Seeking Alpha

Pandora Media beats by $0.02, beats on revenue

  • Pandora Media (P): Q1 EPS of -$0.13 beats by $0.02.
  • Revenue of $180.1M beats by $5.16M.
  • Shares -4.4%.
  • Press Release
Comments (13)
  • manicdvln
    , contributor
    Comments (576) | Send Message
     
    Kneel to zod! Dgulick now you can sell your shares at 18$ lol
    24 Apr, 04:17 PM Reply Like
  • dgulick
    , contributor
    Comments (1347) | Send Message
     
    Cool your jets zod -- top and bottom line beat, raised full year guidance, subscription revenue +192% y/y!, internet radio share up to 77%, US radio share up to 9.1%, mobile ad revenue up big, can't see anything in the report that is a negative, honestly! After hours sell off is the typical overreaction, remember last quarter? Down -10% the day after they announced, then up +20% within a month as analysts all upgraded P. Solid quarter! (Where's the competition? Strange that Apple didn't make any mention of iTR in their report?? lol)
    24 Apr, 04:53 PM Reply Like
  • a1shot
    , contributor
    Comments (313) | Send Message
     
    Facebook, Yandex, Zynga - all beat estimates and had the same -2 -4% reaction.
    25 Apr, 05:37 AM Reply Like
  • manicdvln
    , contributor
    Comments (576) | Send Message
     
    You right Dgulick it is going 20% but on the loss side! lol

     

    I laugh at your demise.
    25 Apr, 10:09 AM Reply Like
  • AngleSideSide
    , contributor
    Comments (166) | Send Message
     
    The fact that AAPL didn't mention iTR should be frightening to you. As I've stated in our previous back and forth, iTR is buried in their (likely) lowest margin segment (which they actually did tout on the call).

     

    Streaming expensive music and selling cheap ads is a house of pain...but one that can easily be absorbed when you make almost 40% margins on hardware sales. Consider it a token gift to their customers.

     

    A presumably smart company like Pandora is throwing ALL of their energy into it and haven't made any money yet.
    25 Apr, 01:44 PM Reply Like
  • manicdvln
    , contributor
    Comments (576) | Send Message
     
    Exactly the big tech companies are adding streaming music service not expecting to make any real money rather just another service to lure people within their ecosystem. I see $AMZN to be a major threat to both Pandora and Netflix once they get their streaming music service out.

     

    Hard to say no to their Prime bundle deal now that they got exclusive rights to HBO as well.

     

    Pandora will keep losing money until they slip into oblivion.
    25 Apr, 02:45 PM Reply Like
  • manicdvln
    , contributor
    Comments (576) | Send Message
     
    Missing majority of analyst estimates top and bottom and lowering guidance is overreaction? What price target did these fools have on stock? 45+ PT? Boy are their investors upset. So now you expecting a 20% pump on an exhausted and shaky market? QE end in September, don't think there is free reckless money left to get this even back above 35$

     

    Enjoy 20s while they last cause in 1-2 months this will trade in teens just like their audience!
    24 Apr, 06:31 PM Reply Like
  • Weakling
    , contributor
    Comment (1) | Send Message
     
    Ugh, looks like what happened to Groupon last quarter. Great numbers but bad forecasting destroyed the stock price.
    25 Apr, 10:20 AM Reply Like
  • Kaiserdog76
    , contributor
    Comments (163) | Send Message
     
    This is "Par" for the course with $P earnings. Stock all ways gets killed only to make a big run after the sell off.
    28 Apr, 04:07 AM Reply Like
  • manicdvln
    , contributor
    Comments (576) | Send Message
     
    LOL bulls are hilarious. Still smoking hope when markets are now in a general bear market. Once again, entire bull market was because of QE not company ER or economy.

     

    It's an artificial pump, and once QE ends (sept) stocks will be back where before QE pump.

     

    This is a 6-8$ stock at best
    28 Apr, 09:19 AM Reply Like
  • Kaiserdog76
    , contributor
    Comments (163) | Send Message
     
    Bears are smoking something serious. You want to short P here? LMAO After the overreaction sell off and what Apple is going to pay for Beats? I will take that bet any day of the week. In fact I see a huge Short Squeeze in P coming this week or next. I bought a set of calls today in fact......
    Oh yeah and I am all ready up. LOL
    13 May, 01:24 AM Reply Like
  • manicdvln
    , contributor
    Comments (576) | Send Message
     
    Apple's acquisition only showed how overvalued Pandora is.

     

    They bought a profitable company with higher revenue for almost half the price of Pandora.

     

    So chew on that.
    13 May, 09:01 AM Reply Like
  • Kaiserdog76
    , contributor
    Comments (163) | Send Message
     
    The Download is dead. Long live the Stream. Long $P
    13 May, 01:26 AM Reply Like
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