Outbrain, the leader of the content recommendation market with a 25% share generated revenue of $260M in 2014, and a three year CAGR of 80%. Outbrain IPO could be valued at a very appealing PS multiple that will attract a high demand for the IPO. Within a reasonable price range, Outbrain IPO is an attractive IPO to participate in.
Akamai is due to report its Q1 2015 earnings on 28 April, post market hours. Revenue growth is likely to slow in Q1, compared to record levels seen in 2014. Net margins could contract in the absence of US federal R&D tax credits.
Yandex earnings for Q1 2015 are due on 28 April. Analyst estimates peg Q1 growth at 15% YoY, in line with the company's guidance. Strong results could unlock the 17% upside potential in Yandex valuations, even after the recent 27% rally.
Could Twitter miss its 2015 revenue guidance? It's unlikely, but Twitter's user growth and engagement trends indicate that revenue growth could slow significantly in 2015, as revenue growth becomes a function of growth in user monetization rates.
Yahoo earnings for Q1 2015 are due to be released on 21 April 2015. Yahoo's search share gains in the US could serve as a tailwind. Mobile revenue growth and display ad-revenue numbers are the ones to watch out for.
Google has been struggling in the social media market for years and an acquisition could help them gain a significant market share. As another in-house development is not an option for Google, acquisition is its last resort. Twitter is the only available social media site that could benefit Google significantly to justify such a move.
Who gave the highest returns? Who grew the most? Who was most profitable? And who's got the most attractive valuations? Comparing search engine stocks, Google, Baidu and Yandex.