Showing posts with label Pandora. Show all posts
Showing posts with label Pandora. Show all posts

Friday, August 23, 2013

Investopedia: Pandora Progressing, But Still Tinkering

Like most growth stories, Pandora (NYSE:P) is a work in progress. While that can sometimes make it appear that management doesn't really know its market or have a solid plan, I believe changes to policies like the listening cap have more to do with the ongoing evolution of ad revenue and user monetization. With Pandora continuing to grow its users, hours, and ad revenue at rates well above the market, I continue to believe this is an exciting, albeit volatile, growth story.

Please read the full article here:
http://www.investopedia.com/stock-analysis/082313/pandora-progressing-still-tinkering-p-aapl.aspx

Thursday, June 13, 2013

Investopedia: Pandora Ups The Stakes In A Brewing Battle Royal(ty)

Life is seemingly never boring for Pandora (NYSE:P). If investors (or, more likely, sell-side analysts) aren't openly fretting about mobile monetization and listening hours or the threat that is (or isn't) Apple (Nasdaq:AAPL), they're worried about Pandora's content acquisition costs. While there of course many uncertainties regarding what Pandora will look like in a few years' time, the company is not just sitting back and waiting for the future to arrive. As seen in the company's decision to buy a terrestrial radio station, Pandora is willing to take off the gloves and get its hands dirty to build a viable long-term business.

Please click here to continue:
http://www.investopedia.com/stock-analysis/061213/pandora-ups-stakes-brewing-royalty-battle-p-aapl-cbs-ccmo-cmls.aspx

Tuesday, June 4, 2013

Investopedia: Apple Hopes iRadio Keeps Users Tuned In

While plenty of analysts and writers (including myself) have been assuming that it was a “when, not if” sort of situation, the buzz around Apple (Nasdaq:AAPL) launching a streaming music/internet radio service to compete with Pandora (NYSE:P) has gotten quite a bit louder. This service would not be a huge contributor to Apple all on its own, but it would offer the company yet another way to monetize its large user base and further establish its presence in services and mobile advertising. To that end, anything that develops those potentially lucrative lines is a net positive for the stock.

Please read more here:
http://www.investopedia.com/stock-analysis/060413/apple-hopes-iradio-keeps-users-tuned-aapl-p-sne-amzn-goog.aspx

Monday, May 27, 2013

Investopedia: Pandora Goes Up To 11

Seeing the performance of internet stocks like Facebook (NYSE:FB) and Pandora (NYSE:P), I really need to remember to eat my own cooking and actually buy those stocks that I think are undervalued. Since my last writeup in December of 2012, Pandora shares have jumped over 150% as investor worries about monetizing mobile users and staving off competition have eased considerably. For better or worse, there's still enormous uncertainty about the eventual business model for Pandora – meaning that bears can credibly argue that Pandora is overpriced now just as bulls make the case that Pandora is still a buy.

Please follow this link to continue:
http://www.investopedia.com/stock-analysis/052413/pandora-goes-11-p-dis-cbs-amzn-aapl.aspx

Thursday, December 6, 2012

Investopedia: Pandora Still Has Hope

Why any company would want to tie themselves in any way to Pandora's Box (which contained all the evils of mankind) is beyond me, but there's more to Pandora (NYSE:P) than a name. Pandora has quickly established itself as the dominant Internet radio platform, but many investors have struggled with reconciling Pandora's market share to its ability to monetize its user base and (eventually) post solid operating leverage. Although the post-earnings reaction on December 5 seems overdone, it's not really surprising given how much of Pandora's value lies in the future and how sensitive that value is to even small changes today.

Please click the link to continue:
http://www.investopedia.com/stock-analysis/2012/Pandora-Still-Has-Hope-P-FB-AAPL-SIRI1206.aspx

Wednesday, December 14, 2011

FinancialEdge: 6 IPOs To Expect In 2012

Although 2011 was a tough year for the markets, and one in which the major indexes made little progress, investors were still willing to tip into the initial public offering (IPO) pool. Well-known companies like LinkedIn (NYSE:LNKD), Pandora (NYSE:P) and Groupon (Nasdaq:GRPN) made their debuts as publicly-traded companies, while HCA Holdings (NYSE:HCA) returned to the market. (For more, read How An IPO Is Valued.)




As we now turn to the end of year and look ahead, there are a number of companies intending to go public at some point in the next year. While a bad start to the new year in the markets could lead some (and potentially all) of these names to postpone their offerings, these IPOs are most likely "when, not if" events. Before leaping into the IPO pool, though, investors should remember that playing IPOs can be tricky; not only is it difficult to get access to the low-priced IPO shares, but many of these stocks fall from their initial first-day closing prices.

Read the full piece here:
http://financialedge.investopedia.com/financial-edge/1211/6-IPOs-To-Expect-In-2012.aspx#axzz1gFWhcqZM

Thursday, September 8, 2011

Investopedia: Yahoo! Finds It Can't Un-Hit The Iceberg


When Yahoo!'s (Nasdaq:YHOO) board of directors hired Carol Bartz as CEO in January 2009, did they charge her with the job of justifying their decision to reject the $45 billion bid from Microsoft (Nasdaq:MSFT) a year earlier (the one that arguably also led to Jerry Yang stepping down)? Or was the decision simply based on the need for a new voice to lead a turnaround? Whatever the implicit, explicit-but-behind-closed-doors, or explicit reasons for bringing Bartz on board, Yahoo!'s board has tired of the experiment and fired Bartz late Tuesday.


Who's Next? 
According to a message from Bartz, the chairman of the board (Roy Bostock) fired her by phone - something that may not necessarily rankle the wired generation, but a move that will likely lead to a few mutters and shakes of the head in the older generation(s). In place of Bartz, the board has named CFO Tim Morse as interim CEO and will start the executive search process.

What Now? 
Oh by the way, the board is now apparently open to the idea of selling the company now - years after the point where Yahoo! ceased to be an interesting player. That, in a nutshell, is also likely a big part of the reason that the board felt Bartz had to go.






Click below for the full post:
http://stocks.investopedia.com/stock-analysis/2011/Yahoo-Finds-It-Cant-Un-Hit-The-Iceberg-YHOO-GOOG-MSFT-P-AOL-AAPL-IBM0908.aspx