Internet Software and Services

  • Why Lower Revenues Are A Good Thing For Adobe

    By Matthew Frankel - March 4, 2013 | Tickers: ADBE, MSFT, ORCL

    Adobe Systems (NASDAQ: ADBE), one of the largest software companies in the world, has done a fantastic job of growing its revenues over the past decade (see chart).  The company has recently changed its business model significantly, shifting to subscription-based services, which has caused a lot of investors to become bearish on the company’s stock.  I, on the other hand, believe this to be a very good thing for more »

  • Search for the Most Lucrative Search Engine

    By Somnath Guha - October 5, 2012 | Tickers: AAPL, FB, GOOG, MSFT

    The technology sector has been on fire this year, easily outperforming the S&P 500. Although companies like Apple and Facebook receive a heavy amount of attention, one major tech titan has quietly broken out to new all-time highs.

    The Birthday Jump

    Having celebrated its 14th birthday recently, Google Inc (NASDAQ: GOOG), the world’s leading search engine, has been trying to find a new all-time high since hitting more »

  • Look Through A New Window

    By Somnath Guha - October 5, 2012 | Tickers: GOOG, MSFT

    Touching M softly

    Microsoft Corporation (NASDAQ: MSFT) is redesigning for its upcoming touch-optimized Windows 8 platform. MSN will be the landing page for Internet Explorer 10 on Windows 8 devices. Microsoft is launching its own news operation as part of its new-look MSN website when Windows 8 launches later this month. Windows 8 is being tailored with touch devices in mind, so it should come as no surprise more »

  • Tech Empires Aren't Good For Shareholders

    By Yale Bock - September 18, 2012 | Tickers: DELL, EXPE, GOOG, IACI, MSFT, SNE

    The corporate titans of today’s tech world would be better off in parts rather than as wholes. The job of management is to generate shareholder value, not to build massive integrated empires with cash that yields one and a half or two percent. Rather than acquiring more divisions, these massive companies should spin divisions off into leaner, more agile companies.

    Microsoft (NASDAQ: MSFT) is one company that has done more »

  • Race: 45 Days to Jump On Google's Disruption of the Internet

    By Danny Favela - July 26, 2012 | Tickers: T, GOOG, S, TWX, VZ

    Quick as a rabbit?  You might already know that Google (NASDAQ: GOOG) put out a website for Google Fiber, a service that has fellow nerds fantasizing about a relocation to Kansas City, Kansas.  With their plans showing prices of $120, $70, and an eyebrow-raising $0 per month, Fiber may already feel like a competitor against grasps of Verizon Communications (NYSE: VZ) and Time Warner (NYSE: TWX) in other cities.

    Jumping more »

  • How Digg Didn't Deliver: Web Propagation

    By Danny Favela - July 21, 2012 | Tickers: AOL, FB, GKNT, GOOG

    Ye Olde Connected Investors:

    Our dear web has seen far more disruption than any literal arachnid's home.  You may have heard of the most recent morsel: Digg (Private), having once stepped into the Google (NASDAQ: GOOG) parlor with a $200M offer, has been sold to Betaworks (Private) for $500K.

    While your friends are scurrying with cries of the next bubble burst -- again -- or worrying that Facebook (NASDAQ: FB) and more »

  • JDA Software Group Earnings Preview

    By Charles Cody - July 13, 2012 | Tickers: JDAS, MANH, ORCL, SAP

    Author's note: This post originally had an incorrect earnings release date. The information has been corrected.

    JDA Software Group Inc. (NASDAQ: JDAS), a global provider of merchandising and supply chain enterprise software solutions, has yet to select an earnings release date, but right now analysts' average estimates are for EPS of $0.57 a share on revenue for the quarter of $171.27 million. Last year's earnings for more »

  • Groupon, LinkedIn and the Facebook Effect

    By Tim Brugger - June 11, 2012 | Tickers: AMZN, FB, GOOG, GRPN, LNKD

    The mid to long-term concerns voiced by analysts and investors regarding the growth prospects for Groupon (NASDAQ: GRPN) and LinkedIn (NYSE: LNKD) are legitimate. Any new(ish) internet growth company walks a road filled with potholes – that’s just reality. Some management teams are simply better at recognizing the bumps and are able to address them as they arise. Others? Not so much.

    As mentioned in my previous articles, Groupon more »

  • Don’t Buy the Nokia Sale Hype, Buy the Stock

    By Tim Brugger - June 11, 2012 | Tickers: FB, MSFT, NOK

    Rumors – gotta love ‘em. The latest in a relatively short line (so far at least) of recent scuttlebutt surrounding Lumia 900 smartphone maker Nokia (NYSE: NOK) was the “news” that Samsung was going to offer shareholders EUR4 a share to acquire the beleaguered company. That rumor took CEO Stephen Elop all of about 13 seconds to squash – and that was only because he was eating at the time and is more »

  • Groupon Loses the IPO Gamble: Is Facebook Next?

    By Tim Brugger - June 4, 2012 | Tickers: AMZN, FB, GOOG, GRPN

    What a weekend Andy (CEO Andrew Mason) and the management team at Groupon (NASDAQ: GRPN) must have had. The release of an additional 600 million shares – as per the IPO specs – couldn’t have come at a worse time. The company was just starting to show signs of life after a decent Q1 earnings announcement in mid May. For an instant there it appeared investors were moving past the financial more »

  • Where's the Bottom for Facebook?

