What 5 Other Companies Say About...

Image source: Netflix.

T-Mobile US CEO John Legere

Image source: T-Mobile.

"Our network team understands that 480p, for

example, to watch Netflix videos, is a very perfect

quality experience and we're not trying to trick

anybody."

"What customers ultimately found out is not only that 480p for Netflix is a great

experience and it's zero-rated, but it's 133% of what's being given to the other groups

by AT&T and Verizon.

"The people that don't really care are the customers. If you're a

Verizon customer and you realize for five years you've been watching

Netflix at 360p and you've been paying significantly more in data

buckets, I think what you call that is 'a highly interested future T-

Mobile customer.'"

In other words...

● T-Mobile is bending over

backwards to give customers

a good Netflix experience

without emptying their

bandwidth budget.

● Netflix is a big selling point for

T-Mobile.

EchoStar President Mark Jackson

Image source: EchoStar.

"To provide DISH customers with even more content options, as

of April 8 users can now access the Netflix catalog of ultra HD 4K

shows and movies from the integrated Netflix app on the set-top

box."

"Netflix is also incorporated into the Hopper

3's universal search results such that all

Netflix titles are populated in DISH's episode

list so customers can more easily discover

more of the content that's available."

The media hub you always wanted● EchoStar's set-top box is not the first media hub to

provide a Netflix app, nor the first to include that

catalog in one-stop media searches.

● But it is one of the first broadcast operators to make

this a part of its satellite or cable service.

● Similar setups have been popular in European and

South American Netflix markets for years. EchoStar

and DISH may be setting the local standard for

North American service providers to follow.

Hudson Pacific CEO Victor Coleman

"The numbers are the

best as we've ever

performed. A lot of it is the

stickiness of having

Netflix."Image source: Hudson Pacific.

"I think we're also going to see some more stability in the

sound stages around Netflix and tenants like them who

are thinking longer term, not just show-to-show or year-to-

year, and that's going to prove out to see some proven

revenue over a multiple-year period."

Lessons learned:● Coleman's comments underscore the value of

having high-quality lease customers like

Netflix in its offices and studio spaces.

● He also shone a spotlight on Netflix's growing

hunger for direct access to sound stages.

● The company's in-house movie and series

production is ramping up, and we ain't seen

nothin' yet.

Pandora CEO Tim Westergren

Image source: Pandora.

"We are careful stewards of our

capital, but we will not be shy

about moves that we view as

driving strong leverage into what

is well on its way to becoming

one of the truly great Internet

marketplaces."

"It was this kind of confidence and long term thinking that

created such great opportunity for the likes of Amazon and

Netflix.

"Like us, they both quietly built huge underlying strategic

advantages and parlayed that into pricing and marketing

advantage to extend their businesses and capture adjacent

markets.

"We are following a similar playbook."

Copying Netflix's playbook● Westergren picked some great role models for his global

growth ambitions.

● Amazon built the world's first serious online retail

experience. Netflix created the first global movie service.

● Both stocks have nearly tripled over the last three years

while Pandora struggled to find its footing.

● Following the example of these media market masters

should make Pandora another global powerhouse in

due time. Stay tuned.

Dolby Labs CEO Kevin Yeaman

Image source: Dolby.

"As the number of Dolby Vision televisions

grow, we see increasing momentum on the

content side.

"Netflix began streaming content in

Dolby Vision this quarter and announced

that they will add 150 hours of original

content, available by the end of this year."

"Also this quarter, Amazon announced their

commitment to stream in Dolby Vision. Vudu is

already streaming in Dolby Vision, and to date

there are over 30 titles available.

"And we expect to see as many as 100 Dolby

Vision titles for the home by the end of 2016."

An active media ecosystem● ...pretty much has to include Netflix nowadays.

● Netflix started its Dolby Vision support with

original series Marco Polo, a vivid platform for

Vision's additional color space and high dynamic

range lighting.

● Wide-ranging support is on its way, but Netflix will

continue to offer the largest catalog of Dolby

Vision-enabled titles throughout 2016.

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