Is P a buy? - Seeking Alpha

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HEADLINES:

Big Money Shuffles Sirius XM, Pandora, Apple And Google
Little Apple • Fri, May 17 • 38 Comments
Sirius XM: Google And Apple Fight For Its Rights
StockSaints • Thu, May 16 • 29 Comments
Funds Are Buying And Shorts Are Covering 3 Stocks Reporting Next Week
Kapitall • Wed, May 15
Millennial Media Heading Back To Previous Highs
Stone Fox Capital • Wed, May 15 • 7 Comments
Why Apple's iRadio Will Tune-In To Sirius XM
StockSaints • Mon, May 13 • 23 Comments
Amazon Works On Alphabet Projects, Crowded Markets Ahead
Renee Ann Butler • Sun, May 12 • 5 Comments
Sirius XM And Pandora Investors Need To Watch Out For Slacker
Spencer Osborne • Fri, May 10 • 29 Comments
Pandora Chief Financial Officer to Present at the J.P. Morgan Global Technology, Media and Telecom Conference

PR Newswire (May 8, 2013)
Twitter IPO Just A Matter Of Time, Most Experts Agree
Elisa Lemmola • Mon, May 6
Pandora: Poised For Profit?
Zhen Lu • Fri, May 3 • 20 Comments
Mandalay Digital: An Alternative Revenue Source For The Wireless Carriers
Matt Gohd • Thu, May 2
Zynga: Dumping Or Buying? A $1.7 Billion Dollar Question
Nick Chiu • Thu, Apr 25 • 10 Comments
Wall Street Week Ahead: The End Of The Correction Or The Beginning Of Something Scary?
BubbleBustInvesting • Mon, Apr 22 • 2 Comments
Marijuana Bubble: Don't Inhale
Capital Traders Group • Sun, Apr 21 • 65 Comments
Mobile Marketing And Advertising: Explosive Growth And The Companies Driving It
James Sands • Wed, Apr 17 • 13 Comments
Apple's iRadio Moves Closer To Being A Reality
Little Apple • Wed, Apr 17 • 71 Comments
Investing Opportunities In The Digital Streaming Business
Dutch Trader • Fri, Apr 12 • 1 Comment
Pandora Media's Management Presents at Telsey Advisory Group's 5th Annual Spring Consumer Conference (Transcript)
Tue, Apr 9
Pandora is Now 200 Million Music Fans Strong

PR Newswire (Apr 9, 2013)
Sirius XM And Satellite Radio 3.0
Spencer Osborne • Tue, Apr 9 • 23 Comments

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Pandora: Poised For Profit?
Zhen Lu • Fri, May 3 • 20 Comments
Pandora Will Never Be Profitable
Investometrica • Thu, Mar 28 • 16 Comments
Pandora Worth A Takeover?
Cecil Sales • Thu, Mar 21 • 6 Comments
Pandora Radio: Stuck In The Mud Until 2015's Catalyst
Clayton Rulli • Fri, Mar 15 • 86 Comments
Pandora's Market Share Is Improving, But Profitability Continues To Flounder
Valuentum • Tue, Mar 12 • 2 Comments
Pandora's Earnings Show Improved Mobile Monetization, Though Cost Concerns Remain
Trefis • Mon, Mar 11 • 1 Comment
A CEO Swap For Sirius XM And Pandora?
Stephen Faulkner • Sun, Mar 10 • 50 Comments
Pandora Can Prove To Be A Solid Long-Term Investment
IAEResearch • Fri, Mar 8 • 4 Comments
Pandora: Don't Buy The Hype - Wait For Profitability
Justin Weinstein • Fri, Mar 8 • 1 Comment
Pandora Seeking CEO - Would Mel Karmazin Fit The Bill?
Spencer Osborne • Fri, Mar 8 • 9 Comments
Pandora Media Earnings Preview: What We Are Watching
Trefis • Wed, Mar 6 • 3 Comments
Look Out Sirius XM And Pandora - Slacker Says It Is Most Complete Service
Spencer Osborne • Thu, Feb 14 • 111 Comments
Pandora May Indirectly Benefit From Sirius XM Royalty Rates
Spencer Osborne • Tue, Dec 18, 2012 • 11 Comments
Why The Bears Are Wrong About Pandora
Chuck Gafvert • Mon, Dec 17, 2012 • 11 Comments
Pandora Media Singing The Blues
Mobile Guru • Tue, Dec 11, 2012 • 6 Comments
Pandora Expands Into Australia And New Zealand
Spencer Osborne • Tue, Dec 11, 2012 • 2 Comments
Pandora: The Fiscal Cliff Does Not Lessen The Company's Long-Term Potential
Helix Investment Research • Fri, Dec 7, 2012 • 9 Comments
Pandora: Expect Flat Growth With Desktop Declines
Kraken • Fri, Dec 7, 2012 • 2 Comments
Pandora, The Underpants Gnomes, And Sirius XM
Stephen Faulkner • Fri, Dec 7, 2012 • 46 Comments
Pandora Blames The Fiscal Cliff, Here's Why I Disagree
Smart Equity • Thu, Dec 6, 2012 • 3 Comments

