Will Netflix Survive iTunes Movies?

Amidst weak economic conditions, Netflix reported a solid 4Q07 beating the street’s expectations. Revenues in 4Q07 was $302.4 million, up 9% y-o-y. Gross Profit margin was 33.8% compared to 38.9% a year ago. Net profit increased to $15.8 million, up 6% driven mainly by a 9% q-o-q decline in Subscriber Acquisition Cost (SAC) to $34.60,

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Good Technology Business Blogs

There are many, of course. Here are some we read: TechCrunch: TechCrunch reports on new technology companies in the web space. Ars Technica: Ars Technica is focused on the “art of technology”.

Web 3.0 & Google (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Google sites. This is, in fact, an interesting analysis, since Google’s horizontal approach is pretty much against the grain of the vertical nature of my Web 3.0 framework.

Web 3.0 & Google (Part 2)

Vertical Strategy Google has adamantly maintained that a magically simple, clean User Interface is part of its key to world domination. This year, however, we have started seeing a clear trend towards verticalization of the web. In fact, my entire Web 3.0 thesis is based on verticalization, and Vertical Search, in particular, is a key

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Web 3.0 & MSN (Part 5)

Conclusion Microsoft has been reorganizing and rebranding its online properties. The Company has rebranded MSN Messenger and Hotmail as Windows Live Messenger and Windows Live Hotmail. Microsoft is working on improving the underlying technology behind MSN and introducing new features but all this is yet to trickle down to the bottomline. There are rumors of

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The Long Tail—A Short User Guide

By Gadi Shamia, Guest Author The long tail has been here forever. Seth Godin ended his blog post about the topic with the following: “The question isn’t, “Is this real?” The question is: “What are you doing about it?” Since I aim to please, I sat right away trying to help the readers answering this

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Web 3.0 & MSN (Part 2)

Vertical Strategy MSN (an abbreviation of Microsoft Network) is a collection of Internet services provided by Microsoft. MSN provides a range of Internet services and it services have changed significantly since its release. We will take a look at the Company’s various online businesses below, with a special emphasis on its verticals. Horizontal Search MSN

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Web 3.0 & eBay (Part 4)

Acquisition Strategy eBay acquired online ticket marketplace, StubHub for $307 million in May 2007. It also acquired social bookmarking discovery service, StumbleUpon, for $75 million. These are mostly acquisitions by eBay to strengthen its verticals and community features. Going forward we could see eBay making many more acquisitions to strengthen its key verticals, but also

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