mahaney

mahaney

Forget Apple's iPad, Amazon's Kindle Will Have A Great Year (AMZN, AAPL)

www.businessinsider.com
Amazon is on track to deliver another solid quarter of earnings, according to Mark Mahaney at Citi who put out a note for clients last night. Yet, Amazon's stock has been in funk lately. Year to date, it's basically flat. Part of the reason investors are shrugging at Amazon, says...
Forget Apple's iPad, Amazon's Kindle Will Have A Great Year (AMZN, AAPL)
Yahoo didn't buy Tumblr. They bought Tumblr's market position

eBay's Stock Pops on Solid Earnings Performance

allthingsd.com
EBay’s stock traded 9 percent higher this morning after reporting strong second-quarter results yesterday. In early trading, the stock soared to $44.44 a share to hit a new 52-week high before backing down a bit. At least two analysts upped their price target: Mark Mahaney of Citi increased his price...
eBay's Stock Pops on Solid Earnings Performance

Citi's Mahaney: Facebook's Social Search Got Nothing on Google

allthingsd.com
Mark Zuckerberg sent the Valley into a tizzy earlier this month. He spoke at the TechCrunch:Disrupt conference for the first time since the company went public, spitting out data points in rapid-fire succession, faster than the audience (and frankly, this humble reporter) could keep up. Among the most noteworthy: Facebook...
Citi's Mahaney: Facebook's Social Search Got Nothing on Google
Rumor Roundup: Leaking to TechCrunch Will Cost You, Frankenstorm.gov, and the Great Kanye Hunt Continues

Amazon Keeps Analysts Guessing on Quarterly Results

allthingsd.com
Amazon is famously tight-lipped about its plans, so it’s hard to predict how it will perform each quarter. Analysts always ask: Did the e-commerce giant choose to reinvest its profits, or did it let revenue trickle down to the bottom line? “Visibility into Amazon’s quarterly performance is notorious,” wrote Youssef...
Amazon Keeps Analysts Guessing on Quarterly Results

Here's Why Google's Stock Tanked [ANALYSIS]

www.businessinsider.com
Google's stock fell a shocking $68, or 9%, after the company's filing agent accidentally released a draft of part of its Q3 earnings report. As of this writing, the stock is still halted. Assuming the numbers in the filing are accurate, here's why the stock has tanked. (The stock is...
Here's Why Google's Stock Tanked [ANALYSIS]

Analysts Expecting eBay to Beat Q2 Estimates, But Cautious on Outlook

allthingsd.com
Analysts will be looking for signs of weakness in eBay’s results tomorrow after the company releases second-quarter earnings after the bell. Despite a relatively stable and growing U.S. business from both its marketplace and payments division, Citi’s Mark Mahaney cautioned in a research note, eBay’s results could be adversely impacted by...
Analysts Expecting eBay to Beat Q2 Estimates, But Cautious on Outlook

YouTube's Gigantic Year Is Already Here, Citi Says

allthingsd.com
Is Google making money off of YouTube? You betcha, Google execs told shareholders today, without offering the slightest bit of detail. Par for the course. So in lieu of real numbers from Google, here’s a Wall Street estimate: Google is making a ton of money from YouTube. More specifically: The...
YouTube's Gigantic Year Is Already Here, Citi Says

Amazon's Net Income Dropped Sharply

www.huffingtonpost.com
NEW YORK -- Amazon's fourth-quarter net income dropped sharply, weighed down by higher operating expenses as the company continued to invest in its long-term growth plans at the expense of short-term earnings. More surprisingly, revenue grew at a slower clip than Wall Street had expected. The company also gave a...
Amazon's Net Income Dropped Sharply

Wall Street On Google: 'Negatral' (GOOG)

www.businessinsider.com
Citi analyst Mark Mahaney is out with his take on Google's premature earnings. He is "incrementally 'negatral'" on first pass. We think that means negative to neutral. Here are the main things he highlighted from the earnings release: Consolidated results were worse than expected: Gross revenue was $14.1 billion, compared...
Wall Street On Google: 'Negatral' (GOOG)
Here's Some More Info About The Citi Junior Analyst Who Leaked Facebook IPO Secrets To TechCrunch

THE GOOGLE INVESTOR: YouTube Is Doing $2.4 Billion Annually (GOOG)

www.businessinsider.com
The Google Investor is a daily report from SAI. Sign up here to receive it by email GOOG Up With Tech  Markets have given back a bit as consumer confidence falls and the Richmond Fed drops. Shares of GOOG are up with tech. Google's annual developer conference Google I/O gets...
THE GOOGLE INVESTOR: YouTube Is Doing $2.4 Billion Annually (GOOG)

Citi: Positive Trends Ahead for E-Commerce

allthingsd.com
According to a brief from comScore, total U.S. online spending in January — including retail and travel — grew 13 percent year over year to $23 billion, compared to 11 percent in December. Both months were pointing slightly downward from fourth-quarter online spending, which saw 14 percent year-over-year growth, but...
Citi: Positive Trends Ahead for E-Commerce

Facebook shares rise to more than $23 after beating mobile revenue forecasts

www.guardian.co.uk
Mark Zuckerberg says Facebook's shift to mobile would be 'fundamentally good' for the company as shares increase 20%Facebook's shares soared Wednesday after co-founder Mark Zuckerberg told analysts the shift to mobile would be "fundamentally good" for the company.Facebook's shares rose over 20% in early trading Wednesday to more than $23,...
Facebook shares rise to more than $23 after beating mobile revenue forecasts

