Notable earnings after Wednesday’s close


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Comments (3)
  • Cindy Reed
    , contributor
    Comments (112) | Send Message
     
    PayPal has 150 million users with Q2 revenue of $1.9B. It would take only 12% of FB 1.3B users to generate $1.9B in added revenue. The buy button has staggering impact.

     

    Facebook has opened a new “Hyper-Growth Revenue Stream” with “Buy” button and “Bookmarks.” These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock.com, YELP, Pinterest, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest, CraigsList.
    22 Jul 2014, 12:37 PM Reply Like
  • mlauritz
    , contributor
    Comments (354) | Send Message
     
    "These features seamlessly morph" - Keep Dreaming; nothing is seamless; not even in DotCom Bubble 2.0.

     

    You have any clue how long PayPal has been building and developing their Strategy and Network around payment? It's a little more complicated than Likes & Selfies.

     

    When the Market begins pricing Operating Risk on these Beyond-Idealistic Total Addressable Markets (Read: Price in Reality) again into Equities - All of the firms you've stated above will have their Ticker's Price cut in at least Half.
    22 Jul 2014, 02:16 PM Reply Like
  • emailog
    , contributor
    Comments (77) | Send Message
     
    FB should pay attention to their customers. They completely ignore any issues that arise with payment issues!
    22 Jul 2014, 07:11 PM Reply Like
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