Facebook Will Soon Be Known as a Metaverse—Details on the Rebranding
Adam Mosseri Says Instagram to Pause Developing App for Kids
Facebook CTO Mike Schroepfer Resigns, Takes on Brand New Role
Facebook Owns 91 Companies, Including Instagram and WhatsApp
Facebook's XCheck Program Under Scrutiny for VIP Treatment
Facebook Is Getting in on NFTs Through Novi Digital Wallet
Facebook Gets Ready for Metaverse With Digital Crypto Wallet Novi
Will BlackBerry Make a Deal With Facebook? Here's the Scoop
Oracle’s New ID Graph Offers Unique Features
Oracle ID Graph’s unique feature is that it separates device-based identifiers and mobile devices that allow marketers to send a message to these devices directly.
Facebook's Q1 Earnings Call Debunks Rumors It Holds Bitcoin
Elon Musk and Mark Zuckerberg Are Both Billionaires, Not Friends
Is Facebook a Private Company and Why Does It Matter?
US-China Talks: Can ‘Miles and Miles’ Be Covered in Five Weeks?
With about five weeks remaining in the trade truce, Commerce Secretary Wilbur Ross said yesterday that the US was “miles and miles” away from a trade deal with China.
FDN Sees Huge Fund Inflows in Trailing 12-Month Period
In the trailing 12-month period, net fund inflows were $2.3 billion. FDN’s fund flows in the trailing one week and trailing three months were -$105.7 million and $719.3 million, respectively.
Can Cisco Beat Its Own Revenue Forecast in Fiscal 3Q15?
Cisco is expected to announce its fiscal 3Q15 earnings on May 13. Cisco expects its year-over-year revenue growth to be 3%–5% in the quarter.
EU Fine Had a Huge Impact on Alphabet’s Profitability
Facebook’s net profit was $3.9 billion in 2Q17, up from $2.3 billion in the corresponding quarter a year earlier.
Why new messaging rules in China could affect Tencent
Last month, for the first time, China applied restrictions on instant messaging services for national security purposes.
Here’s What Impacted Snap Shares Last Month
The stock for social media company Snap (SNAP) fell 16.0% last month to close at $17.77. It’s now trading just above its IPO price of $17.
Why Twitter Stock Rose 7.3% on March 14
Social media giant Twitter (TWTR) saw its stock price surge 7.3% on March 14, 2018.
Verizon Aims Higher with Yahoo Acquisition
After 11 long months of uncertainty and many negotiations, Verizon (VZ) has completed its $4.5 billion acquisition of Yahoo’s core Internet assets. Let’s look at what’s in store for the US telecom space.
Inside Analysts’ Recommendations for Twitter
While Twitter (TWTR) recently posted better-than-expected earnings and revenue on April 25, concerns over its future revenue growth have pulled down the company’s stock by 2.1%.
Buckingham Research Downgrades Netflix due to Competition Fears
On March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”
Facebook introduces new features to improve e-commerce conversion
Facebook has been looking to diversify its business from online advertisements to e-commerce. E-commerce is a fast-growing market that Facebook should tap.
Salesforce.com partners with Accenture to tailor wearable devices
Salesforce.com (CRM) announced a collaboration with Accenture (ACN. Both companies share an equal passion about wearable technology ruling the market in the future.
Music-Label Deals Could Also Help Facebook’s Video Ambitions
Facebook has been concentrating its efforts on video for a long time now. It has ambitions of becoming the number one player in the video ad market.
Potential Dangers: Twitter and Fake News
Twitter (TWTR) is considering rolling out a feature that could empower its users to report misleading or deceitful news stories, according to a Washington Post report.
Twitter Ending Support for Its Apple Computers App
Twitter (TWTR) announced in mid-February that it would be dismantling its app for Apple desktop computers.
Why Investors Are Watching Twitter’s Audience
Monthly active users Investors are on high alert as Twitter’s (TWTR) 3Q17 release approaches. Last quarter, Twitter failed to grow its audience base meaningfully, and going by how the market reacted to the report, investors were not impressed. Twitter went into 2Q17 with 328 million MAUs (monthly active users), and it came out of the quarter […]
Facebook’s WhatsApp Making Progress with India’s Payments Market
Facebook (FB) has been trying to come up with a mobile payment service for WhatsApp in India (EPI) for quite some time.
Facebook Stock Is Dragging the Tech Sector Down
The Technology Select Sector SPDR ETF (XLK) fell ~2.6% on March 22, 2018.
