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Earnings Report Examining Facebook’s Cost Structure
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.Consumer Netflix Battles Competition through Huge Investments
In a bid to retain market share, Netflix (NFLX) continues to boost its investment goals by strengthening its content portfolio.Technology & Communications How AltspaceVR Could Benefit Microsoft HoloLens in VR
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.Company & Industry Overviews Inside Intel’s Data Center Group: A Cloud Opportunity?
With the PC (personal computer) market slowing, Intel (INTC) has been banking on its DCG (Data Center Group) to boost overall earnings.Company & Industry Overviews The Aims of the AT&T-Time Warner Merger
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 […]Earnings Report Twitter’s Average Revenue per User
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, […]Company & Industry Overviews Alibaba Has One of the Highest Average Revenues per User
Alibaba’s (BABA) revenue per monthly active mobile user (or MAU) was 196 yuan (or $29.00) in fiscal 1Q18.Company & Industry Overviews How Nokia Could Gain Market Share from Cisco and Juniper in Routing
Nokia’s routers are capable of handling cloud-based Internet services, VR (virtual reality), programming, and next-generation mobile communications.Earnings Report How the Meraki Acquisition Benefits Cisco
Cisco Systems (CSCO) acquired Meraki for $1.2 billion in November 2012. Meraki expanded its services portfolio and entered the cloud communications market.Consumer Why Big Five Tech Companies Could Keep Dominating Markets
The big technology companies (XLK) are expected to continue dominating the markets (SPY) (QQQ) thanks to their size, innovations, acquisitions, and investments in 2017.Earnings Report Advertiser Interest in Snapchat Seems to Be Fading
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.Company & Industry Overviews Inside Yelp’s Turnstyle Value Proposition
Yelp trimmed its 2017 adjusted EBITDA—a move stemming from, in part, the impact of its acquisition of Turnstyle.Earnings Report How the Yahoo Acquisition Is Starting to Affect Verizon
On June 13, 2017, Verizon (VZ) sealed the acquisition of Yahoo, marking the end of a deal that was announced in July 2016.Company & Industry Overviews Inside Twitter’s Valuation
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.Company & Industry Overviews NVIDIA’s GeForce Business Has a History of Success
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 […]Company & Industry Overviews American Express to Ride on Partnerships, Digitization
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).Earnings Report What’s behind the Snap-PayPal Partnership?
Snap (SNAP) has quietly integrated PayPal’s (PYPL) software developer kit (or SDK) into its Snapchat app.Company & Industry Overviews What Will Drive NVIDIA’s Professional Visualization Segment?
NVIDIA (NVDA) is developing products to support AI (artificial intelligence) adoption in the data center, embedded devices, and automotive spaces.Company & Industry Overviews GoPro Banks on Social Media to Engage Customers
In May 2016, GoPro (GPRO) announced a multiyear partnership that includes content production, cross-promotion, and distribution on a global scale with Red Bull.Company & Industry Overviews How Did Acquiring Meraki Benefit Cisco in Wireless Networking Space?
Cisco acquired Meraki in November 2012 for $1.2 billion. Meraki’s technology provides a means to control Wi-Fi networks through the cloud.Company & Industry Overviews How Amazon’s Marketplace Is Driving Its Gross Margins
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.Company & Industry Overviews Is the Shift to Digital a Key Driver for the Gaming Industry?
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.Company & Industry Overviews How Is Facebook’s Average Revenue per User Trending?
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.Company & Industry Overviews 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.Company & Industry Overviews 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.Company & Industry Overviews What Are Analysts’ Recommendations for Yahoo?
Out of 43 analysts covering Yahoo, 26 have “buy” recommendations, none have “sell” recommendations, and 17 have “hold” recommendations on the stock.Macroeconomic Analysis Google’s Android Operating System Dominates the Smartphone Market
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.Company & Industry Overviews What Seasonal and Cyclical Factors Impact NBCUniversal?
The advertising revenues for Comcast’s (CMCSA) NBCUniversal Cable Networks and Broadcasting Television business are susceptible to advertising cyclicality and program ratings.Company & Industry Overviews Why Signet Jewelers Prioritizes E-Commerce as a Growth Driver
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.Earnings Report Assessing Disney’s Business Segment Performance in Fiscal 2015
Disney’s (DIS) Media Networks segment was the biggest contributor to its revenue, at 44% or $52.5 billion, in fiscal 2015.Earnings Report Analyzing Netflix’s Operating Efficiency and Cash Flow in 3Q15
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%.Company & Industry Overviews Amazon Prime Video Service: Analyzing Some Serious Prospects
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.Earnings Report How Does Twitter Plan to Attract More Users?
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.Company & Industry Overviews Estée Lauder’s Social and Digital Marketing Strategies
In addition to social media initiatives, Clinique’s “Forecast” mobile application provides weather information and skincare tips related to weather conditions.Earnings Report Instagram Ads Exceed Facebook in Click-Through Rate
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.Earnings Report GoPro’s Market Shares and Earnings Trend
In the camcorder market, GoPro (GPRO) has the leading market share of 47.50%. It’s followed by ION, Sony (SNE), and Polaroid.Fund Managers What Does Facebook’s High Price-to-Earnings Ratio in May Tell Us?
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.Macroeconomic Analysis As US Economy Expands, Innovation Is Tide That Lifts All Boats
As the US economy expands, innovation seems to be the tide that is lifting all boats. Innovation is being driven by technology.Earnings Report Currency Issues Upset Google’s Revenue Growth
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.Fund Managers Highlights of Citadel Advisors’ 4Q14 Portfolio
Citadel Advisors’ 4Q14 portfolio increased by 3.63% to $82.66 billion from $76.77 billion in 3Q14.Earnings Report Microsoft embraces the open source software environment
In the past, Microsoft (MSFT) has shown reluctance to support the open source software movement. However, it seems the company has changed its strategy.Earnings Report Average revenue per user is an important growth driver
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.Company & Industry Overviews Online advertising growth is aided by increased internet users
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.Company & Industry Overviews The pros and cons of the growing display advertising market
Display advertising is a type of online advertising that appears next to content on websites, instant messaging (or IM) applications, and email.Macroeconomic Analysis Make in India: A key campaign for India’s manufacturing sector
The Make in India campaign, introduced last September, is expected to create job opportunities for at least 100 million youths in India over time.Fund Managers Highlights of Renaissance Technologies’ key positions in 3Q14
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.Technology & Communications Why traditional database systems fail to support “big data”
The volume and velocity of business data has changed dramatically in the last couple of years—it’s skyrocketing every day.Consumer Why Google has started to diversify its search business
Google’s share in the mobile advertising market could decline from ~53% in 2012 to 47% in 2014.Technology & Communications Facebook’s latest acquisition: WhatsApp’s growth and market share
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.Technology & Communications Must-know: Facebook acquires WhatsApp for $19 billion
On February 19, Facebook (FB) announced its purchase of the mobile messaging service WhatsApp for $19 billion in cash and stock.