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Youku.com Inc.

5/25/2013, 1:46 AM ET

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Friday, May 17, 12:51 PM After barely moving yesterday in response to nearly in-line Q1 results and strong Q2 revenue guidance, Youku (YOKU -9.6%) is falling hard today. The decline comes even though Youku has received two upgrades since the report (from HSBC and Maxim), as well as a bullish coverage launch from BofA. Concerns about mobile monetization could be a factor. On its earnings call, Youku stated mobile daily video views rose 50%+ Q/Q and are now above 170M, that mobile monthly users have topped 100M (PC users are around 400M), and that mobile now makes up ~30% of traffic. However, the company added "mobile monetization this year is relatively modest." 2 Comments [Tech, On the Move, Earnings]
Friday, May 17, 12:45 PM Midday top 10 gainers: RSOL +60%. VNDA +23%. SCTY +19%. ORMP +16%. VSAT +16%. COCO +16%. NBG +14%. MHGC +13%. JRCC +13%. MVIS +12%.
Midday top 10 losers: ARUN -27%. UNXL -23%. COSI -14%. AFOP -12%. MNGA -12%. FSGI -10%. YOKU -10%. ALIM -9%. EGLE -9%. GIG -9%. Comment! [On the Move]
Wednesday, May 15, 5:46 PM Youku Tudou (YOKU) Q1 EPS of -$0.23 in-line. Revenue of $83.1M (+21% Y/Y) beats by $800K. Expects Q2 revenue of RMB720M-RMB770M ($117M-$125M), above a consensus of $108.3M. Shares -1.5% AH. CC at 8PM ET (webcast). (PR) Comment! [Tech, Earnings, Breaking News]
Wednesday, May 15, 12:10 AM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
Tuesday, May 14, 5:35 PM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
Wednesday, May 8, 1:10 PM A recent Chinese government proposal to allow local investors to buy stocks traded elsewhere could give a lift to "companies familiar to them," argues Stifel. The firm mentions Baidu (BIDU +3.3%), Qihoo (QIHU +2.1%), Youku (YOKU +1.2%), and Tencent (TCEHY.PK - trades in HK) as beneficiaries. All 3 U.S.-traded names are rallying, as are YY (YY +8.9%), Sohu (SOHU +5.1%), Perfect World (PWRD +1.6%), and Changyou (CYOU +3.1%). Youku fell yesterday after Baidu confirmed it's buying video site PPS, and will integrate it with its iQiyi site. Baidu claims PPS/iQiyi will create China's largest Web video platform in terms of mobile users and viewing time. 1 Comment [Tech, On the Move, Quick Ideas]
Monday, April 29, 11:28 AM Chinese Internet stocks rally following news Alibaba is buying an 18% stake in Sina as it tries to head off competition from Tencent. Youku (YOKU +7%) is the biggest winner, but Baidu (BIDU +2.2%), NetQin (NQ +3.8%), NetEase (NTES +2%), and YY (YY +3.7% - a rival to Tencent's QQ platform) are also having good days. Youku filed its 2012 20-F on Friday. Comment! [Tech, On the Move]
Wednesday, April 17, 6:35 PM Sohu (SOHU) and Samsung have reached a deal to have Sohu Video's apps installed on all Samsung phones sold in China over the next 3 years, Shanghai Daily reports. As the paper notes, the deal could give Sohu a boost in its efforts to compete against market leader Youku Tudou (YOKU), which has seen its mobile viewing surge. Strategy Analytics estimates Samsung shipped over 30M smartphones in China last year. Comment! [Tech]
Wednesday, March 20, 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. Comment! [Tech, On the Move, Earnings]
Tuesday, March 19, 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." Comment! [Tech, Consumer]
Wednesday, March 6, 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%. Comment! [Tech, On the Move]
Friday, March 1, 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. Comment! [Tech, Earnings, On the Move]
Friday, March 1, 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%. Comment! [On the Move]
Thursday, February 28, 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%. Comment! [On the Move]
Thursday, February 28, 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%. Comment! [Tech, Earnings, On the Move]
Thursday, February 28, 4:57 PM Youku Tudou (YOKU): Q4 EPS of -$0.07. Revenue of $102.1M. Shares -17% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]

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