Constant Contact (NASDAQ:CTCT) reported its earnings for Q4 and FY2011, recording a healthy 23% growth in yearly revenue, which was up to $214 million. ((Constant Contact Announces Fourth Quarter and Full Year 2011 Financial Results, SEC)) It also managed to improve its gross profit margin marginally to 71.3%. Constant Contact’s primary business is content marketing which is comprised of email marketing, event marketing and online survey tools. It has also ventured into social media marketing lately with offerings like Social Campaigns. It recently acquired a mobile loyalty card startup, CardStar, which it may use to roll out a new mobile marketing service. Constant Contact competes with Eventbrite, iContact and Surveymonkey as well as digital marketing offerings by Adobe (NASDAQ:ADBE) and Salesforce.com (NASDAQ:CRM).
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Articles for Internet
Amazon’s Margins: When Will They Improve?
Graph ItNEW!Friday, February 3rd, 2012 by Trefis Team
Amazon (NASDAQ:AMZN) has a history of treading on wafer-thin margins, but it seems that in 2011, investor patience was tested to the limit. Adjusted EBITDA margins fell from around 7% in 2010 to around 5.2% in 2011. While the stock suffered quite unsurprisingly, the big question is whether the company intends to put a brake on costs anytime soon. Amazon competes in the e-commerce and e-content space with companies like eBay (NASDAQ:EBAY) and Apple (NASDAQ:AAPL).
NYT Frees Up Roughly $30 Million; Mobile Investments Ahead?
Graph ItNEW!Friday, February 3rd, 2012 by Trefis Team
While advertising revenue continued to decline for the New York Times (NYSE:NYT) in 2011, the company also announced the sale of its remaining shares in the Fenway Sports Group, amounting to around $30 million. The move seems to be in line with the company’s strategy of selling off non-strategic assets, much like it did with the Regional Media Group. The New York Times operates in an intensely competitive online advertising market, with players like Google (NASDAQ:GOOG) and Facebook.
Amazon’s Media Sales Were Sluggish But Kindle Fire Should Steer Stock Higher
Graph ItNEW!Friday, February 3rd, 2012 by Trefis Team
While Amazon’s (NASDAQ;AMZN) Q4 and full-year 2011 earnings results proved disappointing to investors leading to an 11% drop after the announcement, we continue to believe that Kindle Fire volumes would push both e-commerce and e-content sales upwards. In addition, the company’s technology and content costs should also slow down as existing Kindle Fire users make media-purchases on their devices in future. Amazon competes in the e-commerce and e-content space with companies like eBay (NASDAQ:EBAY) and Apple (NASDAQ:AAPL).
Shutterfly’s Marketing Expenses Overshadow Solid 2011
Graph ItNEW!Thursday, February 2nd, 2012 by Trefis Team
Shutterfly (NASDAQ:SFLY) announced its Q4 2011 earnings, reporting impressive revenue growth of 54% for full year 2011, primarily due to its acquisition of Tiny Prints. The yearly revenue is now up to $473 million, in line with its revised estimates. However, its sales and marketing expenses grew more than 90%, dragging down its operating profit.
Despite tremendous increase in overall revenue, its operating profit in 2011 is almost 40% lower compared to 2010, which has led to a 10% drop in its stock price. Shutterfly competes primarily with services like HP’s (NYSE:HPQ) Snapfish, Kodak’s EasyShare Gallery, American Greetings’ Photoworks and Webshots brands, and evenApple (NASDAQ:AAPL) that ventured into this business lately, with its new Cards app on iOS. Read More »
OpenTable Earnings Next Week: What We’re Watching
Graph ItNEW!Thursday, February 2nd, 2012 by Trefis Team
OpenTable (NASDAQ:OPEN) will release its Q4 results on Tuesday, February 7, and given the sluggish economy, we could see this negatively impact results. Results could show the impact of diners holding back on going out, which in turn will impact OpenTable. Since it went public, OpenTable beat investor expectation by huge margins repeatedly before slumping in the early part of last year. In the last six months it has recovered about 30%. OpenTable competes in the online restaurant reservation business with Urbanspoon as well as the UK-based companies liveRES Ltd and Livebookings Ltd.
Is the Market Being Unduly Harsh on Monster?
Graph ItNEW!Thursday, February 2nd, 2012 by Trefis Team
With an unsettling employment outlook ahead and and after slashing its sales force by almost 7%, Monster’s (NYSE:MWW) stock took a visible hit as the company released its Q4 2011 results. While the stock currently lingers at below $8-levels and peer LinkedIn (NYSE:LNKD) continues to expand, we believe that international revenue growth and healthy margins support the company’s stock to above $10-levels that we currently forecast.
Monster Worldwide Inc: Hardly a Monster of a Deal
Graph ItNEW!Wednesday, February 1st, 2012 by Trefis Team
This was originally published by Frank Voisin. Frank’s value-focused analyses can be found at http://www.frankvoisin.com
Monster Worldwide, Inc (NYSE: MWW) manages a portfolio of websites that connect job seekers with employers in approximately 55 countries. With soaring unemployment for the last few years and a dearth of job postings the company has fallen on tough times, with revenues declining 32.6% in 2009 and roughly flat in 2010.
It seems logical to suppose that MWW’s fortunes would largely tied be to that of the real economy, in that MWW benefits from increased hiring activity, which is aligned with the business cycle. For value investors, the logic often goes something like this: the market often mistreats cyclical companies, putting greater weight on recent performance almost as if any single point in the business cycle will continue into perpetuity (there are a number of behavioural biases that lead us to make this mistake), resulting in expensive valuations at the peak of the cycle, and overly pessimistic valuations at the trough. Consequently, there are often opportunities in the trough. Read More »
AOL Pushes Mobile Ad Monetization With Mobsmith Partnership
Graph ItNEW!Tuesday, January 31st, 2012 by Trefis Team
AOL’s (NYSE:AOL) decision to partner with mobile advertising platform Mobsmith is an indication that the company is finally slowing down on acquiring digital content. The company has sufficient digital assets to offer, and the task now is to target this content as specifically as possible to the right demographics. As the year progresses, one can expect more mobile-based target advertising by struggling players like AOL and Yahoo (NASDAQ:YHOO).
Internet : All Articles
- Week of 2012-01-29
- 02/03/12 Social and Mobile Marketing to Drive Constant Contact Earnings
- 02/03/12 Amazon’s Margins: When Will They Improve?
- 02/03/12 NYT Frees Up Roughly $30 Million; Mobile Investments Ahead?
- 02/03/12 Amazon’s Media Sales Were Sluggish But Kindle Fire Should Steer Stock Higher
- 02/02/12 Shutterfly’s Marketing Expenses Overshadow Solid 2011
- 02/02/12 OpenTable Earnings Next Week: What We’re Watching
- 02/02/12 Is the Market Being Unduly Harsh on Monster?
- 02/01/12 Monster Worldwide Inc: Hardly a Monster of a Deal
- 01/31/12 Facebook Has 1 of Every 4 Display Ads in the U.S.
- 01/31/12 AOL Pushes Mobile Ad Monetization With Mobsmith Partnership
- Week of 2012-01-22
- 01/27/12 Monster Navigates a Tough Market, Cuts Headcount on Cautious Outlook
- 01/27/12 Yahoo’s Thompson Fails to Inspire, Revised to $17 Fair Value
- 01/27/12 Amazon Expands Cloud Offering With Amazon Web Services (AWS)
- 01/26/12 Sina Passes Twitter’s Update Record On Chinese New Year
- 01/26/12 Groupon Q4 Earnings Preview: Can It Control Marketing Expenses?
