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Jason Aycock

Jason Aycock
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  • Turkcell off 2.4% as lira hits record low [View news story]
    Sorry, the headline may make you think "related to Turkcell" but it was really about the sinking lira, Gazprom's exposure to it which is growing, and the likelihood that there may be other lira impacts on Gazprom's business pressing the stock.
    Mar 4, 2015. 08:16 PM | 1 Like Like |Link to Comment
  • HBO said to work with Apple as launch partner for standalone offering [View news story]
    It has been -- but you're right that's not common now, so it's been adjusted to $15-$20.
    Mar 4, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • YuMe EPS in line, beats on revenue [View news story]
    Hi Charles:

    Of course expectations vary depending on consensus gathered and we are referring to CapIQ's for $0.07.
    Feb 18, 2015. 06:53 PM | Likes Like |Link to Comment
  • Key talent loss for Viacom as Stewart to depart 'Daily Show' [View news story]
    It is.
    Feb 10, 2015. 07:47 PM | Likes Like |Link to Comment
  • Pabrai still bullish on BofA and Citi [View news story]
    Hi folks:

    Managing editor of SA News here ... I wrote to John Kimelman about this directly on the chance that this one-comment user wasn't him, but considering the comment, I wanted to transparently share with the SA community the gist of what I sent him:

    --In the interest of total clarity we are tweaking the wording to add the word "Barron's" though our readers know by mousing over the link what the source is. (I'm mentioning this edit because otherwise, his comment looks like it's talking about something that's not there.)

    --It's a bridge too far to raise the word "stealing" when we're the site that directly links to news we're noting and commenting on ... and, just a weird thing to say when we call out Barron's by name a few hundred times a year along with the links.

    As always thanks for any input all you folks have on this or other issues.

    --Jason Aycock
    Managing Editor, News
    Dec 9, 2014. 03:25 PM | 4 Likes Like |Link to Comment
  • Voxeljet EPS of -€0.41 [View news story]
    We saw estimates on revenue ranging from $4.6M to $6.03M. Expected non-GAAP EPS in dollar terms was -$0.13. Looking like misses from here.
    Nov 13, 2014. 05:36 PM | Likes Like |Link to Comment
  • Total CEO reported dead in Moscow plane crash [View news story]
    As business aspects go, ZH notes his anti-petrodollar stance: ""There is no reason to pay for oil in dollars" ...
    Oct 20, 2014. 07:44 PM | Likes Like |Link to Comment
  • Obama appoints Ebola czar [View news story]
    Hi all:

    Just entering this thread to clarify the difference between what you usually see here (in our News section) vs. the articles on the opinion side (what you can find via the "Latest Articles" tab and other locations).

    It's my firm position that we (News Team) are not here to editorialize, and there is a clear difference between editorializing like this and bringing an analytical point of view to news goings-on. That difference needs to be reinforced -- there are misconceptions all over that Seeking Alpha has positions or "house positions" on investments, and that that might affect what goes into this News section. That may be the case for article contributors who have "skin in the game"; it's not the case here in Breaking News. I'm leaving this item up, because to remove it would pull this discussion offline.

    A lot of political information is good for inflaming opinion, but has a whole lot less to do with investing than many in our community think. *Our commitment is to stick to actionable (and factual) information and analysis, and we will reinforce that going forward.*

    --Jason Aycock
    Managing Editor, SA News
    Oct 18, 2014. 06:12 PM | 3 Likes Like |Link to Comment
  • Glu +1.5% AH after King partly blames Kardashian game for woes [View news story]
    COO Stephane Kurgan:
    "There are a number of possible external factors, one of which is obviously competition, and indeed we've seen a number of games emerge in the top 10 where there is clearly a demographic overlap with our business.

    "You have two categories, right? You have, you know, a very successful game from Glu, which is the Kardashian game, which has risen very fast, which clearly has strong overlap with our demographic.

