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  • Netflix may be hard to box out [View news story]
    Too late for that. When they dipped below $70, someone should have offered $110 a share to buy them out.

    At their current market cap, they are probably too big to swallow.
    Dec 17, 2014. 01:51 PM | Likes Like |Link to Comment
  • Nielsen's Decision To Measure Ratings Could Impact Netflix, Amazon Stock [View article]
    Netflix does not have to reveal much to demonstrate that Nielsen's estimates are crap.

    They would not even need to release total numbers. All they would have to do is release that the actual viewership ration was different to demonstrate that the estimate models simply do not reflect actual view rates.
    Nov 23, 2014. 05:46 PM | Likes Like |Link to Comment
  • Nielsen's Decision To Measure Ratings Could Impact Netflix, Amazon Stock [View article]
    Nielsen itself will be far more exposed by this endeavor.

    If Netflix shows even once (with actual viewer data) that Nielsen's viewer estimate calculations are significantly off, then it could impact Nielsen's core business.


    Nielsen could find itself in the very unenviable position of trying to explain how they are a "trusted source" if actual viewing numbers are orders of magnitude off from their viewing estimates.
    Nov 21, 2014. 10:31 AM | 1 Like Like |Link to Comment
  • At This Point PS4 Is Looking The Winner Over Xbox One [View article]
    Again.... This is why you should not trust authors who intentionally look to mislead investors.

    http://bit.ly/1GCpg4w

    As I stated, in no way, shape or form is PS4 50% more powerful.
    Nov 8, 2014. 05:55 PM | Likes Like |Link to Comment
  • UPS anticipates package volume of 585M in December [View news story]
    "UPS (UPS -0.2%) expects to see package volume increase 11% to 585M packages this December."

    In unrelated news, Amazon expects costs associated with it's Prime program to increase 11% this December.
    Oct 29, 2014. 03:10 PM | Likes Like |Link to Comment
  • HBO to be a stand-alone service in 2015 [View news story]
    Exactly. Netflix, HBO and ESPN and I have absolutely ZERO want or need of cable/satt. Same is probably true for many people.
    Oct 15, 2014. 12:35 PM | 1 Like Like |Link to Comment
  • HBO to be a stand-alone service in 2015 [View news story]
    About time.

    They price this at $12 or under and it will be a massive success.


    Next, we need ESPN to offer the same.
    Oct 15, 2014. 11:53 AM | Likes Like |Link to Comment
  • 'Redbox Instant' Victim Of Weak Partnership, Lack Of Commitment [View article]
    Redbox Instant was doomed as Outerwall never had a real strategy for t growing the service. Even their content acquisition method (per sub) meant they were nothing more than a non-MSO option for Epix content. They had no way to increase content without increasing the price of the service.

    Unfortunately for them, Netflix and Amazon Prime also both have Epix content with better interfaces and a wealth more content.

    As for WHY Outerwall did it. It was a way to placate foolish investors. The bread and butter Redbox physical media rental is in decline and will likely stay in decline. Most investors are aware that there is no growth to be had in physical media rentals, and some were willing to lap up the idea that Redbox had a viable digital distribution plan.

    Outerwall will likely be fine in other kiosk ventures. The real test for Outerwall is if they are able to manage the decline in movie kiosk revenue gracefully. If they try and treat it like a growth market, or feel they need to mislead investors by stating declines are cyclical instead of secular (and refuse to manage the decline properly), then they could put the entire company at risk.
    Oct 7, 2014. 09:12 PM | Likes Like |Link to Comment
  • Reaction to the new NBA media rights deal [View news story]
    Pretty brilliant move by Disney. Maintain the live games on ESPN to keep carriage fees high, while being able to offer a streaming subscription to NBA games (presumably OTT) for people who want the games but have zero interest in cable/satt.
    Oct 6, 2014. 11:13 AM | 2 Likes Like |Link to Comment
  • 5 Reasons To Invest In Outerwall Alongside Jana Partners [View article]
    Like I said, Redbox Instant was dead on arrival.

    Insufficient content, and a bad business model that made it impossible for them to grow the content library.

    Kiosks were a fine model for milking what is left of the physical media rental market, but there is no growth there.
    Oct 4, 2014. 08:55 PM | Likes Like |Link to Comment
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy [View article]
    Shock jock style article through and through. I am sure it will generate plenty of clicks, but it really does not provide any strategic investment guidance.
    Sep 24, 2014. 10:49 AM | 3 Likes Like |Link to Comment
  • 5 Reasons To Invest In Outerwall Alongside Jana Partners [View article]
    Transactional VOD was down 5.84% in Q2 while subscription VOD was up 25.58% (to 982.07 million for the quarter for subscription VOD - Kiosks were down to 427.75 million and transactional VOD slightly above Kiosks at 448.74 million).

    Meanwhile, Electronic Sell Through (EST) was up 34.12% for the quarter and up a whopping 90% in H1 2014.
    Aug 15, 2014. 11:04 AM | Likes Like |Link to Comment
  • 5 Reasons To Invest In Outerwall Alongside Jana Partners [View article]
    Quick update. In H1 2014, kiosk revenue dropped 3.14%, including 6.61% in Q2.

    Kiosks appear to be on the same path as every other physical media rental market. That is despite the box office strength of releases in H1 being up 3.29% compared to H1 2013.
    Aug 14, 2014. 11:28 AM | Likes Like |Link to Comment
  • Are You Worth Less Than 50 Cents To Netflix? [View article]
    I should also point out that digital sales of NEW releases are up an astounding 90% in H1 2014.

    That only reinforces the fact that consumers understand the difference about what is available on streaming subscription services, and choose to spend money to digitally stream new content on a transactional basis.
    Aug 6, 2014. 12:02 AM | 1 Like Like |Link to Comment
  • Are You Worth Less Than 50 Cents To Netflix? [View article]
    It is a completely baseless assumption to state that people are purchasing Netflix streaming based on a misconception. People are not morons and certainly are aware that movies that are being advertised as being available for digital sale and for DVD/Blu-ray are not available on Netflix streaming.

    And as the Netflix streaming subscribers continue to increase and the Netflix disc by mail subscribers continue to decrease, people are obviously not automatically "leaving the Netflix ecosystem" despite it being glaringly obvious that titles available for purchase (or VOD) are not on Netflix streaming.

    Sakelaris - I think perhaps your own desires as a consumer are clouding your ability to look at this objectively. I understand why (as a consumer), you would personally prefer the disc system, including first-sale.

    But don't let that blind you to the fact that consumers are making relatively informed choices about their content consumption, including the glaringly obvious one that Netflix streaming does not offer any major studio content at the same time it is available for sale, or even available to be rented via disc (either at Netflix or Redbox). Again, that difference between discs and subscription is glaringly obvious... and disc rentals are STILL in decline (including both subscription DVD by mail and kiosk rentals).
    Aug 5, 2014. 11:59 PM | 1 Like Like |Link to Comment
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