Turbotodd

Ruminations on tech, the digital media, and some golf thrown in for good measure.

Archive for the ‘netflix’ Category

Disney’s Latest Ride

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I remember the first time I ever rode that scary haunted house ride at Disneyworld, the ones where the ghosts sit in the chair besides you. I must’ve been six, and I’m still in therapy.

Well, M-I-C-K-E-Y and all the other loving rodents are soon to laugh all the way to the bank. Again.

Disney CEO Bob Iger announced on the company’s 3Q earnings call that when its Disney+ streaming service launches on November 12th, its customers will be able to get a bundle of streaming joy costing $12.99/month.

That will include the brand new Disney+ at $6.99, Hulu at $5.99 (with an ad-supported plan), and ESPN+ ($4.99) — all for the introductory price of $12.99 — well within striking distance of Netlfix et al (depending on your Netflix flavor).

But just for Disney+, the $6.99 is well under Netflix’s $12.99, which indicates that Iger, Mickey, Minnie, Cinderella and the rest are barnstorming Reid Hasting’s gates, trying to annex and build an 8th: Netflixland (get with me…Tomorrowland, Fantasyland, etc.)

Will enough kids (and their parents) go along for the ride?

Written by turbotodd

August 7, 2019 at 9:54 am

Posted in 2019, netflix

Tagged with , , ,

Don’t Send in the Telegram!

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On the subject of Puerto Rico and the Telegram chat hacks: Am I the only person out there wondering how this happened if Telegram is supposed to be so secure?

I’ve looked on Telegram’s Twitter feed and blog, and it’s a major no comment, bury your head in the sand.

Rumors have abounded today that PR Gov. Rickardo Rossello will be resigning, but I’ve received no telegrams to that effect just yet.

Did nobody everywhere learn anything from Iran Contra??!  If you don’t want it to become a scandal, don’t write it down. ANYWHERE!  The Nation magazine went long on this story a few years ago now.

On to the much bigger story of the day: The U.S. Federal Trade Commission has hit Facebook with a $5 billion fine and new privacy checks, reports a lot of outlets, including The Verge.

In the agreement filed today, the FTC alleges that Facebook violated the law by failing to protect data from third parties, serving ads through the use of phone numbers provided for security, and lying to users that its facial recognition software was turned off by default. In order to settle those charges, Facebook will pay $5 billion — the second-largest fine ever levied by the FTC — and agree to a series of new restrictions on its business.

Aside from the multibillion-dollar fine, Facebook will be required to conduct a privacy review of every new product or service that it develops, and these reviews must be submitted to the CEO and a third-party assessor every quarter. As it directly relates to Cambridge Analytica, Facebook will now be required to obtain purpose and use certifications from apps and third-party developers that want to use Facebook user data. However, there are no limits on what data access the company can authorize to those groups once the disclosure is made.

NOTE: I own a few Facebook shares, but I still have four words…fox (still)…guarding…henhouse.

On the streaming wars front: Netflix is launching a $2.80 per month mobile-only subscription plan in India, although it’s restricted to one mobile device at 480p def.

Will Netflix expand this option to the U.S. and other markets to gain more share? Stay tuned!

And on the funding front: Payroll and HR software maker Gusto raised a $200M Series D co-led by Fidelity and Generation Investment Management, and camping listing/booking platform Hipcamp raised a $25M Series B led byy Andreessen Horowitz, bringing its total take to $41.8M. 

Don’t forget to bring the marshmallows!

Written by turbotodd

July 24, 2019 at 3:01 pm

Two Cool Cats

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Apple replaced a lot of batteries in iPhones last year. Some 11M of them, according to Daring Fireball and Jean-Louis Gassee.  That’s up from 1-2M.

Yet even if you some basic math, at $29 per replacement, that doesn’t add up to a $500M revenue miss, which is what Apple cited in its earnings announcement. Never mind the fact that the Apple XR and XS models weren’t even available for most of that time.

Simple financial deconstruction, and more to come, I’m sure.

Speaking of more to come, Netflix is raising their rates.

The AP is reporting that Netflix is raising its U.S. prices by 13 to 18 percent, its “biggest increase since the company launched its video streaming service 12 years ago.”

The company’s most popular plan will jump from $11 to $13 per month, an option that offers high-definition streaming on up to two different internet-connected devices simultaneously. 

The AP points out that, though, that even at the higher price, the $13/month plan is cheaper than HBO (whose streaming services charge $15).

That is true, although I must say say, I’m so deep into the Netflix library that much of what I’ve watched of late has subtitles.

I guess those $2 more per month can help produce more original content that don’t require subtitles?

But enough about Netflix.  You want to talk inflation? How about those two cats that live alone in a $1,500 studio apartment out in San Jose???

Does Uber Eats deliver cat food??!

Written by turbotodd

January 15, 2019 at 1:50 pm

Posted in 2019, apple, netflix, silicon valley

Tagged with , ,

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