5d 1m 3m 1y 5y 10y
at MarketWatch.com (Sat, 7:36AM)
at MarketWatch.com (Fri, 4:22PM)
at Fox Business (Fri, 4:01PM)
at CNBC.com (Fri, 3:15PM)
at CNBC.com (Fri, 3:10PM)
at CNBC.com (Fri, 11:24AM)
at MarketWatch.com (Fri, 6:29AM)
at CNBC.com (Fri, 3:05AM)
at CNBC.com (Thu, 6:00PM)
at MarketWatch.com (Thu, 5:26PM)
at CNBC.com (Thu, 3:25PM)
at CNBC.com (Thu, 2:40PM)
at CNBC.com (Thu, 10:34AM)
at Fox Business (Thu, 10:00AM)
at MarketWatch.com (Thu, 9:21AM)
at CNBC.com (Thu, 1:00AM)
at Fox Business (Wed, 6:22PM)
at MarketWatch.com (Wed, 4:19PM)
at MarketWatch.com (Wed, 4:17PM)
at Fox Business (Wed, 4:11PM)
at MarketWatch.com (Sat, 7:36AM)
at MarketWatch.com (Fri, 4:22PM)
at Fox Business (Fri, 4:01PM)
at CNBC.com (Fri, 3:15PM)
at CNBC.com (Fri, 3:10PM)
FB vs. ETF Alternatives
Wednesday, Oct 22013, 4:50 PM
Wednesday, Oct 22013, 4:50 PM| 4 Comments
- Janrain, a provider of user ID management services, estimates Facebook (FB) accounts for 45% of all logins on 3rd-party sites/apps that involve an outside "identity provider," and Google (GOOG) 33%. Yahoo and Twitter are tied for #3 at a mere 7% apiece.
- Facebook's login share surged from 2010-2012, partly at Google's expense, and peaked in Q3 of last year at 54%. Google, which bottomed at 33% that quarter, has made up some ground since then. The company's efforts to promote Google+ sign-ins are a key reason.
- In addition to keeping users logged in to a site/platform, login services help drive the sharing of content from the sites/apps that rely on them, and give service providers user activity data that can be used for ad targeting.
- The report comes as Facebook attempts to grow its login count by striking a public Wi-Fi partnership with Cisco. The companies will provide free Wi-Fi to retailers, hotels, and other businesses ... but users will have to log in with a Facebook ID first.
Tuesday, Oct 12013, 5:40 PM
Tuesday, Oct 12013, 5:40 PM| Comment!
- Facebook (FB) has updated its app install ad product to give developers the ability to send reminder ads within Facebook's apps to users who have rarely opened a downloaded app. The ad might feature a prompt such as "Watch Video" that opens up an app when clicked.
- Facebook also discloses its app install ads have now driven 145M downloads; that suggests the download rate has grown quickly from the 25M reported for Q1. 8.4K developers used the ads in Q2.
- Meanwhile, Google (GOOG), which is increasingly competing with Facebook in the online and mobile ad realms (both directly and indirectly), has launched Estimated Total Conversions, a measurement tool for its core AdWords search ad platform that uses Google login data to track ad conversions across devices.
- Google says a travel ad test for the tool led to an 8% increase in tracked conversions, and a 33% increase "conversions that originated on a mobile phone and later converted on different device." Thus, like Enhanced Campaigns, the product aims to integrate PC and mobile advertising, and in doing so lift mobile ad rates.
- BI observes Facebook rolled out a cross-device conversion tracking tool in January. The company is also relying on the purchase of Microsoft's Atlas unit to improve ad measurement.
Tuesday, Oct 12013, 12:00 PM
Tuesday, Oct 12013, 12:00 PM| Comment!
- Facebook (FB +0.3%) has hired David Lawenda, formerly Univision's ad sales chief, to head its U.S. ad sales efforts. The hiring comes two months after North American ad sales chief and 7-year Facebook vet Tom Arrix left, and a day after Flurry announced it has hired top Facebook ad strategy exec Grady Burnett to be its COO.
- North America accounted for 47% of Facebook's Q2 revenue ($848M out of $1.81B).
- News of the hiring comes as Facebook expands Graph Search's reach to include status updates, comments, and photo captions, and check-in info shared with a particular user. Until now, Graph Search (made available this summer to all U.S. users) was focused on profile data and user "likes."
