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- Facebook topped analyst consensus Non-GAAP EPS estimates of 0.32, by reporting Non-GAAP EPS of 0.42.
- Facebook beat estimates by 10 cents, as a result of aggressive cost control, paired with revenue growth at the upper end of the guidance range.
- The eventual deceleration on an annualized basis will occur in FY 2015, as a result of a much larger base.
- Baidu has diversified into multiple non-core business verticals.
- Baidu's profitability will be in focus in Q2 2014.
- Baidu is an attractive long term investment at its current valuations.
- Microsoft beats on earnings and revenues excluding the impact from Nokia.
- It will take a full year for Microsoft to break-even on Nokia.
- The company's EPS for Q1 2015 will be $.64 based on a break-down of costs using guidance.
- Microsoft could beat on earnings in the next quarter if management is able to keep costs within tight control.
- Satya Nadella communicates that a united ecosystem will keep Windows relevant to application developers.
- Apple reported Q3 2014 EPS of $1.29, beating analyst estimates of $1.22 while missing the topline consensus estimates marginally.
- The 20% earnings growth was driven by margin expansion and share repurchase program.
- The margin expansion was on account of a favourable shift in product mix. Improving gross margins and further buybacks will continue to drive earnings growth over the next few quarters.
- Our Apple stock analysis reiterates our positive long term outlook on the stock.
- Facebook’s revenue to top $3.6 billion for the second quarter of 2014.
- Facebook non-GAAP EPS will exceed 0.41.
- Growth in non-core web properties may surprise to the upside (WhatsApp, Instagram, Messenger).
- Apple is set to report its Q3 2014 earnings today (July 22) after market close.
- Increased iPhone sales will drive topline growth with a favorable sales mix leading to margin expansion in Q3 2014. The Q4 2014 guidance will be critical as it will provide a view into Apple's upcoming product line-up
- Our Apple stock analysis reiterates our positive long term view on Apple, in anticipation of the upcoming product line-up to be unveiled in Q4 2013.
- Valuations of eBay are better than most blue chips in the eCommerce industry which is why investors are focusing on it.
- In the present situation, eBay’s core business is generating most of the revenues while Paypal accredits around 40 percent.
- Paypal is going to become eBay’s biggest source of revenue in the coming years.
• Netflix, the largest streaming service provider, is scheduled to report its Q2 2014 earnings after market close today. • The subscriber growth will be driven by a greater variety and uniqueness of content boosted by releases of in-house content and new content partnerships during the quarter. • We expect the company to report a strong growth in earnings as well as topline, driven by subscriber growth and price increases during the quarter. Netflix (NASDAQ:NFLX) is scheduled to report its Q2 2014 results after the closing bell on July 21. Here is a quick take on what to expect in the quarterly results. Netflix ...
- Google registered strong revenue growth in core and non-core businesses.
- Google’s profitability declined marginally while other key metrics improved.
- Google is an attractive long term investment option at its current stock valuations.
- Display ad pricing declined, even as ad sales increased. The net impact was a moderate decline in revenue.
- Yahoo! continues to consolidate its ad business via Gemini (ad platform).
- Yahoo! missed analyst consensus earnings estimates by a cent, the minor miss isn’t a big problem, but the inability to lower tax expenses on the Alibaba proceeds weakened sentiment.
- Guidance for the next quarter wasn’t very compelling, indicating that Yahoo’s! growth initiatives are expected to become more effective in fiscal year 2015.
- Google's core and non core businesses are likely to improve in Q2.
- Google's profitability is likely to improve in Q2 2014.
- Google is an attractive investment for the long term.
- ChannelAdvisor same store sales data for Q2 2014 suggests Amazon toppling revenue estimates for the quarter.
- However, the stock’s movement post Q1 2014 earnings suggests investors might be beginning to value earnings growth over revenue growth.
- The company has taken various steps to boost bottomline over the last two quarters.
- We re-iterate our negative long term outlook on Amazon stock, with concerns surrounding the company’s ability to deliver significant earnings growth.
- Google has solid revenue growth, profitability and cash flows.
- Google's long term outlook looks strong as non-core business also accelerates.
- Google valuations are attractive for long term investment.
- Facebook ad partner Nanigans has released its Facebook advertising report.
- The report points to solid growth in the CPC and CPM prices on the social network, with a higher CTR pointing to better targeting of ads.
- In view of the report we look forward to a solid topline and earnings growth in Facebook’s upcoming Q2 2014 earnings release.
- TripAdvisor is poised for a solid Q2 2014.
- Acquisitions and new features will drive growth.
- TripAdvisor is a risky bet at its current valuations.
- Twitter will report its Q2 2014 earnings later this month.
- Twitter management has taken various steps to improve monetization on the platform, which is critical to sustain Twitter’s topline growth.
- Twitter monetization metrics will be in focus on account of slowing user growth and focus on monetization.
- Priceline's stock is still down by about 10% from its 52 week high.
- Priceline has a solid track record of revenue growth and profitability.
- Priceline is attractive at its current valuations with a 35% potential upside.
- Facebook has announced the acquisition of LiveRail, a video ad tech platform for programmatic buying of video ads.
- LiveRail serves over 7 billion ads every month through its RTB platform, and is expected to report $200 million in 2014 revenues.
- Facebook and LiveRail will integrate consumer data in order to improve targeting of video ads on both the platforms, resulting in improved engagement among video viewers.
- Yandex stock price has risen 64% in 2 months.
- Yandex has solid fundamentals and attractive valuations.
- Yandex has a 24% potential upside even after a huge rally.
- Twitter acquisition of TapCommerce is one among various steps to drive Twitter revenues.
- Launch of app-install ads across the platform and also on MoPub ad Exchange will boost revenue over the coming quarters.
- The stock continues to trade at extremely expensive levels, making it a high risk investment at its current stock price.
- Twitter experiments with the buy now feature by releasing it to a small sub-set of Twitter users.
- The new feature may monetize users better, as it offers concrete data on the effectiveness of advertising on Twitter.
- As advertisers will be able to instantly convert users through an ad, it may become a feature that Facebook eventually implements.
- All of this bodes well for Twitter as it needs to figure out a way to boost monetization from its international user base.
- PayPal turns to international growth when faced with competitive challenges in the US.
- Growing international transaction volume could be a significant growth opportunity, and assuming PayPal successfully introduces peer-to-peer transaction services in Africa at some future point, the company may be able to add significant volume to its network.
- Assuming PayPal converts some of the global transaction volume with current remittances exceeding $500 billion, onto its own network, I believe that international growth can prevent some of the downward pressure from competition.
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