- 01/26/12 LinkedIn Earnings Around the Bend: Where to From Here?
- 01/26/12 Google’s New Privacy Policies Have Users Worried
- 01/26/12 NYT Earnings: Expect More of the Same, Stock Full at $7.50
- 01/26/12 Sina to Launch its Own Android-Based Smartphone
- 01/25/12 Shutterfly Earnings Preview: All Eyes on Holiday Spending After Revised Guidance
- Week of 2012-01-15
- 01/20/12 Kindle Fire Lifetime Value Should Give Investors Cheer Heading into Q4 Results
- 01/19/12 TripAdvisor Could Gain from Higher Natural Search Visibility
- 01/19/12 Amazon Q4 Preview: Can the Fire Keep Burning in 2012?
- 01/19/12 Monster Q4 Preview: Difficult Year But Business Still Undervalued
- 01/18/12 Jerry Yang’s Exit Shows Signs of Progress for Yahoo’s Board
- 01/18/12 Yahoo’s Yang Steps Down, All Eyes on Earnings Announcement Next Week
- 01/17/12 Bing’s Market Share Squeaks Higher, Google Still the Gorilla of Search
- 01/17/12 Groupon’s Stock Should be $13, Held Up More by Optimism Than Fundamentals
- Week of 2012-01-08
- 01/13/12 Google Earnings Preview: Strong Results Expected, Android in Focus
- 01/13/12 Travelzoo’s Stock Worth $30, Traffic Can Take Off with Fly.com
- 01/13/12 Verisign Stock Gains from Growth in Domain Registrations
- 01/11/12 More Doubts on Salesforce Emerge
- 01/11/12 eBay Q4 Earnings Preview: PayPal in the Limelight
- 01/11/12 Google Updates: Buys More IBM Patents to Strengthen its Moat
- 01/11/12 NYT Still Worth $7.50, Despite Free Nooks Promotion
- 01/11/12 TripAdvisor Spin-off From Expedia Unlocks Value, Despite Lower Margins
- 01/10/12 OpenTable Downside Scenarios to Our $65 Estimate
- 01/10/12 Google’s Mobile Search Business As Valuable As PC Based Search
- Week of 2012-01-01
- 01/06/12 Is AOL Turning Around or Dressing Up for a Sale?
- 01/06/12 With New CEO, Minority Stake Sale Less Likely for Yahoo
- 01/06/12 Constant Contact Update: Social Media Marketing to Drive Growth
- 01/05/12 Amazon Feels the Pinch on Profit Margins Despite Strong Sales Growth
- 01/05/12 Groupon Stock Dips on Concerns Over Merchant Demand
- 01/05/12 Microsoft Still Dominates the Browser Market with Internet Explorer
- 01/04/12 Google and Facebook Face Indian Censorship Challenges
- 01/04/12 Alibaba Hopes New Yahoo CEO & Lobbying Support Can Expedite Deal
- 01/04/12 Apple Will Continue Tormenting Android in 2012
- 01/04/12 Verisign Looking at Custom Domains for Additional Revenue
- Week of 2011-12-25
- 12/29/11 Groupon Acquires Pre-Launch Startup Campfire Labs
- 12/29/11 Google’s Nexus Tablet Sounds Good, Too Early to Compare to iPad
- 12/28/11 Chinese Crackdown on Microblog Users Could Slow Sina’s Growth
- 12/28/11 Google+ Resorts to Ads to Gain Traction
- 12/28/11 Mobile Gaming: The Next Frontier for Zynga
- 12/28/11 Google Continues Partnership with Firefox to Retain Search Dominance
- 12/28/11 Travelzoo Headed to $30 on for Growth in Asia, Luxury Spending
- 12/28/11 Shutterfly Lowers Q4 Guidance, Stock Dips
- 12/27/11 Google Flexing Muscles in Travel, Is FTC Watching?
- 12/26/11 Facebook Dresses up for IPO by Rolling Out More Ads
- Week of 2011-12-18
- 12/23/11 Amazon Looks to Stuff More Kindles in Stockings This Christmas
- 12/23/11 Akamai’s Cotendo Deal a Win for Shareholders, Defends Moat
- 12/23/11 Yahoo Updates: Unloading Asian Assets Could Buy Time for Turnaround
- 12/23/11 Yahoo’s Asian Asset Sale Looks Inevitable, Outlook Still Murky
- 12/22/11 NYT Ready to Throw in the Towel on Local Newspapers
- 12/22/11 AOL Should be at $14 Until Strategy is Clarified
- 12/22/11 Constant Contact Launches “Social Campaigns” for Marketing on Facebook, Twitter & LinkedIn
- 12/22/11 Zynga Launches Texas HoldEm Poker on Google TV
- 12/22/11 Baidu Pushes Ahead With Yi, But Investors Wary Over Chinese Markets
- 12/21/11 Risk Factors for Zynga’s $10.25 Stock Value
- Week of 2011-12-11
- 12/16/11 Zynga’s Intense Culture May Be Biggest Growth Challenge
- 12/16/11 Zynga Worth $10.30 as New Games Show Promise
- 12/15/11 Zynga New Coverage: $10.34 Pre-IPO Trefis Price Estimate
- 12/15/11 Verisign Launches Domain Countdown to Drive Domain Registrations
- 12/14/11 Twitter’s Makeover Not Yet Enough to Hurt Facebook
- 12/14/11 Expedia Updates: Shareholders OK TripAdvisor Spin-Off, United Signs Deal
- 12/13/11 As Master of Search, Google Now Focuses on Growing Display Ads
- 12/12/11 Samsung Fails to Block iPhone in France as Android Wars Rage On
- 12/12/11 Facebook Timeline May Benefit from Gowalla’s Geo-Social Features
- Week of 2011-12-04
- 12/09/11 BeKnowns’ Free Jobs Tab Helps Monster Broaden Social Media Push
- 12/09/11 Travelzoo (TZOO) Coverage Launch: $30.38 Trefis Price Estimate
- 12/09/11 Google Wallet Faces Hurdles in Gaining Mobile Carriers Support
- 12/08/11 Retailers Fume Over Amazon’s Price Check App
- 12/08/11 Yahoo Updates: Board Not Yet Satisfied With Bids, Sued Over Bidding Restrictions
- 12/08/11 Shutterfly Update: Stock Hammered by Macro Concerns, Competition & Margin Pressures
- 12/08/11 Groupon Launches Scheduler Feature as Competition Heats Up
- 12/06/11 NYT Gets More Social With New Comment System
- 12/06/11 YouTube Gets a Makeover as Google Strives for Higher Monetization
- 12/06/11 Baidu’s Mobile OS “Yi” Will Have to Battle Android for China Market Share
- Week of 2011-11-27
- 12/02/11 Google’s Indoor Mapping at Malls, Airports Brings Advertising Opportunity
- 12/02/11 Groupon’s October Gross Billings Spur Stock
- 12/02/11 eBay Fair Value at $39 on Internet Retail Boom
- 12/02/11 European Commission Considers Amending User Data Laws on Growing Online Privacy Concerns
- 12/01/11 Would a Kindle Phone be as Helpful to Amazon as the Fire?
