analyst

LinkedIn’s Revenue Is STILL Growing Like Crazy (LNKD)

Source: http://www.businessinsider.com/linkedins-revenue-is-still-growing-like-crazy-2012-8

For nearly two years, LinkedIn has posted more than 80 percent year-over-year growth in revenue.

That continued this quarter, when it posted an 88 percent increase in revenue from $121 million to $228 million year-over-year in the second quarter this year.

Even after going public, LinkedIn is still managing to pull off more than 80 percent year-over-year growth every quarter, and it consistently beats analyst estimates.

Its growth in revenue has slowed over the past several quarters, but, still — 88 percent is nothing to complain about.

Here’s the full chart:

linkedin revenue chart

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , ,

Thursday, August 2nd, 2012 news No Comments

More People Have Mobile Phones Than Electricity Or Drinking Water (AAPL, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-putting-global-mobile-in-context-2012-4

How big is mobile? Really big. This slide from analyst Chetan Sharma shows that mobile is the most pervasive technology ever invented.

As you can see, mobile has deeper penetration than electricity and safe drinking water.

chart of the day, putting global mobile in context, april 2012

Follow the Chart Of The Day on Twitter: @chartoftheday

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , ,

Monday, April 30th, 2012 news No Comments

The Most Remarkable Instagram Chart You’ll See

Source: http://www.businessinsider.com/chart-of-the-day-increase-in-downloads-and-twitter-shares-2012-4

This chart plots both how many times Instagram has been downloaded, in gray, and how often it has been used to share photos over Twitter, in red.

Look at how, moving left to right, the red bars extend away from the gray bars.

Know what that means?

It means, in the words of the Distimo analyst who put together the chart, that “the average number of shares per users are increasing.”

That’s profound: The app isn’t just getting more popular, it is becoming a more important part of its users’ lives. 

chart of the day, Increase In Downloads And Twitter Shares, april 2012

Follow the Chart Of The Day on Twitter: @chartoftheday

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , ,

Friday, April 27th, 2012 news No Comments

The Only Two Smartphone Companies That Matter (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-smartphone-shipments-2012-4

There are only two smartphone companies that matter: Samsung and Apple.

This chart shows preliminary smartphone shipment estimates for Q1 from analyst Horace Dediu of Asymco. As you can see, it’s a two horse race. Everyone else is irrelevant.

chart of the day, smartphone shipments, april 2012

Tags: , , , , , , , , , , , , , , , , , , , , , , ,

Thursday, April 12th, 2012 news No Comments

SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off

Source: http://www.engadget.com/2012/02/22/sandisk-makes-128-gigabit-flash-chip-crams-three-bits-per-cell/

SanDisk has developed a chip that earns it membership in the exclusive 128-gigabit club. Not content with simply matching the Micron / Intel effort, SanDisk and its partner Toshiba claim their new memory uses 19- rather than 20-nanometer cells in the production process. Shrinking the size is one thing, but SanDisk’s new chips also use its X3 / three-bit technology. Most memory stores just two bits per cell; cramming in another means fewer cells, less silicon, more savings, cheaper memory, happier geeks. Analyst Jim Handy estimates that the price per gigabyte for the tri-bit breed of flash could be as low as 28 cents, compared to 35 for the Micron / Intel equivalent. Full details in the not-so-compact press release after the break.

Continue reading SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off

SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off originally appeared on Engadget on Wed, 22 Feb 2012 19:37:00 EDT. Please see our terms for use of feeds.

Permalink Wall Street Journal  |   | Email this | Comments

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Wednesday, February 22nd, 2012 news No Comments

A Truly Embarrassing Chart For Wall Street Stock Analysts

Source: http://www.businessinsider.com/this-chart-shows-why-wall-street-stock-ratings-are-a-joke-2012-2


Only five percent of ratings on companies in the S&P 500 are sell ratings.

That’s right: 95 percent of ratings tell investors to hold or buy and only 5 percent say you should sell.

