Facebook Inc

A scrutiny of Facebook’s (FB) cost structure reveals that the company’s costs and expenses rose faster in 3Q17 than in the prior quarter and year-ago quarter.

In a bid to retain market share, Netflix (NFLX) continues to boost its investment goals by strengthening its content portfolio.

Through the Altspace acquisition, Microsoft’s Windows 10 can now boast a self-VR social networking service and can now compete with Google and Facebook.

With the PC (personal computer) market slowing, Intel (INTC) has been banking on its DCG (Data Center Group) to boost overall earnings.

Better TV audience targeting In seeking to merge with Time Warner (TWX), AT&T (T) is motivated by advertising prospects. For AT&T, combining Time Warner’s media assets, especially high-quality content, with its technology and massive user data should make a huge difference in its advertising business. For example, AT&T hopes that the combination will enable it […]

Monetary value of a user Social media companies Twitter (TWTR), Facebook (FB), and Snap (SNAP) show how much money they make off each of their user accounts as average revenue per user, or ARPU. ARPU is a measure of monetary value a user brings to a platform. Whereas Facebook and Snap released their ARPU for 2Q17, […]

Alibaba’s (BABA) revenue per monthly active mobile user (or MAU) was 196 yuan (or $29.00) in fiscal 1Q18.

Nokia’s routers are capable of handling cloud-based Internet services, VR (virtual reality), programming, and next-generation mobile communications.

Cisco Systems (CSCO) acquired Meraki for $1.2 billion in November 2012. Meraki expanded its services portfolio and entered the cloud communications market.

The big technology companies (XLK) are expected to continue dominating the markets (SPY) (QQQ) thanks to their size, innovations, acquisitions, and investments in 2017.

Snap (SNAP) plans to release its 2Q17 earnings results on August 10, 2017, during a time of heightened concern about its future. Advertisers have expressed concern about content discoverability on Snapchat.

Yelp trimmed its 2017 adjusted EBITDA—a move stemming from, in part, the impact of its acquisition of Turnstyle.

On June 13, 2017, Verizon (VZ) sealed the acquisition of Yahoo, marking the end of a deal that was announced in July 2016.

Twitter’s current book value per share of ~$6.5 compares with its expected book value per share of $6.4. Its shares are trading at a PBV ratio of ~2.8x.

NVIDIA’s GeForce business In the previous part of the series, we saw that NVIDIA (NVDA) generates sales volumes from its gaming business. The company has been in the gaming market for several years and earns more than 50% of its revenue from this market. At NVIDIA’s 2017 Investor Day, GeForce senior vice president Jeffrey Fisher […]

American Express (or Amex) (AXP) has entered into digital partnerships with Airbnb, Facebook (FB), and Uber in order to offset the revenue loss from Costco (COST).

Snap (SNAP) has quietly integrated PayPal’s (PYPL) software developer kit (or SDK) into its Snapchat app.

NVIDIA (NVDA) is developing products to support AI (artificial intelligence) adoption in the data center, embedded devices, and automotive spaces.

In May 2016, GoPro (GPRO) announced a multiyear partnership that includes content production, cross-promotion, and distribution on a global scale with Red Bull.

Cisco acquired Meraki in November 2012 for $1.2 billion. Meraki’s technology provides a means to control Wi-Fi networks through the cloud.

The growing number of third-party sellers on Amazon Marketplace is one of the key factors driving the company’s expansion in its gross margin.

The global distribution of digital games is expected to reach $12.9 billion in 2019 and should account for 19.6% of the industry’s overall gaming revenue.

Average revenue per user (or ARPU) is a key metric for Internet companies, as it helps in analyzing how well a company can monetize its user base.

Previously, Facebook (FB) accounted for less bandwidth usage than it does now. This has changed with the rising use of rich media content.

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.

Out of 43 analysts covering Yahoo, 26 have “buy” recommendations, none have “sell” recommendations, and 17 have “hold” recommendations on the stock.

The majority of Apple’s revenues come from the iPhone, but the majority of the smartphone market is driven by Google’s Android. Google is valued at $527 billion.

The advertising revenues for Comcast’s (CMCSA) NBCUniversal Cable Networks and Broadcasting Television business are susceptible to advertising cyclicality and program ratings.

Signet acknowledges the value of e-commerce growth and its ability to maximize in-store experiences. Signet has thus integrated its website with its stores.

Disney’s (DIS) Media Networks segment was the biggest contributor to its revenue, at 44% or $52.5 billion, in fiscal 2015.

In 3Q15, Netflix reported consolidated revenues of $1.7 billion compared to 1.4 billion in the same period the previous year—an increase of 23.3%.

Currently, Amazon’s Prime Video service is not a major player in the video streaming market, but it continues to grow at a rapid pace thanks to Amazon’s continued investment.

Project Lightning is a new feature. It’s a button that’s available on Twitter’s social media mobile app. Users can view pictures and videos of live events.

In addition to social media initiatives, Clinique’s “Forecast” mobile application provides weather information and skincare tips related to weather conditions.

Instagram reported its click-through rate of 1.50% for the month of August to date. This is almost double Facebook’s rate. Instagram clearly has the potential to churn out big money for Facebook.

In the camcorder market, GoPro (GPRO) has the leading market share of 47.50%. It’s followed by ION, Sony (SNE), and Polaroid.

In May 2012, Facebook’s stock price was $38, and its PE ratio was 80.0 x. The ratio reached an all-time high of 7,930x, when net income dropped to $53 million that year.

As the US economy expands, innovation seems to be the tide that is lifting all boats. Innovation is being driven by technology.

The overall large-cap technology sector is suffering from currency issues. Microsoft expects a 4% hit to its revenue growth, and Apple expects a 5% hit.

Citadel Advisors’ 4Q14 portfolio increased by 3.63% to $82.66 billion from $76.77 billion in 3Q14.

In the past, Microsoft (MSFT) has shown reluctance to support the open source software movement. However, it seems the company has changed its strategy.

Average revenue per user (or ARPU) is another important metric for Internet companies. It provides an idea of how well a company can monetize its user base.

In 2013, globally mobile internet user penetration was 73.4%. It will be more than 90% in 2017. Internet users had mobile internet usage on smartphones and tablets.

Display advertising is a type of online advertising that appears next to content on websites, instant messaging (or IM) applications, and email.

The Make in India campaign, introduced last September, is expected to create job opportunities for at least 100 million youths in India over time.

Renaissance Technologies is an investment management firm. The fund’s portfolio decreased to $36.52 billion in the third quarter—compared to $42.89 billion in the second quarter.

The volume and velocity of business data has changed dramatically in the last couple of years—it’s skyrocketing every day.

Google’s share in the mobile advertising market could decline from ~53% in 2012 to 47% in 2014.

WhatsApp competes with apps such as Line and WeChat in the mobile messaging industry, but it’s the global leader and is quite popular—especially in Europe, Latin America, and Asia.

On February 19, Facebook (FB) announced its purchase of the mobile messaging service WhatsApp for $19 billion in cash and stock.