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YouTube net US video ad revenue is expected to grow at a slower rate, due to increased competition, saturation of video ad space, and slowing engagement trends. YouTube will have to invest more capital into content development, which will lower the overall profitability of the segment as content acquisition costs will increase considerably.
While Twitter is expected to report strong revenue growth and user engagement, user growth will be the metric to watch out for in Q3 2014. At its current valuations, a small disappointment on any front could trigger a correction in Twitter valuations.
Facebook ad partner Nanigans recently released its Facebook advertising benchmark report for Q3 2014. Nanigans reports a solid growth in CPC and CPM prices on the social network, even as the CTR continued to grow. The Nanigans report hints at yet another quarter of solid revenue and earnings growth at Facebook.
Online real estate portal, Zillow, will report its Q3 2014 earnings at the beginning of November. Zillow has the biggest number of monthly unique visitors among the US real estate websites and dominates 48% of that market. Zillow faces a new competitive challenge from the News Corp-Move deal as well as regulatory challenges from the Federal Trade Commission (FTC) regarding the Trulia acquisition.
Yelp is scheduled to report its Q3 2014 earnings on October 22nd after the market close. Analyst consensus estimates earnings of 3 cents per share on revenue of $98.9 million. The company will report in-line with estimates and is more of a long term play which will benefit from the growth opportunity in the local business online advertising.