    By Daniel Ferry - June 4, 2012 | Tickers: BIDU, FB, GOOG, GRPN, ZNGA | Editor's Choice

    Spoiler alert: the bottom is at around $19 per share. In the era of facebook and Words With Friends, I know I can't keep anybody's attention for too long, so I went ahead and gave you the goods right away. If you're interested in how I got this number, read on.

  • Google: This is Almost too Easy

    By Tim Brugger - June 1, 2012 | Tickers: AAPL, GOOG, LNKD, NFLX | Editor's Choice

    Okay already, the employment figures disappointed, Europe looks downright gloomy and both companies and countries seem to be fighting for a place in line to sue Google (NASDAQ: GOOG) for pretty much anything and everything. But trading in the high $560s to low $570s a share? Value investors wake up - if you’re not salivating already you should be – this is just too easy.

    Revenue from Everywhere

    What’s made more »

  • The Week that Was: Intel, Ford, Google and (ugh) Facebook

    By Tim Brugger - May 28, 2012 | Tickers: FB, F, GOOG, INTC

    Even with the Dow’s poor performance on Friday – and the week as a whole - all is not lost. Friday’s announcement of consumer confidence numbers should have been enough to leave investors cheering. The highly anticipated Thomson Reuters/University of Michigan index rose to 79.3 – the highest level in over four and half years. That’s huge, particularly when you consider consumer confidence is what drives the U more »

  • Investors' Facebook Quandry- Buy or Run Away

    By Richard Birecki - May 23, 2012 | Tickers: FB, GOOG

    Let's "face" it, you use Facebook (NASDAQ: FB), your friends use Facebook, the whole world uses Facebook and a lot of us are thinking about buying the newly issued stock of this company we are so familiar with. I have had at least 5 friends ask me privately for my opinion, so I'm going to: reply-all.

    What’s Facebook’s #1 goal? Grow their already huge base of more »

  • Incredibly, Facebook Actually Thought “Greed is Good” Still Applies

    By Tim Brugger - May 23, 2012 | Tickers: AOL, FB, GRPN, LNKD | Editor's Choice

    Even before the recent announcement of the lawsuits aimed Facebook’s (NASDAQ: FB) way as a result of the botched IPO, the happenings a week or two before the company went public should have been enough to keep investors on the sidelines – at least for a while.

    The Suits

    The “news” that Facebook is facing earnings pressure as more and more people log on using their mobile devices vs. that more »

  • Hey Google! Isn’t it about Time to Share the Wealth?

    By Tim Brugger - May 21, 2012 | Tickers: AAPL, GOOG, MSFT, MMI

    As always there’s a lot happening in the world of Google (NASDAQ: GOOG). At long last it appears our friends in the Far East have given the okay to the $12.5 billion Motorola Mobility Holdings (NYSE: MMI) deal – something U.S. and European regulators rubber stamped several months ago.

    And let’s not forget what is quickly becoming the norm - suing the company for any number of things more »

  • The Week That Was: Home Depot, Groupon, Best Buy and Nokia

    By Tim Brugger - May 21, 2012 | Tickers: FB, GRPN, HD, NOK, SKS

    For many last week will always be about the much anticipated Facebook (NASDAQ: FB) IPO. And why not? If nothing else there was enough fanfare, speculation and opinions to last a lifetime. The consensus seems to be Facebook’s foray into the world of public ownership was a disappointment – though when it’s all said and done the only thing disappointing was the impact the IPO had on other companies more »

  • Groupon Investors’ Selective Memory Warranted

    By Tim Brugger - May 15, 2012 | Tickers: AMZN, GOOG, GRPN

    To think it was only a month and a half ago – give or take – when the most recent “accounting irregularities” rocked the collective world of Groupon (NASDAQ: GRPN) shareholders. After what can only be called a stellar Q1, Groupon’s earlier woes seem to be long forgotten. And why not? Management was clueless, they got called on the SEC financial carpet, and it’s safe to say all should be more »

  • Yahoo SOS- (Sell our Selves) Google Drowning Us

    By Richard Birecki - May 14, 2012 | Tickers: GOOG, MSFT, YHOO

    Suppose you and I are on some low-lying islands in the Pacific, and I told you, "You know Global Warming is going to have your whole island under water within two years."
    "Yeah, yeah, I know," you respond. "We all know about global warming.
    "No, you didn't listen to me. The speed at which of a Huge nearby glaciers is speeding algorithmically, which will singularly affect your cash cow more »

  • Google Plus Live Hangouts Might Obliterate Facebook

    By Richard Birecki - May 10, 2012 | Tickers: GOOG, MSFT

    Grandma: "Billy, what time is your championship game on TV?"

    Billy: "It starts at 1:00 Grandma, are you gonna watch?"

    Grandma: "Of course I am Billy!"

    Question: Is Billy a professional athlete?

    No, Billy is a 12 year old Little Leaguer whose team made the city finals, and Grandma is all the way in Virginia, and she'll be watching the game live and chatting about it in real more »

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