Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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  • commented 2/24/14
  • tags: NFLX TWC CMCSA AMZN
  • Netflix is just going to the source to deliver their content. Normally, large websites use 3rd party CDNs or build out their own CDN, but doing content delivery at the source will significantly help speeds. Other players have done this before. [ less... ]
    Netflix is just going to the source to deliver their content. Normally, large websites use 3rd party CDNs or build out their own CDN, but doing content delivery at the source will significantly help speeds. Other players have done this before.
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