- If users take a liking to Graph Search, it could provide a large boost to Facebook's search ad revenue, particularly given the ad targeting possibilities for business/product-related searches. But it remains to be seen how interested users will be in performing the kind of complex, multi-part queries Graph Search enables.
Monday, Sep 302013, 2:05 PM
Monday, Sep 302013, 2:05 PM| Comment!
- Grady Burnett, Facebook's (FB -0.9%) VP of Global Marketing Solutions for the last 4+ years, has left the company to become the COO of hot mobile ad-serving/analytics startup Flurry. Burnett helped craft Facebook's ad strategy, and was an exec at Google's DoubleClick unit before joining the social networking kingpin. (PR)
- Facebook has already seen plenty of executive departures this year, including several involving ad execs. EMEA director Christian Hernandez and North American sales chief Tom Arrix left in July, and ad product chief Gokul Rajaram left in June.
- Separately, Facebook says it will start providing NBC, CBS, ABC, and Fox (along with a few smaller partners) weekly reports of Facebook commentary about their shows, in an effort to get the broadcasters to increase their engagement. The move follows the launch of new APIs meant to give media companies a quick birds-eye view of trending topics and public content.
Friday, Sep 272013, 2:41 PM
Friday, Sep 272013, 2:41 PM| Comment!
- Nine months after ending a test for a mobile ad network that would deliver display ads on 3rd-party sites/apps based on a user's Facebook (FB +0.9%) activity, Facebook has begun new tests.
- The move comes shortly after Twitter bought mobile ad network MoPub for a reported $350M. If Facebook does a full launch, its network will put it into competition with Google's AdMob (the market leader), Apple's iAd, and Millennial Media (MM -1.7%), which is merging with rival Jumptap.
- Separately, Facebook ad sales chief Carolyn Everson says Facebook is making further efforts to simplify its mobile ad offerings (previous), and needs to do more work to improve ad measurement. The purchase of Microsoft's Atlas ad-serving platform helps on that front; so might a reportedly pending Nielsen deal.
- Also: Facebook has updated its news feed ad-placement algorithm to take into account marketer feedback on whom they'd like to target, and user feedback on what ads are relevant (or not).
- Facebook's mobile ad sales, for now stemming only from the company's own site and apps, rose 75% Q/Q in Q2 to $656M, and made up 41% of total revenue.
Thursday, Sep 262013, 2:08 PM
Thursday, Sep 262013, 2:08 PM| 12 Comments
- With analysts continuing to jump over each other to provide bullish commentary for the social networking giants, Facebook (FB +1.9%) has crossed $50 for the first time, and LinkedIn (LNKD +3.1%) is drawing closer to its all-time high of $257.56.
- Goldman's Heather Bellini has raised her Facebook PT to $58 from $52. She says talks at this week's AdWeek 2013 conference suggest "positive sentiment by attendees toward Facebook's ad products, the successful case studies the company's advertisers presented, and the company's increasing commitment to serving advertisers' needs."
- Jefferies' Brian Pitz has raised his Facebook PT all the way to $60 from $37, while arguing there's still plenty of room for Facebook to grow its adjusted op. margin from a current 44%.
- Wunderlich's Blake T. Harper has raised his LinkedIn PT to $280 from $250 (matching Evercore's recent move). He predicts LinkedIn's Talent Solutions (jobs) business will beat expectations again in Q3, thanks to strong job listings growth, price hikes, and growing engagement.
- Talent Solutions made up 56% of LinkedIn's Q2 revenue, and saw 69% Y/Y sales growth.
Wednesday, Sep 252013, 7:31 PM
Wednesday, Sep 252013, 7:31 PM| 8 Comments
- A week after giving its core iOS apps an iOS 7-centric update, Facebook (FB) has done the same for Instagram's apps. In-line with iOS 7's design themes, the app now has a "flatter," more streamlined look, and also gives more screen space to pictures.
- Separately, an analysis from The Next Web and research firm TrackMaven found 123 Fortune 500 companies now have Instagram accounts, and that 85 actively posted content over the last 30 days. Instagram ads are expected next year.
- Bloomberg reports Facebook is set to announce a mobile measurement deal with Nielsen (NLSN). The deal will reportedly allow advertisers to measure mobile audiences in a manner similar to TV audiences.
- Facebook has made a priority out of giving advertisers better data about its users' Facebook and non-Facebook activity (even if some privacy advocates aren't thrilled).
Wednesday, Sep 252013, 9:17 AM
Wednesday, Sep 252013, 9:17 AM| Comment!
