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| Tuesday, January 27, 2009 |
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 Netflix Q4 Massive, Guidance StrongNetflix: Recession winner! As anticipated, the movie rental service blew Q4 out of the water, finishing 2008 with 9.4 million subscribers -- up 26% year-over-year. Revenue was $359.6 million, beating consensus. EPS of $0.38 beat the Street by 4 cents. Shares jumped 6.5% in after-hours trading. Netflix's (NFLX) subscriber and revenue guidance is strong, too. The company expects to finish Q1 with 10.1-10.3 million subscribers, posting sales of $387-393 million, above consensus. It also expects to finish 2009 with 10.6-11.3 million subscribers, posting sales of $1.58-1.635 billion, above consensus. Read > Netflix: Blu-ray Subscribers Up 30% Since SeptemberTexas Instruments Blows Earnings, Laying Off 12% | |
| Azure: Microsoft's 'You Get What You Pay For' Cloud What kind of reliability can we expect from Microsoft's cloud offerings? Seems the answer is, it depends on how much you're willing to spend. Speaking at a Windows Azure meetup at Microsoft's midtown Manhattan offices last night, company executives said Microsoft is leaning towards a "tiered service level agreement," with cheap cloud access offered with lower performance guarantees, and premium pricing to be charged for high-reliability service. Read > | |
| eBay Finally Puts Skype On Block (Quietly) It has taken eBay four years to acknowledge that Skype has no synergies with eBay's core business, but now, with eBay's stock demolished and its marketplace cratering, the company finally appears to have informally put Skype on the block. Read > | |
| NYT Settles Absurd Copyright Suit, Agrees To Stop Sending Rival Free Web Traffic The New York Times Company has settled out of court with rival newspaper publisher GateHouse, ending their copyright suit. The Times agreed to remove links to (and lead sentences from) GateHouse stories from the Boston Globe's Web site, Boston.com. The Globe aggregates town-by-town news content from various blogs and news sites in a section called Your Town. Read > | |
| More | |
The amount Web publishers can charge advertisers for every thousand impressions of their ads -- a rate called the CPM in industry jargon -- is off by about 20% industry-wide. Worse, that's with publishers only selling around 30% of their inventory, down from 60%. Read > Senator To Microsoft: What Was That You Said About Wanting More H-1B Workers? Microsoft's recent mass layoffs have lawmakers revisiting: How many H-1B (skilled immigrant) workers does America need? Read > 500,000 BlackBerry Storms Sold In First Month? Not Bad How's RIM's iPhone rival, the BlackBerry Storm, doing? Not terrible, it seems. While it's not going to win any design awards, it seems to be just good enough to get many Verizon subscribers to buy it instead of jumping ship to AT&T, the iPhone's exclusive carrier. Read > Cisco Buys Into Web Video Tech Company Digitalsmiths Network gear giant Cisco has invested in Digitalsmiths, a Web video technology company, as it gets deeper into the Web service business. Read > Ah, The Old Yahoo-Gawker-NYT-Microsoft-Twitter-Tie-Up, Eh? In an open letter to new Yahoo CEO Carol Bartz, Piper Jaffray Analyst Gene Munster outlined a four-part plan turning around the company. Read > | |
| Google "Webdrive" Coming Soon?How Many Versions Of Windows 7 Will There Be?MySpace Passed On Buying Facebook For $75 MillionWhy Sprint Nextel Is Firing 8,000 Employees | |
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