Tag Archives: Twitter

by | March 21, 2014 · 2:37 pm

Twitter 8 year

A big jump for Copper today which is up +1,33% to 296,75. Gold, Silver and Oil is also up today. A great jump for the U.S stocks yesterday too. S&P 500 is now trading at 1,872,01. Up +0,60%. Nasdaq traded up +0,27% yesterday but not all the tech companies went up yesterday.

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First of all: congratulations to Twitter which is 8 years old today. Can you belive that? I hope it will be a great day for Twitter on the stock exchange today. That will be a great gift, because yesterday was a bad day for Twitter. Down -2,19%.

Twitter is not alone: Facebook went down -1,86% and Apple went down -0,48%. What is that suppose to mean? It is a sale signal for Facebook. Is this the time for investors to get out of Facebook and other tech stocks? Time will show.

Twitter is an online social networking and microblogging service company that enables users to send and read «tweets». According to Yahoo.com, the microblogger went dark in Turkey just hours after Prime Minister Recep Tayyip Erdogan threatened to «wipe out» Twitter which (along with others) was highlighting corruptions against his inner circle.

The EU commissioner for digital agenda, Neelie Kroes, tweeted that the block «is groundless, pointless, cowardly». Erdogan`s office said in a statement that Twitter had remained «indifferent» to Turkish court rulings demanding «some links» be removed.

Erdogan will wipe out Twitter and say he don`t care about the international community. Turkey`s leader since 2003 is under pressure since audio recording spread across social media that appeared to put him at the heart of a major corruption scandal.

Some of the most damaging information has come from a Twitter account under the name Haramzadeler («Sons of Thieves») which have access to a huge trove of secrets documents and policy wiretaps linked to the investigation. Erdogan say the recordings are fake and threatened to ban YouTube and Facebook after crucial elections on March 30.

Erdogan say this social media companies like Twitter «menace» for helping organise mass anti-government protests.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | February 7, 2014 · 12:34 pm

Best day in 2014!

Market update

Wall Street rallies on labor market data. Dow Jones bounced 1,22%. S&P 500 rocketed 1,24%. The best day for stocks so far in 2014! Technology sector is up 1,39%, but Twitter suffered yesterday. They went in another direction. Not a surprice for the most expensive stock in our universe.

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Twitter (TWTR) -24,16%

Twitter stock plummeted yesterday, but I am not suprised. EPS: -1,69. The record high is 74,73 and that price was insane. Now the stock is trading at 50,03. Down -15,94 points only yesterday. It seems like the stock will open up in a red territory today too.

LinkedIn’s (LNKD) site traffic declines. The site traffic fell Q/Q in Q4. Unique visitors dropped by 3M Q/Q to 139M (rose by 23M Y/Y). Page views fell by 1B to 10,6B (rose by 800M Y/Y). User engagement for mobile app traffic aren`t going as planned. Only 25% of the revenue is coming from ads. LinkedIn is less directly dependent on site/app traffic than Twitter and Facebook.

They spent +57% Y/Y on Sales and marketing. 35% of revenue is spent and that is $157,2M. R&D is up to +46% to $113,1M. Registered users rose by 18M Q/Q to 277M. Stocks follow earnings, and if you don`t deliver EPS, you`re not going get any love from the market. This stock will open down about -7% today.

Yelp (YELP) +18,9%

Revenue rose by 72% Y/Y to $70,7 mllion in the quarter. Revenue from 2012 ($137,6) rose to $233 million in 2013. That is up 69%. Net loss is $2,1 million in the quarter. It`s adjusted EBITDA improved by 470% Y/Y to $10,4 million. 39% increase in average unique monthly visitors to 120 million. Local business accounts increased by 69% Y/Y, to 67,200.

Yelp Outlook for Q1 – 2014: Yelp expects revenue to be about $73,5 – 74,5 million. Growth will approximately 60% compared to Q1 in 2013. For the full year, Yelp projects net revenue to about $353 – $358 million. Shares are up 299,7% (1YR). That`s not bad for a company without any profit in 2013.

Reports today:

08:30:00 USD Non-Farm Payrolls Forecast: 185K Previous: 74K
08:30:00 USD Uneployment rate Forecast: 6,70% Previous: 6,70%

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | February 6, 2014 · 2:32 pm

Twitter -17,7%

Market Update:

It`s all green in Europe today. Europe bounce back from an oversold technical level. Nikkei slid in a choppy session in Asia today. It seems like the U.S market will open up today, but I am very excited about the Social media stocks today. Take a look at Twitter. Down -17,7% AH!

Twitter:

Twitter beat the Wall Street expectations. The MAU`s growth is slowing, CEO Dick Costolo in Twitter (TWTR) said. He admitted on the CC Twitter needs to become more easy for new users to grasp. Loss in Q4 is $511 million. Revenue totaled $243 million (up 116%). Investors expected revenue of $218 million. Twitter beat the investors expectations on their first earnings report as a public company.

The blogging site had 241 million average monthly active users as of December 31 (Up 30% in one year). Mobile users is about 184 million in Q4 (up 37%). They added «only» 9 million users in the last 3 months.

Advertising revenue totaled $220 million (up 121% Y/Y), and mobile advertising accounts for more than 75% of that.

