Analysts Turn Positive on Snap, Stock Might Have 60 Percent Upside
SNAP Stock Has Strong Outlook, Looks Like a Good Buy at This Price
Evan Spiegel Owes His Billions to Snap Stake, Focuses on Philanthropy
Google Cloud Receives a Boost from Twitter
Google’s closely watched cloud computing business recently got a boost from Twitter, which signed up for some cloud storage and computing needs.
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.
How Roku Fared on Its Debut Day
Roku stock rises 67% on the first day of trading Digital streaming company Roku went public on Thursday, September 28. The company’s IPO (initial public offering) was set at $14 per share, which is at the higher end of its estimated IPO of $12–$14 per share. The company’s IPO raised nearly $220 million. On Thursday, […]
Baidu’s and Google’s Scorecards Side-by-Side
Baidu (BIDU) and Google have a lot of similarities. It’s no wonder Baidu has earned itself the nickname of the “Google of China.”
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.
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%.
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 […]
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 Snap Hasn’t Been Pleased with Spectacles’ Performance
Findings of a recent small survey paint a disturbing picture for Snap’s (SNAP) Spectacles smart glasses business.
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.
Snap May Challenge Sony In This $125 Billion Market
Snap (SNAP) is poised to release its second-quarter results amid speculations of the company taking a deeper plunge into gaming.
How Offshore Expansion Is Testing Facebook
With the exception of China (MCHI) and North Korea, Facebook’s (FB) social media services are available worldwide, giving the company a global subscriber base of ~2.0 billion users.
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 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.
Why Snap Laid Off Another 100 Employees
Snapchat’s parent company Snap (SNAP) has been laying off employees recently to curb rising expenses.
Alphabet Stock Remained Stable in February
Alphabet stock (GOOGL) was almost flat in February but has surged 11.9% on a year-to-date basis as of March 4.
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.
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 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.
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.
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 SNAP Has Stayed Resilient This Month
Snap (SNAP) has had a blockbuster year, rising 104.5% as the company’s steps toward revival have wowed investors.
Snap Stock Rose on Upbeat Q1 Results
Snap (SNAP) stock surged ~11% in after-hours trading on Tuesday after the social media giant beat analysts’ estimates in the first quarter of 2019.
How Snap Stock Stacks Up
What’s Snap’s economic value? Snap (SNAP) boasts an enterprise value (or EV) of $14.3 billion. Peers FireEye (FEYE), IBM (IBM), Symantec (SYMC), and Oracle (ORCL) have EVs of $2.5 billion, $176.8 billion, $22.1 billion, and $190.6 billion, respectively. Snap’s trailing-12-month EV-to-sales ratio is 20.3x, and its EV-to-projected-sales ratio for the next year is 11.0x. Snap’s price […]
Here’s Snapchat’s Latest Move in Its Efforts to Retain Users
Snap’s social media platform, Snapchat, has seen its user growth curbed recently due to intense competition from Instagram.
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.
Could Tencent Be Enough for Snap?
Snap recently disclosed in a securities filing that Tencent had purchased 145.8 million of its shares—equivalent to a 12% equity stake in the company.
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.
Why Airbus Abandoned Microsoft Office for Google Docs
Airbus is flying out of Microsoft’s (MSFT) Office environment, and the destination is Google.
Why Twitter Can Afford to Be Vague about ‘Fake News’
After rumors that Twitter (TWTR) was developing a feature that would be dedicated to combating “fake news,” the company came out to deny those claims.
3 Stocks Tanking Over 15% on Earnings
It has been a highly volatile earnings season thus far, as the market is punishing stocks for the slightest misstep.
Is Spotify Prepared to Counter Growing Competition?
A growing number of competitors are challenging Spotify (SPOT).
Inside BlackBerry’s Program to Monetize Its Patents
The Patent Trial and Appeal Board (or PTAB) noted in August that Nokia wouldn’t challenge several of BlackBerry’s patent claims against it.
The Move That Could Impact the New York Times’s Print Business
The New York Times Company (NYT) recently announced a redesign of its print newspaper, creating a section to highlight tweets from its reporters.
How 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.
Facebook Turns to Civic Networking to Fight Fake News
Through Constituent Badges, one of the new features Facebook (FB) is rolling out in the US, people can identify themselves as residents of an elected representative’s district.
