Barnes & Noble Inc

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  • Mar. 5, 2012, 1:56 PM
    A Google (GOOG) Nexus tablet won't do much to change the company's also-ran position in the tablet market, says Kevin C. Tofel. Rather, Google badly needs to strengthen Android's tablet ecosystem, given a dearth of app development. Though containing modified versions of Android, the Kindle Fire (AMZN) and Nook Tablet (BKS) are making matters worse, since they only support Android smartphone applications.
    | Mar. 5, 2012, 1:56 PM | 1 Comment
  • Feb. 23, 2012, 11:31 AM

    Barclays cuts estimates for 2012 sales of Amazon's (AMZN -0.2%) Kindle e-book reader and Kindle Fire tablet, reflecting increased competition in tablets from devices such as Barnes & Noble's (BKS) new $199 Nook and a longer wait time for a revamp of the Fire. New sales projections are 17.1M Fire units vs. earlier 18.4M, and 18.4M readers vs. earlier 23.8M.

    | Feb. 23, 2012, 11:31 AM
  • Feb. 21, 2012, 9:51 AM

    More on Barnes & Noble's (BKS +4.1%) FQ3: Same-store sales rose 2.8% Y/Y. College store sales fell 3% Y/Y to $525M, sales rose 32%. Nook sales rose 38% Y/Y to $542M (23% of total revenue). Company is reiterating guidance for FY12 revenue of $7B-$7.2B ($7.22B consensus), EPS of -$1.40 to -$1.10, and Nook sales of $1.5B. A $199, 8GB version of the Nook Tablet is being introduced. (PR)

    | Feb. 21, 2012, 9:51 AM
  • Feb. 21, 2012, 8:39 AM
    Barnes & Noble (BKS): FQ3 EPS of $0.71 may not be comparable to consensus of $0.96. Revenue of $2.44B (+5% Y/Y) misses by $90M. Shares -0.8% premarket. (PR)
    | Feb. 21, 2012, 8:39 AM
  • Feb. 16, 2012, 1:57 PM

    Amazon (AMZN) and Barnes & Noble (BKS) respectively sold 3.9M and 1.9M tablets in Q4, estimates iSuppli, good for 21% of the overall market. Unsurprisingly, these sales did more damage to rival Android tablet makers than to the iPad (AAPL - 57% share), which still saw 39% Q/Q shipment growth. Samsung (SSNLF.PK) was the only other tablet vendor with significant market share (8%). (previously)

    | Feb. 16, 2012, 1:57 PM
  • Feb. 15, 2012, 1:31 PM
    Barnes & Noble (BKS -2.8%) slumps after a new court filing (.pdf) related to its patent infringement/antitrust battle with Microsoft (MSFT) states Microsoft's attempts to obtain royalties on Android-based Nooks don't qualify as patent misuse, even if the attempts are carried out with the goal of "eliminating Android as a competitor." 2 weeks ago, the ITC granted a motion to dismiss B&N's antitrust claims against Microsoft.
    | Feb. 15, 2012, 1:31 PM
  • Feb. 13, 2012, 6:57 PM

    Microsoft (MSFT), locked in legal battles with BKS and MMI, has agreed to license patents it owns that involve industry standards, rather than use them to block product sales. This isn't a huge concession, since many of Microsoft's software and UI patents aren't covered by standards. Likewise, few, if any, of the patents asserted by Apple (AAPL) in legal disputes relate to industry standards. (also)

    | Feb. 13, 2012, 6:57 PM
  • Feb. 6, 2012, 1:55 PM

    Barnes & Noble (BKS +3.9%) rallies after an ITC staff attorney says he will recommend a commission judge find that B&N didn't infringe any of the three patents asserted by Microsoft (MSFT -0.7%) in an infringement claim. The judge's ruling is due on April 27. A loss by Microsoft could put some of its lucrative Android licensing deals at risk. (previously)

    | Feb. 6, 2012, 1:55 PM
  • Feb. 6, 2012, 11:20 AM

    Canadian bookstore chain Indigo Books joins Barnes & Noble (BKS - previously) and Books-A-Million (BAMM) in refusing to stock titles published by Amazon (AMZN). The boycotts come ahead of Amazon's release of high-profile titles brought to market by former Time Warner CEO Larry Kirshbaum.