- 12/01/11 Google Wallet Can See Formidable Challenge From Square This Holiday Season
- 12/01/11 NYT Moves Further Into Tablet Space With About.com
- 12/01/11 eBay Rings in the Holidays with Mobile Boom
- 12/01/11 OpenTable Soars on News of Share Repurchase Program
- 11/30/11 Initial Bids Seen For Minority Stake in Yahoo, Fair Value is $17
- Week of 2011-11-20
- 11/25/11 So What’s Going on with OpenTable’s Stock?
- 11/25/11 Facebook’s Potential Fall IPO Filing Will Provide Insight on Needed Valuation Metrics
- 11/25/11 Google, Samsung Finally Acknowledge Bug in the Nexus
- 11/25/11 3 Weeks After IPO, Groupon Investors Are Selling the Hype
- 11/25/11 Google’s Dilemma: Making Great Search Apps For Competitors
- 11/24/11 NYT Extends Mobile Reach Through iPad App for Fashion
- 11/24/11 Facebook ‘Frictionless Sharing’ Stokes Additional Privacy Concerns
- 11/23/11 Worsening Economic Indicators Pull Down Amazon’s Stock Just Before Black Friday
- 11/22/11 Yahoo’s $17 Fair Value Helped Little by Search Revenue
- 11/22/11 Verisign Update: Teams up with Bit.ly, Stock Moves with Broader Market
- Week of 2011-11-13
- 11/18/11 eBay Gears Up its Mobile Arsenal for the Holiday Season
- 11/18/11 Amazon Increases Kindle Fire Orders as Demand Still Rising
- 11/18/11 Microsoft Working on Socl, a Social Network to Take on Facebook, Google+ & Twitter
- 11/17/11 Baidu Gains on Site Updates, China Online Advertising Growth
- 11/17/11 Facebook Users Cautious After Graphic Cyber Attacks
- 11/17/11 AOL Updates: 3-Way Deal Doesn’t Stop Google’s Search Dominance
- 11/16/11 Is Google Ready to Tango With Apple, Facebook in Digital Music Biz?
- 11/16/11 Yahoo Bidders Moving Forward with Plans While Board Dallies
- 11/16/11 LinkedIn’s Stock Sale Could Signal Resource Crunch & Give Fuel to Short Sellers
- 11/16/11 Gmail Withdraws From Blackberry as RIMM Loses Relevance
- Week of 2011-11-06
- 11/11/11 Low U.S. Consumer Confidence is the Biggest Threat to eBay’s Stock
- 11/11/11 Facebook Targets Greater Reach in Emerging Markets with MediaTek Deal
- 11/11/11 Priceline Forex Losses, Floods Could Weigh on $588 Value
- 11/11/11 Flipping Groupon Stock is a Nice Trick, Turning a Profit is Another
- 11/11/11 eBay Celeb Charity Auctions Could Help Boost Traffic
- 11/11/11 Shutterfly All Eyes on Q4: Revising Estimates
- 11/10/11 Baidu Will Beam Higher as Chinese Internet Penetration Rises
- 11/09/11 Kindle Cloud Enables Readers to Access Kindle Library on Any Device
- 11/09/11 Yahoo, AOL and Microsoft Announce Band-Aid Ad Deal, Doesn’t Change a Thing
- 11/09/11 Could GM Deal be Google Apps’ Pivotal Moment?
- Week of 2011-10-30
- 11/04/11 Verisign Stock Heads to $37 on Growth in Domain Registrations
- 11/04/11 Google’s Stock Good for $630 as Nexus Anticipation Grows
- 11/04/11 Looking at Groupon’s Pre-IPO Valuation Jitters, $7.9 Billion Trefis Value
- 11/04/11 Kindle Sales, Global Expansion Take Amazon’s Intl. Electronics & Merchandise Market Share Higher
- 11/03/11 Constant Contact Revenues Up 20% in Q3, Supports $25 Fair Value
- 11/03/11 Samsung Does a Pre-emptive Patent Strike on Apple
- 11/03/11 Groupon New Coverage: $7.9 Billion Trefis Valuation
- 11/02/11 Heightened Q3 Expectations Support LinkedIn’s Stock
- 11/02/11 Global Markets and “No Sale” Speculation Hit Yahoo’s Stock
- 11/01/11 Despite Amazon’s Margin Squeeze, Kindle & eCommerce Sales Offer Upside
- Week of 2011-10-23
- 10/28/11 Verisign Sees Steady Increase in Domain Registrations
- 10/27/11 OpenTable Q3 Earnings Next Week: What We’re Chewing On
- 10/27/11 Google’s Recipe for Growth: Google+ and Ice Cream Sandwich
- 10/27/11 Netflix’s Roll Out for Android App Slowed by Malware Threat
- 10/26/11 AOL’s Stock Lacks Juice as Q3 Expectations are Muted
- 10/26/11 Constant Contact Q3 Preview: User Base & Spending in Focus
- 10/26/11 Verisign Q3 Preview: Growth in Domain Registrations in Focus
- 10/25/11 Yahoo’s Stock Finds Support Despite Unimpressive Q3 Results
- 10/25/11 eBay Cruises to $39 on PayPal, GSI Commerce Growth Engines
- 10/24/11 China’s Cooling Prompts Brokers to Cut Ratings on Baidu
- Week of 2011-10-16
- 10/21/11 Netflix’s Mea Culpa Could Blunt Criticism in Earnings, Long-Term Outlook Solid
- 10/21/11 Amazon Q3 Preview: What We’re Watching Next Week
- 10/21/11 Google Could Earn Higher Ad Revs through Custom Search Ads on Mobile Phones
- 10/20/11 Mr. Market’s Lovin LinkedIn Even Though it’s Pricey
- 10/19/11 eBay’s Barcode Scanner is a Credible Threat to Google Wallet
- 10/19/11 Yahoo Revised to $17, Unimpressive Q3 Results Were Expected
- 10/19/11 Google Buzz Demise in Favor of Google+ Generates Little “Buzz”
- 10/19/11 AOL’s Prospective Sale to Yahoo Provides Some Respite to Flat Outlook
- 10/18/11 Google’s Results Confirm Mobile Search Dominance
- 10/18/11 Amazon Stock Riding High on Kindle Fire Sales Expectations
- Week of 2011-10-09
- 10/14/11 Yahoo Shareholders Eagerly Await a Bid from Alibaba & Others
- 10/14/11 LinkedIn Allows Companies to be More Social with ‘Company Updates’
- 10/13/11 Google’s Stock Rallies in Anticipation of a Strong Third Quarter
- 10/11/11 eBay Q3 Earnings Preview: What We’re Watching
- 10/10/11 Netflix’s Stock Deserves a Second Look, Despite PR Bungling
- Week of 2011-10-02
- 10/07/11 Internet Weekly Notes: Yahoo, Google, Amazon
- 10/07/11 Google Q3 Earnings Preview: What We’re Watching
- 10/07/11 A Jittery Week for Shutterfly Following Apple’s New “Cards” App Annoucement
- 10/07/11 Apple Takes Tablet Battle with Amazon to the Cloud with iCloud Next Week
- 10/07/11 Netflix’s Ambitious International Expansion Faces Many Challenges
- 10/07/11 With Original Content, YouTube Hopes to Woo Advertisers
- 10/05/11 Embattled Yahoo Expands Reach Through ABC Partnership
- 10/05/11 Yahoo! Tries to Enter TV Battle and Will Probably Blow It
- 10/03/11 Can Microsoft Improve its Search Revenues with Facebook?