Re-Examining Verizon-Yahoo Deal in Light of New Evidence
Yahoo combined with AOL could draw significant advertising revenue for Verizon.
Can Snap Stock Meet Cramer’s Expectations?
Snap (SNAP) stock’s performance has been unimpressive this month. As of Friday, the stock had gained only 1.2% month-to-date.
Facebook and Snap: How Their Average Revenues per User Compare
Facebook’s daily user base of 1.3 billion in 1Q17 significantly dwarfs Snapchat’s 166.0 million daily users in the same period.
Despite Looking beyond Ads, GOOGL Isn’t Neglecting Core Business
Although the way Alphabet has been investing suggests that it’s preparing for a future beyond advertising, it isn’t neglecting its core business.
Google and Publishers Disagree on the EU’s Privacy Regulation
The European Union’s new privacy regulation seems to be creating tensions between Google and its media partners.
Why Facebook’s Spending Is Rising
Facebook (FB) has been hiring workers and spending billions on user data security, increasing the company’s expenses.
Why Zynga’s Advertising Business Is Gripping Attention
The shift to mobile gaming has not been all favorable for Zynga (ZNGA), and the company’s advertising business has borne the brunt.
Facebook 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.
Why Facebook Is Facing General Data Protection Regulation Fines
Facebook and Google are facing charges for the violation of the new EU (European Union) law on data protection and privacy.
Shedding Light on Snap’s ARPU after 2Q17
Snap stated that its worldwide ARPU for 2Q17 was $1.05, implying 109% growth over 2Q16.
Why Did Facebook Lift Its Ban on Some Cryptocurrency Ads?
Facebook (FB) is lifting its ban on ads for some cryptocurrencies, such as Bitcoin.
How Does George Soros View Facebook?
Facebook posted a net profit of $4.7 billion in 3Q17, an increase of 79% YoY year-over-year.
Is Amazon’s Alexa Harming Privacy?
Despite the sluggish growth in the US housing segment, home improvement is gaining popularity.
Facebook’s Q2 Revenue Growth Accelerated: Here’s Why
Facebook (FB) posted revenue of $16.9 billion in the second quarter.
Facebook Paying $35 Million to Settle IPO-Related Lawsuit
Without admitting wrongdoing, Facebook (FB) agreed to pay $35 million to settle claims that it had misled investors in the run-up to its IPO (initial public offering) in 2012.
What Are the Trends in Facebook’s Largest Advertising Category?
Business intelligence firm eMarketer estimates that CPG brands spent more than $7.0 billion on digital advertising in 2017, compared with $6.0 billion in 2016.
Can Facebook Give Worried Snap Investors Peace of Mind?
While Snap’s recent steep stock decline may worry investors, historical IPO data show that first-week and first-year performances following an IPO usually have little bearing on the long-term prospects of a company.
Why Facebook Stock Fell 3.1% in February
Facebook (FB) fell 3.1% in February but has surged 27.7% on a year-to-date basis as of March 4.
Inside Facebook’s Efforts to Increase User Confidence
To improve its marred image, Facebook has been hiring more employees and spending billions on user data security.
What’s Been the Impact of Google’s Waze Local Ad Program?
In late March, Alphabet’s (GOOGL) Google formally launched the Waze local advertising program.
Where Stanley Druckenmiller Is Bullish
Last week, Duquesne Family Office, managed by Stanley Druckenmiller, filed its Q3 13F with the SEC. We’ll look at the fund’s top holdings, buys, and sells.
A Key Hire That Highlights Twitter’s Video Confidence
Twitter’s 1Q17 revenues of $548.3 million represented a 7.8% drop from 1Q16.
How Pinterest, Twitter, Snap, and Facebook Stocks Compare
Facebook stock ranks among the best social media stocks in 2019. Strong earnings and subscriber growth have powered stock gains at Facebook and Snap.
A Look at Snap’s 4Q16 ARPU metrics
Snap’s North America ARPU was $2.15 in 4Q16, compared with $19.80 for Facebook (FB) in the same period for the same region.
Data Breach Could Expose Facebook to ~$71 Billion in Fines
Facebook generated $40.7 billion in revenues and made $15.9 billion in profits in 2017.
What Could Snap and Pandora Achieve with a Partnership?
The partnership with Snapchat gives Pandora an opportunity to reach a larger audience, which could, in turn, expand its revenue opportunities.