    "But you also have a game like '2048,' which is another great success which we haven't seen in the top grossing, but which obviously has an impact on the time, on the minutes being played by your player base."
    Aug 12, 2014. 07:59 PM | 2 Likes Like |Link to Comment
  • Target hires PepsiCo exec as CEO [View news story]
    Hi mbn:

    The headline was clarified to remove ambiguity -- but it was a few minutes after ls1gto's comment.
    Jul 31, 2014. 09:52 AM | Likes Like |Link to Comment
  • Premarket Gainers / Losers [View news story]
    Sorry, folks ... a technical slip had Friday's premarket losers make it into today's report.
    We're working to prevent any more like this in the future and sorry for the quickened pulses.
    Jul 21, 2014. 01:20 PM | Likes Like |Link to Comment
  • Apple may make largest acquisition with $3.2B Beats deal [View news story]
    I would look to the streaming-music side of this for the whys ... at least based on everything I've heard about the phones.
    May 8, 2014. 06:26 PM | 1 Like Like |Link to Comment
  • 3D Systems misses by $0.01, beats on revenue [View news story]

    To address comments here about a penny miss vs. meeting expectations:

    As you all likely know, there are various estimates used by different media and investing sources and some of them can vary, sometimes by a lot but usually by just a penny or so when they do.

    We are using CapitalIQ estimates for mean consensus of $0.16, signaling a $0.01 miss. Those pointing to First Call, Yahoo etc. ... there are different takes on what expected EPS is.

    *To further clarify,* other people reporting Capital IQ numbers may be looking at a median measure or other thing that can cause a discrepancy. We are talking about consensus mean estimate, and the confirmed consensus mean at CapitalIQ for DDD in FQ1 is $0.16. If they happen to change that, we would issue a correction and mail all subscribers.

    Apr 29, 2014. 04:53 PM | Likes Like |Link to Comment
  • MCig dives; SA author critical of valuation, competitive standing [View news story]
    You ask: "Isn't the author of a publication that dropped a stock 11% coming out and publicly admitting less than a day later that what he wrote was not correct "news to subscribers like the 2,243 folks who subscribe for information on MCIG"??? "

    That's exactly why we posted the update above. It's tied to this item to get it into the hands of those who consumed the initial information. And of course it shows up on our MCIG quote page, portfolios of those who own MCIG, etc. We have concise information here as well as a link to what the author is saying today.

    As for your other question, about SA reporting that an SA article made the stock go down: The alternative would be when an SA contributor -- and there are many -- makes a case either way that definitely moves a stock, that we on the newsteam just pretend like that didn't happen. That's a disservice to those who sign up for news alerts (and of course, you can sign up for opinion article alerts, news alerts, or both ... but my concern is our audience in the news section).
    Mar 25, 2014. 08:20 PM | Likes Like |Link to Comment
  • MCig dives; SA author critical of valuation, competitive standing [View news story]

    I wanted to reply to your comment since it was a good opportunity to shed some light on how we work. I'm the managing editor of Seeking Alpha's Newsteam.

    You all know that as a site, Seeking Alpha publishes hundreds of articles a day, pieces bullish and bearish on any of thousands of securities. Many more instablogs exist as well, written by folks who want to sign up and contribute.

    Over here on the news side (what you're reading now), it's a bit different. Our team's decisions are separated from those on the Opinion team's -- we don't have a say in what opinion pieces go out, and vice versa -- and my overriding goal is determining what's news to subscribers like the 2,243 folks who subscribe for information on MCIG. When something is moving the stock 11%, we want to bring that to those subscribers' attention. Sometimes it will be because of market events, C-suite changes, etc. -- and sometimes it will be an SA article ... even if that article ends up withdrawn/updated, like this one. So "news" needs to be considered in light of what the stock's alert subscribers consider news. There are many factors that go into newsplay, but an 11% decline for thousands of subscribers merits some attention.

    To other commenters: We pulled this news item out of an abundance of caution after the piece was withdrawn, even though we qualified the contents of this item as coming from Moscoe's piece. It's back here now so that we can add the new information, and not just leave the old info sitting unaddressed in your inboxes and mobile notifications. The goal was getting more information into your hands rather than less, since more information equals better decisions.

    As always, thanks for commenting.
    --Jason Aycock
    Managing Editor, News
    Mar 25, 2014. 07:46 PM | Likes Like |Link to Comment