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NFLX  // Posts tagged as "NFLX"

Game Downloads More of a Threat for GameStop Than Walmart

Research Question: Will Walmart’s used video game business cripple GameStop’s dominance in this area? Companies: AMZN, BBY, GME, GOOG, MSFT, NFLX, TGT, TYO:6758, TYO:7974, WMT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings GameStop Corp.’s (GME) core business will be threatened more by digital game downloads than by Walmart Stores Inc.’s (WMT) […]

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Apr 15 2014 Media & Print, Services

Advertisers Increase Their Focus on Digital

Research Question: Was the anemic advertising spending at the middle of the first quarter a harbinger of 2014 growth? Companies: AAPL, AMCX, AMZN, AOL, CBS, CCO, CMCSA, CRWN, DIS, DISCA, DISH, DTV, EPA:DEC, FB, GCI, GOOG,  LAMR, MSFT, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TRBAA, TWTR, TWX, VIA, YHOO By: Rachel Dangermond Click here to download the […]

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Jan 14 2014 Media & Print, Services

Spending Shifts to Digital Throughout All Media

Research Question: Where will the greatest shifts in media spending occur in 2014? Companies: AAPL, AOL, BLC, CBS, CCO, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, SYNC, TWTR, TWX, VCI, VIA, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Social and online video continue […]

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Pay-TV Providers Embracing OTT and Turning Focus to Internet

Research Question: Can MSOs avoid subscription losses amid rapid changes in TV viewing and Internet habits? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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OTT Whisper

OTT Whisper

Research Question: Can MSOs stave off the growing population of cord-cutters amid rapid increases in high-speed Internet adoption? Companies Covered: Apple (AAPL), Amazon (AMZN), AT&T (T), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Verizon (VZ), Viacom (VIA) Report Available: December 18, 2013   Blueshift’s initial research […]

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Netflix Has Room to Grow in Low-Income Homes But New Fees Unlikely

Research Question: Can Netflix increase revenues through better demographic and mobile penetration and by charging extra for individual profiles? By: Seth Agulnick Companies: AAPL, AMZN, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, NFLX,  NLSN, OUTR, STRZA, T, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Sources expressed little support for individual […]

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Oct 08 2013 Media & Print, Technology

2013 Ad Spending Meets Expectations, 2014 to Post Slight Improvement

Research Question: Has traditional advertising agencies’ interest in Facebook and YouTube grown as of the end of the first quarter? By: Rachel Dangermond Companies: AMZN, AOL, BLC, CBS, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG, JRN, LAMR, LNKD, MNI, MSFT, NFLX, NLSN, NWS, NYT, P, RENT, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the […]

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Netflix Whisper

Netflix Whisper

Research Question: Is Netflix successfully expanding its demographic and mobile penetration as a path to future per person subscriptions? Companies Covered: Netflix (NFLX) Report Available: October 11, 2013   Blueshift’s current research shows NFLX with growth opportunities in lower-income homes and on mobile devices, while also beginning a path toward per person subscriptions, though none […]

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Rovi Safe in Near-Term IP Licensing But Lags in Tech Innovation

Research Question: Will Rovi’s base TV guide licensing be at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? By: Seth Agulnick Companies: AMZN, ARRS, CHTR, CMCSA, CVC, DISH, DTV, GOOG, NFLX, ROVI, SATS, TWC, YHOO Click here to download the report (.pdf)   Summary of Findings Large MSOs such as Comcast […]

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Jun 03 2013 Media & Print, Services

Slow Start To Upfront Negotiations; Fox Rates Slightly Higher Y-Y

Research Question: Will the 2013/14 Upfront mirror the past years with networks garnering high single digit rate (CPM) increases? By: Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, NFLX, NWS, TWX, VIA Click here to download the report (.pdf)   Summary of Findings In an update to our April 9 advertising industry quarterly report and May 21 industry update, […]

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