JD Tries to Capitalize on Alibaba’s Weakness to Woo Global Brands
As China’s expanding middle-class population fuels demand for high-quality imported products, JD.com and Alibaba are racing against each other to woo foreign brands.
Where Twitter’s Bookmarks Feature Fits
Bookmarks, the feature (QQQ) whose test has begun among some Android users, now lets people quietly save tweets for later access.
Why Yelp Is Partnering with GrubHub
For Yelp and GrubHub, the deal goes beyond trading Eat24.
Here’s What We Should Know about Facebook’s Audience
Audience size is expected to play a major role in supporting Facebook’s (FB) future revenue growth.
Auditors Saw No Problem with Facebook’s Privacy Controls
Facebook (FB) has reported strong 1Q18 financial results at a time when it also faces lawsuits that could cost it billions of dollars.
Snap’s Growth Strategy under the Microscope
Snap had 71 million daily active users in North America at the end of 1Q17.
What Happens if Snap Sticks to Developed Markets?
IDC notes that ~85% of worldwide spending—totaling $5 trillion—on mobile ads is claimed by the top ten advertising markets, all of which are in the developed world.
Facebook Opens Monetization Doors for Instant Games Developers
Facebook recently announced that it was testing monetization methods for Instant Games developers.
Spotify for Artists: A New Tool for Independent Musicians
Spotify (SPOT) has launched Spotify for Artists, a new tool that allows independent musicians to upload their songs directly to its platform.
Twitter Removes ~70 Million Bots, Trolls, and Abusive Accounts
Twitter’s CFO, Ned Segal, noted that the company’s recent purge was targeting fake accounts that hadn’t been active for more than a month.
What Twitter Is Saying about TweetDeck
Twitter (TWTR) reported non-advertising revenues of $74.5 million, up 17% year-over-year. However, these revenues comprised only a sliver of its total revenues of $548.0 million.
Why Is Snap Stock Going Up?
Snap Posts Strong Q3 Results, Stock Up 24 Percent
What to Watch for in SNAP’s Q3 Earnings
How Twitter Gets Its Top Advertisers to Increase Their Spending
Twitter’s (TWTR) top 100 global advertisers increased their spending on the platform by 23% YoY (year-over-year) in 3Q17.
Why Did Comcast Sell Its Entire Stake in Snap Stock?
Comcast (NASDAQ:CMCSA) doesn’t own Snap (NYSE:SNAP) shares anymore. Comcast sold off its entire stake in Snap last year and made a profit of $293 million.
Assessing Twitter’s Video Formula
When Twitter releases its 1Q17 report on April 26, 2017, investors should be focused on the company’s subscriber metrics.
Facebook Stock Gains on Positive Report from Citron Research
Social media giant Facebook (FB) soared 8.16% on December 26 and closed at $134.18 after posting a decline for the last four trading days.
Did Digital Music’s Future Play a Role in the Apple–Tencent Deal?
Last year, Apple and Tencent disagreed over the issue of giving monetary gifts to developers who publish their work on the App Store, Apple’s app distribution center.
What Awaits Facebook as Watch Goes Global?
Facebook (FB) is launching its Watch video service globally, with the move coming one year after the service debuted in the United States.
Facebook Faces Down Netflix in the Content Space
eMarketer predicting that digital video ad spending in the US (SPY) alone could reach $22.2 billion by 2021.
Tech Stocks Extended Losses on June 12
After a Fed-induced five-day winning streak for the tech-heavy Nasdaq Composite Index, the index fell for the second straight session on Wednesday, June 12, falling 0.38% to 7,792. AMD (AMD) and Snap (SNAP) have been two of the best-performing stocks during this period.
A Quick Survey of Snap’s Financial Metrics
Of the 36 analysts covering Snap, 11 gave it a “buy” recommendation, seven recommended a “sell,” and 18 recommended a “hold.”
AT&T’s Media Ambitions Run Deep
An AT&T (T) subsidiary has recently invested in high school sports start-up Mars Reel, a move that shows the company’s deep media ambitions.
Snap Stock Rose on Earnings Beat
Snap (SNAP) stock rose 37% in the week ended February 9, 2018, to close at $18.80. Snap is now trading 67% above its 52-week low.
The Mystery in Snap’s Advertising Business
Unlike its peers Facebook (FB) and Twitter (TWTR), Snap doesn’t disclose the size of its advertising business.