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A FANG Stock Q3 Earnings Preview
Friday, October 13, 2017 - 4:14pm | 733Investor attention will likely shift away from bank stocks next week, as the "FANG" group is on deck to report earnings. In a preview of the earnings reports, Canaccord Genuity analyst Michael Graham said that while there's a "constructive" backdrop for the companies,...
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Intel, And Other Winners From Seasonal Strength In iPhones And Internet Of Things
Monday, June 12, 2017 - 9:59am | 907Analysts at Bank of America Merrill Lynch hosted 16 semiconductor companies as part of its Global Tech Conference in San Francisco on June 6 and 7. Key Takeaways Bank of America's Vivek Arya noted three main takeaways from the event. Demand across the auto, industrial, gaming, mobile and data...
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PayPal Winning Mobile Payments, But Visa And MasterCard Still Make Good Bets
Tuesday, April 5, 2016 - 2:21pm | 496Mobile payment technology is beginning to integrate society, with more and more companies offering that option at the register and some names, like Starbucks Corporation (NASDAQ: SBUX), deriving a significant proportion of their transactions through mobile. While the mobile payment space is...
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Facebook Is Stepping Outside Its Walled Garden
Friday, February 5, 2016 - 10:09am | 377Between apps like Facebook, Messenger, Instagram and WhatsApp, Facebook Inc (NASDAQ: FB) has taken over quite a bit of average smartphone users' time. However, it appears that accounting for approximately 20 percent of users' time isn't enough for the social media firm— Facebook is looking to...
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Why Facebook Has Successfully Transitioned From Desktop To Mobile
Friday, January 29, 2016 - 12:35pm | 356Facebook Inc (NASDAQ: FB) posted phenomenal Q4 2015 results to the tune of a 52 percent increase in revenue and a 46 percent increase in non-GAAP diluted EPS. Additional data from the Q4 report came in positive as well, including advertising revenue increase of 57 percent year-over-year, which...
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MicroStrategy A Big Winner Following Its Earnings Release
Thursday, January 28, 2016 - 3:54pm | 143Shares of MicroStrategy Incorporated (NASDAQ: MSTR) surged higher by more than 17 percent on Thursday and was one of Wall Street's best performers. MicroStrategy, a provider of enterprise-ready analytics, mobile, and security software platforms, reported its fourth quarter results after...
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eBay's Stock Is Up Big: How's Wall Street Reacting?
Thursday, October 22, 2015 - 12:08pm | 832Shares of eBay Inc (NASDAQ: EBAY) rose more than 13 percent following its third-quarter results. EBay earned $0.43 per share in its third quarter – $0.03 more than analysts expected. Revenue of $2.1 billion matched the $2.1 billion analysts were looking for. Wall Street experts were...
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8 Internet Stocks Brean Capital Is Watching Ahead Of Earnings
Tuesday, July 21, 2015 - 11:02am | 911In a report published Tuesday, Brean Capital analyst Mike Burton previewed June quarter results for eight Internet stocks under his coverage. Burton noted that mobile-exposed names have been under pressure due to China related concerns and low expectations for Samsung. On the other hand, Apple...
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MKM Says Alibaba Monetization Concerns Are 'Overblown'
Tuesday, May 12, 2015 - 10:13am | 267In a report published Tuesday, MKM Partners analyst Rob Sanderson commented on Alibaba Group Holding Ltd (NYSE: BABA)'s March quarter results, which were "much better than feared" despite an "aggressive" shift to mobile. "We believe the stock should continue higher in the near-term," Sanderson...
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What's To Like About Pandora's Latest Earnings?
Monday, April 27, 2015 - 11:58am | 322In a report published Monday, Barrington Research analyst Jeff Houston commented on Pandora Media Inc (NYSE: P)'s first quarter results, noting that the company's strong performance was driven by accelerated listener engagement, mobile monetization and business-model leverage. Shares remain...
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Bob Peck: 6 Things To Watch After Yahoo's Earnings
Wednesday, April 22, 2015 - 9:46am | 340Yahoo! Inc. (NASDAQ: YHOO) on Tuesday reported its first quarter results. In a report published Wednesday, SunTrust Robinson Humphrey analyst Robert (Bob) Peck noted that Yahoo's Core "slows" in its turnaround, but based on a some-of-parts valuation, investors can still get the...
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IBM's Strategy Is 'Right,' Wells Fargo Says; Others Less Sure
Friday, February 27, 2015 - 12:55pm | 569In a report published Friday, Wells Fargo analyst Maynard Um wrote that International Business Machines Corp. (NYSE: IBM) marked a "change in tone to one of a company going more on the offensive" during its Investor Day presentation. Um noted that IBM highlighted its long-term growth...
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Compuware/BMC Partnership Gives Companies The 'Needle In The Haystack'
Tuesday, February 17, 2015 - 5:00pm | 689Compuware Corporation and BMC Software, have integrated three software solutions into one package designed to save companies up to 20 percent of the cost of monthly license charge (MLC) costs paid to mainframe providers like International Business Machines Corp. (NYSE: IBM)....
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Yelp Investors: Get To Know Eat24 (And The Company's Revised 2015 Outlook)
Tuesday, February 10, 2015 - 11:41am | 215Yelp Inc (NYSE: YELP) on Monday morning adjusted its 2015 guidance upwards while also announcing an acquisition. Yelp offered a first quarter revenue outlook and expects sales to fall within a range of $118.5 million to $120.5 versus prior guidance of $114 million to $116 million. For the entire...
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Credit Suisse Says Yelp's Traffic Trends Need Further Monitoring
Friday, February 6, 2015 - 10:30am | 223Stephen Ju of Credit Suisse on Friday commented in a note that shares of Yelp Inc (NASDAQ: YELP) will likely be pressured near-term following the company's fourth-quarter results. "The disclosure of Local Advertising accounts versus prior ALBA which included deal customers serves to...