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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.Company & Industry Overviews Relatively Low Leverage Gives Tech Companies Flexibility
The debt-to-equity ratios of several top tech companies suggest that the broader markets are much more leveraged than tech stocks.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.Earnings Report Yahoo’s position in the search market
We’ll look at Yahoo’s search market business. In the third quarter, Yahoo (YHOO) generated 41% of its revenue from the search advertising business.Earnings Report BlackBerry’s average selling price should increase in Q4
The average selling price (or ASP) for BlackBerry (BBRY) smartphones continues to decline. Last quarter, the ASP declined from $201 in fiscal 2Q15 to $182.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.Earnings Report Amazon continues to invest in technology and content
Technology and content costs include expenses incurred on new product development, data centers, and licensing costs associated with music and videos.Earnings Report Salesforce1 gets major upgrade with Lightning platform
Salesforce1 is a cloud-based platform that serves as a foundation for building connected apps that link to mobile devices, wearables, and big data.Technology & Communications Why is the NASDAQ heavily weighted towards technology stocks?
The NASDAQ’s upstart image and all-electronic trading platform have attracted more technology-based companies. Many of these companies didn’t qualify to list on the NYSE when they originally went public.Consumer Why Twitch should boost Amazon’s business in several key ways
Variety first reported that Google (GOOG)(GOOGL) reached a preliminary agreement to buy Twitch for $1 billion. Then Business Insider reported that Yahoo (YHOO) had also made an offer to buy Twitch.Consumer Why Microsoft Azure may be the key to Microsoft’s future success
Microsoft Azure might not be a leader, but it is expanding very fast in terms of applications and geography. Its hybrid cloud approach offers some hope regarding its future in the cloud space.Technology & Communications Must-know: “Big data” gave way to the arrival of NoSQL and Hadoop
Google and Yahoo broke large databases and distributed them across multiple servers, that led to distributed databases—which then founded advanced databases like NoSQL and new processing platforms like Hadoop.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.Consumer Must-know: An analysis of Box’s threats
Box was created due to changes in the way users store and collaborate on files.Consumer Must-know: An analysis of Box’s weaknesses
There’s no shortage of companies offering services similar to what Box offers.Consumer A key overview of global online travel company Orbitz Worldwide
The Chicago-based Orbitz Worldwide Inc. (OWW) is a global online travel company (or OTC). It recently posted a net loss for the first quarter of 2014 although its revenue grew, driven by hotel bookings.Consumer Is Pandora Media’s business model sustainable?
The popular Internet radio service Pandora, which revolutionized the way people listen to music, posted its highest quarterly earnings in the calendar fourth quarter 2013, since its IPO in 2011.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.