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Youku.com Inc. (YOKU)

- NYSE
  • Mar. 20, 2013, 10:57 AM
    Solid earnings from Tencent (TCEHY.PK) and a rally in Shanghai help Chinese Internet stocks trade higher. YOKU +3.8%. SINA +2.8%. QIHU +2.5%. SOHU +1.8%. YY +1.8%. NTES +1.5%. PWRD +1.7%. Tencent, which rose 1.5% in Hong Kong, reported a 53% Y/Y increase in Q4 sales to $1.96B, and a 37% increase in net income to $557M. Ad sales were better than expected, and value-added service sales (includes online games) rose 32%. Registered accounts for Tencent's WeChat mobile IM platform, which competes with Sina's Weibo, have topped 300M.
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  • Mar. 19, 2013, 9:34 AM
    Youku (YOKU +1.4%) strikes an exclusive 2-year deal with major Hong Kong broadcaster TVB. 2500 hours of "hot dramas and old classics" will be provided by TVB each year for viewing on Youku's sites and mobile apps. Youku notes it already had a content deal with TVB, and recently struck a deal with AMC Networks (AMCX) to be "the exclusive source for AMC content in China."
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  • Mar. 6, 2013, 11:02 AM
    Some Chinese Internet stocks sell off after Qihoo sees a post-earnings drop and Sohu (SOHU -9.4%) denies reports it's thinking of going private. CYOU -6.8%. SINA -4.4%. YOKU -5.7%NTES -1.7%.
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  • Mar. 1, 2013, 11:10 AM
    Initially crushed due to the light guidance provided with its solid Q4 results, Youku (YOKU -4.5%) is now off more modestly. On the earnings call, management stated ad spending growth from international consumer goods clients could weaken due to macro issues. Youku hopes 2013 growth will be stoked by the full integration of Tudou's ad ops; new ad formats such as product placements and sponsorships; and the arrival of mobile ads. Youku's mobile traffic rose 800% in 2012, with daily video views topping 100M by year's end.
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  • Mar. 1, 2013, 9:10 AM
    Premarket gainers: ISRG +9%. SHS +8%. CERS +8%. DECK +8%. SQNM +7%. BBY +6%. PGH +5%.
    Losers: AT -34%. FWLT -17%. OVTI -15%. RNIN -14%. IEP -12%. ENMD -12%. YOKU -11%. SD -8%. LYG -8%. CWH -6%. RBS -6%. DB -5%.
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  • Feb. 28, 2013, 5:59 PM
    After-hours top gainers, as of 5:15 p.m.: SFLY +8%. DECK +8%. XXIA +8%. CRM +5%. GRPN +4%.
    After-hours top losers: YOKU -17%. OVTI -10%. TRX -8%. IEP -6%. SONS -6%.
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  • Feb. 28, 2013, 5:03 PM
    Tech guidance roundup: 1) OmniVision (OVTI - earnings) expects FQ4 revenue of $300M-$330M and EPS of $0.14-$0.29, below a consensus of $371.4M and $0.32. 2) Youku (YOKU - earnings) expects Q1 revenue of RMB480M-RMB520M ($77.2M-$83.6M), below a consensus of RMB551.3M ($88.6M). 3) Splunk (SPLK - earnings) expects FQ1 revenue of $52M-$54M, largely above a $52M consensus. FY14 (ends Jan. '14) guidance is for revenue of $260M-$270M vs. a $263.2M consensus. OVTI -9.2% AH. YOKU -16.1%. SPLK +4.8%.
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  • Feb. 28, 2013, 4:57 PM
    Youku Tudou (YOKU): Q4 EPS of -$0.07. Revenue of $102.1M. Shares -17% AH. (PR)
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  • Feb. 28, 2013, 12:10 AM
    Notable earnings after Thursday’s close: AIRM, AL, ALSK, BID, CLNE, CPNO, CRM, DECK, DRH, ENDP, GPS, GXP, HTGC, JOE, KOG, KYAK, MCP, MDR, MDVN, MENT, MTZ, MXWL, NGD, NOG, OPTR, OVTI, PANW, RNDY, RST, SD, SLXP, SONS, SPLK, SSRI, TEG, TESO, UHS, WR, XTEX, YOKU
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  • Feb. 27, 2013, 5:35 PM
    Notable earnings after Thursday’s close: AIRM, AL, ALSK, BID, CLNE, CPNO, CRM, DECK, DRH, ENDP, GPS, GXP, HTGC, JOE, KOG, KYAK, MCP, MDR, MDVN, MENT, MTZ, MXWL, NGD, NOG, OPTR, OVTI, PANW, RNDY, RST, SD, SLXP, SONS, SPLK, SSRI, TEG, TESO, UHS, WR, XTEX, YOKU
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  • Feb. 4, 2013, 10:48 AM
    Youku Tudou (YOKU -5.8%) gives back some of the big gains it has seen since early December following a downgrade to Sell from Maxim Group, which thinks losses will grow in 2013 thanks to the integration of Tudou's ops. The sell-side is currently expecting Youku's EPS loss to decline by over 50% this year, albeit while remaining substantial.
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  • Jan. 28, 2013, 3:42 PM
    Youku (YOKU +6%) is started a Buy with price target of $29.56 by Deutsche's Alex Yao, who expects 50% CAGR in the company's top line through 2015. He sees profit margins improving over the same period, with gross margin of 53% by 2015.
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  • Jan. 16, 2013, 7:02 PM
    China's Internet user base rose 10% last year to 564M, according to a government-linked agency. Mobile data adoption has much to do with this growth: the number of Chinese users relying on mobile devices to go online rose 18% to 420M. All that mobile activity is both a growth opportunity and a monetization challenge for the likes of Baidu (BIDU) and Sina (SINA) - Sina recently said it would adopt a "mobile first" strategy in 2013.
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  • Jan. 10, 2013, 11:39 AM
    Baidu (BIDU +3.5%) is rallying after JPMorgan argues an improving Chinese economy and rising mobile revenue (aided by Baidu's iOS search deal) will give the company a lift. The firm thinks mobile, clearly a major concern for the Street, could make up 10% of sales by year's end. Youku Tudou (YOKU +3.5%), which JPMorgan also sees benefiting from the aforementioned trends, is also up. Alibaba's analytics arm recently estimated Qihoo (QIHU) took more search share from Baidu in December, but at a slower pace.
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  • Dec. 28, 2012, 10:24 AM
    The Chinese government has signed off on new Internet censorship rules: posts and pages containing "illegal" info can now be deleted, and service providers have to "instantly stop the transmission" of such content, as well as take "relevant measures." But there isn't a requirement to have all Internet users register their names to gain Web access, as had been proposed. Investors seem relieved: SINA +3.7%. SOHU +2%. RENN +1.5%. BIDU +1%. YOKU +1.1%. Update: Bloomberg claims rules requiring users to identify themselves when signing up for new Internet and phone service have also been passed.
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  • Dec. 24, 2012, 12:33 PM
    Sina (SINA -2.1%), Baidu (BIDU -1.8%), Sohu (SOHU -2.3%), Youku (YOKU -2.4%), and Renren (RENN -1.5%) slump following news a People's Congress committee will decide this week on a law requiring Internet users to register their real names to have Web access. Sina was required earlier this year to implement real-name registration for Weibo, but has admitted it isn't yet able to verify the identities of all posters. The state-run People's Daily has been publishing editorials calling for greater Web regulation.
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Company Description
Youku Tudou Inc is an Internet television company in china. Its internet television platform enables consumers to search, view and share high-quality video content quickly and easily across multiple devices.