News Byte

Citi: Positive Trends Ahead for E-Commerce

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 analyst Mark Mahaney said in a note that he sees overall positive trends ahead in e-commerce, with the possibility of seeing pre-recession 20 percent growth rates. Key segments contributing to January’s overall growth included online sales of computer software, jewelry and watches, and home electronics.

News Byte

Comcast Won't Get NBC U in Time for Christmas, or New Year's Either

Comcast won’t be able to wrap its deal with GE for NBC Universal this month, both companies announced today. Instead, they’re shooting for a January close, when they hope to get final approval from Washington. Given that this one stretches back to the fall of 2009, it’s hard to argue that a few weeks of extra legal bills will matter that much.

News Byte

Report: Mac App Store Debut Expected in January

Apple’s Mac App Store will debut in January 2011, not December 2010. This according to
the Loop’s Jim Dalrymple, who says speculation around a Dec. 13 launch date is a bit off. No word yet on a hard date, but presumably it will be one that permits Apple to meet its self-imposed 90-day deadline of late January.

Bing Hot on Yahoo’s Heels

Nielsen published its February search market metrics this week and it’s more good news for Microsoft. The company’s new Bing search engine saw its market share jump to 12.5 percent from 10.9 percent in January. That puts it within two percentage points of Yahoo.

Year of the Mac, Indeed: Apple Headed for a 2.9 Million Mac Quarter

Piper Jaffray analyst Gene Munster has declared 2010 the “Year of the Mac,” and it’s hard to disagree when looking over the latest retail sales data from the NPD Group: Mac sales during February were up 43 percent for the month–this after a 36 percent spike in sales during January.

Yahoo’s Bradford Bails

February Expected to Be a Great Month for Mac Sales

February 2009 was not the greatest month for Mac sales. They were down 16 percent year over year and 10 percent from January. And while that may have been unfortunate at the time, it’s good news for Apple and its investors today, because it provides a particularly soft number for comparing with Mac sales in February 2010.

Huffington Post Still Growing Like a Weed

Another step in the Huffington Post’s relentless march toward world domination: The company served a staggering 40 million visitors in the last month.

Twitter’s Annual Growth Rate as of January: 1,107 Percent

If Twitter’s astonishing month-over-month growth rate hit a ceiling last fall, the microblogging service has clearly broken through it. According to new metrics from comScore, Twitter.com saw 73.5 million unique visitors in January, up eight percent from the 65.2 million who visited it in December 2009.

Ad Sales, Pay Walls, and Absolutely Nothing About iPads at the New York Times Earnings Call

The New York Times said things got better–or, if you like, no worse–during the last quarter of 2009. But investors are disappointed that the publisher isn’t more optimistic about 2010, and they’re pushing shares down this morning. Let’s see if the paper’s executives can turn that around during their earnings call.