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TrojanRay

TrojanRay
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  • Facebook's (FB) big run has made a believer of Bernstein's formerly bearish Carlos Kirjner, who upgrades the stock to Outperform with a $33 price target (from $23). "Monetization of mobile gives Facebook more time to address challenges," he writes, expecting a series of earnings beats (or upward revisions to estimates) over the next year. Shares +2.1% premarket. [View news story]
    FB employee?

    Sorry but all my nephews and nieces are on Twitter these days. Ad wise, I know a few companies/ small businesses who pulled their page due to their slowly increasing ad cost (amidst lackluster returns). I do think FB can stay afloat for awhile. But I doubt it'll be something I'll buy and hold.
    Nov 27 02:39 AM | Likes Like |Link to Comment
  • Netflix (NFLX +13.4%) resumes trading after a halt to reach as high as $84.50 before tripping up circuit breakers once again. All the excitement is tied to a 13D filed by Carl Icahn showing a 9.98% stake in Netflix and saying the company holds "significant strategic value due its dominant market position and global growth prospects". Now the question is if Icahn still sees shares as undervalued now that they have run up a hefty gain lickety-split. [View news story]
    For those of you who don't know or forgot.... Icahn also made huge investments in Blockbuster.

    We all know how well move went...
    Oct 31 05:28 PM | 4 Likes Like |Link to Comment
  • More on Facebook's Q3: Monthly active users (MAUs) totaled 1.01B as of Sep. 30, +6% Q/Q and +26% Y/Y. Mobile MAUs hit 604M, +11% Q/Q and +61% Y/Y. Mobile accounted for 14% of ad revenue (impressive, since first mobile ads arrived this year). Ad sales +9% Q/Q and +36% Y/Y. Payments -9% Q/Q and +13% Y/Y. Expenses +57% Y/Y, much higher than revenue growth. Capex (including leased gear) was $332M, down from Q2's $465M. FB now +9.3% AH. CC at 5PM ET (webcast). (PR[View news story]
    And sadly... this counts as one of their myriads of "active" accounts per their metrics.
    Oct 23 11:56 PM | Likes Like |Link to Comment
  • Facebook (FB +2.3%) is closing higher after Wedge Partners argues the company's closely-watched mobile ad business is "near a positive inflection [point]." Facebook has been scrambling to roll out new mobile ad formats as PC usage slips in the U.S. and other markets thanks in large part to growing mobile use - mobile Sponsored Stories has been the company's biggest success on this front. Today, Facebook officially launched its mobile app download ad product. (also[View news story]
    Agree with Rephinbar.... that and they're probably trying to toast the $20 optioners set to expire at the end of this week.
    Oct 18 01:33 AM | 1 Like Like |Link to Comment
  • Facebook (FB +1.5%) monetization data chief Brent Smallwood tries to counter criticism of the company's low ad click-through rates by arguing ad clicks give an inaccurate view of a campaign's effectiveness. While relevant for e-commerce firms trying to make immediate sales, ad clicks don't matter as much to brands trying to drive offline sales, Smallwood argues. Facebook is counting on its partnership with Datalogix to provide marketers with data about offline conversions. (COO remarks[View news story]
    Question: Are these low ad click rates WITH or WITHOUT taking into account the bot clicks that have been highly criticized?

    For those that don't know:

    http://lat.ms/Ql8Vqc
    Oct 1 11:59 PM | Likes Like |Link to Comment
  • Facebook (FB) launches Gifts, a feature that allows users to (you guessed it) buy gifts for friends, with Facebook taking a cut along the way. 100 retail partners are on board, the largest of which is Starbucks. Gifts, which leverages Facebook's payments platform and the $80M Karma acquisition, could prove the start of a larger push by the company to address an e-commerce opportunity that many think is huge. Shares +1.2% AH. [View news story]
    Didn't they already have this? I remember buying an "e-rose" once for my then college girlfriend for 99 cents. Nothing new here, really. Starting to feel FB is really grasping at straws and any new monetization procedures won't offset the gradual decline in their main revenue driver (PC ads).
    Sep 27 09:03 PM | 4 Likes Like |Link to Comment
  • The total number of minutes spent by U.S. users on Facebook (FB) fell 5% M/M in August, per comScore, as a 3% increase in mobile use (now 43% of total) was more than offset by a 13% drop in PC use. Facebook reported a 2% Y/Y drop in U.S. ad impressions for Q2 thanks to the mobile shift, and it looks as if that trend could worsen. The problem isn't just mobile monetization (challenging, but with encouraging early results), but the fact mobile users don't spend hours at a time logged in the way PC users often do. (also: I, II[View news story]
    Sadly, FB might be worst in the sense that the 'profitable' model might entail tons of 'ads'. If I remember correctly, MySpace's initial downfall started when the site started becoming more "spam" oriented.
    Sep 27 03:38 PM | 1 Like Like |Link to Comment
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