Big Money Shuffles Sirius XM, Pandora, Apple And Google
Little Apple • Fri, May 17 • 38 Comments
Sirius XM: Google And Apple Fight For Its Rights
StockSaints • Thu, May 16 • 29 Comments
Funds Are Buying And Shorts Are Covering 3 Stocks Reporting Next Week
Kapitall • Wed, May 15
Millennial Media Heading Back To Previous Highs
Stone Fox Capital • Wed, May 15 • 7 Comments
Why Apple's iRadio Will Tune-In To Sirius XM
StockSaints • Mon, May 13 • 23 Comments
Amazon Works On Alphabet Projects, Crowded Markets Ahead
Renee Ann Butler • Sun, May 12 • 5 Comments
Sirius XM And Pandora Investors Need To Watch Out For Slacker
Spencer Osborne • Fri, May 10 • 29 Comments
Twitter IPO Just A Matter Of Time, Most Experts Agree
Elisa Lemmola • Mon, May 6
Mandalay Digital: An Alternative Revenue Source For The Wireless Carriers
Matt Gohd • Thu, May 2
Zynga: Dumping Or Buying? A $1.7 Billion Dollar Question
Nick Chiu • Thu, Apr 25 • 10 Comments
Wall Street Week Ahead: The End Of The Correction Or The Beginning Of Something Scary?
BubbleBustInvesting • Mon, Apr 22 • 2 Comments
Marijuana Bubble: Don't Inhale
Capital Traders Group • Sun, Apr 21 • 65 Comments
Mobile Marketing And Advertising: Explosive Growth And The Companies Driving It
James Sands • Wed, Apr 17 • 13 Comments
Apple's iRadio Moves Closer To Being A Reality
Little Apple • Wed, Apr 17 • 71 Comments
Investing Opportunities In The Digital Streaming Business
Dutch Trader • Fri, Apr 12 • 1 Comment
Sirius XM And Satellite Radio 3.0
Spencer Osborne • Tue, Apr 9 • 23 Comments
4 Social Network Stocks With Long-Term Uptrend
Nick Chiu • Mon, Apr 8 • 7 Comments
Apple Will Kill Pandora, But Must Play Sirius
Richard Saintvilus • Mon, Apr 8 • 32 Comments
Apple Rumors Are Swirling About Music Deals This Week: Buy The Rumor
Little Apple • Sun, Apr 7 • 77 Comments
Could An iOS Exclusive iRadio Win The Summer Smartphone War For Apple?
Nicholas Ward • Thu, Apr 4 • 65 Comments

Pandora Media's Management Presents at Telsey Advisory Group's 5th Annual Spring Consumer Conference (Transcript)
Tue, Apr 9
Pandora Media Management Discusses Q4 2013 Results - Earnings Call Transcript
Thu, Mar 7
Pandora Media, Inc. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-13-2013 10:20 AM
Wed, Feb 13
Pandora Media's CEO Discusses F3Q13 Results - Earnings Call Transcript
Tue, Dec 4, 2012 • 1 Comment
Pandora Media's CEO Discusses F2Q13 Results - Earnings Call Transcript
Wed, Aug 29, 2012
Pandora Media's CEO Discusses F1Q13 Results - Earnings Call Transcript
Wed, May 23, 2012
Pandora Media's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Tue, Mar 6, 2012 • 1 Comment

