Sohu.com Inc.
 (SOHU)

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  • Jan. 20, 2015, 1:10 PM
    • Beaten-down SOHU is among the standouts on a fairly quiet day for tech. The Chinese search/gaming/video provider has seen 348K shares trade thus far, surpassing a 3-month daily average of 307K. Online gaming subsidiary Changyou (NASDAQ:CYOU) is also having a good day.
    • Sohu sports a 2015E EV/sales ratio of just 0.6x. Given history, Sohu and Changyou's Q4 results will likely arrive in late January or early February.
    | Jan. 20, 2015, 1:10 PM
  • Dec. 15, 2014, 10:31 AM
    • JPMorgan is making a contrarian call on SOHU, upgrading the Chinese search/portal/online gaming provider to Overweight. Subsidiary Changyou (NASDAQ:CYOU) is also rallying.
    • Sohu was down 34% YTD going into today. Shares have gradually trended lower since Sohu/Changyou provided mixed Q3 results and light Q4 guidance in early November, and announced Changyou CEO Tao Wang has resigned.
    | Dec. 15, 2014, 10:31 AM
  • Dec. 8, 2014, 2:51 PM
    • Though Shanghai was up 2.8% overnight following positive trade surplus data, Chinese Internet stocks are off sharply in U.S. trading amid a broader equity selloff. The Nasdaq is down 0.9%.
    • Major decliners: WUBA -11.9%. QIHU -6.9%. MOBI -6.8%. YY -5.9%. WBAI -7.7%. CCIH -9.3%. VNET -8.9%. JMEI -8.9%. ATHM -8.5%. DANG -6.5%. SOHU -4.6%. SFUN -4.3%. EJ -4.4%. CMCM -6.9%. CMGE -8.3%.
    • Valuations for the group are generally much lower today than they were in spring.
    | Dec. 8, 2014, 2:51 PM | 21 Comments
  • Dec. 1, 2014, 10:38 AM
    • Chinese Internet  and telecom names are among the biggest tech decliners as the Nasdaq registers a 0.9% drop. A soft November PMI print isn't helping.
    • Giants Alibaba (BABA -4.3%) and Baidu (BIDU -2.8%) are among the casualties. As is Qunar (QUNR -5.8%), which reports after the bell.
    • Other Internet decliners: BITA -12%. QIHU -4.4%. CTRP -4.3%SFUN -7.2%. LEJU -7.5%. RENN -6.3%. SINA -3.8%. WB -3%. YY -3.9%. VIPS -3.8%. SOHU -3.5%. MOBI -4.3%. CMGE -8.6%.
    • Telecom decliners: CHL -3.6%. CHU -3.9%. CHA -4%.
    • ETFs: KWEB, CQQQ, QQQC
    | Dec. 1, 2014, 10:38 AM | 5 Comments
  • Nov. 26, 2014, 12:58 PM
    • Facebook (FB +2.1%) and Twitter (TWTR +2.6%) are rallying on a sleepy pre-Thanksgiving trading day. The companies have respectively seen 21.9M and 16.1M shares traded thus far vs. 3-month averages of 38.3M and 28.1M.
    • Several other Internet stocks (both U.S. and Chinese) are also moving higher. Z +2.3%. TRLA +3%. BITA +5.1%. EJ +6.7%. SFUN +2.6%. VIPS +3.3%. SOHU +2.9%.
    • Facebook is at its highest levels since selling off in late October due to its Q4 revenue and 2015 spending guidance.
    | Nov. 26, 2014, 12:58 PM | 9 Comments
  • Nov. 12, 2014, 8:04 AM
    • Xiaomi (now China's biggest smartphone vendor and #3 worldwide) and Baidu (NASDAQ:BIDU) are each investing $300M in Baidu's iQiyi video site, China Business Daily reports.
    • Meanwhile, Xiaomi has announced it's taking a stake in major iQiyi rival Youku (NYSE:YOKU) by acquiring shares on the open market. Xiaomi will also license content from Youku, and the companies will "jointly invest in the production and distribution of online video content and movies."