Eyes Are on Instagram as Facebook Reports 4Q16 Earnings
As Facebook (FB) reports its 4Q16 results, all eyes are on the company’s mobile revenue. FB has begun taking steps to monetize its other mobile properties such as Instagram.
NFLX’s International Membership Additions Exceeded Expectations
On January 19, 2016, Netflix (NFLX) announced its 4Q15 results. Netflix recorded international streaming revenues of $566 million in 4Q15.
Alibaba and Tencent Should Watch Out for Baidu
Baidu is selling a majority stake in its financial services unit as it seeks to raise funds to bolster its competition in China’s digital financial services market.
How Facebook Plans to Address Content Disputes
Facebook (FB) has once again reiterated its ambitions to become the leading content supplier in the social media space.
Has Europe’s GDPR Law Affected Google’s Ad Business?
The European Union’s General Data Protection Regulation (or GDPR) came into force on May 25.
What Facebook Was Aiming for with Its Stock Reclassification
In this series, we’ll review updates in the US Internet space and discuss some of the current issues faced by companies in the industry.
Why User Revolt over Snapchat’s Redesign May Not Be a Negative
Snapchat recently rolled out the biggest update to its app in more than three years. However, the update is facing a massive revolt by many users.
Why Yahoo’s revenue continues to decline
The mobile advertising market is expected to grow at a faster rate than the overall digital advertising market.
Donald Trump or Xi Jinping: Whose Ammunition Will Run Out First?
The trade war between the United States and China has shown no signs of abating.
Why Third Point believes Apple Pay is not a threat to PayPal
Third Point added, “when we break down the applicability of Apple Pay to PayPal’s business mix, we find that Apply Pay will compete directly with only 1.5 to 2% of PayPal’s total payment volume (or TPV).”
Twitter Works to Ban Abusive Speech
Twitter (TWTR) is gearing up to tighten rules to foster healthier conversations on its platform and curb toxic speech.
Why Facebook’s Growth Faces Short-Term Headwinds
Facebook (FB) estimates that the sharing on its platform via Stories (pictures and videos that disappear in 24 hours) could exceed sharing via Facebook’s News Feed.
Why AQR Capital Management chose to open a position in Vodafone
AQR Capital started a new position in Vodafone Group plc that accounts for 0.44% of the fund’s 4Q portfolio.
Facebook: There Remains a Need for Revenue Diversification
According to eMarketer, Facebook (FB) took 19.9% of total US digital advertising funds in 2017, and Google (GOOGL) took 38.6%.
Why a Google Exec Interviewed Ex-Terrorists
Google, Facebook (FB), Twitter (TWTR), and Snap (SNAP) might be losing sleep because authorities are pointing fingers at them for allowing their platforms to breed extremist ideologies.
PayPal Reduced Its Reliance on eBay in Q3 2018
In the third quarter, eBay accounted for 11.0% of PayPal’s total payment volume, which was down from 13.0% in the third quarter of 2017.
Why Facebook stopped using Bing for its web search results
The company has now stopped including results from Microsoft’s Bing search engine through the Facebook search.
Chart in Focus: Alphabet’s Returns and Stock Trends
On May 12, 2017, Alphabet (GOOGL) generated investor returns of 30.1% on a trailing 12-month basis.
Why Snap Laid Off Another 100 Employees
Snapchat’s parent company Snap (SNAP) has been laying off employees recently to curb rising expenses.
Snap Hopes to Make Amends for Its Redesign
Snap (SNAP) announced disappointing earnings for the first fiscal quarter earlier this month and said that Snapchat’s redesign was the culprit.
JAT Capital ups its position in Yahoo
Yahoo! Inc. is a global technology company that provides a variety of products and services. Recently, Yahoo shares climbed higher on third-quarter earnings and revenue that beat analyst estimates.
Appaloosa Management raises its stake in American Airlines Group
Appaloosa Management enhanced its position in American Airlines Group Inc. (AAL) last quarter that now accounts for 3.48% of Appaloosa’s total 1Q portfolio.
Becoming Profitable Is High on Snap’s Agenda
Snap, which went public in March 2017, looks focused on accelerating its path to profitability.
The Sound of Crickets at Twitter: Why It’s Lost Momentum
Twitter’s momentum fades suddenly While Twitter (TWTR) appeared to be pulling up its socks earlier this year when it reported an increase in its number of regular subscribers, a closely watched metric for social media companies such as Twitter, Facebook (FB) and Snap (SNAP), it has not behaved well for investors recently. Twitter added 9.0 […]
How Much Revenue Is Facebook Earning from Advertising?