Why ZenoRadio, a Poor Man's Pandora, Is Booming

at CNBC.com (Sun, 12:37PM)
These Tech Giants Covered by the Cloud, Too: Pros

at CNBC.com (Sun, 12:05AM)
Bulls Will Drive Market but Bernanke Is Steering

at CNBC.com (Fri, 9:08PM)
Midday Movers: DATA, V, ARUN & More

at CNBC.com (Fri, 11:27AM)
Here's What the Billionaires Are Buying

at CNBC.com (Thu, 2:36PM)
Dow, S&P 500 Close at Fresh Highs; AAPL Slumps 3%, GOOG Ends Above $900

at CNBC.com (Wed, 5:04PM)
Next Stop $1,000? Google Above $900

at Fox Business (Wed, 2:00PM)
Google Launches Music Service, Taking on Pandora

at CNBC.com (Wed, 1:10PM)
Google to launch music-streaming service

at MarketWatch.com (Tue, 6:32PM)
David Weidner's Writing on the Wall: Facebook and ruined reputations

at MarketWatch.com (Tue, 7:00AM)
Pandora Chief Financial Officer to Present at the J.P. Morgan Global Technology, Media and Telecom Conference

PR Newswire (May 8, 2013)
Midday Movers: P, WFC, C & More

at CNBC.com (May 7, 2013)
Tech Stocks: Apple, Pandora shares down as techs slip

at MarketWatch.com (Apr 12, 2013)
Twitter music app may not hurt rivals

at MarketWatch.com (Apr 12, 2013)
Tech Stocks: Facebook, network stocks drive big tech gains

at MarketWatch.com (Apr 10, 2013)
Tech Stocks: Microsoft, Intel lead strong tech gains

at MarketWatch.com (Apr 9, 2013)
Facebook threat to Google grows in mobile

at MarketWatch.com (Apr 9, 2013)
Pandora is Now 200 Million Music Fans Strong

PR Newswire (Apr 9, 2013)
Former News Corp President Bids for Hulu

at CNBC.com (Apr 5, 2013)
Streaming Music: The New Internet Battleground

at CNBC.com (Mar 18, 2013)