- 10/03/11 Google Keeps Chromebook Dream Alive by Opening Retail Store
- Week of 2011-09-25
- 09/30/11 Amazon Heads to $240 as New Kindle Lights a Fire in its E-Commerce Biz
- 09/30/11 Insecurity Complex: Will Android’s Security Woes Drag on Google?
- 09/30/11 Despite Buyout Anticipation, Yahoo Tries Feeble Attempts at New Products
- 09/29/11 As Stock Dives, Netflix Subscriber Churn Stabilizing: Bank Survey
- 09/29/11 Netflix Still the Default for Streaming Amid Influx of New Options
- 09/29/11 Will the American Jobs Act Boost LinkedIn’s Growth?
- 09/29/11 Google Groans as Microsoft Strikes Samsung Licensing Deal
- 09/28/11 Given Netflix’s Upside, Buyout Talk is Nonsense
- 09/28/11 Google’s Cloud Storage ‘GDrive’ Could be Rolled Out Soon
- 09/27/11 Despite Lower Ad Revenue Guidance, NYT Should Benefit from its Paywall
- Week of 2011-09-18
- 09/22/11 Users’ “Dislike” of Facebook’s New Features Overshadowed by f8
- 09/22/11 Security & Scale Are Google Wallet’s Biggest Hurdles
- 09/22/11 Can Speedy Flight Searches Lift Google’s Search Revenues?
- 09/21/11 Google+ Opens Its Doors To All Just Ahead of Facebook’s f8
- 09/20/11 Would a Facebook-LinkedIn Partnership Make Sense?
- 09/19/11 Netflix’s US and Int’l ARPU Should Converge with Qwikster Announcement
- 09/19/11 Yahoo in Crisis Despite Potential 3-Way Ad Deal AOL and Microsoft
- Week of 2011-09-11
- 09/16/11 Internet Weekly Notes: Yahoo, AOL and Facebook
- 09/16/11 Netflix Estimate Revised to $195 on New Guidance
- 09/16/11 Microsoft to Team Up with Yahoo and AOL in Display Ads to Counter Google
- 09/15/11 Facebook’s Music Platform Plans Should Surface Next Week
- 09/15/11 Android Has Gained in Europe But Patent Wars Loom Large
- 09/15/11 Monster Nips at LinkedIn’s Heels with New Mobile App
- 09/14/11 Dish Saddles Blockbuster up for Streaming on Way to $29
- 09/13/11 AOL-Yahoo Merger? Two Struggling Businesses Can’t Rescue Each Other
- 09/13/11 Surge of Visitors Will Catapult Kayak’s Online Ad Revenues
- 09/12/11 Amazon Quietly Scrambles for Tablet Content as it Preps for iPad Battle
- Week of 2011-09-04
- 09/09/11 Google Offers Adds Zagat’s Ratings and Recognition to Local Deals Business
- 09/09/11 Salesforce.com Enters the ERP Market with Infor
- 09/09/11 Android, Chrome Can Push Google Past $600
- 09/08/11 Does Google’s Product Shake Up Signal a Shift in its Culture?
- 09/08/11 What Investors Want from Yahoo’s New CEO
- 09/08/11 As Chinese Online Ad Spending Rises so Does Baidu’s Stock
- 09/07/11 CrunchFund Saga Should be a Non-Event for AOL but Isn’t
- 09/07/11 eBay Experiences Boom from India’s Small Exporters
- 09/07/11 Baidu Extends Market Share Gains in China as Google’s Dwindles
- 09/06/11 Google’s Hotel Finder Will Cramp OTA’s Style and Bookings
- Week of 2011-08-28
- 09/02/11 Amazon’s Tablet Will Add to Android’s Momentum
- 09/01/11 Demand for Domain Registrations Gives Verisign’s Stock Headway
- 09/01/11 Amazon Can Afford Losses on Tablets due to E-Commerce Opportunity
- 08/31/11 Kayak Launches “Hacker Fares” Helping Travelers Arbitrage One-Way Tickets
- 08/31/11 International Markets Key to LinkedIn’s Growth in Visitors
- 08/31/11 Facebook Deals Closes: An Alarm Bell for Deal Sites like Groupon?
- 08/30/11 New Features, Mobile Apps to Boost LinkedIn Page Views
- 08/30/11 Pricline Jumps on Broker Initiations: Are They Smoking Something?
- 08/29/11 Microsoft Gets Social in China with RenRen Agreement
- Week of 2011-08-21
- 08/25/11 Expedia Partners with Local Players to Tap Chinese Travel Market
- 08/24/11 eBay’s Mobile Growth Relies on Tapping Affiliates’ Traffic
- 08/24/11 Yahoo Japan Has the Traffic, But Google Has the Mobile Tech
- 08/23/11 Expedia Recruits Asian Travel Agents to Expand Reach
- 08/23/11 3 Key Drivers to Baidu’s Stock Value
- 08/23/11 Why the Google-Motorola Deal Could be a Devil in Disguise
- 08/23/11 LinkedIn’s Updated Mobile Apps Should Improve User Experience Further
- 08/22/11 Verisign Launches MobileView to Drive Registrations
- 08/22/11 Baidu New Coverage: $134 Trefis Price Estimate
- Week of 2011-08-14
- 08/19/11 OpenTable Upside/Downside Scenarios to $84 Valuation
- 08/19/11 How Much are Amazon’s Streaming Efforts a Threat for Netflix?
- 08/18/11 Netflix’s Success Story Rides on International Growth
- 08/17/11 Where Does Facebook Stand as a Recruitment Tool?
- 08/16/11 Netflix as a Defensive Play if the Economy Slows
- 08/15/11 eBay’s Expands Mobile Payments Platform with Zong Purchase
- Week of 2011-08-07
- 08/12/11 Yahoo Looks to Asia for Growth with PropertyGuru
- 08/11/11 LinkedIn Uses New Tool to Link Employers and Applicants
- 08/11/11 Netflix’s Content Costs are Streaming Higher
- 08/10/11 NYT Takes Bold Step to Drive Engagement with Beta620
- 08/10/11 Display Ads Provide Some Hope for AOL in Otherwise Disappointing Outlook
- 08/08/11 Patent Wars Heat up as Google Courts InterDigital
- 08/07/11 OpenTable Eyes $84 on Growth But Stay Watchful on Costs
- Week of 2011-07-31
- 08/05/11 LinkedIn’s Driving Higher Engagement but Stock is Still Stinky
- 08/05/11 Constant Contact Will Regain $24 on Customer Growth and Ave. Spend
- 08/05/11 AOL Q2 Earnings Preview: What We’re Watching
- 08/04/11 How Pandora’s Stock Takes Off
- 08/04/11 Its Yahoo! for Monster as HotJobs Deal Drives Traffic
- 08/03/11 Pandora’s Value Contingent on Strong Growth in Ad Revenues
- 08/02/11 How a Recovering Travel Industry Could Hurt Expedia & Priceline
- 08/02/11 Verisign Looks for Growth from Registering .Anything
- 08/02/11 LinkedIn’s Outlook Depends on the Rise of Recruiting via Social Media
- 08/01/11 Margin Squeeze Limits Amazon’s Upside
- Week of 2011-07-24
- 07/29/11 Monster Earnings Show Solid Growth Though Some Concerns Persist
- 07/29/11 Priceline.com Earnings Preview: Airlines Partnerships in Focus
- 07/28/11 Pandora Rides the Smartphone Boom Though Stock is a Tad Pricey
- 07/28/11 Smartphone Chips Can Lift Sirius XM’s Retail Subscriptions
- 07/28/11 NYT Can Wobble to $9 on Digital Growth as About.com Suffers
- 07/27/11 Monster Q2 Earnings Preview: What We’re Watching on Thursday
- 07/27/11 Netflix Worth $220 on Revised Estimates for Streaming & International Growth
- 07/26/11 Expedia’s Partnership with Travel Agents Adds New Leg of Growth
- 07/26/11 Akamai Earnings Preview: Pricing & CDN Competition in Focus
- 07/26/11 Expedia Earnings Preview: Airline & Groupon Alliances in Focus
- Week of 2011-07-17
- 07/22/11 Netflix Earnings: Subscriber Growth & Streaming Outlook in Focus
- 07/20/11 Google & Facebook Give Yahoo a 1-2 Combo in Search & Display
- 07/20/11 Upside & Downside Scenarios to Google’s $600 Value
- 07/20/11 What’s Delaying Kayak’s IPO?
