analyst

One More Reason to Occupy Wall Street: “Concern” Over Accurate Tech News

Kara Swisher in Media on February 8 at 6:44 am PT

Worrywart Wall Street is agonizing over facts.

AOL Beats Low Expectations, Increasing Ad Revenue and Slowing Total Decline in Q4 (Plus Charts!)

Kara Swisher in News on February 1 at 4:26 am PT

At AOL, down is the new up. No. Really.

Time to Stoke Those Kindle Fire Sales Estimates

Peter Kafka in Media on January 9 at 3:30 am PT

Some 5.5 million in Q4, says Barclays. By the way: Has anyone seen one of these in the wild?

Citi Analyst Lures Hot Internet IPOs

Randall Smith and Stephen Grocer, Reporters, The Wall Street Journal in News on January 5 at 7:00 am PT

When real-estate website Zillow Inc. was looking for a Wall Street bank to lead its $80 million initial public offering in July, Citigroup Inc. rose to the top of the list.

Liveblogging the New Yahoo CEO Call: You Might Want to Refrain From Cussing, Scott!

Kara Swisher in News on January 4 at 7:01 am PT

Mind your P’s and Q’s and Y’s too!

QOTD: Faint Praise for Googorola, More for Google

We still view GOOG’s acquisition of the football coaching headphone equipment company as highly risky, but given signs that Amazon & Facebook may also enter the Smartphone market, GOOG’s move isn’t unprecedented.

– Citigroup analyst Mark Mahaney, who is upgrading his Google rating to “buy” from “neutral,” despite his lack of enthusiasm for the $12.5 billion Motorola deal. On the bright side, he adds, if regulators approve the purchase next year, it will “still provide GOOG with patent support, & it’s an accretive deal.”

What Answers Will Investors Be Demand-ing in the Q3 Call Today?

Kara Swisher in Media on November 7, 2011 at 6:13 am PT

With its stock reeling and some traffic issues, it’s been a tough quarter for the social content company.

Just How Much Damage Did Netflix Really Do to Itself?

Peter Kafka in Media on October 24, 2011 at 3:30 am PT

Investors have already poleaxed Reed Hastings stock for three months of missteps. Now it’s time to see what the numbers really look like — and what Netflix thinks the next three will look like.

All Eyes on Yahoo’s Q3 Earnings Tomorrow, With Results Under Pressure

Kara Swisher in News on October 17, 2011 at 3:23 pm PT

How the Silicon Valley Internet giant fares this quarter will be closely watched.

Boo! Citing Spooky Economy, Citi Cuts Targets for Google, AOL, Demand Media.

Peter Kafka in News on October 6, 2011 at 6:33 am PT

Of course, if October 2011 ends up looking like October 2008, then all stocks are going to plummet. But Mark Mahaney has specific concerns about Google and six other tech companies.