Facebook’s advertising business posted second-quarter revenues of $13.0 billion, which grew 42.0% year-over-year.
How Are Google and Amazon Placed in Home Automation Space?
Alphabet’s (GOOGL) biggest division, Google, has recently gained traction in the home automation segment where Amazon (AMZN) has a dominant position with its Echo Devices.
Are Alphabet’s Cloud Investments Bearing Fruit?
While announcing its plans for three new undersea cable systems and five new cloud regions, Google also disclosed that it had invested $30 billion into expanding its cloud infrastructure over the last three years.
Why George Soros Compares Facebook and Google to Casinos
Billionaire investor George Soros recently shared his views on social media companies Facebook and Google.
A Look at a Technical Analysis of Amazon
On May 22, 2017, 2.6 million shares of Amazon (AMZN) exchanged hands, and the stock rose 1.1% to close at ~$970.7.
A Look at Intel’s Efforts in the Artificial Intelligence Space
Artificial intelligence opportunities and Intel So far, we’ve discussed how Intel (INTC) may be slowly losing ground in the process technology space. However, this does not deter the company from making R&D (research and development) efforts in the AI (artificial intelligence) space. AI is the future of technology—everything from home appliances to industrial machines could […]
Analyzing Twitter’s Latest Stock Performance
Twitter’s EV-to-adjusted EBITDA (enterprise value to adjusted earnings before interested, tax, depreciation, and amortization) for the trailing 12 months is 68.1x.
Will India Be Able to Balance China’s Falling Apple iPhone Sales?
Apple’s sales in China fell by 26% year-over-year in fiscal 2Q16 to $12.5 billion. Sales more than doubled for Apple between fiscal 2Q12 and fiscal 2Q15.
Facebook’s Efforts to Appease Media Companies
Facebook (FB) is building a paywall tool that would allow publishers to charge for access to stories they publish on Instant Articles, according to the Wall Street Journal.
Can Google Make $20 Billion Selling Hardware?
Amid tightening competition for advertising dollars, there is growing pressure on Google to diversify its revenue sources.
Analyzing Alibaba’s Fundamentals
On December 19, Alibaba (BABA) stock opened at $140.75 and closed at $137.14, posting an average volume of 27.24 million.
Verizon Closing Call Centers to Control Costs
Verizon’s expenses increased 19.9% YoY (year-over-year) to $29.2 billion in 4Q17.
Activision Aims to Increase Its User Base and Player Engagement
World of Warcraft’s MAU (monthly active users) rose 10% YoY in fiscal 2016 and 20% YoY in 4Q16, primarily driven by the successful launch of Legion in 3Q16.
How Can Twitter Benefit with Encrypted Messages Feature?
After years of rumors of enabling an encrypted messaging feature, Twitter (TWTR) is finally testing a feature that will allow users to send end-to-end encrypted messages to other users.
Can Oath Make More Money for Verizon?
Verizon’s (VZ) media-focused business, Oath, reported a revenue fall of 6.9% YoY (year-over-year) to $1.8 billion in the third quarter.
Facebook Objects to Startups Using Similar Names
Facebook had to deal with its own infringement case brought against it by a company named Timeline in 2011. The matter was settled out of court, however, and dismissed in 2013.
Why Facebook Is Expected to Report Strong 2Q16 Earnings
Facebook (FB) is set to report its 2Q16 earnings on Wednesday, July 27. Here’s what analysts expect from the company.
Why Facebook expects revenue growth to slow in 4Q14
The technology sector in general is facing headwinds because the U.S. dollar is strengthening. Facebook earned about 54% of its revenues from international markets in the last quarter. As a result, a strengthening U.S. dollar impacts its revenues and margins.
Why Facebook Has Been in Talks with Banks Lately
According to Reuters, Facebook (FB) is currently in discussions with banks about improving customer service through its apps.
Twitter’s Data Business Continues to Roar
In the wake of the Facebook (FB) privacy scandals earlier this year, Twitter (TWTR) had a bit of explaining to do.
Why Marc Faber Thinks These Stocks Are Vulnerable
Facebook, Amazon, Netflix, and Google returned nearly 388%, 345%, 1,157%, and 217%, respectively, in the last five years.
Where Snap Won and Lost to the Competition in 4Q17
Snap (SNAP), the parent of photo-sharing app Snapchat, reported a significant improvement in revenue for 4Q17.