- 07/20/11 Constant Contact Earnings Preview: What We’re Watching
- 07/19/11 Verisign Earnings Preview: What We’re Watching
- 07/19/11 Akamai Upside & Downside Scenarios to $35 Value
- 07/19/11 Expedia is Even Money Despite Tax Man Targeting OTAs
- 07/18/11 Priceline’s Even Money Despite Tax Man Targeting OTAs
- 07/18/11 Spotify Throws a Wrench in Pandora’s Growth Plans
- Week of 2011-07-10
- 07/16/11 Hulu with New Owners Could Spoil the Netflix Party
- 07/15/11 Verisign Heads to $38 Charging More for Domain Names
- 07/15/11 Google Shares Jump on Earnings, Fully Valued at $600
- 07/15/11 Internet Sales Tax Could Hamper OTAs Like Priceline & Expedia
- 07/14/11 eBay Q2 Earnings Preview: What We’re Watching
- 07/14/11 Priceline Partners with Cathay Pacific Airways
- 07/14/11 3 Reasons Netflix’s Stock Needs a Breather
- 07/13/11 Facebook Apps BranchOut and BeKnown Take on LinkedIn
- 07/13/11 Monster’s Launches Jobs Networking App BeKnown on Facebook
- 07/13/11 Why LinkedIn’s Fundamentals Don’t Support the Market Price
- Week of 2011-07-03
- 07/08/11 Telecom, Media & Semi Notes – (VZ, NFLX, CSCO, AMD, DIS, VIA, NWS)
- 07/08/11 eBay’s Upside & Downside Scenarios to $32.75 Valuation
- 07/07/11 Pandora’s Enemy at the Gates: Spotify Comes to the U.S.
- 07/06/11 Facebook’s Group Chat & Skype Supported Video Calls Take on Google+
- 07/06/11 Netflix Sambas into Latin America Lifting Shares
- 07/06/11 Expedia Eyes $30.60 by Earning More Euros with Expansion
- 07/06/11 Microsoft, Baidu Duo Gets Bing into China Though Small Impact to Stock
- 07/04/11 ICANN Renewal Bumps Verisign Shares Higher
- Week of 2011-06-26
- 07/01/11 Does the Facebook & Spotify Partnership Threaten Pandora?
- 06/29/11 Google’s New Search Features Help it Defend $576 Value
- 06/29/11 Priceline’s New Alerts Help Bargain Hunters Stay Atop Deals
- 06/29/11 How to Justify Pandora’s Valuation at $17
- 06/28/11 Expedia Partners with AirTran Airways, Extending its Affiliate Network
- 06/28/11 AT&T’s New CDN Offering, Strategic but Insignificant for the Stock
- 06/27/11 Online Advertising Sector Review – Google, AOL & Yahoo
- 06/27/11 Telecom and Semiconductor Weekly Notes – AT&T, Verizon, Comcast, AMD & Akamai
- Week of 2011-06-19
- 06/24/11 Why Akamai is Looking to License its CDN Technology
- 06/24/11 Sirius XM Stock Outlook is Hitched to Auto Industry
- 06/24/11 Is LinkedIn Overvalued? Join the LinkedIn Webinar Thursday, June 30 at 3pm EST
- 06/20/11 3 Key Trends for Pandora
- 06/20/11 Akamai Facing New Challenges in Value-Added Services
- 06/19/11 How Google’s Flight Search Could Impact Expedia
- Week of 2011-06-12
- 06/17/11 Upside & Downside Scenarios for Pandora
- 06/17/11 Expedia Loses Eurostar To Orbitz
- 06/17/11 Report on Cord Cutting Unfairly Points Finger at Netflix
- 06/16/11 Google Acquires Admeld to Boost Display Ad Business
- 06/16/11 OpenTable Gives Restaurants Another Reason to Hop on Board
- 06/16/11 Pandora Not Yet a Sirius Threat
- 06/16/11 Expedia’s Reward Points Program Adds up to Peanuts
- 06/15/11 Trefis Valuation of Pandora at $1.8 Billion
- 06/14/11 Monster Needs Uncle Sam to Start Hiring to Drive Growth
- 06/14/11 Does Apple’s iCloud Hold Promise for Akamai?
- Week of 2011-06-05
- 06/10/11 A Look at Employment Growth and Monster Stock
- 06/10/11 Groupon Takes on the OTA Market with Expedia
- 06/09/11 Can Monster Overcome LinkedIn’s Threat Through 6sense?
- 06/09/11 Upside & Downside Risks for Priceline
- 06/08/11 Google Search Shows Flight Schedules: Kayak & Others Safe for Now
- 06/07/11 Priceline Partners with Jetstar Airways as OTAs Race to Pair up with Airlines
- Week of 2011-05-29
- 06/02/11 Maintaining Subscriber Growth Will Be A Challenge for Netflix
- 05/31/11 eBay’s Mobile Platform Could Drive 17% Upside to Stock Value
- 05/31/11 Evaluating Expedia’s Upside from AirAsia Partnership
- 05/31/11 Strong Auto Sales Drive Sirius XM Subs Growth
- 05/30/11 How LinkedIn is Driving Higher Engagement Levels
- 05/30/11 What a Discounted Kindle 3G Means to Amazon Stock
- Week of 2011-05-22
- 05/27/11 Facebook’s Ad Business is 30x More Valuable than LinkedIn’s
- 05/27/11 Shutterfly Coverage Launch: $65.88 Trefis Price Estimate
- 05/26/11 2 Key Value Drivers for LinkedIn
- 05/25/11 AOL Internet Subscription Business Continues to Decline
- 05/25/11 How Pricing for LinkedIn Job Postings Could Trend Going Forward
- 05/24/11 The Top 3 Sources of Value for OpenTable
- 05/24/11 Dish Aiming for New Subscribers with Blockbuster Promotion
- 05/24/11 Why it Makes Sense for Amazon to Make a Tablet
- 05/23/11 Better Targeted Ads Should Lift LinkedIn Ad Pricing Levels
- Week of 2011-05-15
- 05/21/11 LinkedIn and Monster Look to Gain an Edge from Innovative Recruiting Tools
- 05/20/11 3 Key Businesses That Drive LinkedIn’s Valuation
- 05/20/11 Corporate Client Growth Could Carry LinkedIn
- 05/19/11 LinkedIn’s Valuation as Facebook of Recruiting Hard to Justify
- 05/19/11 Netflix Subscriber Growth Needs to Skyrocket to Justify Stock Price
- 05/18/11 After AirAsia, Expedia Now Partners With South African Airways
- 05/18/11 Netflix’s Android App Steals Some of Google’s Thunder
- 05/17/11 Google Adds Spark to Telcos
- 05/17/11 Time Warner Bolsters HBO’s Value with HBO Go App
- 05/15/11 AOL’s ‘Project Devil’ Drives Higher Engagement, Better Ad Performance
- Week of 2011-05-08
- 05/13/11 Microsoft and RIM BlackBerry Take on Google with Search Deal
- 05/12/11 Microsoft Missing Out On Growth From 2 Billion Internet Users
- 05/12/11 Should Netflix Worry About YouTube?
