NetFlix lowered guidance on the number of streaming subscriber to 21.8M from 22M (less than 1% ) and lowered guidance on the number of DVD customers to 14.2M from 15M (5%).
Although this deal involves a limited number of subscriber, they will be directly additive to profits by opening up additional channels for monetizing the content that Disney has already produced.
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It ended up that there was an insider at a software company, the company that provides the interface between the financial institutions and these credit-reporting agencies, who left the company, but prior to leaving, stole a number of subscriber codes and passwords for all these financial institutions.
Both of these months have seen a disproportionate number of 3G subscriber additions by China Mobile as compared to the average of about 3 million in the previous months.
FORBES: China Mobile's Surge In 3G Additions Shows That Life Goes On Without Apple
But there may be a cloud on the horizon: a disappointing number for net new subscriber additions (4.5 million versus a 4.9 million expectation).
We expect that future international services are likely to be streaming-only which will aide growth in the number of videos streamed per subscriber.
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As a result, the number of messages sent per subscriber per month was just over seven in December 2002, compared with a global average of around 30.
The average of Trefis member forecasts for Number of Videos Streamed per Subscriber indicate an increase from 1.9 per month in 2010 to 4.4 per month by 2016, compared to the baseline Trefis estimate of an increase from 1.6 per month in 2010 to 3.2 per month by the end of the Trefis forecast period.
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In the past, Number of DVDs Mailed per Netflix Subscriber has decreased from 8.5 per month in 2006 to 7 per month in 2009.
Although we estimate that the number of DVDs being shipped per subscriber is on a downtrend, the rapid expansion in subscriber base is driving overall DVD shipment growth.
Cox also added a record number of users in the quarter, posting subscriber growth of 32% year over year.
This represents average yearly revenue per user and is derived from total earned subscriber revenue and net advertising revenue, divided by the daily weighted average number of subscribers for the period.
With a large number of publishing forums, we expect the company to benefit from a wider subscriber base.
The subscriber base has been steadily increasing because of greater rural market penetration and increased development of number of applications by the company.
FORBES: China Mobile Loses Share But Still Adding Beaucoup Subscribers
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