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

Sector: Technology

Industry: Internet Information Providers

Country: United States

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Friday, May 17, 4:34 PM iRadio (AAPL) is "still bogged down in licensing talks," music industry sources tell The Verge's Greg Sandoval. In addition to Sony (already reported to have rejected Apple's licensing terms), BMG is said to be holding out for a better deal; one has reportedly been signed with Universal. Apple's interest in offering on-demand options not found on Pandora (P) and other Web radio services has reportedly complicated talks. Past reports stated Apple is aiming for a summer launch. 14 Comments [Tech]
Friday, May 17, 9:35 AM A downgrade to Hold from Maxim's John Tinker leads Pandora (P -0.2%) to open lower, but shares have quickly bounced. Tinker cites valuation, noting Pandora trades near the $17 PT Maxim set back in Aug. '11. He's otherwise positive, noting improved mobile monetization and the fact Pandora support is now built into 95 car models. Piper raised its estimates yesterday. 1 Comment [Tech, On the Move]
Thursday, May 16, 10:05 AM Piper raises its estimates for Pandora (P +1.9%) ahead of next Thursday's FQ1 report, citing improved mobile monetization. Strong mobile ad sales growth was a key reason Pandora took off following its FQ4 report, but the company's mobile ad prices were still only at 56% of PC levels. (eMarketer estimates) Comment! [Tech, On the Move]
Wednesday, May 15, 1:05 PM Google (GOOG +2.2%) launches All Access, its well-reported subscription music service. All Access, available today in the U.S., costs $10/month, is integrated with Google Play, and allows song selections to morph into Web radio stations. No news about a rumored YouTube music video service for now. Pandora (P -0.5%), which has weathered Spotify's attack well, is only slightly lower. Google is also announcing a Galaxy S4 with stock Android (previous) that sells for $649 unsubsidized, and states Chrome's monthly user base has topped 750M (up 300M+ Y/Y) - that's an indirect positive for Google's search share and traffic acquisition costs. (live blog) Comment! [Tech]
Tuesday, May 14, 7:53 PM Pandora (P) -3.6% AH following reports Google (GOOG) will launch subscription-based music services - a Spotify-like service, and a YouTube music video service - with at least the former service launching tomorrow. Neither appears to directly compete with Pandora's ad-supported online radio service (which thus far hasn't been hurt badly by Spotify's growth), particularly given an NYT report stating the Spotify-like service won't include a free tier. However, the YouTube service would be a unique market entry, one backed by a site with enormous reach. It would need an audio-only option to keep a lid on battery drain and mobile data usage; a WSJ report suggests Google is looking to offer one. 6 Comments [Tech, On the Move]
Thursday, May 9, 1:02 PM Pandora (P +7.2%) surges to new 52-week highs after announcing it has hired music industry vet/Billboard publisher Tommy Page to be its VP of Artist and Brand Partnerships. Pandora adds Page's "immediate focus is to expand artist development programming," both via branded content and live events. A stronger original content push could help Pandora better differentiate itself in a hotly competitive Web/mobile music market. Shares have more than won back the losses they saw in response to disappointing April audience metrics. 6 Comments [Tech, On the Move]
Tuesday, May 7, 2:12 PM Pandora (P -4.6%) slides after releasing April audience metrics that suggest its 40-hour mobile monthly listening cap is taking a toll. Listener hour growth of 24% Y/Y (to 1.31B) represents a sharp slowdown from March's 40%, and Pandora's share of U.S. radio listening fell to 7.33% from March's 8.05% (it's up from the year-ago period's 5.95%). Active listeners totaled 70.1M, up 35% Y/Y but only 1% M/M - that last figure suggests slowing U.S. smartphone market growth and/or competition from the likes of Spotify, TuneIn, and Songza might also be having an effect. FQ1 results arrive on May 23; shares are still up 53% YTD following a well-received FQ4 report. 4 Comments [Tech, On the Move]
Friday, April 12, 11:21 AM Apple (AAPL -1%) roundup: 1) Backing up a recent CNET report, The Verge's Greg Sandoval reports an iRadio deal with Universal is imminent, and one with Warner Music is "close behind." In spite of efforts to secure discounts, royalty rates are said to be "close to what Pandora (P) pays." 2) RBC has cut its PT to $550 from $600, citing weak FQ2 demand. New products are seen providing a 2H lift. 3) More iRumors from Brian White, whose track record is mixed. He thinks the 5S will have a fingerprint scanner (previous), and says there could be a project to build a bigger iPhone. But he hedges his past remarks about the 5S arriving in multiple sizes. 5 Comments [Tech]
Tuesday, April 9, 8:44 AM Pandora (P) reaches 200M users, up from 100M in July 2011, while over 140M members have used the online music-streaming service on a mobile device. Other stats that Pandora is proud of this morning include streaming 200M songs before 10 a.m. every day, and playing over 100,000 artists in March as well as over 1M unique songs. (PR) 1 Comment [Tech, Consumer]
Friday, April 5, 10:02 AM Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). 18 Comments [Tech, On the Move]
Wednesday, April 3, 7:07 PM eMarketer hikes its 2013 and 2014 U.S. mobile ad sales forecasts to $7.29B and $11.3B, above the $6.97B and $10.9B forecast in December. Facebook's (FB) U.S. mobile ad sales are now seen totaling $965M in 2013 and $1.51B in 2014, up from a prior $851M and $1.22B, and Pandora's (P) estimates have been raised to $372M and $550M from a prior $347M and $496M. But Millennial Media (MM), which issued light guidance in February, is now seen posting U.S. sales of $94M in 2013 and $139M in 2014, below a prior $138M and $199M. Google's estimates remain at $3.98B and $6.32B. 4 Comments [Tech]
Wednesday, April 3, 2:42 PM Pandora's (P -1.9%) share of U.S. radio listening fell to 8.05% in March from 8.48% in February, according to its March audience metrics. Though March appears a seasonally weak month for market share, Pandora's share was nearly unchanged on a M/M basis a year ago (5.73% vs. 5.74%). On a Y/Y basis, growth still looks healthy: listener hours rose 40% Y/Y to 1.49B, and active listeners 36% to 69.5M. (February metrics) 2 Comments [Tech, On the Move]
Monday, April 1, 6:20 PM As far as tablets go, concerns about mobile ad monetization could be misplaced. Credit Suisse recently reported its checks indicate search ad "user behavior and conversion rates on tablets are very similar" to PCs, even as tablet ad prices remain 20%-40% lower. The firm expects Google's (GOOG) AdWords overhaul to help narrow the pricing gap. Meanwhile, Marin Software (MRIN) predicts tablet conversion rates will eclipse PC rates by year's end, and mobile ad firm Adfonic reports tablet click-through are well above smartphone rates in many (but not all) categories. 1 Comment [Tech]
Monday, April 1, 9:57 AM Pandora (P -1.9%) slides in the wake of The Verge's report about Apple's hopes for a summertime iRadio launch, and the music industry's "love-hate relationship" with Pandora. Shares remain up 51% YTD. Comment! [Tech, On the Move]
Friday, March 29, 6:21 PM "iRadio is coming. There's no doubt about it," a music industry source tells The Verge's Greg Sandoval. After months of tough negotiations with studios, Apple (AAPL) is said to be aiming for a summer launch. The company's reported plan to limit the service to Apple hardware stands to affect its popularity with customers who listen to music on both Apple and non-Apple gear. Sandoval adds the music industry has "a love-hate relationship" with Pandora (P), believing (in spite of Pandora's gripes about royalty rates) it "chokes off demand" for more profitable services. 44 Comments [Tech]
Monday, March 25, 5:32 PM Pandora (P +2.2%) finished higher after comScore pegged its February U.S. audience at 65.1M (52M on mobile), up from September's 59.9M (48.6M on mobile). Google's (GOOG) total audience came in at 228M, and its mobile audience at 107.6M. Facebook's (FB) respectively totaled 174.8M and 100M, Amazon's 147M and 74.1M, and eBay's (EBAY) 84.7M and 41.3M. 65% of Pandora's U.S. audience is believed to be mobile-only, compared with 14% of Google's, 17% of Facebook's, and 22% of both Amazon and eBay's. 5 Comments [Tech]

