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Analyzing the must-know business trends affecting Netflix
Households with a Netflix or Hulu subscription were three times more likely not to have a cable subscription than the average household in 2013.
The stock declined by 26% in the after-market hours on the day the earnings were announced. However, after this decline, Netflix stock has become much cheaper than before.
Netflix signed a number of agreements with ISPs In the previous part of this series, we discussed how huge amounts of traffic travel from Netflix (NFLX) to Internet service providers (or…
Netflix has vehemently opposed this practice of charging interconnectivity fees and asked for strong net neutrality rules.
Netflix expects 2.15 million net subscriber additions in the fourth quarter. This growth is faster than what Netflix experienced in the U.S.
Millennials—consumers between age 18 and 34 years—spend one-third of their time watching original TV series through digital platforms such as tablets, smartphones, and laptops.
32% of total households subscribed to Netflix, while 19% subscribed to Amazon (AMZN) Instant Video. Hulu Plus saw subscriptions from 9% of households.
Major channels—which include Walt Disney’s (DIS) ESPN, Time Warner’s (TWX) TNT, and Viacom’s (VIAB) Nickelodeon—lost about 4% to 5% of subscribers since 2010.
“Cord-cutting” means viewers have stopped subscribing to traditional TV packages and are shifting to online video streaming providers like Netflix (NFLX) to save costs.
Netflix has always maintained that itself and other Internet TV players complement each other. Netflix claims these companies are participating in a transformation from linear video to Internet video.
Netflix (NFLX) announced its 3Q14 earnings on October 15. The results disappointed investors, as they came in short of expectations.
SanDisk earned a 51% gross margin in 2Q14. This suggests there is still room for improvement in Micron’s margins as it shifts its focus towards TLC NAND.
Here, a key point to consider is the significant expense of retiring convertible debt when stocks prices are increasing, as is the case with Micron. The company does not pay dividends.
These drivers have created an abundance of opportunities and also pressures to deliver web-based solutions. This has led to the boom in data centers and servers requiring massive storage capabilities.
The semiconductor industry requires huge investments, making it a capital-intensive industry. On average, equipment needs to be replaced each three to five-year time period.
These improvements require larger capacities for both code and data storage and significantly faster erase and write times. NAND offers both of these at relatively low cost.
Micron offers both parallel and serial-interface NOR flash products. These NOR products offer high densities, XiP performance, architectural flexibility, and are highly reliable in demanding industrial settings.
Micron sells company-branded SSDs, as well as components to third-party manufacturers of SSDs. Together, these sales represent ~45% of Micron’s NAND business, ~10% of which is smartphone market-specific.
These products offer higher performance, reduced power consumption, and better reliability when compared to traditional hard disk drives. This explains the product’s popularity and rapid proliferation as a data storage medium.
Samsung is expected to initiate manufacturing of DRAM wafers by the end of 2014, with a focus on PC DRAM. In the second half of 2015, its maximum S3 DRAM capacity is expected to reach 60,000 per month.