The following chart comes from FactSet via Cullen Roche:

chart

Henry Blodget recently offered a few reasons why you rarely see sell ratings:

  • Most stocks–especially growth stocks–generally trend up over the long haul, so saying SELL often means betting against the odds and/or making a short-term timing call.
  • Stocks with excellent fundamentals don’t often go down just because they’re “expensive”–instead, they just get more expensive. So saying “SELL” based solely on valuation often sets the analyst up to be wrong.
  • The lack of SELL ratings makes SELL ratings sound like a complete condemnation of the company, to the point where it seems the analyst has a vendetta against it. The more polite way to tell people to sell, most folks on Wall Street whisper, is to say “hold”–or just ignore the stock altogether.
  • The issuance of a SELL rating often drives a stock down, hurting investors who own it. These investors will not usually say “thank you.” Instead, they’ll want your head.
  • Most investors are long-only, meaning they can only buy stocks, not short them. Thus, “SELL” ratings are only useful to hedge funds and investors who already own stocks.
  • Most companies refuse to talk to analysts who hit them with SELL ratings, thus reducing the analyst’s ability to gather information about the company.

Please follow Clusterstock on Twitter and Facebook.

Join the conversation about this story »

See Also:



Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Wednesday, February 15th, 2012 news No Comments

AMD reveals its 2012-2013 roadmap, promises 28nm chips across the board by 2013

Source: http://www.engadget.com/2012/02/02/amd-2012-2013-roadmap-APUs-galore/

AMD pulls back the kimono, reveals impending 2013 APU invasion
Ready for a bevy of more exotic-sounding codenames from AMD? Well, have a seat, as the maker of everyone’s favorite APUs just revealed its roadmap extending through 2013. And folks, it’s quite the doozy. But before we delve into its technical intricacies (which you’ll find tucked after the break), we’ll begin with some general takeaways. Per CEO Rory Read, 2012 and 2013 are “all about execution,” with the company girding itself for the the next “inflection point” where it’ll excel. The key to this strategy, as he describes it, is to continue marching towards a full-SoC design that will cover a host of devices running the gamut from mainstream laptops to tablets and so-called Ultrathins, the company’s forthcoming answer to Intel’s Ultrabook onslaught.

During its announcement, timed to coincide with AMD’s annual financial analyst day, the company also stressed its unique position wedged between Chipzilla and makers of ARM chips. Ask Read and he’ll tell you that’s a key advantage f! or AMD, that its CPU and GPU IP will bring more value through a better overall experience in the market. That’s a strategy less obsessed with raw specs and sheer speed and more focused on a holistic package. Senior VP Lisa Su said AMD will aggressively enter the tablet arena this year in a big way, reiterating that AMD-based Windows 8 slates are indeed en route, though she stopped short of giving an ETA. Finally, the company’s renewing its focus in the server market, as it seeks to cut a larger slice of the cloud computing pie. That’s AMD’s 2012 / 2013 plans in a nutshell, but if you’re the kind of person who likes a few technical specifics (and who doesn’t, really?) meet us after the break for a peek at what’s in store.

Continue reading AMD reveals its 2012-2013 roadmap, promises 28nm chips across the board by 2013

AMD reveals its 2012-2013 roadmap, promises 28nm chips across the board by 2013 originally appeared on Engadget on Thu, 02 Feb 2012 14:54:00 EDT. Please see our terms for use of feeds.

Permalink   |   | Email this | Comments

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Thursday, February 2nd, 2012 news No Comments

Microsoft Already Won The Battle For The Living Room When Nobody Was Looking (MSFT)

Source: http://www.businessinsider.com/microsoft-is-smashing-everybody-in-the-battle-for-the-living-room-2011-12


kinect 2

Two bits of news came out yesterday that illustrate how far ahead Microsoft is in the battle for the living room.

First, Microsoft announced it had sold 1.7 million Xboxes in November. That includes 1 million in the week of Thanksgiving.

More quietly, an analyst firm called Strategy Analytics released a report on “connected TV players,” like Apple TV, Boxee, and the Google TV devices from Sony and Logitech.

The firm says that sales of those devices will reach 12 million in 2011, with Apple TV shipping 4 million.

In other words, Microsoft sold more Xboxes in a single week than Apple sells in an average quarter. And Apple is the market leader in that “connected TV players” space. At least when you ignore game consoles.

This isn’t to pick on Apple. It’s simply to point out that Microsoft’s “Trojan horse” strategy with the Xbox has worked amazingly well.

And this was absolutely part of Microsoft’s strategy from the beginning — way back in 2005 before the Xbox 360 launched, Microsoft executives were talking about trying to expand the market beyond hardcore video gamers and turn it into a more general-purpose entertainment device. But Microsoft always knew it had to make a top-notch game console first to get the installed base, then add entertainment features over time.

It’s been doing that, quietly, for more than five years now and has sold almost 60 million Xboxes in the process. With the addition of a whole bunch of TV and other video content last week, the strategy has finally reached full fruition.

