Trefis Morning Coffee – Google, Facebook, Comcast, and American Eagle
A few quick thoughts to start your day… We take a look at Google’s (NASDAQ:GOOG) plans to revamp YouTube and Facebook’s growth in mobile users. For dessert, we offer a (hopefully) thought-provoking quiz on Comcast (NASDAQ:CMCSA). If you’re still hungry, take a look at today’s free company model – American Eagle Outfitters (NYSE:AEO).
Google – Company of the Day
Google plans to revamp YouTube, as the increasing popularity of internet-enabled tv’s puts the site in more direct competition with cable networks. [1]
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The site will showcase “channels”, categorized by broad labels such as arts or sports, that feature both original and existing content.
See our complete analysis of Google stock
Facebook – Forecast of the Day
A recent comScore report notes that only 27% of U.S. mobile users accessed social networking sites or blogs in February 2011. [2] This gives a lot of running room for Facebook to increase mobile usage of its platform.
As more users access Facebook from mobile devices, the number of pages viewed per user will rise.
See our complete analysis of Facebook
Comcast – Quiz of the Day
Which product segment contributes the most to Comcast’s stock value?
American Eagle Outfitters – Today’s Free Company Model
Click here for access to our full American Eagle model.
Notes:- The Wall Street Journal: YouTube Recasts for New Viewers, April 2011 [↩]
- comScore Reports February 2011 U.S. Mobile Subscriber Market Share, April 2011 [↩]