Netflix Continues to Add Markets and Content as Competition Increases

While Netflix (Nasdaq: NFLX) did account for 57.5% of all online video traffic in a recent survey, its competition is heating up. Over the past few quarters, Netflix has gained popularity due to the vast collection of both licensed and original content programming. But now, giants like Amazon are eating into its space. Not only is the retail giant investing in original programming, but it is also entering into agreements with media moguls like HBO that will make Amazon Prime Instant Video the exclusive online-only subscription channel for HBO scripted shows. Netflix had recently flaunted a Morgan Stanley survey in which 17% respondents viewed Netflix as the service that offered the best original programming, second only to HBO. However, Netflix seems unfazed as it continues to deliver in newer markets and add to their content library.

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Market Loses Patience With Amazon

Looks like the market is beginning to lose patience with Amazon’s (Nasdaq: AMZN) loss-making quarters. Amazon continues to invest in new opportunities and report stellar revenue growth, but margins remain elusive, and that is believed to be by design. On the announcement of the results for the recently ended quarter, Amazon saw their stock fall nearly 12% in response.

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Expect Cloud Acquisitions From Microsoft

According to IDC, worldwide PC shipments fell 1.7% over the year to 74.4 million units in the second quarter of 2014. This was the smallest decline reported in the last two years. Last quarter, Microsoft had announced the end of their support to Windows XP machines. The US and European markets saw growth in their commercial PC shipments as organizations continued to purchase upgrades for Windows XP systems.

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Tim Cook Puts His Stamp on Apple

According to IDC, total smartphone shipment volumes are expected to reach 1.2 billion units in 2014, up 19.3% year over year and a dramatic fall from the 39.2% growth seen in 2013. However, the research firm adds that the lower growth rate for 2014 should not be interpreted as a sign that the market has come as far as it can – Apple’s entry into China is only the start of where it has yet to go.

The most exciting new development, however, is Apple’s recent deal with IBM, which empowers its enterprise mobility strategy and has added an interesting twist to the space. >>>

eBay Looks Flat

According to a comScore report, online retail spending grew 14% last year compared with a single digit growth in overall retail spending. The report reveals that while mobile transactions are a fast growing segment, the online sales are still dominated by PC-based sales.     >>>

Oracle Buys MICROS to Expand into Hospitality Industry

Last month, Gartner released their outlook on worldwide IT spending and revised their global IT spending projections to growth of 2.1% over the year to $3,749 billion. Earlier, Gartner had projected a growth of 3.2% in IT spend for the year. Gartner believes that continued price pressure driven by increased competition and lack of product differentiation has hurt the short-term IT spending outlook. For 2015, Gartner expects IT spending to increase 3.7% over the year. During the current year, the biggest growth will be seen in Enterprise Software sales, which are projected to grow 6.9% to $321 billion. Spend on IT services will improve 3.8% to $967 billion and Devices will grow 1.2% to $685 billion. Spending on Telecom Services will see a modest 0.7% growth to $1,635 billion while Data Center Systems will see a mere 0.4% improvement to $140 billion.

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Google Steadily Building Portfolio

According to an eMarketer report, mobile advertising in the US increased 121% over the year in 2013. Compare this with the desktop advertising market growth, which reported a comparatively modest 2.3% growth in 2013. eMarketer projects that desktop advertising will decline 9.4% in 2014 compared with an 82.3% increase in mobile advertising.

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Vice Media is Gearing for an IPO

Where most newspaper and traditional media companies have struggled, few of the players who have adapted themselves to the Web have found a lucrative business model. One such company is New York-based Vice Media which is cashing in on online, and specifically, video streaming content to become one of the leading players in the space.

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Honeymoon Period Over For Marissa Mayer

Yahoo has been distracting shareholders and analysts ever since Marissa Mayer took office with hyper-hyped acquisitions. Until recently, the actual financial performance of the company has not been called into scrutiny. Meanwhile Alibaba’s deservedly hyped IPO has provided a welcome shield (Yahoo is a big shareholder).

But now, Marissa’s honeymoon period is over. The market says: show me the money!
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Vidyo’s Innovative Videoconferencing Services

According to an Infonetics Research report, there is a global improvement in the market for videoconferencing and telepresence services. The worldwide market for videoconferencing and telepresence equipment grew 5% over the year to $3.2 billion in 2013. The growth is driven by the emerging markets of Asia Pacific and EMEA which recorded an 8% growth over the year. The report projects that the market will grow 3% annually over the next five years.

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