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  • More on Brightcove's Q2: Total customers +10% Q/Q and +43% Y/Y to 4,697. The company expects 2012 revenue of $85.3M-$86M and EPS of -$0.44 to -$0.47, above a consensus $82M and -$0.48. Also, Brightcove announces it's acquiring Zencoder, provider of an online video encoding service, for $30M. ZenCoder's service leverages HTML5 rather than Adobe's (ADBE) Flash, has over 1,000 customers, and meshes well with Brightcove's video hosting service. BCOV +19.7% AH. (PR)  [View news story]
    Over 1000 organizations like me or like nytimes? Maybe a mix? 30m to control video.js and say we too are cloudy and...stop defections?
    Jul 26 08:23 PM | Likes Like |Link to Comment
  • Mario Draghi may have given us the perfect opportunity to cash in on some gains, says Mad Money's Jim Cramer. After Draghi said he will preserve the euro and the big sovereign bond markets "by any means necessary," the markets shot higher. Every asset that investors had just given up on was suddenly roaring. But move fast, Cramer warns, because this kind of optimism never lasts. Germany’s “iron chancellor,” Angela Merkel, will always be there to “pull the rug from underneath.”  [View news story]
    OMG BUY AND HOLD (anything) IS BACK!!!!!
    Jul 26 08:15 PM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    Def. called the pop wrong, figured there was a beat coming...when I decided not to buy the calls to strangle it was in the hope/suspicion that the macro would temper a beat on dismal expectations, and cause the calls were outrageously priced to the point of erasing profit potential...
    Jul 25 07:23 PM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    Hope it wasn't too big a loss Truffel! I've taken plenty o losses on NFLX being short...
    Jul 25 07:05 PM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    "The price increase was one of the best things NFLX has ever done!" - EGG.ZACT.LY

    Looking forward to the article, the spin and the continuation of such a horrid model is Unbelievable! Doing another an article right now on how bad it's going to get...
    Jul 25 05:14 PM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    no cause these things come right out of the blue
    Jul 25 09:07 AM | Likes Like |Link to Comment
  • T. Rowe Price (TROW): Q2 EPS of $0.79 misses by $0.02. Revenue of $736.8M (+3.2% Y/Y) misses by $22.3M. (PR)  [View news story]
    That would have been too punny
    Jul 25 08:27 AM | Likes Like |Link to Comment
  • T. Rowe Price (TROW): Q2 EPS of $0.79 misses by $0.02. Revenue of $736.8M (+3.2% Y/Y) misses by $22.3M. (PR)  [View news story]
    Ruh Row
    Jul 25 08:23 AM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    TP over the next few months NFLX is going to take a beating, they've been overly clear that they don't plan on returning to profitability until they are a global brand, and are also very clear that they are happy with basis points for profit margins...I had slight hopes for them that someone with a clue would buy them, but why buy now when it can be had for 11/share
    Jul 25 08:03 AM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    Glad I never went for the calls to make a strangle...this whole deal seems even shadier now that they've come out and said 7M could be harder than we said before...cause of the flipping olympics
    Jul 24 10:31 PM | 1 Like Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    Thanks Slim, I think whatever they do here it will be a setup for a nice short into the Fall as if they grow they plan on burning the cash and if they slow they simply plan on burning it would seem...
    Jul 24 12:36 PM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    Maybe, maybe not.
    Jul 24 07:58 AM | Likes Like |Link to Comment
  • Amazon's Share Valuation: The Next Brick To Fall? [View article]
    Again, fantastic work Richard!
    Jul 23 09:25 PM | 1 Like Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    I might, I'll update disclosure via comments if I do (i would by calls for a strangle)
    Jul 23 02:19 PM | Likes Like |Link to Comment
  • Netflix Let The Cat Out Of The Bag Early Via Press Releases [View article]
    It's an interesting Q, the guidance FY12 will be in focus after whatever subs they announce, but to even be close to 7M they really do have to launch a new product asap or absolutely kill it (really high subs increase) right now.
    Jul 23 01:40 PM | Likes Like |Link to Comment
COMMENTS STATS
471 Comments
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