- Facebook (FB) has been started at Buy by Canaccord. Plenty of others on the sell-side have already turned bullish since the July 24 Q2 report. Shares +1.6% premarket.
- Silver Spring (SSNI) has been upgraded to Buy by Goldman. Shares +7.1%.
- Ctrip (CTRP) has been upgraded to Buy by Deutsche. Shares +5.5%.
- Infosys (INFY) has been upgraded to Outperform by Baird. Shares +1.1%.
- Skyworks (SWKS) and Semtech (SMTC) have been cut to Neutral by B. Riley. SWKS -0.7%.
- Cypress (CY) has been cut to Neutral by Wedbush a day after issuing a Q3/Q4 warning and getting downgraded by Needham.
Tuesday, Sep 242013, 11:11 AM
Tuesday, Sep 242013, 11:11 AM| 4 Comments
- In what could be a trial balloon, the Chinese government plans to lift its ban on "politically sensitive" foreign websites in Shanghai's new free-trade zone, according to government sources talking to Hong Kong's South China Morning Post. Facebook (FB +4.7%), Twitter, and the New York Times are among the sites that will reportedly be made accessible.
- In addition, the government plans to allow foreign carriers to bid for licenses to provide Internet services in the free-trade zone. State-owned carriers China Mobile (CHL -0.8%), China Telecom (CHA -1.8%), and China Unicom (CHU -2.8%) have all reportedly been informed foreign companies will be able to compete with them in the area.
- For now, the zone only covers 29 sq. km. But sources state it could eventually cover Shanghai's entire Pudong business district (1,210 sq. km), home to the Shanghai Stock Exchange and arguably China's most vital commercial hub.
- The report comes shortly after Facebook COO Sheryl Sandberg met with Chinese Web regulators. China already has a well-developed social networking scene, with Tencent (TCEHY.PK) and SINA claiming hundreds of millions of registered users for their respective platforms.
Tuesday, Sep 242013, 8:03 AM
Tuesday, Sep 242013, 8:03 AM| 9 Comments
- Previously concerned with Facebook's (FB) ability to monetize in mobile, Citigroup's team - led by analyst Mark May - has chatted with advertisers and believes the factors behind the sudden inflection in growth last quarter are sustainable. They also believe the company will be added to the S&P 500 by year's end.
- The stock's lifted to Buy with $55 price target (from $32).
- Shares +2.1% premarket.
Monday, Sep 232013, 7:21 PM
Monday, Sep 232013, 7:21 PM| 3 Comments
- As previously reported, Facebook's (FB) mobile payments autofill solution won't handle payment-processing on its own, but will simply autofill billing info for 3rd-party sites/apps with the help of data already provided to Facebook (via Facebook Payments, should a user have relied on it). Payment processors take over from there.
- PayPal (EBAY) is one of the processors acting as a launch partner. So are two of its rivals, Braintree and Stripe. The WSJ just reported PayPal is close to buying the former.
- To the extent the service makes it easier for mobile users to pay through a PayPal rival, it could still serve as an indirect threat to the online payments giant. That, in turn, arguably bolsters the case for acquiring a company such as Braintree.
- For now at least, Facebook's main goal with the product appears to be the gathering of additional purchase data (previous), which it could later use to deliver targeted ads.
Friday, Sep 202013, 7:17 PM
Friday, Sep 202013, 7:17 PM| 4 Comments
- Engineering and products VP Greg Badros is the latest Facebook (FB) exec to depart. The WSJ reported of two other departures earlier this week.
- A former Google exec, Badros held a number of positions during his 4 years at Facebook; most recently, he was in charge of the company's search product efforts. His departure comes shortly after Facebook launched Graph Search.
- A new Facebook research team is using an artificial intelligence technique known as deep learning to better decipher the meaning and importance (or lack thereof) of news feed content, and in doing so predict user actions and determine what content should go to the top of a news feed.
- A Facebook researcher suggests deep learning could also be used to help users organize content and making sharing/upload decisions. Google, aided by Ray Kurzweil, is looking to apply deep learning to search.
- Facebook's news feed algorithm (depends on human judgment rather than AI) already takes into account nearly 100K factors to decide where content is placed within a news feed.
- Facebook's iOS apps have been given an iOS 7-friendly overhaul (video). The biggest changes: the traditional sidebar has been replaced by buttons at the bottom of the display, and (for iOS 7 users) a bar at the top of the app changes as a user scrolls. Facebook says it did plenty of secret user testing with its older apps before making the changes.
