Latest Yandex NV News and Updates
Smart Speakers: How Google’s Market Has Transformed
Alphabet (GOOGL) has several branches, and Google is the branch that looks after its smart speaker business.
Could Alibaba Hit a New Peak?
Alibaba (BABA) has returned -2.02% in the last month, 20.2% in the last 12 months, and 5.9% in the last five days.
Amazon Rules the US Smart Speaker Market
Sonos, which went public earlier this month, uses Amazon’s Alexa digital agent in its smart speaker products.
What Goldman Sachs Recommends for Yandex
Goldman Sachs (GS) believes Yandex (YNDX) will show a strong performance in the near future.
How the Chinese recovery helps hedge funds’ BIDU holdings
This article considers the prospects for China’s Baidu versus Google in the U.S. and Yandex in Russia.
What Are Yandex’s Advantages In the Cloud Market?
Yandex (YNDX) recently rolled out its cloud computing service across Russia, following a limited launch in September.
Why did Maverick Capital start new position in Autodesk?
Maverick Capital is a $9 billion long-short equity hedge-fund firm, founded in 1990 by Lee S. Ainslie and Sam Wyly. In 2005, Maverick launched a long-only fund and two market-neutral funds with longer than usual investment lockups. The firm is headquartered in Dallas and has an additional office in New York. The fund bought new […]
Why the market recovery in the US and Europe will support Baidu
The U.S. and Europen Union are making good recovery The below graph reflects on going trends in the Gross domestic Product (GDP) growth rates in the U.S. and European Union, the major destinations of Chinese exports. With slow economic growth in the U.S., and the European Union gross domestic product (GDP) finally hitting positive territory […]
Huawei, Facebook, and Oracle Put Pressure on Google
Facebook now shares Huawei’s ambition to challenge the dominance of Google’s Android, creating a huge risk for Google’s advertising business.
How Yandex, Baidu, and Alphabet Stocks Compare
Alphabet stock has outperformed Baidu stock this year, but trails it this month. Yandex stock charged ahead of peers this year but is struggling this month.
After EU, Oracle, and Huawei, Google’s Android Faces Turkish Test
Google was fined over Android, missed Huawei’s Mate 30 app distribution opportunity, and risks an Oracle penalty. And its challenges aren’t over.
Fitbit Stock Is Down, but No Savings for Google
Google and Fitbit stocks have moved in opposite directions since the companies’ merger deal, whose value isn’t affected by stock movements.
This Google Fiber Move Will Benefit Alphabet
Google Fiber (GOOG) (GOOGL) announced this week that it has discontinued the 100Mbps plan and will now sell only the gigabit plan at $70/month.
Google: Nest Mini Speaker’s India Debut Is a Big Deal
Google’s (GOOGL) Nest Mini smart speaker makes its debut in India in time for holiday sales as Google hunts for non-advertising revenue.
Why Blue Ridge Capital exits position in Coach
Coach shares fell in June after the company said it will close 70 out of its 351 North American full-price stores by the end of the first half of 2015.
Wage inflation improves China’s consumption and Baidu’s sales
Wages in China are simply growing much faster than the overall economy, which fuels inflation and real estate bubbles when banks are willing lenders.
China’s dollar peg: Better for Baidu than for the Chinese banks
For Chinese banks, their exporting borrowers are seeing capacity utilization levels decline as the yuan rises.
Must-know update: How Baidu benefits from China’s wage inflation
The rich price earnings ratios of Baidu and Google of around 30 times versus Yandex at closer to 20 times, may suggest that they are vulnerable to shorter-term profit taking and multiple deflation in the case of further soft economic data.
China’s manufacturing wages: Why 2012 was a banner year for Baidu
The sharp rise in wages in China prompted some fairly aggressive forward-looking estimates regarding China’s wages in manufacturing and its ability to compete as a low-cost manufacturer in the future.
China’s manufacturing wages rise to $7,000 per year: Baidu benefits
This article considers the growing wage level in China and its effect on Baidu and other Asian equities.