- 05/11/11 Expedia Partners With AirAsia
- 05/11/11 Netflix Riding a Positive Feedback Loop
- 05/11/11 With Microsoft, Can Skype Accelerate the Shift to VoIP?
- 05/10/11 Microsoft’s Skype Deal to Link its Products to Consumers via the Web
- 05/10/11 Amazon Grows Top-Line, but at What Cost?
- 05/10/11 Key Trends for PayPal Emerging from eBay’s Q1 Earnings
- 05/09/11 Netflix May Go to Latin America Next, Our Take
- Week of 2011-05-01
- 05/06/11 Expedia’s Game Plan for the Indian Travel Market
- 05/05/11 Priceline to See Limited Impact from Middle East Unrest
- 05/05/11 OpenTable Continues to Grow in North America
- 05/04/11 What Brings Expedia To India?
- 05/04/11 Netflix Scales the U.S. Video Subscription Mountain
- Week of 2011-04-24
- 04/28/11 How Google Algorithm Changes Affect NYT
- 04/28/11 Netflix Dismisses Cord Cutting Argument
- 04/27/11 NYT Confident in its New Paywall
- 04/27/11 Coverage Launch on Constant Contact – $30.66 Stock Price Estimate
- 04/26/11 Coverage Launch on Pandora – $984 Million Valuation
- Week of 2011-04-17
- 04/22/11 Akamai Fighting to Keep its Edge
- 04/20/11 Innovation is Google’s Key to Maintaining Search Leadership
- 04/19/11 Lowering Adobe Estimates on Japan Impact
- 04/19/11 Netflix Earnings Preview: Subscribers & Content Acquisition Costs in Focus
- 04/19/11 4 Key Trends for Akamai
- 04/19/11 Adjusting Google Estimates on Higher Expenses
- 04/18/11 Kayak Partners with Travelocity but Benefits Unclear
- Week of 2011-04-10
- 04/15/11 How Discover Money Messenger Impacts eBay Stock Value
- 04/15/11 Chrome Growth Looks Promising for Google
- 04/14/11 Yahoo Earnings Preview – A Roadmap for Investors
- 04/14/11 Spotlight Living Up to the Hype for OpenTable
- 04/14/11 Expedia Shareholders Should Cheer the TripAdvisor Spin-Off
- 04/13/11 Google Earnings Preview, What We’re Watching
- 04/12/11 Adobe Banking on a Mid-Cycle Software Release to Spark Sales
- 04/12/11 Google’s Search Business Gets Stronger with ITA Acquisition
- 04/12/11 Cord Cutting Continues, But Be Cautious On Netflix Upside
- 04/11/11 Mobile Searches Will Help Bing’s Search Revenues
- Week of 2011-04-03
- 04/08/11 Air Travel Bookings Add Little to Priceline
- 04/08/11 Amazon’s ‘Cloud Drive’ Goes After Digital Music, Mobile Storage
- 04/07/11 Search Ads Drive 70% of Google’s Stock Value
- 04/07/11 Viacom Pulls Channels from iPad App Raising Stakes in the Streaming Standoff
- 04/06/11 Facebook Value Could Rise on Mobile Usage
- 04/06/11 Expedia’s Stock Value Threatened by New Social Network for Travelers
- 04/06/11 Local Marketing: Growth Trend to Watch Out for Yahoo!
- 04/05/11 Reason to Believe Yahoo’s Advertising Rates Will Recover
- 04/04/11 10 Tech Stocks with Highest Cash Contributions vs. Stock Value
- Week of 2011-03-27
- 04/01/11 A Quantitative Look at NYT’s Digital Subscription Service
- 03/31/11 OpenTable Gaining Momentum in Diners Seated
- 03/31/11 NYT’s Paywall Introduction Could be AOL’s Gain
- 03/31/11 Sirius XM’s Rising ARPU Supports $2 Value
- 03/30/11 Expedia Likely to Take a Hit in Japan
- 03/29/11 Why CBS Pulled Content from Netflix
- 03/28/11 Yahoo Down on Display Ad Revenues, But Not Out
- Week of 2011-03-20
- 03/25/11 House Of Cards Signals New Motivations for Netflix
- 03/25/11 Upside & Downside Risks for eBay’s Stock
- 03/24/11 Microsoft Making the Right Moves with Bing Search
- 03/24/11 The 3 Most Important Product Segments for Akamai
- 03/24/11 The New Side of OpenTable
- 03/24/11 Competition from Google and Facebook Hitting Yahoo Ad Revenues
- 03/24/11 The 3 Most Important Revenue Streams for Facebook
- 03/22/11 A Bright Outlook for Akamai’s Revenue per Media Customer
- Week of 2011-03-13
- 03/18/11 It’s Becoming More Expensive for OpenTable to Maintain its Lead
- 03/17/11 Facebook Stepping on Netflix’s Toes With Streaming Movies
- 03/15/11 Recovery On Tap for AOL After Recent Struggles
- 03/14/11 Amazon’s Cloud & Web Services Business is Growing, But Won’t Move Stock Much
- Week of 2011-03-06
- 03/11/11 Are Netflix’s International Ambitions Justified & Achievable?