DIgitalMediaView
$AAPL iRadio Sony deal down to small issue. http://cnet.co/14y0kad $P will soon face head-on competition from digital music leader.
Fri, 4:21 PM
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dgulick
$P $GOOG Google Music Skips a Beat http://bit.ly/13zkMbJ Another one, a little less negative: http://bit.ly/147R3Ge
Thu, 12:50 PM
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James Sands
UK and mobile ad spending: http://bit.ly/13z68S1 $VELT, $MM, $GOOG, $FB, $P, $AUGT.OB, Twitter
Thu, 10:37 AM
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Ron Reed
sorted more of $P today....silly, silly buzz...
Thu, 10:08 AM
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dgulick
$P Mother of All Short Squeezes "25 most heavily shorted stocks in the S&P are up 6.8% this month" http://on.wsj.com/13ZRS3O
Tue, 4:56 PM
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dgulick
Mother of All Short Squeezes $P "25 most heavily shorted stocks in the S&P are up 6.8% this month" http://on.wsj.com/13ZRS3O
Tue, 4:47 PM
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dgulick
Mother of All Short Squeezes $P $TSLA "25 most heavily shorted stocks in the S&P are up 6.8% this month" http://on.wsj.com/13ZRS3O
Tue, 4:41 PM
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xcobrastripesx
Here we go again ......$P on another rip to unforeseen highs.
Tue, 2:13 PM
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DIgitalMediaView
$P bump bear calls? Some of today's speculators are using calls to place neutral-to-bearish bets on the Internet radio darling.
Tue, 1:03 PM
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DIgitalMediaView: So what's your theory of why the stock is up on no news?
Tue, 5:49 PM
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dgulick: I think shorts are getting nervous/covering heading into next weeks earnings. http://bit.ly/10qen1h
Wed, 12:44 PM
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det9
Chinese stocks ripping $DANG, $P
Tue, 12:54 PM
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LATEST REPLIES