Amazon Is Developing A Smartphone To Go After The iPhone And Android (AMZN)

www.businessinsider.com
Amazon working with Foxconn to develop a smartphone that would compete with the iPhone and Android devices, Bloomberg reports. Citi analyst Mark Mahaney first said Amazon was working on a smartphone in an analyst note last November. Amazon is also looking to protect its smartphone by acquiring patents that protect it from...
Amazon Is Developing A Smartphone To Go After The iPhone And Android (AMZN)

The One Number Netflix Investors Care About Today

allthingsd.com
Netflix had a crummy 2011. How did the first three months of 2012 go? We’ll find out this afternoon, when the company releases its Q1 numbers. And the easiest way to tell will be by looking at one key metric: The number of U.S. streaming video customers. Netflix has told...
The One Number Netflix Investors Care About Today
Google stock soars to new all-time high above $747

In Defense of Mark Mahaney

allthingsd.com
Mark Mahaney, not surprisingly, has a number of defenders both inside and outside Citi. Citi terminated Mahaney today for allegedly trying to cover up a disclosure violation tied to Citigroup’s coverage of Google. The move came after Massachusetts’ securities regulator fined Citigroup $2 million for failing to supervise Mahaney and...
In Defense of Mark Mahaney

Will PayPal's Mobile Products Provide a Surprise Lift to eBay?

allthingsd.com
When eBay reports first-quarter earnings this afternoon, analysts will be looking for early signs that its recent mobile product launches are starting to take off. During the quarter, the company’s PayPal division rolled out in-store check-out at 2,000 Home Depots and PayPal Here, a new service for merchants that allows...
Will PayPal's Mobile Products Provide a Surprise Lift to eBay?

Amazon Is Reportedly Working On A Smartphone, But Cracking The Market Won’t Be Easy

techcrunch.com
Amazon’s Kindle Fire has done a remarkable job carving out its own niche in the tablet space, and it seems a sequel is already barreling down the pipeline for a release in the coming months. That new tablet may not be alone though, as rumblings of yet another Amazon hardware...
Amazon Is Reportedly Working On A Smartphone, But Cracking The Market Won’t Be Easy

Google Still #1 Traffic Source For Most Of Top 30 Websites — Report

searchengineland.com
This may surprise no one: Google is the leading source of traffic for 23 of the top 30 websites. That’s according to Citi analyst Mark Mahaney in a document released yesterday to clients. Based on underlying comScore data, the report analyzes visits to the top five websites in several... Please...
Google Still #1 Traffic Source For Most Of Top 30 Websites — Report

Netflix, Groupon, Facebook and Yahoo: Rising, Falling and Treading Water

allthingsd.com
The past week was a good one for Netflix and the upcoming one could be even better. Shares of the company spiked nearly 20 percent over the July fourth week, driven up to $81.89 by CEO Reed Hastings’s announcement that Netflix subscribers streamed one billion hours of video in June....
Netflix, Groupon, Facebook and Yahoo: Rising, Falling and Treading Water
Citi Says Facebook Has Hit An 'Air Pocket' (FB)

So how many Nexus 7 tablets did Google sell?

gigaom.com
Earlier this morning when I was scanning through Google’s third quarter 2012 earnings, I noticed that revenue in Google’s “Other” category came in at $666 million, versus $385 million in Q3 2011. It was such a substantial jump that I pinged a couple of Wall Street analysts, wondering if they...
So how many Nexus 7 tablets did Google sell?

Facebook Ads Work, Except When They Don't. Sometimes. Maybe.

allthingsd.com
Fresh fuel for the “Do Facebook Ads Really Work?” debate: A survey that indicates advertisers themselves don’t really know what to think about the social network and its $3 billion a year ad business. This one comes from Advertising Age and Citigroup, and the results are so varied that the...
Facebook Ads Work, Except When They Don't. Sometimes. Maybe.
$748.90 Is Google's New All-Time High Water Mark

Facebook Had A Huge Drop In Traffic Last Month (FB)

www.businessinsider.com
If there's one thing Facebook has done consistently since its founding in 2004, it's grow, grow, grow. A new report from Citi analyst Mark Mahaney shows that Facebook may no longer be doing that. In August, according to ComScore figures cited by Mahaney, Facebook's unique visitors in the US dropped...
Facebook Had A Huge Drop In Traffic Last Month (FB)

Wall Street Buys Google's Mobile Ad Story

allthingsd.com
Yep, Google’s Q4 seemed to confuse some investors yesterday. It definitely seemed to confuse lots of the people writing about the numbers*. By last night, though, Wall Street analysts seemed to have come up with at least one consensus takeaway: Google’s mobile ad business is looking pretty good. Or, at least,...
Wall Street Buys Google's Mobile Ad Story

Priceline, Orbitz Coming in for a Hard Landing

allthingsd.com
Shares of Priceline and Orbitz are in a free fall after both companies provided disappointing outlooks as Europeans cut back their travel plans. Priceline’s stock was tanking this morning, down more than $100 a share, representing more than 16 percent of the company’s market value. In mid-session trading, the stock was at...
Priceline, Orbitz Coming in for a Hard Landing
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