China’s soft landing may support banks and Baidu later in 2014
Given the declining gap between nominal and real interest rates, it may seem that China has cooled inflation, and perhaps cooled speculative investment as well.
Consumer confidence improving China consumption and Baidu sales
This series examines the associated consumption growth trends in China, and considers the implications for Chinese companies like Baidu.
Is a strong Chinese yuan better for Baidu than for the exporters?
As the yuan rises, Chinese companies like Baidu may be on firmer earnings ground than many Chinese manufacturing firms and banks.
China’s large cap ETF—iShares FXI—the end of underperformance?
This article considers the prospects for the main Asian ETFs to break out of the doldrums in 2014.
China’s producer price index is better for Apple than Chinese banks
This article considers the prospects for companies like Apple, Google, and Baidu in light of China’s headline PPI data, which don’t look so great.
Why the Russian crisis could escalate and equities could fall another 20%
Why the Russian crisis could escalate: Volatility spiked for the Russian stock market after February 22, 2014, when protesters ousted Ukrainian president Viktor Yanukovych and seized control of Kiev. This situation quickly worsened after March 18, 2014, when Putin annexed Crimea, sending the ruble from 34:1 to the dollar in June to 40:1 this week. […]
Antitrust Probe Flames Tense Google-News Corp Relationship
Google (GOOGL) seems uncomfortable with experts and critics’ involvement in the ongoing state-led antitrust problem of its business practices.
A must-know investor’s guide to Russia’s web giant, Yandex
The Netherlands-headquartered Yandex is presenting tough competition to Google Inc. (GOOG) in Russia, as search engine yandex.ru is the largest Internet search service in Russia.
Russia Keeps Fining Google: Could a Ban Be Next?
Russia has hit Google (GOOGL) with another fine. The latest fine adds to the many fines Russia has imposed on the search engine giant recently.
Google Play Pass: Here’s What You Need to Know
On September 23, Google introduced a subscription service for games and apps called Google Play Pass. A Play Pass subscription will cost $4.99 per month.
Alphabet’s Other Bets: What’s in the Trucking Market for Waymo?
Alphabet’s (GOOGL) Waymo wants to bring its autonomous driving technology to the freight trucking industry. Waymo is one of Alphabet’s Other Bets.
Facebook Ignores Libra Noise, Confirms Launch in 2020
Facebook’s planned digital currency, Libra, has elicited strong reactions. Some think it poses a serious risk to the global financial system.
What Does Facebook’s Threads App Project Tell Us?
Facebook is quietly building a messaging app called Threads, a companion app to Instagram. Instagram is FB’s photo-sharing app that competes with Snapchat.
Waymo’s Former Employee Charged with Trade Secret Theft
Yesterday, federal prosecutors charged Anthony Levandowski with multiple counts of trade secret theft. Levandowski was previously an engineer at Waymo.
Is Baidu Really Bigger than Google in the Smart Speaker Space?
According to Canalys’s latest report, Baidu beat Google to become the world’s second-largest speaker company by market cap in the quarter.
What Google and Facebook Investors Should Know about Sanders’s Plans
Bernie Sanders said that if he becomes president, he wants to tax Google and Facebook’s ad revenues to pay for the revival of a new media industry.
Will Google Choose Free Speech or Business?
Last Friday, Google made a move that looks like an attempt to call its troops to order, releasing new guidelines on debates about non-work topics.
How Europe’s Data Regulation Is Affecting Google’s Competition
Alphabet’s (GOOGL) Google dominates the global search engine market.
After Facebook and Twitter, Russia Puts Google on Notice
The Russian government is demanding that Google immediately stop what it calls the advertising of illegal events in the country.
Google Shelves Dragonfly: What’s Next?
Google sees a huge commercial opportunity in Indonesia’s Internet economy. In this series, we’ll discuss these developments and others in the Internet space.
What’s in the Smart Lock Market for Baidu?
Baidu (BIDU) recently led an $87 million investment round in Chinese smart lock startup YunDing Network Technology.
Yandex Begins August in a State of Anxiety over Draft Law
Russia’s big tech companies such as Yandex (YNDX) have been shaken after a Russian lawmaker drafted a law to limit foreign ownership of these firms.
