[國際經濟觀察] 串流影音戰國時代 Netflix 能穩坐王座多久

原來跌10%是這個原因阿~=.=

[國際經濟觀察] 串流影音戰國時代 Netflix 能穩坐王座多久

Netflix 上週發布第一季財報,市場最關注的就是訂閱用戶的成長,第一季新增 640 萬訂戶,高於公司預期的 610 萬,主要原因是今年一月 Netflix 一口氣開通了 130 個市場,但 Netflix 對於第二季海外新增用戶的前瞻只有 200 萬,遠低於市場預期的 350 萬,也低於去年同期的 260 萬,換句話說不只美國市場的用戶成長正在趨緩,連海外市場都成長乏力,股價因此重挫超過 10%。

Netflix 從 2015 年第一季開始的海外用戶成長數據(紅框處),2016年第二季預計將大跌至低於市場預期的200萬。
(圖說:Netflix 從 2015 年第一季開始的海外用戶成長數據(紅框處),2016年第二季預計將大跌至低於市場預期的 200 萬。)

Netflix 相較於前一年所淨增加的國際用戶數顯示,2016年Q2將負成長。
(圖說:Netflix 相較於前一年所淨增加的國際用戶數顯示,2016年Q2將負成長。)

更別提美國訂閱用戶數成長的慘跌了。
(圖說:更別提美國訂閱用戶數成長的慘跌了。)

財報發佈後,Netflix 的股價直接重挫 10% 以上
(圖說:財報發佈後,Netflix 的股價直接重挫 10% 以上)

股價重挫原因,其實除了內憂還有外患,Netflix 競爭對手 Amazon 在美國推出單獨月付的影音串流方案, Amazon Prime Video 本來是和該公司年費 99 美金主打電子商務相關優惠的 Prime membership 綁在一起,但是如今強打 Prime 影音平台推出了月付 8.99 美金的串流影音訂閱服務,明顯是針對 Netflix 五月漲價的新訂價 9.99 美金而來,希望搶奪美國市場的佔有率,而且 Amazon 提供的影音選擇遠高於 Netflix。(當然 Amazon 主攻的還是電子商務,畢竟拿算盤一算其實只單訂月付影音服務不划算)。

Amazon Prime 開始提供月付 8.99 美金的串流影音訂閱服務
(圖說:Amazon Prime 開始提供月付 8.99 美金的串流影音訂閱服務) Continue reading [國際經濟觀察] 串流影音戰國時代 Netflix 能穩坐王座多久

Exclusive Interview From Scott Dietzen, CEO of Pure Storage

“We’ve replaced hundreds of (EMC) VMAX systems.”
By Jean-Jacques Maleval on 2016.04.06

http://www.storagenewsletter.com/rubriques/people/exclusive-interview-from-scott-dietzen-ceo-of-pure-storage/

哦,還沒有獲利!!

Scott Dietzen, 53, CEO of Pure Storage since September 2010, was formerly president and CTO of Zimbra, now part of VMware. Zimbra was originally acquired by Yahoo!, where he served as interim SVP of communications and communities. Prior to Zimbra, he was CTO of BEA Systems, where he helped craft the technology and business strategy for WebLogic that drove BEA from $61 million in annual revenues prior to the WebLogic acquisition to over $1 billion. He came to BEA in 1998 via the acquisition of WebLogic, in Java and web application server technology. Prior to WebLogic, he was principal technologist of Transarc (acquired by IBM), developer of distributed transaction and file sharing systems. He also serves on the board of Cloudera since June 2010. He earned his Ph.D. and M.S. in Computer Science and B.S. in Applied Mathematics and Computer Science from Carnegie Mellon University. Hobbies: ski, bike and scuba dive. He has two young children. “I’m a dad and I work, that’s all I do.” Dietzen also said that total of his salary and bonus is $350,000 for the year. “Any other figure is stock-based compensation, but I’ve not been selling shares.”

StorageNewsletter.com: How do you rank your company in the worldwide market of all-flash subsystems?
Dietzen: Well, you’ve seen us ranked between number two or number three in overall market share and EMC is generally given credit for being number one.

Pure Storage’s revenue always increased but the company never was profitable and has huge losses. What’s the problem?
We’re the fastest growing storage vendor, that we’re aware of, in history. The company is following the same recipe that NetApp did in its early days. We take the dollars from growing the business, and we hire sales and support people in order to grow very quickly. The business was actually cash flow positive in the fourth quarter of last year, $30 million on $150 million in revenue. So we’re generating cash even though we are not yet profitable. Continue reading Exclusive Interview From Scott Dietzen, CEO of Pure Storage

哦,出事了 [威強電董事長郭博達閃辭 內線疑雲籠罩]

http://m.appledaily.com.tw/realtimenews/article/new/20160328/826526/?utm_source=Line&utm_medium=MWeb_Share&utm_campaign=http%3A%2F%2F

工業電腦廠商威強電董座郭博達涉嫌內線交易疑雲,高層4人3月24日遭檢調約談後,郭博達今天閃電宣布以「健康因素」請辭董事長職務,改由威聯通代表人張明智接任,即日生效,郭博達是威強電創辦人,在工業電腦界知名度高,此次閃辭讓業界相當詫異。特別的是,財務副總張雪清也宣布此時申請退休,跟董事長郭博達同進退,由於張雪青也是董事,威強電也宣佈今年股東常會將補選2席董事。而財務會計主管遺缺由協理林昌亮接任,威強電股東常會預計6月15日舉行。

威強電於晚間發佈新聞聲明指出,今天召開臨時董事會補選董事長,新任董事長由張明智接任。張明智目前為威強電法人董事威聯通代表人,也是威聯通公司之總經理,其在軟體技術研發、網路監控、儲存技術及雲端運算皆有豐富的實務經驗,將帶領大家持續往打造世界級物聯網雲端工業電腦解決方案的願景前進。目前正值傳統工業電腦轉型的關鍵時刻,工業 4.0、智慧城市、物聯網等等,都是無限的商機,威強電具有相當好的基礎來提供解決方案搶佔這塊市場,將會帶領大家共同努力,更加強化軟體設計及雲端運算的研發能量,快速打造創新的產品與服務,帶動威強電搭上工業 4.0物聯網的大商機。董事臨時會亦通過新任財務會計主管人事案,威強電財務、會計主管由曾任日盛銀行財務主管之林昌亮博士接任。(王郁倫/台北報導)