More From Parker Thomas
What Do Analysts Recommend for Alphabet?
On December 21, 2015, the last trading price of Alphabet (GOOG) was $760.8.
Netflix’s Beef with US Banks over Chip-Based Credit Cards
After its disappointing 3Q15 earnings report, Netflix pointed the finger at US banks and their rollout of new chip-enabled credit cards.
What Can We Expect from Amazon in 2016?
Analysts predict that Amazon Web Services could reach $12 billion in profits by the end of 2016 as companies become more dependent on the cloud and reduce spending on IT infrastructure.
SanDisk Announced 3Q15 Earnings October 21: Reaction Is Positive
SanDisk (SNDK) announced its 3Q15 earnings on October 21, 2015. The market reaction was positive, which showed a marginal increase of 0.16% in after-hours trading.
What Are Analyst Recommendations for SAP?
Of the 13 analysts covering SAP (SAP), eight have a “buy” recommendation, none has a “sell” recommendation, and five have a “hold” recommendation. The analyst stock price target for SAP is $83.
Palo Alto Networks Stock Rises 4% after Fiscal 1Q16 Earnings
Palo Alto Networks (PANW) announced its fiscal 1Q16 earnings on November 23, 2015. Market reaction was positive, and investors drove the stock up by 4.0% in after-hours trading.
VASCO Data Security Outperformed Its Peer Group
VASCO Data Security is thus trading at a discount of 44.17% with respect to its median target and looks to be an attractive buy at current levels.
What Are Analyst Recommendations for Vasco Data Security?
Vasco Data Security (VDSI) has generated returns of -25.5% in the trailing 12 months and 3.0% in the trailing-one-month period.
Twitter’s Operational Efficiency in 2Q15
Twitter is focusing on reinvestment rather than returning revenues to its investors. During 2Q15, it purchased $93 million in property and equipment.
Will Microsoft Outperform Its Peer Group in the Tablet Market?
According to a report from Strategy Analytics, Microsoft will have around 18% of the market share in tablets by the end of 2019.
What Are Analysts’ Recommendations for Facebook?
Out of 52 analysts covering Facebook, 47 have “buy” recommendations, one has a “sell” recommendation, and four have “hold” recommendations on the stock.
What Is Microsoft’s Strategy behind Windows 10?
Before the rollout of the Windows 10 operating system, Microsoft announced a free upgrade from the existing Windows 7 and Windows 8/8.1 operating system.
Baidu’s Revenue Growth Drivers for Fiscal 3Q16
When Baidu revealed its financials for fiscal 3Q15, the market reaction was positive, with the company’s stock price rising by 10% in after-hours trading.
Does Foxconn’s Divestment in GoPro Concern Investors?
Foxconn is a Taiwanese contract manufacturer. It announced that it sold off 30% of its stake in GoPro. Foxconn lost 73.0% of its share price YoY.
Internet Software and Service Sector Outperforms HACK
The PureFunds ISE Cyber Security ETF (HACK) closed at $27.35 with a return of 0.18% on September 21, 2015.
What Are Analyst Recommendations for Qualcomm?
Of the 35 analysts covering Qualcomm (QCOM), 18 have given it a “buy” recommendation, two a “sell” recommendation, and 15 a “hold” recommendation.
ISE Cyber Security Index Beats S&P 500 Index
Since December 2015, the ISE Cyber Security Index (HACK) has beaten the S&P 500 Index (SPX) by 10.54 percentage points. Cybersecurity stock is expected to grow rapidly.
System Software Subsector: Best Performer in HACK
From September 7–11, 2015, the technology sector performed immensely well, pulling all the sectors up. For HACK, System Software was the best performing subsector.
Tech Stocks Benefit from Market Bounce
On September 8, 2015, the tech sector began to bounce back, with all component stocks rising.
SKYY’s Weekly Performance Remained above Average
SKYY closed at $43.9 with a positive return of 0.23% on November 27, 2015, generating a profit of 0.07% for the week.
