In an interview on CNBC, Alex Guana, JMP Securities senior analyst, explained that expectations for GoPro Inc (NASDAQ:GPRO) should be high and gave the reasons behind his firm’s high expectations. “It has achieved great things and the company right now, a billion views, GoPro branded content of about 50 million hours in the first quarter, it is the number 11 fastest growing brand on Instagram right now, and about 212,000 followers last month, so it is achieving great things, that’s why our expectations are so high,” he said. He added that it could be a major media brand, and it…
Author: Daniel Curran
In an interview with Fox Business, SunTrust Robinson Humphrey analyst Robert Peck provided his opinion on Twitter Inc (NYSE:TWTR), on which his firm has a ‘Buy’ rating and a price target of $58. Twitter Inc (NYSE:TWTR)’s revenue and earnings per share were significantly above expectations and the stock was up 20% on Wednesday after the company announced its earnings the day before. Such a success have people wondering if Twitter Inc (NYSE:TWTR) is on a flight path and might even beat Facebook Inc (NASDAQ:FB). Peck said that earnings for this quarter were a reflection point of Twitter Inc (NYSE:TWTR)’s potential. He said that…
John Legere, the CEO of T-Mobile Us Inc (NYSE:TMUS), in an interview on CNBC talked about the competition in the carrier industry and future possibilities for T-Mobile Us Inc (NYSE:TMUS), was very optimistic about passing their competition, and explained the current situation in terms of customers and their standing. He said that there are 1.5 million customers and 900,000 post-paid customers, and low churn at T-Mobile Us Inc (NYSE: TMUS). He quoted a JDP survey that placed T-Mobile Us Inc (NYSE: TMUS) as the number1 in customer care and no. 1 in speed. He also mentioned that their revenue growth is 8%…
The 2012 GEMS Analysis, a recent study evaluating environmental policies and infrastructure has found that Ecolab Inc. (NYSE:ECL) provides the best environmental management, from among the companies in the Russell 3000 index, Sustainable Brands reported. In the past two years, Ecolab Inc. (NYSE:ECL) has shown a progression of 38 points (72%) in its score, which in the recent study was 91 out of 100, placing them ahead of Intel Corporation (NASDAQ:INTC), which was the second in the list with 89 points. Intel Corporation (NASDAQ:INTC) was displaced from the first place after two years at the top of the list. Lexmark…
On Thursday, after the bell, Tesla Motors Inc (NASDAQ:TSLA) will report its second quarter earnings, which, at 8%, is expected to be lower than both the four quarter average of around 12% and eight quarter average of around 11.5%. A possible reason for the lower implied move is the low volatility in Tesla Motors Inc (NASDAQ:TSLA) in recent times, which has been 30 day realized volatility only around 30. While the Street awaits to see Tesla’s earnings figures for the last quarter, Risk Reversal has conducted a short analysis on the stock to provide a preview of the company’s earnings. The…
In a heated discussion on CNBC’s “Squawk on the Street”, Jim Cramer admitted that he had said on his show (Mad Money) that it was very difficult to have a view on Twitter Inc (NYSE:TWTR) prior to the conference call, saying Twitter Inc (NYSE:TWTR) expects people to have a view. Also, he admitted that he had been under the impression that registered users was the most important number to consider when analyzing stocks, but had come to understand that the number of monthly active users (MAUs) – that they did not know about as this metric was revealed recently –…
Sir Martin Sorrell, the CEO of WPP, on CNBC, shared his thoughts on the takeover bid from Twenty-First Century Fox Inc (NASDAQ:FOXA) for Time Warner Inc (NYSE:TWX). Sir Sorrell thinks that Time Warner Inc (NYSE:TWX) being bought by Twenty-First Century Fox Inc (NASDAQ:FOXA) is a good thing. His view is that this could be the beginning of new, good things and will provide benefits for the clients. “There are very few media owners that have a global view. They tend to be US-orientated or Indian-orientated or Chinese-orientated. There is really no media company that has a global overview. Rupert Murdoch has always been…
Bloomberg Contributing Editor Paul Kedrosky, on Bloomberg’s “In the Loop”, spoke about what problems faces Twitter Inc (NYSE:TWTR). He said that the problem was not with the market, but definitely with Twitter Inc (NYSE:TWTR). ” […] Pretty remarkable tailwinds in this market in terms of growth, particularly in the mobile advertising market, up more than 100% year on year. So it is not really market-related, it is much more Twitter-related.” He argues that there are two things wrong with Twitter Inc (NYSE:TWTR): the ability to on-board new users, and the ability to keep them. Speaking on the monthly active users (MAUs)…
Jon Erlichman, speaking on Bloomberg’s “In the Loop”, said that the criticism that has been dogging Dreamworks Animation Skg Inc (NASDAQ:DWA) is that they have had some underperforming films, even with ‘How to Train Your Dragon 2’ grossing about $400 million at the global box offices. This is substantiated by the slew of movies (such as ‘Turbo’ and ‘Mr. Peabody’ and Sherman) that have fallen short of expectations in recent times. Now, the focus is on being a company that will not only be involved in films, but in original TV productions, which is assisted by their deal with…
Facebook Inc (NASDAQ:FB) is now in the process of moving its customers from the inbuilt chat function on Facebook for iOS and Android apps to the Facebook Messenger app, according to The Telegraph. Those who have both the Facebook app and the Messenger will be automatically redirected to the messenger app for incoming messages, but customers who do not have Facebook Inc (NASDAQ:FB)’s Messenger installed will be prompted to install the app on their mobile phones to use the chat function. A Facebook Inc (NASDAQ:FB) spokesperson said, quoted by The Telegraph, “In the next few days, we’re continuing to notify…
Jim Cramer, host of Mad Money, recently spoke on CNBC about Twitter Inc (NYSE:TWTR). He said that there are too many factors in play in terms of Twitter Inc (NYSE:TWTR) and its stock, and that it is better to sit this one out. He mentioned that the “trifecta – beating own sales, earnings and raising their guidance for both sets of future numbers” is an important factor to consider in buying stocks. He also called new entrant Twitter Inc (NYSE:TWTR) “a money losing company with a decelerating growth rate” and said that Twitter Inc (NYSE:TWTR) is exactly the kind of…
Youssef Squali of Cantor Fitzgerald, in an interview on CNBC, stated that Twitter Inc (NYSE:TWTR) is still a very viable option in the stock market, although at this moment, Facebook Inc (NASDAQ:FB) is a safer bet. “It is all about user growth and usage engagement”, he said, adding that Twitter Inc (NYSE:TWTR) could become a really interesting investment opportunity depending on how Twitter Inc (NYSE:TWTR) changes its platform over time. Speaking about the numbers buyers need to be on the lookout for, he pointed out, “[…] Back in the fourth quarter they added about 9 million new users, in…