RECENT Tech, Media, and Telecom RESEARCH
Verizon 1Q15 revenue grew ~3.8% year-over-year to ~$32 billion. The telecom company’s consolidated revenue in the quarter was ~0.9% lower than expected by Wall Street analysts.
In 1H15, AT&T (T) had the top spot, among the four largest national wireless carriers, in overall network performance in the Dallas metro market.
More than 500 million people come to Twitter each month but don’t log in. By providing a better experience to logged-out users, Twitter aims to better monetize their page views.
With 38% of its revenue coming from international markets, Amazon believes its weaker revenue growth stems from the dollar’s appreciation against international currencies.
Based on the 1H15 results for the Milwaukee metro market by RootMetrics, Verizon beat AT&T in overall network performance.
Qualcomm continues to face issues in China (FXI), the most important market for the company. Plus, Samsung reportedly replaced Qualcomm’s chipsets with its own chipsets in its latest Galaxy S6 smartphone.
Facebook has said it plans to accelerate its spending on operating expenses in 2015. This could be a concern for short-term investors in Facebook.
eBay (EBAY) is expected to announce its 1Q15 earnings on April 22. eBay’s revenue growth has slowed down over the last few quarters, and Investors should expect the slowdown to continue.
Sprint initiated the “Direct 2 You” service on April 13 in the Kansas City metro market. The service will be extended to Miami and Chicago on April 20.
Sprint’s (S) network performance improved in 1H15. The wireless carrier’s rank, in terms of overall performance, increased a notch to second place in 1H15.
Apple (AAPL) has bought LinX Computational Imaging, a company that develops camera technology for smartphones and tablets.
Yahoo (YHOO) is expected to announce its 1Q15 earnings on April 21 after the market close. It expects to earn $1.11–$1.15 billion in GAAP revenue.
Mobile apps provide a convenient way for users to look for information. They involve minimal clicks. This is especially true for e-commerce platforms.
Netflix announced its 1Q15 earnings on April 15. It beat its own estimates in terms of member growth and margins. Globally, it added 4.9 million new members.
On April 13, 2015, AT&T extended its GigaPower Internet offering to the Atlanta metropolitan area. Google’s plans to offer its 1Gbps service to Atlanta.
On April 15, 2015, SanDisk (SNDK) released its 1Q15 earnings. The company’s revenues and non-GAAP EPS were $1.33 billion and $0.62, respectively.
On April 9, 2015, Microsoft added Dropbox as a repository choice for Office Online. Office Online is the browser-based versions of Excel, PowerPoint, and Word.
Based on consensus estimates as of April 14, 2015, AT&T 1Q15 revenue will grow by a marginal ~1% year-over-year during the quarter.
Last Sunday, Time Warner’s (TWX) new subscription service, HBO Now, premiered the fifth season of the popular show Game of Thrones.
eBay (EBAY) provided new details in securities filings last week. Both eBay and Paypal will have to abide by certain rules even after the split.