Google Opening a New Revenue Stream
Google (GOOGL) has started taking preorders for its Stadia games subscription service that is scheduled to launch in November.
Alibaba Puts Yandex on Notice
Alibaba’s (BABA) e-commerce joint venture with Russian entities MegaFon, Mail.ru Group, and Russian sovereign wealth fund RDIF escalates its rivalry with Russia’s top Internet services company (YNDX).
Google and Amazon Follow in Apple’s and Qualcomm’s Footsteps
This month could bring reconciliation for two technology powerhouses.
How Is Yandex’s Cloud Business Performing?
Yandex’s first-quarter earnings results will be the company’s first full-quarter financial results since it opened its cloud platform to everyone.
Baidu Sees AI Affecting the Smartphone Market
Baidu, China’s top Internet search engine company and a leader in AI research, sees AI technology changing how people use their smartphones.
Baidu Is About to Diversify into This $280 Billion Industry
Baidu (BIDU) will launch its self-driving taxi service in China before the end of 2019, according to a report from Xinhua News Agency.
Will Disbanding Its AI Council Dim Google’s Prospects?
Google (GOOGL) has suddenly disbanded the council it formed to advise it on ethical issues related to AI.
What Would Refunding Advertisers for Its Outage Cost Facebook?
Facebook’s (FB) social apps suffered a worldwide outage that lasted for several hours in March.
Yandex Is Losing Market Share in Its Home Market
Yandex (YNDX) appears to be struggling to keep its lead in Russia’s Internet search engine market.
Google Wants to Turn the Tables on Apple in the App Business
Alphabet’s (GOOGL) Google is introducing a new feature designed to expand monetization options for Android developers.
Google under Pressure to Review Ad Policies in France
Alphabet’s (GOOGL) Google operations in Europe have been in the spotlight. France’s top competition watchdog has ordered Google to review its policies for certain advertisements following a complaint by French directory service company Amadeus.
Baidu Was Criticized for Low-Quality News Search Results
Baidu’s (BIDU) reputation in the search business has been scrutinized. There was outrage about the quality of Baidu’s news search results.
Why France Wants Google to Review Its Ad Policies
The antitrust regulator in France recently ordered Alphabet’s (GOOGL) Google to review its advertising policies.
More Work Ahead for Baidu after Service Is Criticized
Baidu’s (BIDU) Internet search service came under fire recently after an outspoken Chinese journalist complained about its news aggregating service, Baijiahao.
Baidu Aims to Become World-Class Tech Company
In addition to leveraging AI technologies to strengthen its core Internet search engine business, Baidu is also betting on AI to help it break into new markets.
How Baidu Got a Piece of Walmart’s Business
Baidu’s technology has been adopted to power the driverless vans that will be used to deliver groceries to Walmart customers.
A Closer Look at Twitter’s Capex Priorities
Twitter expects its capex to be in the range of $60 million–$85 million in the fourth quarter of 2018.
What’s Next for Google in EU’s ‘Right to Be Forgotten’ Dispute?
An adviser to the European Union’s top court has recommended that search engines shouldn’t be forced to apply the bloc’s so-called “right to be forgotten” principle globally.
What Next for Apple in Egypt?
Egypt isn’t happy with certain terms in Apple’s (AAPL) contract agreements with iPhone distributors in the country.
Why Mobile Is a Big Focus for PayPal
At a recent conference, PayPal (PYPL) CEO Dan Schulman said that the company’s platform strategy wasn’t just mobile-first but mobile-only.
What’s in the Canadian Market for PayPal’s Xoom?
PayPal (PYPL) has introduced its international money transfer service, Xoom, in Canada.
Amazon: Turning Alexa into a $10 Billion Business
A prediction by RBC Capital Markets said the Alexa digital voice agent could bring $10 billion in revenues for Amazon by 2020.
Google May Soon Challenge Amazon’s Echo Show
Google’s regulatory filings cited by 9to5Google suggest the company may be preparing to release a smart speaker with a display.