DIgitalMediaView
$P bump bear calls? Some of today's speculators are using calls to place neutral-to-bearish bets on the Internet radio darling.
Tue, 1:03 PM
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DIgitalMediaView: So what's your theory of why the stock is up on no news?
Tue, 5:49 PM
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dgulick: I think shorts are getting nervous/covering heading into next weeks earnings. http://bit.ly/10qen1h
Wed, 12:44 PM
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det9
Put a stop $P @ 15.90. My $KORS short earlier would cover some of the losses. Next few days Chinese earnings. Could be either way but as
Mon, 12:47 PM
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det9: Thanks PC..almost even today..one day at a time..
Mon, 12:55 PM
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Perkins Cove: Copy that. Take care of the days and the rest (weeks, months, years, lifetimes) take care of themselves. (maybe Boaty already said that)
Mon, 1:02 PM
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det9
Added to $P short 15.23.
May 10, 10:44 AM
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xcobrastripesx: This stock defies gravity......$P @ 16.4
Mon, 9:52 AM
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det9: Yep...so far..
Mon, 9:57 AM
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Ocean Man
Added to $P short at $15.20. Shares finally available.
May 9, 2:56 PM
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Ocean Man: I might have a slight preference for June, but May might be a good choice.
May 10, 9:29 AM
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Clayton Rulli: I was eyeing up something like the June 16/13 bear put spread for about 1.45 or so
May 10, 10:44 AM
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det9
$P should have taken gains. Short from 14.78. Not sure why it is up..
May 9, 10:12 AM
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xcobrastripesx: Sold puts for a $4500 profit.....looking for re-entry. Too bad I cant short shares with you, tradeking has none available for me to short.
May 9, 2:14 PM
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Ocean Man: I think I have all the ones on Tradeking LOL. Don't feel too bad, they're charging me 40 cents a day to borrow them.
May 10, 1:10 AM
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det9
Covered $P from 15.45 @ 14.96. Still have from 14.78
May 9, 2:24 PM
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Ocean Man: Nice job there.
May 9, 11:20 PM
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DIgitalMediaView
FT reporting UMG iRadio $APPL deal done, WMG almost done, Sony not done yet. Uh-oh for $P. http://on.ft.com/12jyqNG
May 9, 4:44 PM
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DIgitalMediaView: More details and a clearer picture from CNET: http://cnet.co/17PmEhq
May 9, 7:14 PM
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DIgitalMediaView: If Sony stalls AAPL, will this create opening for GOOG's competitive service? http://bit.ly/YxCH0J
May 9, 7:58 PM
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Ocean Man
$P Pandora waterfalls.
May 7, 10:00 AM
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Ocean Man: Me too!
May 7, 10:29 AM
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Ron Reed: I think earnings will be the kicker.
May 7, 10:39 AM
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det9
No shares available to short $P
May 2, 1:49 PM
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Ocean Man: Yes on P. Covered MSFT for a 1% loss.
May 3, 11:23 AM
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det9: I am still holding $MSFT. Stop 34
May 3, 11:26 AM
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DIgitalMediaView
$AAPL iOS 7 car console integration previews how $P competitor iRadio targets car. http://bit.ly/103gRyD
May 1, 1:25 PM
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DIgitalMediaView: Yes they mentioned existing proprietary apps. iRadio could also be custom integrated for superior UI as radio is such a common car use case.
May 2, 6:46 PM
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dgulick: You are suggesting that $APPL will get even more defensive, you may be right but I hope not as this will further erode iPhone sales
May 3, 11:12 AM
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DIgitalMediaView
Verge: Evidence is mounting $AAPL is ready...with a $P -like iRadio service this year...the most notable new feature for iTunes in years.
Apr 26, 3:18 PM
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The Aristos: I'm a Google Music (through Google Play) fan. Use it as my cloud music source. Not into radio aside from my NPR fix.
Apr 26, 5:11 PM
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The Aristos: iRadio interests me as an investor, not a consumer. Apple finding away to use targeted ads to 100s of millions of iPhone users. Yes please.
Apr 26, 5:12 PM
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DIgitalMediaView
BTIG reports $P $AAPL iOS app popularity dramatically declining: http://bit.ly/181AwX0
Apr 26, 10:29 AM
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DIgitalMediaView: "...with consumers shifting to other services versus [paying for] ad-free, no-cap version"
Apr 26, 10:32 AM
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DIgitalMediaView: "With competition set to increase notably for P as AAPL, AMZN and GOOG make a bigger music push, expect P's MAU growth to slow even faster."
Apr 26, 10:33 AM
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Ocean Man
$P didn't get the message that we're rallying today.
Apr 25, 11:58 AM
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muldoon1959: Yep. Puts are up 7%
Apr 25, 12:04 PM
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Ocean Man
Short $P at $14.02.
Apr 24, 3:40 PM
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Ocean Man: I just like to short it when it goes over $14. Not looking to play earnings. The May $17 puts would be an ok short substitute muldoon.
Apr 24, 8:12 PM
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muldoon1959: Grabbed some May $14s which were down 16%, might regret later not being more in the money, but we'll see.
Apr 24, 8:32 PM
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DIgitalMediaView
If Twitter music service news sent $P down -2.8% today (http://bit.ly/111lwDn), what will news of 1st iRadio deal signing do next week?
Apr 12, 4:29 PM
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weed: Is anybody going to make money off of music streaming?
Apr 12, 4:46 PM
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DIgitalMediaView: Tough for P as standalone. AAPL can because content = loss leader for ecosystem. That's how they make $. Same for AMZN, GOOG, MSFT.
Apr 12, 5:15 PM
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P Pandora Media

P

Pandora Media