Netflix’ erratic and panicky behavior this past year is telling us that Netflix’ leadership fears they may becoming the AOL of web streaming. Remember AOL was the company that led the dial-up narrowband market, but fell way short in transitioning to broadband success. (Investors remember...
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Why the Verizon-Cable Agreement is in the Public Interest
The evidence below shows the Verizon-Cable agreement is clearly in the public interest, if the FCC fairly reviews the agreement and all of the relevant facts, in the full context of the highly competitive wireless ecosystem. Top Reasons Why Verizon-Cable Agreement is in the Public...
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Obsolete Television Law Needs Modernization
Important free market communications legislation introduced in mid-December warrants flagging because it brings needed attention to a real and growing problem, how obsolete communications law stifles innovation, growth and consumer benefit. See my Forbes Tech Capitalist post on the DeMint-Scalise bill, “The Next Generation Television...
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Top Ten Flaws in FCC’s AT&T / T-Mobile Competition Analysis
The unprecedented release of a FCC draft staff analysis opposing the proposed AT&T / T-Mobile transaction could backfire legally, undermining its intent to backstop the DOJ’s pending lawsuit against the merger. See my Forbes Tech Capitalist post on the “Top Ten Flaws in the FCC’s...
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Netflix’ Negative Growth Story
Netflix has self-torpedoed themselves a third time in just the last three months. See my Forbes Tech Capitalist post here to learn how. ...
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The Metamorphosis of Communications Competition — A New Framework
For those seeking to better understand how communications competition has evolved, expanded, and accelerated to cloud communications competition, don’t miss my new six-chart powerpoint presentation: “The Metamorphosis of Communications Competition,” here. My bottom line conclusion: The transformation of communications competition requires a transformation in communications...
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Netflix the Unpredictable
Netflix own actions have established the company as “Netflix the Unpredictable.” See my October 10, 2011 Forbes Tech Capitalist post, “Netflix the Unpredictable“ here....
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Why FCC Net Neutrality Regs Are So Vulnerable
See my Forbes Tech Capitalist post on net neutrality here, entitled: “Why FCC Net Neutrality Regs Are so Vulnerable”....
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Netflix’ Uneconomics
Netflix’ continues to exhibit serious difficulties grasping basic economics, competition and value. First, Netflix is lowering its value to customers. Netflix now charges its subscribers’ 60% more in September in return for lots less premium content available for subscribers in February, as Netflix just lost Starz,...
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