What 5 Other Companies Say About...
Image source: Netflix.
T-Mobile US CEO John Legere
Image source: T-Mobile.
"Our network team understands that 480p, for
example, to watch Netflix videos, is a very perfect
quality experience and we're not trying to trick
"What customers ultimately found out is not only that 480p for Netflix is a great
experience and it's zero-rated, but it's 133% of what's being given to the other groups
by AT&T and Verizon.
"The people that don't really care are the customers. If you're a
Verizon customer and you realize for five years you've been watching
Netflix at 360p and you've been paying significantly more in data
buckets, I think what you call that is 'a highly interested future T-
In other words...
T-Mobile is bending over
backwards to give customers
a good Netflix experience
without emptying their
Netflix is a big selling point for
EchoStar President Mark Jackson
Image source: EchoStar.
"To provide DISH customers with even more content options, as
of April 8 users can now access the Netflix catalog of ultra HD 4K
shows and movies from the integrated Netflix app on the set-top
"Netflix is also incorporated into the Hopper
3's universal search results such that all
Netflix titles are populated in DISH's episode
list so customers can more easily discover
more of the content that's available."
The media hub you always wanted
● EchoStar's set-top box is not the first media hub to
provide a Netflix app, nor the first to include that
catalog in one-stop media searches.
● But it is one of the first broadcast operators to make
this a part of its satellite or cable service.
● Similar setups have been popular in European and
South American Netflix markets for years. EchoStar
and DISH may be setting the local standard for
North American service providers to follow.
Hudson Pacific CEO Victor Coleman
"The numbers are the
best as we've ever
performed. A lot of it is the
stickiness of having
Image source: Hudson Pacific.
"I think we're also going to see some more stability in the
sound stages around Netflix and tenants like them who
are thinking longer term, not just show-to-show or year-to-
year, and that's going to prove out to see some proven
revenue over a multiple-year period."
● Coleman's comments underscore the value of
having high-quality lease customers like
Netflix in its offices and studio spaces.
He also shone a spotlight on Netflix's growing
hunger for direct access to sound stages.
● The company's in-house movie and series
production is ramping up, and we ain't seen
Pandora CEO Tim Westergren
Image source: Pandora.
"We are careful stewards of our
capital, but we will not be shy
about moves that we view as
driving strong leverage into what
is well on its way to becoming
one of the truly great Internet
"It was this kind of confidence and long term thinking that
created such great opportunity for the likes of Amazon and
"Like us, they both quietly built huge underlying strategic
advantages and parlayed that into pricing and marketing
advantage to extend their businesses and capture adjacent
"We are following a similar playbook."
Copying Netflix's playbook
Westergren picked some great role models for his global
Amazon built the world's first serious online retail
experience. Netflix created the first global movie service.
Both stocks have nearly tripled over the last three years
while Pandora struggled to find its footing.
● Following the example of these media market masters
should make Pandora another global powerhouse in
due time. Stay tuned.
Dolby Labs CEO Kevin Yeaman
Image source: Dolby.
"As the number of Dolby Vision televisions
grow, we see increasing momentum on the
"Netflix began streaming content in
Dolby Vision this quarter and announced
that they will add 150 hours of original
content, available by the end of this year."
"Also this quarter, Amazon announced their
commitment to stream in Dolby Vision. Vudu is
already streaming in Dolby Vision, and to date
there are over 30 titles available.
"And we expect to see as many as 100 Dolby
Vision titles for the home by the end of 2016."
An active media ecosystem
...pretty much has to include Netflix nowadays.
● Netflix started its Dolby Vision support with
original series Marco Polo, a vivid platform for
Vision's additional color space and high dynamic
● Wide-ranging support is on its way, but Netflix will
continue to offer the largest catalog of Dolby
Vision-enabled titles throughout 2016.
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