    • The news comes a week after Xiaomi announced it's investing $1B to expand its Web video content library. The company claims 85M active users for its MIUI Android UI (pre-installed on its phones). Baidu/iQyi recently announced it would have distribution rights to 1K+ U.S. movies next year.
    • Baidu, Youku, SOHU, and Tencent have been battling fiercely in a Chinese Web video market that features no dominant YouTube-like player for user-generated/short-form content, nor any dominant Netflix-like player for TV shows and movies. The market has seen huge mobile video growth: Mobile made up over 60% of Youku's Q2 video views.
    • YOKU +3.6% premarket.
    | Nov. 12, 2014, 8:04 AM | 1 Comment
  • Nov. 4, 2014, 1:04 PM
    • China's DoNews reports (citing an internal e-mail) Sohu (SOHU -1%) has reached a deal to acquire Renren's (RENN) 56.com video site, and plans to merge it with Sohu Video. Details will reportedly be provided next week.
    • A July report stating Renren is selling 56.com Chinese video site Mango TV didn't pan out. However, Renren (having a rough time over the last two years) has unloaded its Nuomi daily deals site to Baidu, and has generally been looking to cut costs.
    • Acquiring 56.com would give Sohu more scale as it squares off against Baidu, Youku, and Tencent in a very competitive Chinese online/mobile video market. Shares are off slightly after rallying yesterday (along with those of gaming unit Changyou) post-earnings.
    | Nov. 4, 2014, 1:04 PM | 1 Comment
  • Nov. 3, 2014, 10:11 AM
    • Down sharply premarket after providing light Q4 guidance and announcing Changoyu (CYOU +6.7%) CEO Tao Wang has resigned, Sohu (SOHU +3.4%) and Changyou are now rallying.
    • In addition to any enthusiasm about the CEO, low expectations could be helping Sohu and Changyou out: The companies respectively went into trading down 33% and 25% YTD.
    | Nov. 3, 2014, 10:11 AM
  • Nov. 3, 2014, 9:15 AM
    • Along with its Q3 report, Changyou (NASDAQ:CYOU) announces CEO Tao Wang has resigned for "personal reasons." SOHU CFO Carol Yu and Changoyu president Dewen Chen will serve as co-CEOs.
    • The news comes as both Changyou and parent Sohu post mixed Q3 results (EPS beats and revenue misses) and offer light Q4 sales guidance. Sohu expects Q4 revenue of $442M-$462M, mostly below a $461.1M consensus. Changyou expects Q4 revenue of $188M-$198M, below a $199.2M consensus.
    • Changyou's Q3 revenue (42% of Sohu's revenue) fell 1% Y/Y due to a 7% drop in online game revenue to $150.3M; Changyou faces off against Tencent, Perfect World, Shanda, and a slew of other firms in a very competitive Chinese online gaming market.
    • Average monthly active accounts for Changyou's games amounted to 29M, +21% Q/Q and -6% Y/Y. Average monthly accounts for platform channels totaled 275M, +9% Q/Q and +178% Y/Y.
    • Sohu's Sogou search unit continued to perform well: Sales rose 17% Q/Q and 86% Y/Y to $106M. Meanwhile, Sohu's brand ad sales grew 12% Q/Q and 19% Y/Y to $106M.
    • Sohu's gross margin was 58%, flat Q/Q and down from 66% a year ago. Opex was $275M, +3% Q/Q and +47% Y/Y.
    • Sohu: Q3 results, PR. Changyou: Q3 results, PR.
    | Nov. 3, 2014, 9:15 AM | 1 Comment
  • Nov. 3, 2014, 5:50 AM
    • Sohu.com (NASDAQ:SOHU): Q3 EPS of -$0.61 beats by $0.53.
