October 17, 2010
i have been curious for some time how this battle will roll out. firstly, is this a winner take all type market where the gap between #1 and #2 is so large its effectively a one horse race, such as search, auctions etc. last night, hulu cut off access to fox content to cablevision subscribers […]
October 10, 2010
from newsonomics Reed Hastings has been on a rollercoaster ride in the 13 years since he founded Netflix. From punchline to genius to toast to genius and back, several times over, it seems. In a talk Tuesday night in his hometown of Santa Cruz with TechCrunch’s Sara Lacy, so-sponsored by UC Santa Cruz, he talked […]
September 24, 2010
the dramatic change in how we consume media is escalating. the bankruptcy of blockbuster as a video outlet is amazing - it really does increase pressure on labels and distributors to move forward rapidly into a new space and licensing model which has significant implications on the value chain.
July 12, 2010
The rise of Hulu threatens to derail Netflix's successful transition from DVDs to web streaming, warns Citi analyst Mark Mahaney in a research report.
June 6, 2010
growing from 12M tto 17M subscribers due to streaming is a bug jump. in this interesting ppy regarding the netflix service and where it fits, the netflix team makes a case for why their business will prosper... sometime during the presentation i do worry as "having no where else to go" doesnt make for a compelling strategic case.
February 24, 2010
the complexity of licensing content seems to keep the status quo, under this regime netflix, with a profit of $115M will get crushed by HBO with a profit of over $1B. but is content or distribution king