The Asian Market Provides a Huge Opportunity for Facebook
Social media giant Facebook (FB) has seen significant growth in Asia. User growth in Asia is rising much faster than in other parts of the world.
Fortinet Stock Price Quoted below Its Benchmark
Fortinet (FTNT) has risen 78.48% in the trailing twelve months (TTM) and 4.07% over the last month. The share price of the firm has seen a rise of 2.86% in the trailing five-day period.
Web Application Vulnerability Gives Target to Hackavist
As evidence of increased web application vulnerability, Trustwave App Scanner has found 17,748 flaws and discovered that 98% of applications have an exposure through at least one or more flaws, which could give easy access to cybercrime.
SKYY Weekly Performance Remained Balanced on October 20
The First Trust ISE Cloud Computing Index ETF (SKYY) closed at $30.12 on Tuesday, October 20, 2015. SKYY generated a positive return of 0.23% and a 0.84% profit for the week.
PowerShares QQQ’s Subsectors Generate Negative Returns
QQQ closed at $102.16 with a return of -1.19% on Friday, September 4, 2015, generating a loss of 3.28% for the week.
Juniper Collaboration with Aerohive: New Wi-Fi Solutions
Juniper and Aerohive Networks have decided to collaborate to deliver a cloud-managed, wired and wireless solution for distribution among various sectors.
CyberArk’s Stock Price Is Quoted above Its Benchmark
CyberArk has generated returns of 86.3% for the trailing-12-month period and 10.6% in the trailing-one-month period.
How Will the Volvo Partnership Benefit Microsoft?
Microsoft announced its partnership with Volvo to project driverless vehicles that will allow potential buyers to visualize and configure cars in three dimensions.
Why Many Businesses Prefer Facebook for Video Advertisements
Video has become an integral part of Facebook’s (FB) experience, and the company continues to invest in building new features such as live video streaming and caption-enabled videos.
Facebook’s Earnings in 4Q15: Facebook Shares Rose by 12%
Facebook beat analyst estimates for both revenues and EPS. The company reported revenues of $5.8 billion, compared to estimates of nearly $5.4 billion.
Xilinx Revenue Continues to Fall, Expects Next Quarter’s to Rise
Xilinx’s revenue has been falling since Q414. This quarter they reported a gross margin of 70.1%, compared with 72.0% in the same quarter last year.
Application Software and Consulting Service Sector Is Falling
Application software is the worst performing sector. It generated a return of -4.75%. Within the sector, Gemalto (GTO) generated returns of -13.65%.
F5 Networks Outperformed the SPDR S&P 500
Even though F5 Networks is highly volatile, it’s performing better than the S&P 500. It has generated a better return of 0.0005. SPY’s return was 0.0002.
Pinterest to Take E-Commerce Stake with Its New Acquisitions
In June 2015, Pinterest launched buyable pins, helping pinners—people sharing images and links—to buy products within Pinterest itself.
Cloud Workloads Expected to Grow Threefold
Cloud workloads are expected to grow more than 200% from 2014 to 2019, whereas traditional data center workloads are expected to see a CAGR (compound annual growth rate) decline of 1%.
Facebook’s Domestic User Growth Continues to Slow
Facebook showed a rise of 15% in its number of monthly active users, which stood at 1.6 billion in 3Q15 compared to 1.4 billion in 3Q14.
Cloud Storage Increases Along with the Risk
As more and more business processes and services move to the cloud, it will create a challenge for companies to keep their websites running without any security issues.
What Are the Analyst Recommendations for Alphabet?
As of November 18, 2015, Alphabet has generated returns of 38.9% for the trailing-12-month period (or TTM) and 8.6% in the trailing-one-month period.
Google Enlisted Ford to Implement Self-Driving System
Google and Ford are set to form a partnership to develop self-driving cars. The partnership is scheduled to be announced by Ford at the “consumer electronics show” in January 2016.
How Did the Market React to GoPro’s Earnings Announcement?