- 03/11/11 Yahoo from Both Angles
- 03/11/11 Salesforce.com’s Stock is Quite Sensitive to R&D Spend
- 03/10/11 Google’s AdSense Gains from Groupon & Social Deals Bonanza
- 03/10/11 Akamai – Digital Media Rising but Stock Falling
- 03/10/11 3 Key Trends to Watch for Facebook
- 03/10/11 HBO Needs to Restrategize as Competition for Movie Distribution Intensifies
- 03/09/11 Rise in User Accounts Drives PayPal’s Contribution to eBay Stock Value
- 03/09/11 Credit Facebook for New Time Warner Content Offering
- 03/09/11 Nickelodeon Monkeying Around with Online Games, Stock Upside is Limited
- Week of 2011-02-27
- 03/04/11 Growth in Akamai’s Media Business Provides 5% Upside to Stock
- 03/04/11 AOL Righting its Ad Business Supporting $24 Value
- 03/04/11 How to Justify Facebook’s $65 Billion Valuation
- 03/03/11 PlayBook Compatibility with Android Apps Could Be Win-Win for RIM and Google
- 03/02/11 Encouraging Outlook for Number of Diners Using TopTable
- 03/02/11 Kayak Worth $800 Million Though Google-ITA Deal is Concerning
- 02/28/11 Priceline Could Grow Asia Business by Tweaking Business Model
- 02/28/11 Key Acquisitions Lift AOL’s Monthly Unique Visitors
- Week of 2011-02-20
- 02/25/11 If Priceline Harnesses Asian Growth, Shares Have Ample Upside
- 02/25/11 How Amazon Prime Video Streaming Can Compete with Netflix
- 02/24/11 Innovative Products Will Drive Revenue Growth for Monster
- 02/24/11 Upside and Downside Scenarios for OpenTable
- 02/24/11 Yahoo’s Search Profit Margin to Expand Offering Additional Upside to Stock
- 02/23/11 Improving Hotel Occupancy Levels Spell Upside for Priceline’s Stock
- 02/23/11 Microsoft’s New Products Make Waves in PC and Smartphone OS Markets
- 02/22/11 Mobile Traffic Explosion Creates Both Opportunity and Risk for Akamai
- 02/22/11 Google’s Efforts in Social Search Could Enhance Market Share
- 02/21/11 Outlook for Facebook User Growth
- Week of 2011-02-13
- 02/18/11 Nokia-Microsoft’s OS Impact on Android Limited for Now
- 02/16/11 Patch.com Can Lift AOL’s Fortunes
- 02/16/11 Upside and Downside Scenarios for NYT’s Online Paywall
- 02/15/11 OpenTable’s International Growth Driven by Toptable
- 02/15/11 International Markets Can Drive Gains in Priceline’s Hotel Bookings Market Share
- 02/14/11 What is the Potential Upside if Wal-Mart Gains Ground on iTunes?
- Week of 2011-02-06
- 02/11/11 Gauging Future Growth Areas for eBay
- 02/11/11 Outlook for Facebook’s Revenue per Page View
- 02/11/11 Media Content Delivery Becomes Largest Value Driver for Akamai
- 02/10/11 Competition from OTAs & Hotels May Erode Expedia’s Revenue Margin on Hotel Bookings
- 02/09/11 AOL’s Huffington Post Acquisition Targets Greater Social Media Impact
- 02/09/11 How About a New Business Model for Priceline
- Week of 2011-01-30
- 02/04/11 Amazon Continues to Invest Heavily to Grow Top Line
- 02/02/11 Coverage Launch: $81.59 Trefis Price Estimate for OpenTable
- 02/02/11 Video Streaming with a Side of Free 2-Day Shipping
- 02/01/11 Yahoo Focus on Cost Cutting, Needs Top Line Growth to Move Stock
- 01/31/11 Expanded Offerings on Air Carrier Websites Pose a Threat to Online Travel Agencies
- 01/31/11 Outcome of Net Neutrality Debate Will Affect Dish Network
- Week of 2011-01-23
- 01/29/11 Facebook’s Revenue Per Search to Decline in Coming Years
- 01/27/11 Can Google Better Target Ads to Sustain RPS?
- 01/27/11 Kindle Singles Could Chip in 5-10% to Amazon’s stock
- 01/27/11 Are Social Networks Stepping on Media Conglomerates’ Turf?
- 01/26/11 Google’s Capex Spending and the Impact on Stock Value
- 01/25/11 Bill Me Later Driving eBay’s Paypal Profit Margins
- Week of 2011-01-16
- 01/21/11 Yahoo’s Alibaba Stake Offers Upside on Chinese Internet Growth
- 01/20/11 Launch of Trefis Coverage on Expedia – Stock Sensitivity to Advertising Revenues
- 01/19/11 Launch of Trefis Coverage on Priceline – Stock Sensitivity to Hotel Bookings Market Share
- 01/19/11 Online Retail Momentum and Smartphone Proliferation Lift Outlook for Amazon
- Week of 2011-01-09
- 01/11/11 $1 Billion MySpace Valuation Highlights Facebook’s Dominance, But News Corp Stock Still Cheap
- 01/11/11 Success of Project Devil Could Create 13% Upside to AOL Stock
- Week of 2011-01-02
- 01/07/11 Yahoo’s Ability to Withstand Profit Margin Pressure from Google and Facebook Can Lift Stock Value
- 01/07/11 Amazon Could Rise on Excellent Operational Efficiency
- 01/05/11 iPad to Continue its Reign Despite Flurry of Tablets in 2011
- 01/05/11 NetApp Positions Itself for Pickup in Enterprise Spending
- 01/05/11 Yahoo Mail Competition to Weigh on Stock
- 01/04/11 Huffington Post Worth More Than NY Times Online as a Standalone Business
- 01/03/11 Google Market Share in Search to Grow From Android
- 01/03/11 Upside and Downside Scenarios for eBay on Holiday Shopping Trends
- Week of 2010-12-26
- 12/29/10 Google Product Delays Could Pressure Operating Margins
- 12/29/10 Tough to Justify Akamai’s $48 Stock Price on Valuation
- 12/28/10 Google TV Could Threaten Key Revenue Streams for Broadcast Networks
- 12/28/10 Trefis – The Week in Review – Tech/Media/Telecom; December 28
- 12/27/10 Yahoo’s Cost Cutting Initiatives Can Lift Profit Margins, Stock Value
- Week of 2010-12-12
- 12/16/10 Akamai Could Accelerate Growth of Online Shopping Customers
- 12/16/10 Google Could Approach Record High on Online Shopping Growth
- 12/14/10 PayPal Gaining on Bill Me Later and eBay Partner Sites
- 12/13/10 VeriSign to Benefit from Domain Name Renewal Trends
- Week of 2010-12-05
- 12/10/10 Yahoo Enters the Local Marketing Arena
- 12/09/10 What Would AOL’s Acquisition Mean to Yahoo?
- 12/06/10 3 Downside Scenarios for Microsoft’s Windows OS
- Week of 2010-11-28
- Week of 2010-11-21
- 11/25/10 Google Gains on Boom in YouTube Users
- 11/24/10 Dell Has 30% Upside Led by Services Unit
- 11/22/10 Higher Spending Could Weigh on Akamai’s Stock
- Week of 2010-11-14
- 11/19/10 An Upside and Downside Scenario for Google
- 11/18/10 Google’s Foray Into Fashion – Boutiques.com
- 11/16/10 New York Times Online Can Add +25% to NYT Value
- 11/15/10 Wal-Mart’s Online Push – Does it Make Sense?
- Week of 2010-11-07
- 11/12/10 Netflix’s Level 3 Deal Leads to Akamai Pricing Concerns
- 11/11/10 iPad a Limited Impact on Verizon for Now
- Week of 2010-10-31
- Week of 2010-10-24
- Week of 2010-10-17
- Week of 2010-10-10
- 10/14/10 Social Search with Bing-Facebook Combo a Threat to Google’s Stock
- 10/13/10 Online Ad Market Growth Can Bump Yahoo, Google and AOL Stocks
- 10/12/10 YouTube Grows, but Value is Minimal for Google
- Week of 2010-10-03
- 10/07/10 4% Upside to Microsoft from Slower Windows Margin Decline
- 10/05/10 Yahoo’s Revenue per Search Expected to Pick-up
- Week of 2010-09-26
- 09/30/10 Content Acquisition Strategy Could Boost AOL Stock by 3%
- 09/29/10 Apple Grabs Mobile Ad Share from Google, Yahoo, Microsoft
- 09/29/10 Lower eBay Take Rates Can Drive More Listings
- Week of 2010-09-19
- 09/24/10 Microsoft Search Alliance Could Boost Yahoo Stock by 2%
- 09/23/10 Will New Display Ads Drive Value for AOL’s Stock?
