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
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
Labels:
Apple,
Investopedia,
Pandora
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
Please click here to continue:
http://www.investopedia.com/stock-analysis/061213/pandora-ups-stakes-brewing-royalty-battle-p-aapl-cbs-ccmo-cmls.aspx
Labels:
Apple,
CBS,
Clear Channel,
Cumulus Media,
Investopedia,
Pandora
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
Please read more here:
http://www.investopedia.com/stock-analysis/060413/apple-hopes-iradio-keeps-users-tuned-aapl-p-sne-amzn-goog.aspx
Labels:
Apple,
Investopedia,
Pandora,
Sony,
Vivendi
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
Please follow this link to continue:
http://www.investopedia.com/stock-analysis/052413/pandora-goes-11-p-dis-cbs-amzn-aapl.aspx
Labels:
Amazon,
Apple,
CBS,
Clear Channel,
Disney,
Investopedia,
Pandora
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
Please click the link to continue:
http://www.investopedia.com/
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
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
Labels:
Ally Financial,
Carlyle Group,
Facebook,
Gilte Group,
Groupon,
HCA Holdings,
LinkedIn,
Pandora,
Univision,
Yelp
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.
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