categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
netflix
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,
eBay vs Amazon: My Take
So, I asked you to think about whether eBay or Amazon is a better company. I pointed out that Amazon’s stock is performing a lot better than eBay’s this year. One of you rightly pointed out that Amazon’s margins are a problem. Indeed, as I discussed at length in the series we just completed, Amazon
Neither Blockbuster, Nor Netflix
I still have my ten foot pole out and it is NOT pointed towards the movie rental industry. Starting with Blockbuster (BBI), I had zero confidence in their ability to execute on a compelling online Web 3.0 strategy. Blockbuster’s past efforts to battle competitor Netflix had cost the company dearly. Trying to dilute Netflix’s momentum,
Web 3.0 & Online Movies (Part 5)
M&A and VC Activity In April 2007, Comcast acquired online movie ticket destination Fandango for $200 million. Fandango is a fast growing site with about 5 million unique monthly visitors. Founded in 2000 by seven of the top 10 largest U.S. theater chains, Fandango services movie ticketing for more than 15, 000 screens. Recently, Blockbuster
Web 3.0 & Online Movies (Part 4)
Web 3.0 Formula Discussion Context Different users have different tastes and they visit the same movie site with very different intention. While one may like to watch an action flick the other might like to review a classic love story to watch with his or her date. These sites have something for every kind of
Web 3.0 & Online Movies (Part 3)
Business Model Online Movie sites earn money mostly from advertisements, subscriptions and charges for movie rentals and download. Movie download revenues are forecasted to be $60 million in 2007, up from 133.4% in 2006. Movie download revenues are forecasted to cross $100 million in 2008. The online advertising industry is fast realizing the potential of
Web 3.0 and Verticalization
I have worked with the Web 3.0 framework for months now, and taken a crack at defining how the web is likely to evolve in the future. So here’s a recap of the thesis so far. I will be adding a dimension to this framework shortly, so it is a good time to stop and
Web 3.0 & Online Movies (Part 2)
Top Ranking Sites Online Movies is emerging as a key segment in the US and today more and more users are going online for movie rentals, downloads, trailers, news, latest updates and show timings. This has resulted in increasing traffic to the various movie sites. Some of the top online movie sites are IMDb, Yahoo!
