. People are hesitant to switch their phone maker, it is going to be a hard sell for them to switch their phone maker and provider.
    Also on your developer point, one big one they aren't going to get is Google. It doesn't make sense for Google to support this OS, they don't support Microsoft's either and AMZN is starting from square 1.
    Jun 17 10:56 PM | 3 Likes 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
  • The Madness Of Netflix Investors [View article]
    After Netflix raised the rates they drooped to 23.6 mil US subs., now they have 31.09 mil subs.

    They was lost 800K subs one quarter, then gained almost 7.5 mil subs in 2 years.

    That's good suffering.
    Nov 10 11:15 PM | 3 Likes Like |Link to Comment
  • Netflix (NFLX): Q2 EPS of $0.49 beats by $0.09. Revenue of $1.069B (+20% Y/Y) in-line. Expects Q3 EPS of $0.30-$0.56 vs. $0.45 consensus. Shares -5.6% AH. CC/video talk at 6PM ET (webcast). (shareholder letter - .pdf) [View news story]
    Netflix does not have a one-on-one streaming competitor.
    You pay yearly for Amazon
    Hulu has commericals
    HBO is through your cable
    Jul 22 04:50 PM | 3 Likes Like |Link to Comment
  • Netflix (NFLX): Q2 EPS of $0.49 beats by $0.09. Revenue of $1.069B (+20% Y/Y) in-line. Expects Q3 EPS of $0.30-$0.56 vs. $0.45 consensus. Shares -5.6% AH. CC/video talk at 6PM ET (webcast). (shareholder letter - .pdf) [View news story]
    Next quarter guidance, smaller sub. gains, only up 100K YOY.
    Jul 22 04:37 PM | 3 Likes Like |Link to Comment
  • 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.
    Apr 2 03:24 PM | 3 Likes Like |Link to Comment
  • Amazon 3D Smartphone Launch: 5 Winners And Losers [View article]
    Apple had a similar 3D feature in iOS that they had to create an off switch for because people complained about dizziness. I don't see this taking off because it is on one carrier in one market, and it is the same price as the iPhone and Samsung Galaxys.

    Also that July 25 release date is too far, something new/better could be announced in the next month before the thing even ships.

    I think this is going to be a bust like Facebook Home, and that phone was cheaper with a huge marketing budget.
    Jun 19 12:10 AM | 2 Likes Like |Link to Comment
  • Samsung Is Apple's Worst Nightmare [View article]
    Google is more of a threat to Apple than Samsung is.
    Nov 7 01:07 PM | 2 Likes Like |Link to Comment
  • Netflix Is Vulnerable To Future Competition From Those With Own Device Platforms [View article]
    These devices already have Google Play and iTunes on them and that hasn't seem to stop Netflix. A Netflix device would do no good for them, only bad. It would have to be competitively priced which would be a challenge for a first time manufacturer, and it wouldn't gain them more users. Very few people would go to the store and gladly purchase something just to buy a subscription to Netflix. Also it would anger all the companies with Netflix on their devices, right now Netflix is one of the first internet entertainment names you call, that would change quickly if you competed directly with them in your main business.Lastly there would be no user benefit, I'm not going to watch Netflix more on a Netflix tablet than any iPad that runs Netflix exactly the same.

    There is no need for this expense.
    Oct 27 07:15 AM | 2 Likes Like |Link to Comment
  • Outerwall Tops Netflix In Cash Flow And Margins [View article]
    Please just burn money, it would be less stressful.
    Oct 9 04:46 PM | 2 Likes Like |Link to Comment
  • Amazon Looks To Disrupt Streaming Video... Again [View article]
    Netflix did that because they felt other companies would be hesitant to put Netflix on their devices, there may be truth to that considering Netflix is on the Apple Tv, unlike Amazon Prime, which competes with Apple in the tablet arena.
    Oct 7 02:55 PM | 2 Likes Like |Link to Comment