LinkedIn has outlined headwinds for revenue growth in Q1 2015. Factor that in and assume LinkedIn's conventional guidance beat margin, and you land up at the lower end of its guidance. This guidance may not be that conservative after all.
BlackBerry announced Non-GAAP EPS of $0.04, against the analysts’ estimate of -$0.05, a surprise of 9 cents. However it fell far short of its revenues estimate. BlackBerry’s revenue stood at $660 million against analysts’ consensus of $786.4 million, a 16% miss.
Even after 20 years (nearly) as a public company, Amazon's lack of profitability begs the question, how long is long enough? Amazon generated less than 1/4th of eBay's profits over the last decade, and Alibaba generated more profits in 2014 alone. Should you invest in Amazon? Probably not.
Mobileye is one of the hottest names in the autonomous vehicles market. The collision avoidance system developer grows its top line at an impressive rate from currently selling its products to top notch automakers as it tries to become the industry standard for camera-based collision avoidance system. While in the long-term Mobileye stock holds significant potential, in the short-term it is a risky investment heavily impacted by speculations of its future position in the autonomous vehicles market.
Facebook's user engagement and monetization on mobile augurs well for future growth. Facebook has over a billion active users on mobile. Strong revenue generation on mobile will drive stock returns.
Twitter's stock based compensation expenses have exceeded $1 billion since its IPO, and the number of outstanding shares has risen by about 74%. Twitter's earnings per share dilution is a risk that investors shouldn't ignore.
Splunk reported better than expected Q4 results. Splunk Stock price dropped by 15% in the previous quarter, creating an opportunity for investors. Investors can gain significant returns over both the short-term and long-term.