Millions of Subscribers means Billions in Profits

  Market Scorecard With the US markets back in positive territory for the year, it seems that the market changed gear into 'risk on'. Volatility is dropping, bond prices are down, commodity prices are higher and ultimately stock prices are higher. Yesterday the JSE All-share closed up 1.56%, the Dow closed down 0.16%, the S&P … Continue reading Millions of Subscribers means Billions in Profits


Netflix Subscribers Soar

  Market Scorecard This morning there was a slew of data from China. The country's GDP grew by 6.8%, in line with expectations; industrial production was lower than expectations, but retail sales were above expectations. All in all, mostly net neutral for markets. The S&P 500 returned to positive territory for the year last night, … Continue reading Netflix Subscribers Soar

Game of Content

"We know the deal. Facebook and YouTube have adverts and attract many more eyeballs. Netflix is paid for content. Netflix is at the early stages of a global revolution in content generation and content serving. Some of the older and more traditional (one-way) content providers have been unable to breach certain ceilings in subscriber numbers." … Continue reading Game of Content