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Company & Industry OverviewsVerizon 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. Company & Industry OverviewsBuckingham 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.” Company & Industry OverviewsMusic-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. Company & Industry OverviewsPotential 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. Company & Industry OverviewsTwitter Ending Support for Its Apple Computers App
Twitter (TWTR) announced in mid-February that it would be dismantling its app for Apple desktop computers. Macroeconomic AnalysisFacebook Stock Is Dragging the Tech Sector Down
The Technology Select Sector SPDR ETF (XLK) fell ~2.6% on March 22, 2018. Company & Industry OverviewsEyes 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. Company & Industry OverviewsAlibaba 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. Company & Industry OverviewsHow 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. Company & Industry OverviewsHas 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. Company & Industry OverviewsWhat 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. Company & Industry OverviewsWhy 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.Technology & Communications 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. Company & Industry OverviewsTwitter Works to Ban Abusive Speech
Twitter (TWTR) is gearing up to tighten rules to foster healthier conversations on its platform and curb toxic speech. Earnings ReportWhy 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. Real EstateWhy 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. Company & Industry OverviewsPayPal 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. Earnings ReportWhy 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. Earnings ReportChart 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. ConsumerAppaloosa 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. Company & Industry OverviewsBecoming Profitable Is High on Snap’s Agenda
Snap, which went public in March 2017, looks focused on accelerating its path to profitability. Earnings ReportHow 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. Company & Industry OverviewsHow 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. Fund ManagersWhy George Soros Compares Facebook and Google to Casinos
Billionaire investor George Soros recently shared his views on social media companies Facebook and Google. Earnings ReportA 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. Company & Industry OverviewsAnalyzing 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. Company & Industry OverviewsFacebook’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. Company & Industry OverviewsCan Google Make $20 Billion Selling Hardware?
Amid tightening competition for advertising dollars, there is growing pressure on Google to diversify its revenue sources. Company & Industry OverviewsAnalyzing 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. Company & Industry OverviewsVerizon Closing Call Centers to Control Costs
Verizon’s expenses increased 19.9% YoY (year-over-year) to $29.2 billion in 4Q17. Company & Industry OverviewsCan 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. Company & Industry OverviewsFacebook 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. Earnings ReportWhy 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. Company & Industry OverviewsWhy 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. Company & Industry OverviewsTwitter’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. Fund ManagersWhy 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. Company & Industry OverviewsFacebook Determined to Make Money in Africa
Through Internet.org, Facebook offers various countries in the developing world a free app that enables users there to access certain websites and apps without any data charges. Company & Industry OverviewseBay and Adyen Are More Than Payment Partners
When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed. Macroeconomic AnalysisDotcom Bubble 2.0? We Don’t Think So!
Although tech stocks have been buoyant in 2015, we don’t think that this means the advent of dotcom bubble 2.0. There are some key differences. Company & Industry OverviewsInside Facebook’s Top 3 Priorities
Investment research firm Zenith estimates that worldwide spending on online video ads rose 23.0% to $27.2 billion in 2017. Company & Industry OverviewsHow Would Facebook Make Money with a Dating Service?
Facebook (FB) is expanding into the online dating business. Its online dating service is expected to begin trials in the coming months. Earnings ReportYahoo’s Tumblr Outshines Instagram in User Growth
Yahoo plans to make Tumblr similar to YouTube and is trying to convince some of Google’s top YouTube stars to make Tumblr their exclusive video distributor. Earnings ReportWhere Is Facebook Investing Heavily?
Facebook has been hiring new talent and investing heavily in improving user experience on Instagram, WhatsApp Messenger, and Messenger. Instagram is expected to churn big money for Facebook. Company & Industry OverviewsApple Pay Will Likely Stay Ahead of Google and Samsung
Apple Pay is ahead of Google Pay and Samsung Pay. A report from Patently Apple indicated that by 2020, the digital wallet would have nearly 227 million users. Fund ManagersGeorge Soros Buys Slack, Increases SPY Short Exposure
The 13F filing showed that George Soros bought almost 500,000 Slack (WORK) shares at an average price of $37.5 per share during the second quarter. ConsumerHow to Invest in Global Wide Moat Stocks
The Morningstar Global Wide Moat Focus Index has global exposure, unlike the Morningstar International Moat Index (MOTI). Technology & CommunicationsFacebook Changed Its Mind on Monetizing WhatsApp
Facebook decided not to proceed with its plan to bring ads to WhatsApp. The company disbanded WhatsApp’s advertising team and discarded its work. Company & Industry OverviewsWhy Facebook Doesn’t Break Out Revenues for Every Country
Facebook and Alphabet (GOOGL), the parent of Google, generate more than 50% of their revenues abroad. Real InsightsWhat Brought the Communication Services Sector to Light in 2019?
In September 2018, the new S&P 500 Communication Services Sector index was launched. Technology & CommunicationsHow Facebook’s WhatsApp Pay Plans to Make Money
On Monday, Facebook announced that people in Brazil will be able to use WhatsApp to send money to one another or pay for purchases from local businesses.