25 most recent entries:
Economy Likely Shrinks CMO Ad Budgets With Spending Shifting to Digital (Oct 03 2008 09:16 GMT)
Marketing Charts submits: Nearly two-thirds (65%) of CMOs and marketing execs say their ad budgets will decrease because of the troubled economy, but more of their money will go toward digital/interactive marketing than before, according to a survey from Epsilon. Roughly the same percentage (63%) of the 175 CMOs and marketing execs surveyed report that their spending on interactive/digital marketing has risen, while 59% report a decrease in traditional marketing spending.Complete Story »
EarthLink: Making the Best of a Difficult Situation (Oct 03 2008 08:30 GMT)
Steve Alexander submits:EarthLink (ELNK) is the third largest Internet service provider in the U.S., servicing over 3.6 million consumer and small business customers.
Google Breaks Down (Oct 02 2008 19:00 GMT)
Hickey and Walters (Bespoke) submit: On September 10th, we highlighted that Google was testing key support that was put in place earlier this year. After hanging in there for a couple weeks, Google finally gave way this week and broke down.
eBay Down Further as Morgan Stanley Downgrades (Oct 02 2008 18:37 GMT)
Eric Savitz (Barron's) submits: There’s new selling pressure on eBay (EBAY) Thursday morning, after Morgan Stanley’s David Joseph cut his rating on the stock to Equal Weight from Overweight. “
Comparing Click Value on the Busiest Home Pages (Oct 02 2008 17:14 GMT)
Compete submits: Ever wonder who clicks on the seemingly random ads on the Yahoo! Homepage? And why? You’
Market Woes Mean Serious Ad Hits (Oct 02 2008 14:53 GMT)
Diane Mermigas submits:The continuing consolidation and collapse of finance, automotive, real estate and other major categories are taking a big chunk out of deflated advertiser spending–some of which may never return to the media fold. That prospect is fraying the nerves, as well as the revenue and earnings forecasts, of ad-supported media from broadcast and cable to print, outdoor and even Internet display.This huge unraveling of advertising dollars is just becoming evident, and local newspaper and TV broadcasters in particular are running scared and slashing costs to cut their losses.
eBay Looks Cheap Even with All The Negatives (Oct 02 2008 12:01 GMT)
There are plenty of commentators noting that eBay (EBAY) is facing numerous challenges in the current environment: Concerns about the impact of a slowing economy on the business. Problems with its community of sellers over fee structures. Competition from large players such as Amazon (AMZN) and small niche operators. With 50%+ of revenues from outside the US there is an exposure to a rising US dollar as well.
Microsoft, Avon and AT&T: Never Look a Gift Dividend in the Mouth (Oct 02 2008 08:57 GMT)
Dividends4Life submits: Sometimes a cash rich company will declare a special one-time dividend to eliminate surplus cash. These special dividends are generally ignored when evaluating a company's dividend growth performance. An example, of this would be Microsoft's (MSFT) special $3.00/share dividend in 2005.
CDN Pricing Drops in Q3; Vendors More Aggressive on Pricing (Oct 02 2008 06:41 GMT)
Dan Rayburn submits: At last week's Streaming Media West show, I presented the latest CDN pricing from the third quarter for pricing specific to video delivery from the major CDNs. Overall pricing remained somewhat stable, but there was a large drop in pricing for some levels of volume compared with pricing earlier in the year. (Note: you can easily find my latest pricing post at www.
Running the Numbers: Is Henry Blodget's Negative View of Google Correct? (Oct 01 2008 21:12 GMT)
Valuecruncher has recently completed a valuation of $GOOG (GOOG) and previous also completed a multiple scenario valuation for the company. Our recent valuation came out at US$493.88. Henry Blodget in Silicon Alley Insider came out this week with an argument for a fair value of $GOOG being US$300-375 per share. This was based on a multiple (20-25x) of free cash flow and backed by a report that $GOOG is aiming internally for 15% revenue growth next year (2009).
Google Looks Too Cheap to Ignore (Oct 01 2008 20:02 GMT)
Ockham Research submits: Tuesday afternoon was an odd one for Google, Inc. (GOOG) stock and an embarrassing moment for the NASDAQ Exchange. We noted right away—as I am sure many in the investing community did—
Mint.com Stands Out in Online Portfolio Tracking (Oct 01 2008 18:06 GMT)
Compete submits: In July, we posted a blog about the rising traffic of the finance sections of the major portals (e.g. Yahoo! Finance, MSN MoneyCentral).