    • Revenue of $430M (+16.7% Y/Y) misses by $7.42M.
    | Nov. 3, 2014, 5:50 AM
  • Nov. 2, 2014, 5:30 PM
  • Oct. 15, 2014, 2:28 PM
    • On a day when the Nasdaq is down 1.8% and the S&P 2.2%, many Chinese Internet stocks are rallying. China's lowest CPI print in five years - it helped the Shanghai exchange rise 0.7% overnight - could be playing a role.
    • Baidu (BIDU +1.1%), Sohu (SOHU +2.8%), Youku (YOKU +4.9%), Vipshop (VIPS +3%), and Weibo (WB +2.9%) are among the standouts. Others: CMGE +6.1%. MOBI +4.1%. NTES +3.5%. DANG +2.3%. SFUN +1.7%. CCIH +1.7%. BITA +1.5%.
    • ETFs: KWEB, CQQQ, QQQC
    | Oct. 15, 2014, 2:28 PM | 7 Comments
  • Oct. 15, 2014, 2:04 PM
    • Online video execs weren't shy at all about taking some shots at old media during the high-profile MIPCOM event in France this week, observes FierceOnlineVideo.
    • Maker Studios CEO Ynon Kaiz boldly bragged Disney needed to buy his firm in order to stay relevant.
    • Netflix CCO Ted Sarandos took some well-aimed potshots at the movie exhibitor model.
    • Not to be overlooked, Sohu.com's (NASDAQ:SOHU) Charles Zhang told broadcasters to quit their jobs and move into the online content realm.
    • Earlier today, Lion's Gate talked about big brands getting into the streaming game, while HBO created a buzz with the announcement it will offer a stand-alone service next year.
    • Media stocks are out-performing on the day, with Lion's Gate (LGF +0.4%) even peeking out a rare gain amid the broad market sell-off.
    • Related ETFS: PBS
    | Oct. 15, 2014, 2:04 PM | 1 Comment
  • Sep. 15, 2014, 1:21 PM
    • Maybe looking to raise cash with which to buy Alibaba (Pending:BABA) this week, investors are dumping a wide swath of other Chinese internet names.
    • Qihoo (QIHU -2.6%), Sohu.com (SOHU -5.3%), Baidu (BIDU -3.8%), Sina (SINA -4.9%), Renren (RENN -4%), Weibo (WB -11.3%), YY (YY -7.3%).
    • Previously: Alibaba to boost IPO size
    | Sep. 15, 2014, 1:21 PM | 21 Comments
  • Sep. 10, 2014, 5:35 PM
    • Top gainers, as of 5:15 p.m.: JDSU +13.7%. RMTI +7.3%. GOGO +4.2%. EXXI +2.3%. SOL +2.1%.
    • Top losers, as of 5:15 p.m.: EOPN -27.4%. SOHU -6.5%. FIVE -5.0%. HP -5.0%. RH -3.7%.
    | Sep. 10, 2014, 5:35 PM
  • Aug. 22, 2014, 7:03 PM
    • Ahead of Qihoo's (NYSE:QIHU) Q2 report (due Monday morning), CNZZ estimates Qihoo now has 30.2% of the Chinese search market in terms of page views. That's up sharply from the 16.3% it had a year ago, and suggests Qihoo may have already reached its 30% year-end target.
    • Baidu's (NASDAQ:BIDU) share is pegged at 54.5%, down from 67.7% a year ago. Sohu's (NASDAQ:SOHU) Sogou unit is assigned a 12.8% share, up from 9.7% a year ago.
    • Two caveats: 1) iResearch has provided higher search share figures for Baidu, and lower ones for Qihoo, than CNZZ. The firm has argued CNZZ's figures paint an incomplete picture due to a heavy reliance on small/medium-sized sites for data. 2) Qihoo's mobile search position is weaker than its PC search position. Baidu, meanwhile, just topped 500M monthly mobile search users.
    | Aug. 22, 2014, 7:03 PM | 13 Comments
Company Description
Sohu.com Inc is a Chinese online media, search, gaming, community and mobile service group providing comprehensive online products and services on PCs and mobile devices in the People's Republic of China.