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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: ChrisGillette who wrote (161700)	6/5/2015 1:23:05 PM
From: ChrisGillette	1 Recommendation Recommended By Zen Dollar Round Respond to of 164684

<<The latest Sandvine figures are out. From 1H 2014 to 2H 2014, Amazon's share of downstream traffic during peak periods (North America, fixed access) increased from 1.90% to 2.58% while Netflix's share increased from 34.21% to 34.89%.>> The latest Sandvine figures are out. From 2H 2014 to 1H 2015, Amazon's share of downstream traffic during peak periods (North America, fixed access) decreased from 2.58% to 1.97% while Netflix's share increased from 34.89% to 36.48% variety.com <<The more metrics that come out, the more convinced I am that Amazon's SVOD bet will go down as the biggest money pit in its history. Amazon's SVOD product launched in early-2011. Nearly 4 years and perhaps $4 billion dollars later, Amazon has 2.58% of the market to show for it. Worse, it's spending perhaps 50% as much as Netflix on content while getting only 7% as much usage. Even Amazon's HBO deal--which is reportedly costing Amazon $200 million per year--hasn't moved the needle.>> The more time passes, the more obvious it becomes. In particular, Amazon's deal with HBO is practically worthless now that HBO has launched its own standalone streaming product (HBO Now).