Group items tagged GB - Redshift Strategy

shared by Alex Street on 02 Aug 11 - No Cached

208 million units in 2014
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all-in-one nature of media tablets will result in the cannibalization of other consumer electronics devices such as e-readers, gaming devices and media players
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North America will account for 61 percent of media tablet sales in 2010
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...2 more annotations...
to 43 percent in 2014.
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2010 Sales 2011 Sales 2012 Sales 2013 Sales Media Tablets 19,490 54,781 103,425 154,15
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shared by Sasha Roupell on 14 Aug 13 - No Cached

shared by Alex Street on 07 Sep 11 - No Cached

shared by Sasha Roupell on 15 Nov 12 - No Cached

shared by Alex Street on 01 Jun 12 - No Cached

shared by Alex Street on 01 Dec 11 - No Cached

Netflix could become the primary subscription video service that many Latin American consumers pay for.
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Less than a quarter of residents pay for cable or satellite
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Brazil and Argentina — broadband penetration is actually greater than pay TV adoption.
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C]ompetition from Pay TV providers (and TV Everywhere-like services) is weak if not non-existent in Latin America
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average broadband speed in the region to be about 2 Mbps
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good enough for Netflix’s “Good” streaming quality, which is set at about 700 kbps
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issue of broadband caps, which cropped up in Netflix’s Canadian rollout a
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Brazilian ISPs have caps as low as 10 GB of data, which represents about 30 hours of content
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15-20 movies a month.
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Goldman Sachs believes it was able to get good terms for catalog content in a region where studios weren’t able to monetize those assets
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only thing holding Netflix back is having a recognizable brand throughout.
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many potential users in Latin America likely have no idea what Netflix is.
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Goldman Sachs expects the adoption rate to be much slower,
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time it takes to break even in Latin America to be about twice as long as the 12 months Netflix expects it to take its Canadian venture to break even.
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