Twitter ended Q4 with about 1/5 as many MAU`s as Facebook have. Costolo belive he has the right solution: Adding more conversational features and rich media content. Enabling the discovery of content based on topics. Interactions per Timeline view continue to grow, he said.

He also said that retweets and favorites are up over 35%. Twitter are working with e-commerce opportunities and said they`re just scratching the surface when it comes to ad monetization. Twitter will take a conservative approach to ad load for the sake of the user experience.

After Twitter and Pandora (P) provided disappointed Q4 reports, Facebook (FB) and LinkedIn (LNKD) faced a big sell-off. Facebook is down 2,3% AH, and LinkedIn is down 1,6%. Twitters shareholder GSV Capital (GSVC) is also down 6,7%. Not a good day for social media companies today.

Twitter beat Q4 estimates and are above consensus revenue guidance. They reported a 7% Q7Q drop in timeline views and slowing monthly active user growth.

Pandora also beat Q4 estimates, but reported only in-line revenue and issued below-consensus guidance. LinkedIn will report after the close tomorrow.

Reports today:

08:30:00 EUR ECB press conference
08:30:00 USD Trade balance
08:30:00 USD Unemployment claims

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | February 4, 2014 · 2:18 pm

The new wallets

Apple:

Yes, the new wallets is here. Fact is that the new wallets have been on the market for many years now. Some people expected to see a Near Field Communication chip for mobile payments when Apple launched the new Iphone 5 a couple of year ago, but ended up disappointed.

 

Smartphones are predicted to be the new wallets and forecast for mobile payments in 2014 is $7,5B. In 2013 it was $2,1B, and $0,6B in 2012. If this is taking off we can see mobile payments of $70B in 2016. Mobile payments in China have doubled in 2013 and ended up to 218,6 Billion Yuan.

 

The most critical element in this business is the security, but Apple seems to have the right solution for all the customers waiting to pay by smartphones. Apple signed a new patent (#20140019367) on January 16.

 

What about their competitors like Visa, Mastercard, Paypal and others? They should do something before it is too late. Once Apple start with their new mobile payment solution, the card users will slowly disappear. This threath is too big to ignore I think.

 

Stocks & Commodities:

Petrobras (PBR) plummeted 5,8% yesterday and that is an eight year low level, now trading at 13.85 Brazilian reais ($5.69). This is the lowest since july 29, 2005. The overall markets plummeted yesterday, like they historically do when a new Fed chairman comes in, but Twitter went up +1,16%. What is going on here? Any report surprise?

 

Gold is not taking off despite the bearish markets we see now. Right now the gold is trading at $1.252.80, down -0,52%. Silver is also down today, trading at $19.35, down -0,30%. Copper is trading at $319.85, up today +0,47%.

 

Reports:

10:00:00 Factory Orders Forecast: -1,90% Previous: 1,80%
10:00:00 Economic Optimism Forecast: 46,1 Previous: 45,2

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | February 3, 2014 · 2:16 pm

Earnings reports this week

January is behind us, and that was not a good start of the year. The Dow dropped down on friday and are now contributing to a -5,3% January slide, while S&P are trading -3,6% lower. January was a red month.

 

79% of the S&P companies have reported better than expected, but that haven`t helped the markets in January. Earnings reports this week along with jobs reports on Friday will be important reports to follow.

 

Earnings reports continue this week, and some reports to watch this week is Twitter (TWTR), Yelp (YELP), Pandora (P), Bally Technologies (BYI), and LinkedIn (LNKD). I look forward to Twitter`s report (02/05/2014). EPS forecast is -$0,1. This will be their first earnings report since they went public. What about a big surprice?

 

Twitter signed a contract with International Business Machines (IBM) on friday. They acquire 900 patents, and entered into a cross-licensing agreement with the company. The deal with IBM will give Twitter “greater intellectual property protection and gives us freedom of action to innovate”, they said.

 

It seems like Twitter is following the same strategy as their rival Facebook. IBM have 41.000 patents and have also sold patents to Google to help the internet giant protect in the patent wars among smrtphone makers. IBM also sold 750 patents to Facebook. The licensing revenue for IBM is approximately $1 billion a year (1% of sales).

 

Pandora`s consensus EPS forecast for the quarter (02/05/2014) is $0,01. Last year is was $-0,09. I can`t remember last time they surpriced the market. Can you beat the estimates now?

 

The overvalued stock Yelp is reporting the same day (02/05/2014), and the estimates for the quarter ended December 2013 is -$0,02. Last year: -$0,06. Yelp is up $10,2% in 2014, and +271% (1 YR).

 

The consensus EPS forecast for the quarter for LinkedIn (02/06/2014), is $0,09. Last year it was $0,1. Come on LinkedIn; do you beat earnings estimates this time? Last year the EPS reports from LinkedIn was mixed. In Mars: $0,22, June: $0,07, September: 0 (-100% surprice).

 

Bally Technologies is down -6,5% in 2014, but are up +50,7% (1 YR). The consensus EPS forecast for the quarter is $1,02. The same quarter last year was $0,8.

 

Reports today: ISM Manufactoring PMI at 10:00am.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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