Seeking Alpha

Tuesday, June 23, 2015

Wake Up Early For The Alarm.com IPO

Alarm.com notes that according to a Parks Associates report, ALRM had nearly 50 percent more subscribers than the next largest platform in North America in the fourth quarter of 2014. In 2010, the company served 0.5 million homes and businesses and grew that number to 2.3 million by the end of 2014. Between 2010 and 2014, the company grew at a 46 percent compound annual growth rate, and for the first quarter of 2015, the rate of SaaS and license renewals grew between 91 percent ...read more

Wednesday, May 20, 2015

Netflix: Time To Care About Sharing

When it comes to streaming services, there are tens of millions of users in the US. Netflix (NASDAQ:NFLX) is the clear leader in the space, but Hulu and Amazon's (NASDAQ:AMZN) Prime segment also serve plenty of consumers. We recently received some interesting data regarding the sharing of these services. Unfortunately, the data does show why Netflix's US potential may be capped, and US growth is already slowing. Today, I'll analyze this issue and detail why shares of the streami ...read more

Monday, March 09, 2015

Apple Should Acquire MLBAM If It Wants Apple TV To Work

MLBAM has recently expressed interest in a sale, and Apple has partnered with them numerous times for product launches, which provides a groundwork to build upon. This acquisition would position Apple as not just a streaming device maker, but as a first-class infrastructure provider. Apple would be able to offer a complete package (infrastructure and distribution) for publishers that want to launch subscription services, and would be able to leverage this advantage to give Apple ...read more

Sunday, December 29, 2013

Why Google's Move Into TV Is Good For Netflix

Rumors are swirling among the financial media, citing unnamed sources with knowledge of the matter, that Google is poised to unveil a TV set-top box in the first half of 2014. The Nexus-branded device would do double duty, allowing subscribers to stream videos and play games.

The arrival of Nexus TV would allow the innovative tech giant to challenge Roku and Apple TV, who control 37% and 24% of the streaming TV market, respectively, according to a Parks Associates survey (Am ...read more

Monday, September 09, 2013

Roku Is Changing The Landscape Of Streaming Video

The disruptive power of streaming video became quickly apparent as soon as Netflix debuted the service to supplement its DVD business. Amazon quickly followed with Prime, and it was off to the races for the growing industry. The most important shift taking place now is the one from pure service to dedicated streaming devices. A new study from Parks Associates shows that Roku is the primary choice in more homes than Apple. It should be noted that at the time of the study, Google' ...read more

Tuesday, July 02, 2013

Making A Bull Case For Support.com

In the United States, 78% of broadband households have a home network, and that's expected to increase to 95% by 2016, according to research firm Parks Associates. The households and small businesses have migrated from a PC-focused system to a network-focused system, and now the PC is simply one endpoint on a customer's network. Today, apart from a PC, a customer might have a tablet, several smartphones, a printer and maybe a gaming device all connected to a network.

From th ...read more

Thursday, July 05, 2012

Netflix: Ready To Jump On 'Online Viewing'

With more information becoming available, one must question how important the original programming and general content quality truly is for video streaming customers. Parks Associates recently conducted a study and found that customers are more satisfied with Netflix instant streaming than they are with premium broadcast television. Furthermore, consumers know that pay-TV video-on-demand is higher quality than Netflix, but the cost of Netflix makes it more appealing.

Amazon ...read more

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