GoPro’s revenue has risen by 72% in 2Q15—compared to the same quarter the previous year. It was mainly driven by strong demand from Europe and Asia.
What Are Analysts’ Recommendations for Twitter?
As of March 21, 2016, Twitter (TWTR) has generated returns of -67.1% for the trailing 12 months and -7.8% in the trailing-one-month period.
Twitter Faces a Tough Time Attracting Advertisers
Digital advertising has been the key source of earning for Twitter as marketers shift from traditional ways to more data-driven and user-specific advertising.
What Did Erinn Murphy Say about GoPro?
GoPro cameras started selling on discount and flash sale websites. For fiscal 3Q15, GoPro ended up with a huge inventory on its balance sheet.
Avago Technologies Quoted Marginally Above its Benchmark on September 4, 2015
Avago, which constitutes 0.62% of the PowerShares QQQ, generated returns of 37.86% and -1.14% for the trailing 12-month and one-month periods, respectively.
Twitter’s New ‘Moments’ May Engage More Users
Twitter has rolled out a new feature called Moments. By pressing the Moments button on Twitter’s mobile app, users can view pictures and videos of events as they happen.
F5 Networks’ Stock Moved at a Steady Pace
F5 Networks announced its 3Q15 earnings on July 23, 2015. The stock price rose by 8% on the day that the results were announced.
How Advantageous Is Facebook Compared to Other Platforms?
The advantage of Facebook over other social media platforms is its 1.6 billion monthly active users.
How eBay’s Core Platform Performed Last Quarter
From auction to fixed-priced Marketplace is eBay’s (EBAY) core platform. It undertakes a high rate of transactions compared to platforms such as StubHub and Classifieds. It provides a variety of products that are listed in catalogue form along with attractive offers and promotions. Marketplace is a platform for connecting buyers with sellers of common interest […]
Why Snapchat Might Develop Its Own Smart Glasses
Snapchat has been recognized for building innovative and enticing features.
Snapchat Video Viewers Grew Significantly despite Small User Base
The ephemeral messaging app Snapchat is becoming a hub for mobile video watchers.
Why Baidu’s iQiyi.com Failed to Compete with Youku Tudou
During the latest fiscal quarter, iQiyi actually brought Baidu’s operating margin down by 5.4%. Baidu holds about 80.5% stake in iQiyi.
How Pinterest Will Create More Value for Advertisers
Pinterest is expanding its self-serve advertising feature to allow advertisers to place ads without any help from advertising sales representatives.
Why Twitter Is Failing to Monetize the International Market
Twitter’s monthly active users (or MAUs) in the world’s third-largest economy, Japan (EWJ), stand at 35 million.
How Will Twitter Benefit from Its New Features?
Twitter (TWTR) is making it easier for customers to share their feedback and grievances about products and services to its web portal.
How Will Facebook Deal with the Growing Use of Bandwidth?
Previously, Facebook (FB) accounted for less bandwidth usage than it does now. This has changed with the rising use of rich media content.
App Streaming: Will Google Make Users Spend More Time Searching?
Google’s (GOOG) Android dominates the global smartphone operating system market, with a share of 81.1% compared to Apple’s (AAPL) iOS share of 15.2%, according to IDC.
How Is Google X’s Self-Driving Car Project Performing?
Alphabet’s (GOOG) Google X unit aims to develop an autonomous car that does not require any human intervention and at the same time, maintains safety on the road.
DeepMind’s AlphaGo: Google Breakthrough in Artificial Intelligence
Recently, Google’s (GOOG) DeepMind has made a breakthrough in artificial intelligence (or AI) by beating Lee Sedol, the world’s best Korean player of Go.
Google’s Project Loon: Will History Repeat Itself?
Google is currently in talks with several Indian telecom companies to launch Project Loon. The objective of this project is to provide affordable Internet access to remote areas by using balloons instead of a cellular tower.
How the Acquisition of Connectifier Could Benefit LinkedIn
During the recent quarter, LinkedIn (LNKD) announced the acquisition of Connectifier, a startup that helps recruiters find talent.
