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Netflix Q2 2006 Earnings Conference Call Transcript (NFLX) — Executives — Deborah Crawford - Director of Investor Relations — Analysts — Presentation — Operator — Good day, everyone, and welcome to the Netflix second quarter 2006 earnings conference call. Today's call is being recorded.
Discussion:
Hacking NetFlix
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Rafat / paidContent.org:
Reed Hastings' FUD Tactics on Digital Downloading — This is very typical of the sly fox called Reed Hastings...creating FUD in the digital market, just when it is beginning to take off. And I have talked about it at least three times in the last three quarters, and will keep pointing out his spin as long as he keeps doing it.
Marguerite Reardon / CNET News.com:
Study: Net telephony quality worsening — While it's no secret that Net phone services don't offer the same call quality as traditional phones, a new study suggests that the quality of voice over Internet Protocol is actually getting worse. — Brix Networks, a company that develops monitoring tools …
Ars Technica:
AMD + ATI and CPU/GPU integration — Now that the merger is official, AMD has a set of pages up with information on the combined company's future plans. AMD execs also gave a conference call, in which they covered some of the reasons behind the merger. In short, the stated reasons …
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Sky News:
Mayfair? Put It On The Card — Monopoly board game players can now pay for properties with debit cards. — Game makers Parker have phased out the standard multi-coloured cash in a new version. — Players will instead use a Visa mock debit card to keep track of how much they win or lose.
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socialtext.com:
Socialtext Releases First Commercial Open Source Wiki — Socialtext, the first Wiki company, releases Socialtext Open at the O'Reilly Open Source Convention (OSCON). Available for immediate download, Socialtext Open is the first open source wiki with a commercial venture as its primary contributor.
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Michael Arrington / TechCrunch:
Instant Messaging and Trashing Google — The user numbers coming out on Google Talk are staggeringly terrible. Comscore usage numbers show that nearly a year after launch Google is a distant, distant 4th after MSN, Yahoo and AIM. They hold a pitiful 1% of total instant messaging market share …
Discussion:
Newsome.Org, Venture Chronicles, duncanriley.com, Incremental Blogger and LIKELIHOOD OF CONFUSION
Tuan Nguyen / DailyTech:
Apple to Introduce Bluetooth Mighty Mouse — More product releases from Apple — Apple has submitted a filing with the FCC for the Bluetooth version of its single-button right-clickable mouse, the Mighty Mouse. The new mouse will be exactly the same as the current Mighty Mouse except for its wireless feature.
Discussion:
Infinite Loop
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Garett Rogers / Googling Google:
New Google service for developers — In a post that was designed to get us all talking, Greg Stein builds suspense on the opening day of OSCON — the Open Source Convention. His article, "A New Google Service" on the Google Code Blog says that he and his team have been working on a new service …
Catherine Holahan / Business Week:
Raising the Bar on Viral Web Ads — Those funny clips that push products are getting slicker and more expensive to make and distribute. YouTube and Google are taking note — Six years ago, ad executive Ed Robinson carried out an experiment. He spent $10,000 to produce a humorous video …
Dan Farber / Between the Lines:
JotSpot's nascent wiki-based office suite — JotSpot CEO Joe Kraus thinks that wikis are trapped in "nerdy clothing." He's launching the latest version of JotSpot Wiki 2.0-combining the wiki collaboration foundation with pre-defined page types that provide productivity application functionality-to bring wikis into the mainstream.
Discussion:
TechCrunch
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AdAge:
Amazon Readies Launch of Ad-Free Video Download Service — Like a Digital Version of the Netflix Rental Model for TV Shows and Movies — NEW YORK (AdAge.com) —As Apple and Microsoft duke it out over music, Amazon is focusing its attention on video. — August launch
Oliver / MobileCrunch:
Nokia Announces Official Shipping Dates of N93 and N73 — Nokia has just announced that they're beginning to ship two of the sexiest and most advanced new phones ever produced; the N93 Video Phone and the N73 which has been dubbed the "Multimedia Computer".
Kevin Bullis / Technology Review:
Powering the $100 Laptop — An efficient handheld generator could help bring computing to the world's poor. — As the One Laptop per Child project, a nonprofit effort based in Cambridge, MA, nears the completion of its rugged and versatile laptop designed for school children in poor countries …
Mike / Techdirt:
YouTube Tries On The Skype Billion Dollar Buyout Plan For Size — from the hype-hype-hype dept — A year ago, we were amazed at how Skype's founders and investors more or less manipulated the press into claiming the company (which had made very little money) was worth $1 billion …
New York Post:
$KY'S THE LIMIT — SUN VALLEY BUZZ BOOSTS YOUTUBE TOWARD $1B — July 23, 2006 — WHAT is a week at investment bank Allen & Co.'s annual Sun Valley confab worth? — For Chad Hurley, the founder of the hot online video company YouTube, it might be $400 million.
MobileTracker:
Motorola KRZR K1 officially announced — While it comes as no surprise (thanks to the ample supply of leakage), Motorola has officially announced the KRZR K1. Codenamed the Canary, the Motorola RAZR K1 will come in both GSM and CDMA variants. The CDMA version will be dubbed the K1m …
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Wagner James Au / GigaOM:
Revenge of Nintendo — Nintendo just boosted their profit estimates for the coming year by $150 million from over half a billion dollars, indicating that the company might be one of the unlikely winners in the console wars. — I would have laughed at that thought even a year ago, but the numbers speak for themselves.
Discussion:
Go Nintendo