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Technology Stocks
Yelp is Trying to Get Its House in Order
According to a recent BIA/Kelsey report, the local advertising market in the US is estimated to be worth $146.6 billion in 2016 and the industry is expected to grow to $168.9 billion by 2020, translating to an annualized growth rate of 3.6% over the five-year period from 2015 to 2020. The growth will be driven by digital media which is expected to grow from $38 million in 2015 to $66 million in 2020, recording a 12% annualized growth rate. During the same period, traditional media, which includes print advertising, is expected to shrink marginally from $103.3 million to $102.8 million.
Baidu Looks to Alternate Options for Growth
Baidu’s (Nasdaq: BIDU) woes, driven by regulatory issues in China, continue to hurt its performance. While the company’s recent result announcement exceeded market expectations, this was the first time ever that it reported declining revenues. The market is obviously not thrilled.
ServiceNow an Attractive Acquisition Target
According to a recent survey conducted by enterprise cloud services provider ServiceNow (NYSE: NOW), more than half of the respondents now choose cloud for default IT projects. Of the 1,850 mid- to senior-level managers surveyed in a global study, it was found that 52% choose cloud for new business applications and nearly 77% of them would complete the shift of their organizations to the cloud within the next two years. Given the trend, ServiceNow’s recent quarterly results are not very surprising.
Microsoft Should Acquire Tableau
According to an IDC report published last month, the Big Data and business analytics market is estimated to grow 12% annually over the next five year period to be worth $203 billion by 2020 from $115 billion in 2015. But despite the high growth in the market, Tableau Software’s (NYSE: DATA) growth is not impressing the market much.
Facebook Experiments with Enterprise and E-Commerce
Nothing appears to deter Facebook’s (Nasdaq: FB) growth. Earlier this week, it announced its third quarter results which continued to outshine market performance and delivered record revenues. This was the fourth consecutive quarter that Facebook surpassed market expectations.
A Year Since Listing, Square Delivers Strong Results
Jack Dorsey may be struggling with making Twitter work, but he appears to have impressed the market with Square’s (NYSE: SQ) performance. Earlier this week, Square reported its third quarter results which overshot market expectations. Despite the beat though, the stock is still valued significantly short of its pre-listing valuation.
Alphabet Gears Up to Give Amazon’s AWS a Tough Fight
After capturing the search market, Alphabet (Nasdaq: GOOG) now appears to have set its eyes on the cloud services market. While rival Amazon may be the market leader, Alphabet appears to be focused on eating into its market share.
Twitter Trending Down
Twitter (NYSE: TWTR) continues to stumble under the cautious eyes of the stock market. Mixed earnings results coupled by investor pressure to show monetization and margin is driving the company to desperate measures. The latest casualty is its Vine app.