Michael Pachter


Last quote by Michael Pachter

This is good for everybody, not just Amazon.
Mar 23 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Michael Pachter is associated, including Netflix and Amazon Video. Most recently, Michael Pachter has been quoted saying: “This is good for everybody, not just Amazon.” in the article Amazon.com wins $1.5 billion tax dispute over IRS.
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Michael Pachter quotes

But management appears unfocused and complacent, while the narrative has shifted to buyout rumors.

If [Switch's components are] similar to PS4 and Xbox One, porting should be relatively easy and cost-efficient, which will mean that there should be high-profile third-party games available early on, increasing the system's popularity.

Props to them. They're buying subscribers at a clip of negative $2 billion a year? Good for them, but if they don't make money, I don't understand the share price at all.

Amazon can outlast them forever. Bezos is a tough guy. Bezos is Dr. Evil, he intends to take over the world, and he's going to succeed.

They're making a big bet that they are better than Hulu – and Amazon and FX and USA Network and AMC – at developing this stuff. And yet I think they completely lack the internal expertise to compete.

Investors appear laser focused on subscriber growth, and so long as Netflix delivers on that metric, investors will bid its shares up.

Overwatch is a phenomenon that demonstrate's Blizzard's creativity and the audience it has built over the last two decades.

It's fair to presume demand for games will grow by at least 10 percent for the next several years including mobile, desktop free-to-play and console games. There should be a high correlation between job demand and product demand, so if sales grow by 10 percent or more, it is logical that demand for the people who make games will grow by 10 percent or more.

We are confident that once it announced a standalone service, Amazon declared war on Netflix, and intends to back up its new offering with a branding strategy of its own.

The shares are down because their domestic subscriber growth slowed to a crawl … and domestic profits fuel their international losses.

We are not concerned about the decidedly more negative response to the trailer for the latest Call of Duty. Despite this negativity year after year, Call of Duty still sells 25 million units or more on an annual basis, meaning gamer sentiment does not match gamer spending.

I don't see 50 million Prime users making a huge dent in the 2 billion YouTube user ecosystem.

The biggest surprise is that they delayed Karma. They said they wanted to work on the features... they did not explain the delay and why they did not notice it three months ago.

I honestly don't think anyone cares if he has more power, since he's done everything right since they went public.

The company consistently 'warns' about higher spending, but they consistently manage their spending to deliver earnings upside. They're an impressive company, and they leave very little room for criticism.

Amazon Video will up the ante for acquiring new content. This creates a double-whammy for Netflix–higher content spend and slowing subscriber growth.

I think that people who relied on unbridled international growth are beginning to have second thoughts, and the company now faces domestic competition that may limit its ability to grow domestic profitability.

I think the company is really valuable ... I don't think they (Pandora) will give a deal if they are below $20 a share.

Since Facebook killed it yesterday, the others are enjoying a rally. Facebook use is completely independent of Amazon use, but investors blindly bid up all of them when one does well.

The stock is getting killed because the Street is too high on next year.

Take a cue from the deals that aren't being done with Netflix. It is a sign that the content providers are willing to walk away and go elsewhere.

The rollout in 130 countries in early January ensures that they will have no problem hitting their international target.

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