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- Internet
- the global network of computers accessed with the aid of a modem. The Internet includes Web sites, e-mail, newsgroups, and other forums. It is a public network, although many of...
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- eBAy Ridiculously Cheap
- Sramana Mitra submits: eBay continues to struggle against current economic conditions with rather lackluster Q3 performance. It has reduced its Q4 guidance, raising doubts about a merry Christmas for the company this year. Q3 revenues of $2.12 billion were marginally lower than the market’s expectations of $2.13...
- External links 2008-10-17
- Google Shines Amidst Volatility
- Sramana Mitra submits: Google GOOG reported Q3 earnings yesterday that exceeded all market expectations despite the worsening economic conditions. They reported revenues of $5.5 billion with EPS of $4.92. The market was looking for revenues of $5.6 billion and EPS of $4.75. Google’s revenues grew 31% over the year. By...
- External links 2008-10-17
- Amazon: International Strategy?
- Sramana Mitra submits: The economic recession is hitting retail stocks worldwide. The recent announcement of Amazon’s AMZN results did not bring much cheer to the market either. Their revenues of $4.3 billion for the quarter were in line with the market’s expectations, and recorded a 30% increase...
- External links 2008-10-24
- Yahoo Fumbling Away
- Sramana Mitra submits: Yahoo’s YHOO performance does not seem to be improving. Add the current economic conditions to its already worrisome leadership issues and you have a stock that continues to be in a free fall. Revenues grew by 3% over the year to $1.33 billion, missing the market’s...
- External links 2008-10-29
- Deal Radar 2008: Wigix
- Sramana Mitra submits: eBay’s EBAY vulnerability, it seems, is drawing attention. In this installment of the Deal Radar, we look at a company that is trying to hit eBay where it hurts! Wigix is a new online marketplace for consumer goods modeled on a NASDAQ-style trading...
- External links 2008-11-05
- Yahoo!'s CEO Search Commences
- Sramana Mitra submits: Here are the candidates according to to Kara Swisher: “While Yahoo’s YHOO board has some execs in mind to become CEO, obvious candidates include News Corp. NWS COO Peter Chernin, as well as former AOL head Jon Miller, former eBay EBAY CEO Meg Whitman...
- External links 2008-11-18
- MercadoLibre Outperforms
- Sramana Mitra submits: At a time when many e-commerce companies are slipping on quarterly numbers, MercadoLibre (NASD: MELI), the Latin American online marketplace, exceeded all expectations for its Q3 results, released on November 11. Revenues for the quarter stood at $40.3 million against the Street’s expectations of...
- External links 2008-11-20
- Yahoo Names New CEO
- Sramana Mitra submits: Over the weekend, it became clear that Carol Bartz really wanted the Yahoo YHOO CEO’s job, and that the board was willing to give it to her. On Tuesday, the appointment became official. Carol Bartz is the no-bullshit, down-to-earth, highly successful former CEO of Autodesk....
- External links 2009-01-14
- eBay Worsening
- Sramana Mitra submits: Previous quarters’ doubts about eBay’s Q4 performance weren’t unfounded, as was evident in the company’s results that were announced on Wednesday. eBay’s EBAY CEO, John Donahoe, called himself “frustrated” with the previous year’s user experience and search improvement initiatives failing to translate to much higher revenue...
- External links 2009-01-23
- Why Google Needs to Tighten Up
- Sramana Mitra submits: Google’s GOOG Q4 earnings, reported yesterday, exceeded market expectations. Revenue of $5.7 billion grew 18% over the year and 4% sequentially. EPS of $5.10 represented 15% annual growth and 4% quarterly growth. The market was expecting revenue of $5.6 billion and EPS of $4.95. Profits, however,...
- External links 2009-01-23
- Yahoo Looks Forward With Bartz
- Sramana Mitra submits: Eight days after Carol Bartz became the CEO of Yahoo! YHOO she has already needed to defend the company’s lackluster Q4 results, which were in stark contrast to its competitor Google’s impressive performance. Q4 revenue of $1.806 billion was in line with the market’s expectations...
- External links 2009-01-29
- Amazon’s Impressive Trajectory
- Sramana Mitra submits: In a season where so many companies are reporting disappointing results, Amazon AMZN managed to surpass the Street’s expectations in its recently announced Q4 results. And this week, it launched the new Kindle, part of an effort to scale the long-stalling e-Books reader market, after kicking...
- External links 2009-02-13
Additional Resources
- WebMD, Blue Nile: Two Consumer Internet Plays
- Sramana Mitra submits: Continuing my coverage of consumer internet companies and how they are adapting their business strategies to Web 3.0, here is an analysis of two very different players, WebMD WBMD and Blue Nile NILE, who recently announced their results. WebMD, the online medical services portal, has...
- External links 2008-08-20
- WebMD Refreshingly Healthy
- Sramana Mitra submits: In times when most companies are either reducing their outlooks or even refraining from giving them, health portal WebMD, one of my favorite Internet stocks , not only announced Q4 results that beat the market’s expectations but also reaffirmed its 2009 outlook. Q4 revenues...
- External links 2009-03-12
- Digital River: Buying Opportunity
- Sramana Mitra submits: Digital River, Inc. DRIV, which provides e-commerce solutions to software publishers and consumer technology companies, is on a roll. The complex licensing and subscription management operations of many software companies are outsourced to Digital River. We haven’t covered Digital River much, but it is a...
- External links 2008-10-07
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