- 09/22/10 Amazon’s Kindle Sales Expected to Rise
- Week of 2010-09-12
- 09/17/10 PayPal Growth Could Spell 10% Upside to eBay’s Stock
- 09/16/10 YouTube’s Pay-Per-View Service Won’t Move Google’s Stock
- 09/16/10 Will Netflix Feel the Squeeze From Higher Streaming Costs?
- 09/15/10 New Gmail Phone Service Could Boost Google Stock by 3%
- 09/15/10 Google Search Deal Could Yield Small Upside for AOL’s Stock
- Week of 2010-09-05
- 09/10/10 Google Instant Could Lift Stock by 5%
- 09/08/10 Google Should Benefit Most From Search Market Growth
- 09/06/10 Could Ping Lift Apple’s Music Sales?
- Week of 2010-08-29
- Week of 2010-08-22
- 08/27/10 Streaming Two World Cups a Year Could Boost Akamai Stock By 3%
- 08/25/10 Vanishing Subscribers Hurt AOL’s Search Business
- Week of 2010-08-15
- 08/19/10 Margin Growth Could Boost Monster Stock by 15%
- 08/16/10 VeriSign’s Price Hikes Could Curb Demand for .Com & .Net Domains
- Week of 2010-08-08
- 08/12/10 Cloud Services Growth Unlikely to Boost Amazon’s Stock
- 08/11/10 Rising Online Shopping Business Customers Could Boost Akamai’s Stock by 11%
- Week of 2010-08-01
- 08/06/10 Modest Upside to Apple from Higher iPad Sales
- 08/06/10 iPhone, iPad Apps Boost NYT’s Mobile Traffic
- 08/05/10 EX Switches Could Lift Juniper’s Stock by 7%
- 08/03/10 Mobile Initiatives Could Boost Yahoo by 10%
- 08/02/10 Widening Margins Spell Upside for Juniper
- 08/02/10 5% Downside for Amazon if Spending Spree Continues
- 08/02/10 Akamai Could See 5% Upside From E-Commerce Growth
- Week of 2010-07-25
- 07/28/10 Yahoo Could See 5% Upside From Social Networking
- 07/27/10 Velocitude Deal Should Boost Akamai’s E-Commerce Revenues
- 07/26/10 Gmail and Orkut Hardly Matter to Google’s Stock
- Week of 2010-07-18
- Week of 2010-07-11
- 07/16/10 Court Loss Could Knock 20% off VeriSign’s Stock
- 07/15/10 Associated Content Deal Could Lift Yahoo by 4%
- 07/12/10 Facebook Search Could Mean 5% Downside for Google
- Week of 2010-07-04
- 07/08/10 Woot Acquisition Won’t Move Amazon’s Stock
- 07/05/10 ITA Acquisition Helps Google in Online Travel Search
- Week of 2010-06-27
- 06/29/10 Online Social Gaming Boosts Akamai
- Week of 2010-06-20
- 06/23/10 New Web-based Printers Could Boost HP’s Profits
- 06/22/10 Cable Providers Needn’t Fear ESPN on Xbox 360
- Week of 2010-04-25
- Week of 2010-04-18
- Week of 2010-04-11
- 04/16/10 Social Networking Sites a Growing Threat to Monster’s Stock
- 04/11/10 Exit from China Has Little Impact on Google’s Stock
- Week of 2010-04-04
- Week of 2010-03-28
- 04/03/10 YouTube 10x More Important Than Gmail for Google’s Stock
- 03/30/10 Sustaining Search Market Share Important for AOL’s Stock
- Week of 2010-03-21
- 03/25/10 10% Downside to Yahoo’s Stock if Ad Rate Declines Continue
- 03/22/10 Akamai’s Netflix Deal Signals the Company’s New Competitiveness
- Week of 2010-03-14
- 03/19/10 700 Million Monthly YouTube Visitors by 2016?
- 03/17/10 PayPal Smartphone Transactions Could Become Important for eBay’s Stock
- 03/16/10 Analyst Sees Upside for Akamai from Value Added Services
- Week of 2010-03-07
- 03/12/10 Growth in Searches per Internet User Crucial for GOOG and YHOO
- 03/12/10 Search Market Share Trends: More Downside for YHOO, Upside for MSFT
- 03/11/10 What if merchandise prices on eBay continue to decline?
- 03/09/10 What percent of Google’s stock is AdSense?
- 03/08/10 Google Apps Can Win Microsoft Office Customers with DocVerse
- Week of 2010-02-28
- 03/05/10 Trefis Analysis: What percent of eBay’s stock is PayPal?
- 03/05/10 Microsoft’s Deal with Yahoo Could Hurt Google’s Stock
- Week of 2010-02-21
- 02/23/10 Trefis Forecast: What % of Google’s stock is Orkut?
- 02/23/10 Microsoft Deal to Boost Yahoo’s Search Advertising Margins
- Week of 2010-02-14
- Week of 2010-02-07
- 02/12/10 Online Videos and Value-Added Services Will Drive Akamai’s Stock
- 02/09/10 Google Apps is 3% of Google’s Stock
- 02/08/10 Monster-Yahoo: $10.90 Trefis Price Estimate for Monster
- Week of 2010-01-31
- 02/06/10 How Amazon’s Stock Price Can Reach $180+
- 02/02/10 Amazon Drives Kindle Sales Using Higher E-Book Royalties for Authors
- Week of 2010-01-24
- 01/27/10 Google’s lower capital expenditure and higher revenues
- 01/26/10 Kindle Apps vs. iPhone Apps
- 01/25/10 Google’s YouTube Rental Service Will Improve Monetization
- 01/25/10 Akamai Reduces Prices to Drive More Traffic
- Week of 2010-01-17
- 01/22/10 Still Large Upside on eBay
- 01/19/10 Online shopping sites are key to Akamai’s success
- Week of 2010-01-10
- Week of 2010-01-03
- Week of 2009-12-27
- Week of 2009-12-20
- Week of 2009-12-13
- Week of 2009-12-06
- 12/10/09 Akamai will benefit from media rich online shopping experiences
- 12/09/09 Google Apps is more valuable than YouTube and Gmail combined
- Week of 2009-11-15
- Week of 2009-10-25
- Week of 2009-10-18
- 10/22/09 eBay reports earnings; Trefis price increased to $35.14, nearly 50% upside to market price
- 10/21/09 Lexmark, SanDisk and Yahoo Report Earnings; we think there is upside to Lexmark and SanDisk
- 10/19/09 How much could Wal-Mart hurt Amazon?
- Week of 2009-10-04
- Week of 2009-09-27
- 09/28/09 (New Coverage) Monster.com – Trefis Price of $12.68 almost 30% lower than Market Price of $17.24
- Week of 2009-09-06
- Week of 2009-08-30
- Week of 2009-08-23
- Week of 2009-08-02
- 08/07/09 Amazon’s Zappos acquisition makes Electronics & General Merchandise Amazon’s most valuable segment
- Week of 2009-07-26
- 07/29/09 Impact on Yahoo’s stock from a Microsoft Bing deal
- 07/27/09 Note of the Day: Could AT&T hurt Akamai?
- Week of 2009-07-19
- Week of 2009-07-05