How StubHub Will Be Recognized as a Single Source for Ticketing
eBay’s StubHub is the largest ticket marketplace in the United States. It’s a platform where buyers and sellers meet and trade tickets for live events.
How LinkedIn’s Revamped Project Voyager Performed after Its Launch
In December 2015, LinkedIn (LNKD) entered the era of mobile communications with its revamped Project Voyager app, which was designed to streamline the user experience and user interface.
Why eBay Broadened Its Exposure to the China’s Market
According to eMarketer, there were 148 million online shoppers in China in 2010, accounting for 11% of the population and 32% of China’s Internet users.
What Are Analysts’ Recommendations for Alibaba?
As of March 4, 2016, Alibaba (BABA) has generated returns of -16.1% for the trailing 12 months and -15.3% in the trailing-one-month period.
LinkedIn Streamlines the Process of Targeting Ads and Campaigns
LinkedIn (LNKD) invests aggressively in Sponsored Updates, with the aim of incorporating additional functionalities and streamlining the process of targeting ads for the marketers.
LinkedIn’s Efforts to Introduce New Features to Its Product Line
The leading professional networking site, LinkedIn (LNKD) is finding it difficult to keep its stock price up since it announced its 4Q15 earnings. The company’s shares have seen a significant fall of 43% to a three-year-plus low of $102.90.
What Was the Reason for eBay’s Sluggish Growth in 2015?
eBay’s shares have seen a fall of 16.0% over the last three months. Additionally, the company’s recent quarterly disclosure drove its shares down by 11%.
Why Alibaba Is Buying Back Shares Worth $500 Million
In its recent earnings, Alibaba (BABA) mentioned that it is highly reliant on China despite its aspirations to broaden its exposure overseas.
Why Alibaba Is Collaborating with Nvidia
Alibaba’s (BABA) arm AliCloud is expanding its cloud capability and artificial intelligence by collaborating with Nvidia (NVDA).
How eBay Will Execute Its Structured Data Initiative
eBay’s (EBAY) initiative toward structured data—to make the listing process standardized—will lead the company to the use the barcode technology.
How Alibaba Could Benefit from the Youku Tudou Acquisition
In November 2015, Alibaba (BABA) made its move to penetrate the online video streaming service by acquiring Youku Tudou (YOKU) in an all-cash deal worth $4.4 billion.
eBay Will Recommend Its Seller Hub to Users
eBay has come up with a new analytical tool called the Seller Hub to provide its sellers with a dashboard of activities carried out on its web portal.
How Groupon Could Help Alibaba Penetrate the US Market
In February 2016, Alibaba announced it would buy 33 million shares of Groupon (GRPN). With a 5.6% stake, Alibaba will become the fourth-largest investor in the company.
Why eBay’s Classifieds Is Being Exposed to More and More Users
eBay’s Classifieds has improved the user experience with its standalone app Close5, whose total downloads reached 6 million in the recent quarter.
What Initiatives Is eBay Taking to Stimulate Its Buyers’ Growth?
During the recent quarter, eBay added 79 million unique products to its catalogue, which increased its listings processed to 37% year-over-year.
How China’s Changing Economy Is Impacting Alibaba’s Growth
In its recent quarter, despite the economic turmoil, Alibaba (BABA) managed to increase its revenues in China (FXI) by 35% year-over-year.
Why Alibaba’s Revenue Growth Is Exceeding Merchandising Growth
In the previous two quarters, Alibaba’s growth rate year-over-year from revenue surpassed the growth rate of GMV.
How Alibaba Is Working to Build Its Rural Customer Base
E-commerce giants in China (FXI) like Alibaba Group Holding (BABA) and JD.com (JD) are now focusing on building a customer base in the rural regions of China.
What Are Facebook’s 3 Key Priorities?
Facebook’s mobile monthly active users (or MAUs) constitute 90.6% of total MAUs.
What Do Analysts Recommend for Twitter?