Apple, Google, and other connected TV companies could still have a chance if they team up with TV makers so the software is built into your new television set. But any company who hopes to compete with the Xbox by selling an add-on box that DOESN’T play games is in a deep state of denial.

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

See Also:




drag2share – drag and drop RSS news items on your email contacts to share (click SEE DEMO)

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Monday, December 12th, 2011 news No Comments

This Chart Is Driving Apple Bulls Crazy (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-apple-pe-2011-12

Apple’s price to earnings ratio is at a relatively paltry 14 right now, and it’s driving Apple bulls crazy.

The chart below, which shows Apple’s shrinking PE, from Apple analyst Andy Zaky has been passed around for the last week. (At the time Apple’s PE was 13.3.)

What’s wrong with this chart?

Zaky explains: “Now even though Apple’s growth has far and outpaced the growth of Oracle (16.35 P/E), Amazon (96.15 P/E), Google (19.19 P/E), Cisco (15.11), Qualcomm Inc. (20.62), Amgen, Inc (13.53), Comcast (15.11 P/E), IBM (13.95 P/E), Chevron (13.50), Johnson & Johnson (14.94 P/E), Procter & Gamble (15.49 P/E), and AT&T (13.91 P/E), the stock trades at a far lower valuation relative to these top holdings on the NASDAQ-100 and S&P 500. Some of these companies have actually contracted in 2011. Yet, the market values the earnings out of these companies on the order of 4-5 times more in some cases than they value the earnings out of Apple.”

Of course, there’s more than one way to value a stock. If you value it based on trailing free cash flow, it’s arguably priced fairly, says our Henry Blodget.

chart of the day, apple quarterly p/e ratio compression, dec. 7 2011

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

See Also:


drag2share – drag and drop RSS news items on your email contacts to share (click SEE DEMO)

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Wednesday, December 7th, 2011 news No Comments

The World’s Largest Blockbuster Drug Just Went Generic — Here Are The Winners And Losers (PFE, WPI, ABC, TEVA, MRK, MYL, CVS, WAG)

Source: http://www.businessinsider.com/the-nations-largest-blockbuster-drug-just-went-generic-2011-11


pfizerap1017

With the expiration of Pfizer’s patent exclusivity on Lipitor, the nation’s top selling drug will go generic and see a market share split that will force manufacturers into a share race.

Lipitor, a cholesterol drug that reduces cholesterol, came to market in 1997 and ultimately peaked with sales of $13 billion. Last year, it contributed $10.7 billion in revenue to Pfizer.

Analysts remain divided over how much market share Pfizer will be able to hold on to. The company is aggressively discounting the drug through a program to entice patients to remain on Lipitor. Over the coming 180 days, Watson Pharmaceuticals and Ranbaxy Laboratories of India will enter the market.

Eight Citi analysts poured over data and see Pfizer retaining 40-50% of market share over the next half year. Delays out of Ranbaxy, which were prompted by U.S. regulatory bans over questionable quality concerns, will aid Pfizer.

But after the 180 days, when another round of pharmaceuticals like Teva and Aurobindo are allowed entry, the cost of Lipitor will drop to “pennies a day,” Citi analyst John Boris writes.

However, most of Lipitor’s decline has already been priced into Pfizer stock over the past year. “We maintain our Pfizer 4Q11E/2012E Lipitor sales/EPS contribution at $930M/$640M,” Boris continues. That represents a Lipitor sales contribution of 14-18% of fourth EPS, before falling to just 2% of earnings in 2012.

The largest to benefit from the change may be drug stores like CVS and Walgreens, which may see an uptick as more patients can afford to take cholesterol medications, even as average drug prices decline.

“In addition, we believe that the drugstores will be able to generate stronger gross profit dollars as the average gross margin for generic drugs is generally 50 to 60%, while the average gross margin for branded drugs is approximately 20%,” Boris says. 

Meanwhile, Pfizer is betting its name on smaller blockbusters in other drug categories to contribute $4 billion in new revenue by 2014 as it re-emerges in a world post-Lipitor.

Please follow Money Game on Twitter and Facebook.

Join the conversation about this story »

See Also:




drag2share – drag and drop RSS news items on your email contacts to share (click SEE DEMO)

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Wednesday, November 30th, 2011 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

Augustine Fou portrait
http://twitter.com/acfou
Send Tips: tips@go-digital.net
Digital Strategy Consulting
Dr. Augustine Fou LinkedIn Bio
Digital Marketing Slideshares
The Grand Unified Theory of Marketing