Friday, Sep 202013, 9:53 AM
Friday, Sep 202013, 9:53 AM| Comment!
- Facebook (FB +0.7%) has been upgraded to Outperform by Cowen. The upgrade comes with shares having risen 73% since the Q2 report.
- Tibco (TIBX +4.6%) and Informatica (INFA +4.3%), two companies frequently hyped as big data/analytics plays, have been upgraded to Positive by Susquehanna. Tibco delivered an FQ3 beat and provided in-line FQ4 guidance yesterday afternoon.
- SunEdison (SUNE +2.5%) has been upgraded to Outperform by RBC.
- Portugal Telecom (PT +4.8%) has been upgraded to Outperform by Bernstein.
- Synaptics (SYNA +2.1%) has been upgraded to Outperform by Oppenheimer.
- NetApp (NTAP -1%) has been cut to Underperform by William Blair.
- SolarWinds (SWI -4.4%) has been cut to Sell by Goldman.
- Ericsson (ERIC -2.1%) has been cut to Hold by DNB.
- Level 3 (LVLT -1.9%) has been cut to Equal Weight by Morgan Stanley.
- ExOne (XONE -0.3%) has been started at Outperform by FBR.
Tuesday, Sep 172013, 4:55 PM
Tuesday, Sep 172013, 4:55 PM| 3 Comments
- Facebook (FB) has confirmed Justin Shaffer, a project manager working on the company's anticipated and potentially very lucrative video ad product, and Ashley Zandy, a PR manager, are leaving.
- Shaffer's exit comes amid reports Facebook's video ad launch has been delayed in order to fine-tune the user experience. However, a source tells the WSJ Shaffer is leaving on good terms.
- A long line of Facebook execs have bolted since the company went public. Many of them have left for the kinds of startup environments Facebook is now much too large to offer.
Sunday, Sep 152013, 2:49 AM
Sunday, Sep 152013, 2:49 AM| Comment!
- Nasdaq's (NDAQ) board reportedly has "full confidence" in CEO Robert Greifeld despite the technical fiasco that was Facebook's (FB) IPO last year and the three-hour trading outage in August.
- Directors support Greifeld's attempts to expand Nasdaq into new businesses such as bond trading and corporate services.
- The technical problems "are a negative, no doubt," says C.T. Fitzpatrick of Nasdaq shareholder Vulcan Value. "But there are some positive things going on that offset the negatives of the technology glitches."
- Nasdaq shares have jumped almost five-fold since Greifeld became CEO in May 2003 vs a 79% rise in the S&P 500.
Friday, Sep 132013, 1:55 PM
Friday, Sep 132013, 1:55 PM| 22 Comments
- Though Twitter CEO Dick Costolo proclaimed earlier this year he expected the microblogging giant to have 400M monthly active users (MAUs) by the end of 2013 after hitting 200M in Dec. '12, sources tell AllThingsD Twitter currently has ~240M MAUs.
- That implies a 2013 growth rate of less than 4.5M MAUs/month, and suggests Twitter will end the year with ~260M, far below Costolo's target. For reference, Facebook (FB -0.9%) closed Q2 with 1.15B total MAUs (+3.6% Q/Q and +21% Y/Y) and 819M mobile MAUs. Om Malik previously reported Twitter is falling short of Costolo's target, but didn't give a specific number.
- Twitter employees tell AllThingsD their company "has a basic problem with churn — lots of people sample the service, and then stop using it." Twitter is trying to address the problem in part by adding Facebook-like features (such as a conversations view) it hopes will make the service less intimidating to new users. Ironically, this is happening while Facebook tries to become more like Twitter.
- Twitter shareholders GSV Capital (GSVC +14.5%) and the Firsthand Technology Value Fund (SVVC +6.5%) remain up sharply. However, Chinese microblogging leader Sina (SINA -2.4%) has given up yesterday's AH gains.
- More on Twitter's IPO: I, II, III
- View all 6 replies
In&Out:: The data plans "were" killing them because most carriers had to upgrade systems to handle the bandwidth they actually spent a buck:((
- View all 1 replies
LYogi:: WA security and encryption not ideal, citing vulnerabilities in the way it handles SSL, the secure socket layer protocol for communications.
- View all 1 replies
In&Out:: Worth is in the eyes of the Beholder...Behold....FB now worth more..says Zack..go for it Zack more trading fodder to pluck:))