For Yahoo and AOL, Will Opening Up Their Portals Be Enough? (Oct 01 2008 05:31 GMT)
Erick Schonfeld submits: Complete Story »
What Just Happened to Google? (Sep 30 2008 22:29 GMT)
Felix Salmon submits: If you're a fund manager, you're long Google (GOOG), and you need to report the value of your position as of the end of the quarter, what on earth are you going to say? Google traded in a surprisingly narrow band for most of today, between $405 and $415 per share. Then, in the final three minutes of the day, everything went batshit. Volume spiked sharply, and the stock gyrated insanely, first spiking up to $489 and then spiking down to just $200 or so before officially closing at $349.
Online Shopping Shows Resilience (Sep 30 2008 19:40 GMT)
Marketing Charts submits: Nearly three fourths (72%) of internet retailers say the online channel is more likely to withstand an economic slowdown than offline channels, and most are cautiously optimistic about their business performance in the next 12 months, according to a study from Shop.org conducted by Forrester Research. Complete Story »
Who's Going To Buy AOL? Yahoo, Liberty Likely Partners (Sep 29 2008 20:05 GMT)
Julia Boorstin submits: We know that Time Warner (TWX) is going to want to sell its AOL internet services division. Just last month TWX's CEO Jeff Bewkes said the company had taken care of the basic logistics to split off AOL's dial up business from the content business, planning to separate the two early next years. John Malone's Liberty Media (LCAPA) is now a lead contender.
Bankrate.com: A Busy Internet Bank (Sep 28 2008 16:57 GMT)
Compete submits: I admit it – I love using Bankrate.com (RATE) to find the best savings account rates and to use their online calculators. I’
Yahoo President Defends Ad Pact with Google (Sep 27 2008 18:56 GMT)
Sam Gustin submits: Sue Decker, Yahoo's (YHOO) president, doesn't want you to believe everything you hear about her company's controversial search ad partnership with Google (GOOG). So she's just published a post on Yahoo's corporate blog for the purpose of what she calls, "myth-busting. "
Google's Advertising Spending Falters in Western Europe (Sep 26 2008 18:45 GMT)
FP Trading Desk submits: Google Inc.'s (GOOG) online search advertising spending across the pond is showing signs of cracking, according to Ross Sandler, analyst at RBC Capital Markets. Mr.
Yahoo Fundamentals Deteriorating - Collins Stewart (Sep 26 2008 16:34 GMT)
Eric Savitz (Barron's) submits: More trouble lurks ahead for Yahoo (YHOO), Collins Stewart analyst Sandeep Agrawal warned this morning. “We believe that the fundamentals at YHOO are deteriorating,” he writes in a research note.
Microsoft's Ballmer: Few Sites Can Live on Ads Alone (Sep 26 2008 14:38 GMT)
Michael Arrington submits: Hummer Winblad’s Ann Winblad interviewed Microsoft (MSFT) CEO Steve Ballmer this evening at a Churchill Club event in Silicon Valley. The live video stream is embedded below. The early part of the discussion focused on Microsoft’
eBay's AdCommerce: A Repackaged Keywords on eBay? (Sep 25 2008 02:26 GMT)
Mike Effle submits: eBay (EBAY) announced this morning that they were “introducing a new program called eBay AdCommerce.” The current version purports to “
Yahoo's Own Research Has Positive Spin (Sep 24 2008 16:35 GMT)
Mark Hendrickson submits: Yahoo (YHOO) has conducted some rather self-serving research in conjunction with ComScore and Media Contacts that concludes the obvious: Most consumers care intensely about only a small number of websites, and it’s these websites that make for the best places to advertise.Complete Story »
Is Yahoo Answers Up for Sale? (Sep 24 2008 16:27 GMT)
Michael Arrington submits: Part of Yahoo’s (YHOO) survival strategy beyond merging with AOL may be to sell of what they consider to be non-core assets for cash. We heard from a source that Yahoo may be quietly reaching out to a couple of potential buyers to see if they’d be interested in their Yahoo Answers property.
Yahoo's Board Approves Talks with Time Warner On Future of AOL (Sep 24 2008 15:47 GMT)
Larry Dignan (ZDNet) submits: Yahoo’s (YHOO) board reportedly set the stage for additional talks with Time Warner’s (TWX) AOL unit for some kind of deal. According to a relatively thin Financial Times report Yahoo’
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