How Google’s Customer Match Product Benefits Advertisers
Late in 2015, Google launched its Customer Match product, which allows advertisers to provide Google with a list of customer email addresses. Google matches these customers with signed-in customers on Google Search, YouTube, or Gmail.
Is Facebook the Reason Snapchat Is Running to Hardware?
If hardware products appeal to social media users, then Snap as well as Facebook will both enter the business. It won’t be an easy road for Snap.
Is Alphabet’s Africa Push Paying Off?
In 3Q17, Alphabet reported EMEA revenues of $9.1 billion, implying a growth of 23% YoY (year-over-year).
AT&T Aims to Boost Advertising Business through Xandr
AT&T (T) has named its advertising and analytics division Xandr, which it believes will drive advertising revenue to 170 million subscribers.
Why FANG Stocks Are Still Positive Year-to-Date Despite Hurdles
The stock market has seen a huge correction over the last few sessions. On Monday, February 5, the broad S&P 500 Index (SPY) fell a whopping 4.1%.
Facebook May Soon Make Chips for Its Hardware Products
Bloomberg has reported that Facebook (FB) is planning to design chips to power its servers, AI (artificial intelligence) software, and smart speakers, according to a recent job filing.
How Facebook’s Video Approach Differs from YouTube
Facebook (FB) is betting on video to drive its growth in the coming years.
How Analysts Are Viewing Yelp
Of the 35 analysts covering Yelp (YELP), 13 have given it a “buy” recommendation, and four have recommended a “sell.”
Verizon’s 3Q16 Earnings Exceed Expectations as Sales Disappoint
On October 20, Verizon (VZ) posted EPS (earnings per share) for 3Q16 that handily beat the consensus estimate, but sales were disappointing.
Where Does Redkix Fit with Facebook?
Facebook (FB) recently acquired Redkix, a team collaboration tools provider. Estimates are that it paid ~$100 million for the startup.
Can Twitter Succeed in the Local Advertising Market?
As small- and medium-sized enterprises go online to bolster their customer exposure, the local advertising market is heating up with competition, and Twitter (TWTR) is one of the providers stoking the fire.
Comcast and Its Peers Target the Programmatic Ad Market: Why?
Like other companies, Comcast is aiming to grab a share of the programmatic advertising market. The programmatic advertising market in the United States is quickly approaching $9 billion.
A Look at Alibaba’s Technicals
Alibaba’s 14-day RSI (relative strength index) was 75 compared to 87, 67, 84, and 96 for peers Twitter, Amazon, Facebook, and Alphabet, respectively.
Silver Lining for Baidu in China’s Economic Gloom
China has been struggling with an economic slowdown recently in the midst of trade frictions with the United States.
Is Apple Eying AR Glasses?
Apple is working with VR hardware specialist Carl Zeiss in what could lead to an Apple branded AR glass.
How Much Does Twitter Rely on Advertising?
In 3Q17, Twitter generated advertising revenues of $503.0 million. In that quarter, the company generated total revenues of $590.0 million.
Twitter’s 2018 Spending Plan: What You Should Know
While in 2017, Twitter was focused on driving profit margin improvements, in 2018, driving growth is going to take the center stage.
Facebook’s Audience Network helps expand its mobile reach
Audience Network benefits not just Facebook, but developers too. By helping developers manage ad inventories, apps can be more readily monetized.
Will Baidu Expand Its Stock Repurchase Program?
In June last year, Baidu (BIDU) launched a stock repurchase program under which it planned to return as much as $1.0 billion to its shareholders in a period of one year.
Why Bulls May Be Betting on the Technology Sector
The technology sector performed strongly in May, helping the S&P 500.
Amazon’s Relative Strength and Analysts’ Recommendations
Of the 47 analysts covering Amazon (AMZN), 41 have given it “buy” recommendations, one has given it a “sell” recommendation, and five have given it “hold” recommendations.
Twitter’s Project Lightning Could Be Called ‘Moments’
Twitter’s Project Lightning will let users view a collection of tweets with images and videos of a specific event without following individual accounts that have tweeted on the event.
How Verizon’s Media Business Performed in 1Q18
In 1Q18, Verizon’s (VZ) digital media and advertising subsidiary, Oath, posted gross revenues of $1.9 billion—excluding the impact of the revenue recognition standard.
What Went Wrong with Snapchat Stock?
Social media Snapchat’s (SNAP) shares fell 18.5% in the week ended March 10 to close at $22.07. But the stock rose 44% on March 2, the day of its IPO.