As of February 24, 2016, Twitter (TWTR) has generated returns of -62.9% for the trailing 12 months (or TTM) and -5.8% in the trailing-one-month period.
Instagram’s Active Advertisers Surpassed Twitter’s
The increasing popularity of Instagram among US teens resulted in the declining attractiveness of Facebook for this demographic.
How Facebook’s Improved Features Are Attracting More Users
Facebook (FB) is engaging more and more users with its set of features such as groups, events, and pages.
Where Does Twitter Stand in Comparison to Peers?
Until last year, Twitter managed to increase its revenue per user despite its user growth declining.
How Twitter Justifies Its Decline in Active Users
Twitter (TWTR) stock has risen 28.0% since the day the company disclosed its 4Q15 results. The company has made several attempts to bring in new users and retain existing ones.
Amazon to Acquire Emvantage to Facilitate Payment System in India
Amazon recently announced the acquisition of Emvantage, an Indian startup that provides a platform to make online payments using debit or credit cards and other mobile payment systems.
The Rationale behind Amazon’s Growing Shipping Costs
In January 2015, UPS and FedEx shifted their pricing metrics to dimensional weight on ground shipments. This created pressure on e-commerce shipping.
Amazon’s Fulfillment Centers: What’s the Benefit?
Amazon provides sellers with an advanced fulfillment network that allows businesses to store their products in Amazon Fulfillment Centers.
How Did Facebook Drive More Traffic to Instant Articles?
Facebook (FB) is highly monetizing its growing user base of 1.6 billion as of 4Q15. It’s doing this by liberalizing its policies for publishing Instant Articles.
Facebook Video Ads Communicate Even If They’re Running Silent
Many brands prefer the Facebook platform to post videos because its users are diversified demographically and geographically compared to Twitter and Google Plus.
Facebook Users Go Live with New Video Streaming Feature
Facebook has announced the rollout of live video streaming to all iPhone users across the United States. This new feature will be part of the Facebook app.
Facebook to Monetize Messaging App: Will It Nail the B2C Market?
Facebook (FB) announced in its blog post that its WhatsApp Messaging app has crossed 1 billion users and has found a new way to monetize its users.
Facebook Sports Stadium: Will New Feature Attract Sports Fans?
Facebook (FB) has come up with a new feature called Facebook Sports Stadium. Its purpose is to attract sports fans to follow play-by-play updates, live scores, and commentaries on games.
Twitter’s Ad Revenues Surge despite Flat User Growth
For the last few quarters, Twitter has found it difficult to increase its number of monthly active users, one of its key revenue drivers.
Amazon and Microsoft to Face Off in Cloud Computing Space
Amazon’s (AMZN) Amazon Web Services (or AWS) has been leading the cloud computing segment.
Why Amazon Is Expanding Logistics to the Ocean Freight Market
E-commerce giant Amazon (AMZN) is planning to expand its logistics operations to the sea.
Google’s Cost-per-Click for All Its Properties Moved in Tandem
According to Forbes, both PC and mobile search ads have contributed around 70% of the total value generated by Google.
A Closer Look at Alibaba’s Fiscal 3Q16 Operations
Despite the economic slowdown in China (FXI), Alibaba (BABA) generated revenues of 34.5 billion renminbi in fiscal 3Q16 compared to 26.2 billion renminbi in the same period last year.
Amazon Continues to Expand Its Exposure in China
Amazon’s efforts to target overseas international consumers have started gaining ground against China’s two e-commerce leaders, Alibaba and JD.com.
Alibaba Outperformed Expectations in Fiscal 3Q16 Earnings
E-commerce giant Alibaba Group Holding (BABA) reported its fiscal 3Q16 earnings on January 28, 2016. Despite the economic downturn in China, it beat analysts’ estimates.
Amazon’s Shares Slumped by 14% on Lower-than-Estimated 4Q15 Earnings
Amazon’s 4Q15 results drove a hostile market reaction and dragged shares down by 14%, despite the fact that it achieved its highest quarterly growth ever.