SplatF
This isn’t a company with a strong electronics background like Apple or Sony, or an Internet leader like Amazon or Google, or even anything close. This is a company that has spent most of its recent history selling paper books and magazines, cat calendars, overpriced CDs, and Starbucks coffee.
Snapshot of our time: Sirius XM has 85 times more subscribers than Spotify
Netflix vs. AOL: A decade of moving in opposite directions
Amazingly, AOL still has 3.5 million dialup subscribers
Reality check: DVD and Blu-ray are still clobbering iTunes and Netflix
From Q3 2001 to Q3 2011:
Netflix subscribers grew to 24 million from 300,000
The average monthly Netflix bill fell to $11.56 from around $20
Subscriber acquisition cost fell to $15 from $32 (with a peak around $47)
But Netflix only lost customers in a quarter twice. Once was in 2007 when Blockbuster was a fierce competitor. And the most recent was this past quarter, when Qwikster bit them in the ass.

From Q3 2001 to Q3 2011:

  • Netflix subscribers grew to 24 million from 300,000
  • The average monthly Netflix bill fell to $11.56 from around $20
  • Subscriber acquisition cost fell to $15 from $32 (with a peak around $47)

But Netflix only lost customers in a quarter twice. Once was in 2007 when Blockbuster was a fierce competitor. And the most recent was this past quarter, when Qwikster bit them in the ass.

Netflix’s plan to kill the DVD is working
The Apple-fication of everything
Apple’s future, as predicted 15 years ago