Whether Netflix (NFLX) faces tougher access to content from big media and entertainment companies may be gleaned from what media executives say on their Q3 earnings conference calls. Netflix acquires much of its streaming content from Walt Disney (DIS), Comcast’s (CMCSA) NBCUniversal, Time Warner, 21st Century Fox and CBS. Viacom (VIA), though, has steered away from new licensing deals with Netflix in the U.S. One worry for Netflix is that media
China is giving the Apple (AAPL) App Store a big boost, and in-app subscription sign-ups for Netflix (NFLX) and other content providers could be next. Apple’s billings from digital purchases will jump to $29 billion worldwide in 2021, up from $20.6 billion in 2015, forecasts Strategy Analytics. Apple garners 30% of App Store revenue from digital purchases, so its take would increase from “north of $6 billion” in 2015 to more than $8 billion in
T-Mobile US (TMUS), always big on promotions, for its next one reportedly might allow customers to stream select video service such as Netflix (NFLX) or HBO without usage counting toward their data caps. If true, the move could tax the Uncarrier’s mobile network. T-Mobile CEO John Legere said on the company’s Q3 earnings conference call Tuesday that the company will unveil its Uncarrier 10 promotion on Nov. 10. T-Mobile has used its