Seeking Alpha

P
Pandora Media

5/26/2012, 5:35 PM ET
52wk high:
52wk low:
EPS:
PE:
Div Rate:
Yield:
Market Cap:
Volume:
P Market Currents more »
  • Friday 2:17 PM Though Pandora (P -1.3%) rocketed higher yesterday on the back of an FQ1 beat and better-than-expected guidance, Jim Edwards sees the continued surge in Pandora's operating expenses as more evidence its business model isn't working. Pandora's royalties to copyright owners, which roughly increase in proportion with its listener hours, rose 91% Y/Y in FQ1, well above revenue growth of 58%. Better ad monetization is Pandora's only hope for eliminating this gap.
    Comment!
    [Tech, Quick Ideas]
  • Thursday 11:46 AM Heavily-shorted Pandora (P +16.8%) soars thanks to its FQ1 beat, which was fueled by share gains and better monetization, and strong FY13 guidance. Needham (Buy) sees the results as evidence Internet radio is a "winner-take-most" market, while Maxim Group (Buy) thinks they indicate Pandora's sales investments are paying off. SA's Rocco Pendola is encouraged by Pandora's earnings call commentary, which he sees as more proof of the company's disruptive impact on the radio industry.
    Comment!
    [Tech, On the Move, Quick Ideas]
  • Thursday 9:05 AM Premarket gainers: KUTV +34%. P +19%. CLDX +9%. HPQ +8%. GALE +6%.
    Losers: MNOV -52%. NTAP -13%. SIG -9%. TIF -8%.
    Comment!
    [On the Move]
  • Wednesday 4:19 PM More on Pandora's FQ1: The company expects FQ2 revenue of $99M-$101M and EPS of -$0.03 to -$0.05 vs. a consensus of $99.9M and -$0.03. However, it's guiding for FY13 revenue of $420M-$427M and EPS of -$0.07 to -$0.11, above a consensus of $415.9M and -$0.17. Listener hours +14% Q/Q and +92% Y/Y to 3.09B. Active users +10% Q/Q and +53% Y/Y to 51.9M. 5.95% share of U.S. radio listening, up from 5.55% in FQ4, 3.11% in year-ago period. P +8.8% AH. (PR)
    3 Comments
    [Tech, Earnings, On the Move]
  • Wednesday 4:06 PM Pandora Media (P): Q1 EPS of -$0.09 beats by $0.08. Revenue of $80.8M (+58% Y/Y) beats by $6M. Shares +14.3% AH. (PR)
    Comment!
    [Earnings, Tech, On the Move]
  • Wednesday 12:10 AM Notable earnings after Wednesday's close: HPQ, NTAP, P, PVH, SNPS
    Comment!
    [Earnings]
  • Tuesday 5:35 PM Notable earnings after Wednesday's close: HPQ, NTAP, P, PVH, SNPS, SPLK
    1 Comment
    [Earnings]
P in Focus more »
P Press Releases and Filings more »
P Instablog posts more »
  • Are We Overdue For A Rally?
    Fri, May 18 • George Liu • Comment!
  • Facebook Could Not Have Picked A Worse Time For An IPO
    Fri, May 18 • InTheMoneyStocks.com • Comment!
  • The Best Stocks With Dividend Growth From Last Week (April 30 – May 06, 2012)
    Sun, May 6 • Dividend Sheet • Comment!
  • Am I The Only One Who Sees Long-term Potential In Pandora?
    Wed, Apr 11 • winninvesting • Comment!
  • Selling Puts On Pandora
    Mon, Mar 26 • Weathered Oak • Comment!
Write a post on P
P StockTalks
P vs. ETF Alternatives
Company Description

Pandora is the leader in internet radio in the United States, offering a personalized experience for each of our listeners. We have pioneered a new form of radio – one that uses intrinsic qualities of music to initially create stations and then adapts playlists in real-time based on the... More