    | Feb. 6, 2012, 11:20 AM | 1 Comment
  • Feb. 1, 2012, 8:20 AM
    Barnes & Noble (BKS) will no longer sell in its stores any books published by Amazon (AMZN), saying the company had "undermined the industry" by trying to sign exclusive agreements with publishers, agents and authors. The move could hurt AMZN's efforts to sign authors who expect their books to be sold in BKS's 700-plus U.S. stores.
    | Feb. 1, 2012, 8:20 AM | 2 Comments
  • Jan. 31, 2012, 5:19 PM
    The ITC grants Microsoft's (MSFT) motion to dismiss antitrust claims lobbed against it by Barnes & Noble (BKS) over its alleged "misuse" of patents relevant to Android. With the antitrust claims out of the way, Microsoft is free to pursue its patent infringement case against B&N. The odds are likely in Microsoft's favor, given the long list of Android vendors to have struck a deal with the company.
    | Jan. 31, 2012, 5:19 PM
  • Jan. 13, 2012, 10:43 AM

    In spite of widespread complaints and government investigations regarding their pricing, e-book sales continue to soar. USA Today reports 32 of the top 50 titles on its bestseller list for Jan.2-Jan.8 saw higher e-book sales than print sales. In addition to being good news for AMZN, the high margins attached to e-book sales could make their growth a positive for publishers such as MHP. But for BKS, it's a very mixed blessing.

    | Jan. 13, 2012, 10:43 AM
  • Jan. 11, 2012, 9:59 AM

    Android tablet makers aren't ceding the low-end market to the Kindle Fire (AMZN) and Nook Tablet (BKS) without a fight. Asus is rolling out a $250 7-inch model featuring an Nvidia (NVDA) Tegra 3 CPU, and ViewSonic says it will sell a 7-inch tablet with a less powerful chip for $170. Whether such products will be enough to counter Amazon's brand power, sales reach, and content/services bundling remains to be seen. (also)

    | Jan. 11, 2012, 9:59 AM | 3 Comments
  • Jan. 9, 2012, 6:08 PM

    Barnes & Noble (BKS +4.1%) pared some of the huge losses it saw last week following its FY12 warning/Nook spinoff announcement. A possible reason could be B&N's introduction of Nook hardware discounts (I, II) for those who agree to a one-year subscription for either the New York Times (NYT) or People Magazine. The subscriptions cost $240/year and $120/year, respectively.

    | Jan. 9, 2012, 6:08 PM | 1 Comment
  • Jan. 6, 2012, 1:24 PM

    Zynga (ZNGA -2.2%) has had a rough week, and is making fresh post-IPO lows today. A possible culprit is a lack of enthusiasm for Zynga's just-launched Hidden Chronicles game. Paul Tassi notes the game bears a strong resemblance to Playdom's (DIS) wildly popular Gardens of Time, and sees it as evidence that Zynga "refuses to innovate in any way."

    | Jan. 6, 2012, 1:24 PM | 1 Comment
  • Jan. 6, 2012, 1:12 PM

    Barnes & Noble (BKS +0.1%) gives back today's gains after CEO William Lynch makes an anticipated CNBC appearance. During the talk, Lynch tried to assuage fears the planned Nook spinoff will impact the use of B&N stores to promote Nook devices, and attempts to explain the weaker-than-expected performance of the Nook Simple Touch, which faces tough competition from the Kindle Touch. (more)

    | Jan. 6, 2012, 1:12 PM
Company Description
Barnes & Noble Inc is a booksellers and a content, commerce and technology company providing customers access to trade books, textbooks, magazines, newspapers and other content across its multi-channel distribution platform.