Still Bullish on Shutterfly

Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss

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Yahoo Dithers On

Is Ballmer really threatening to pull back from the Yahoo deal? Of course not. Nonetheless, the media has to play along with this charade, knowing fully well that Yahoo’s destiny was sealed the day Microsoft made the first advance.

Google Strong, But Microsoft Pays Attention to Verticals

Google (GOOG) reported their Q1 numbers yesterday exceeding all market expectations. Q1 revenues were $5.2 billion with EPS of $4.84 compared to the street’s views of $5.1 billion with EPS of $4.52. The revenue reported a 42% increase over Q1 revenues of the previous year.

Not Bullish on eBay

I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.

Comcast Climbs As Predicted

I said it was time to buy Comcast back in January. At the time, the stock had managed to hit its 52 week low of $16.11, but has since traded up 25%, now at above $20. So what’s going on in the company?

Time to Buy WebMD

WebMD (WBMD), ranked by Time as one of the 25 sites we can’t live without, rated by Forbes as the best of online health information portal and recognized by Trustee as one of the top 20 most trusted companies on the web, announced their Q4 financials and their merger with HLTH Corporation in February.

Shutterfly Looks Dirt Cheap

As a follow up to my recently concluded interview with Shutterfly’s CEO, Jeff Housenbold, here is an analysis of their Q4 results announced earlier last month. With revenues at $97.5 million for Q4, Shutterfly (SFLY) recorded an impressive 49% year on year growth, and beat market expectations of $93.7 million.

Viacom Making the Right Moves

Viacom Inc (VIA) announced their Q4 results last month end. If there were any fears of economic slowdown having hit the media industry, Viacom’s results surely wiped them out. Compared to the previous year, Q4 revenues of $4.25 billion recorded an impressive 19% increase and beat market expectations of $4 billion. The increase was visible

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