Why Yandex Acquired On-Demand Fuel Startup Toplivo v Bak
Earlier this month, Yandex (YNDX) acquired on-demand fuel delivery startup Toplivo v Bak.
A Look at Facebook’s Returns, Earnings, and Market Cap
Facebook has $43.9 billion of cash on hand. The company’s price-to-cash-flow multiple is 21.7x, and its price-to-free-cash-flow multiple is 31.3x.
Facebook Received ‘Buy’ Recommendations from 93% of Analysts
Facebook’s (FB) price-to-sales multiple was 12.5x in 2017, and its estimated price-to-sales multiple for 2018 is 9.8x.
Baidu Joins Smart Speaker Price War
The worldwide smart speaker market is projected to grow to $11.8 billion by the end of 2023 from an estimated $2.7 billion this year.
Yandex Is Starting to Look More Like Amazon as It Diversifies
Yandex’s attempts to break into new markets beyond its core business of providing online search engine services are starting to make it look more like Amazon.
A Technical Analysis of Snap’s Ratios
Snap (SNAP) has generated investor returns of 14.2% in the trailing-one-month period and -41.6% in the trailing-12-month period.
Analysts’ Views on Alibaba
Alibaba (BABA) has returned 14.0% in the last month, 60.7% in the last year, and 0.69% in the last five days.
A Look at Twitter’s Key Financial Figures
Twitter boasts a total economic or enterprise value (or EV) of $21.8 billion.
Does Yelp Deserve Your Investment?
Yelp (YELP) boasted an enterprise value (or EV) of $2.9 billion in 2017.
A Look at Amazon’s Stock Trends
Amazon (AMZN) has generated investor returns of -9.6% in the last month, 58.2% in the last 12 months, and 1.2% in the last five days.
Why Uber Sold Its Southeast Asian Operations to Grab
Uber has folded its businesses in China and Russia, leaving these markets to Didi Chuxina and Yandex (YNDX), respectively.
Why Traffic Acquisition Costs Are Key at Yandex and Google
Yandex (YNDX) and Google’s parent, Alphabet (GOOGL), have been reporting increasing costs and expenses quarter after quarter recently.
Yandex’s Advertising Business: What You Need to Know
As an Internet search engine company, Yandex (YNDX) draws the vast majority of its revenues from online advertising services, a business that contributes about 90% of the company’s quarterly revenues.
Yandex-Sberbank Joint Venture: Who Owns What in Yandex.Market?
Yandex (YNDX) and Sberbank are forming a joint venture based on Yandex’s e-commerce platform, Yandex.Market.
A Closer Look at Yandex’s Stock Analysis
Yandex NV (YNDX) boasts an enterprise value (or EV) of $13.3 billion for 2017.
How Yandex Stacks Up against Its Search Engine Competition
Internet search engine services are Yandex’s (YNDX) largest business and the foundation of its advertising business.
Yandex Loses Tens of Millions of Dollars through Foreign Exchange
Yandex’s foreign earnings and liabilities denominated in other currencies are affected by fluctuations in the ruble’s value.
Why Uber Is Merging Its Russian Arm with Yandex
Uber’s Russian operation and Yandex to join hands Uber and Yandex (YNDX) have entered a deal to combine their Russian ride-sharing businesses. Yandex, Russia’s largest Internet company, will hold 59.3% of the joint venture, while San Francisco-based Uber will own 36.6%. Employees of the newly formed entity will own the remaining stake. Shares in the […]
Why Uber Could Struggle to Stay on Top of the Ride-Hailing Market
While Uber operates in 633 cities around the world, it faces stiff competition from local companies like Careem in the Middle East, Grab in Southeast Asia, and Ola in India.
Why did Internet stocks like Facebook fall sharply on July 8?
Although the broader market and tech sector were down yesterday, Internet stocks suffered a far steeper decline.
Must-know: Evaluating Yandex versus other key search engines
We’ve compared Yandex with other search engine stocks, such as Google (GOOG), Baidu (BIDU), Yahoo (YHOO), and Microsoft (MSFT).