Alibaba’s Lost Password

In the Arabian Nights stories, Alibaba knew the password to get into the bandit’s secret cave. Hong Kong based Alibaba.com, China’s leading B2B e-commerce company, seems to have misplaced the password since its IPO, and can no longer extract the treasures.

Alibaba announced their Q4 2007 results this week. Their annual revenues increased by 58.6% to RMB 2,163 million (~ $303 million) and EPS rose by 358% to HKD 20.41 (~ $2.65) for the year. >>>

National Semiconductor Also Looks Cheap

National Semiconductor (NYSE: NSM) on March 6 reported its financial results for Q3 fiscal 2008. Earlier coverage is available here and here. >>>

Blue Nile’s Blues

Blue Nile (NASDAQ:NILE) is the leading online retailer in diamonds and jewelry. A month ago, they announced their Q4 2007 results.

Their Q4 sales of $111.9 million were 23.3% higher than the previous year Q4 sales. Over the same period, their orders increased by 14.9% and average selling price per order went up to $1,411 from $1,314. Their revenues however, missed the analyst expectations of $113.1 million.
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Verizon and the Price Wars

On January 28, Verizon reported its Q4 and fiscal year 2007 results. Earlier coverage is available here and here. >>>

Expedia and the Web 3.0 Trends

Expedia.com (NASDAQ: EXPE), reported their Q4 2007 revenues on Feb 7. With annual global bookings just short of $20 billion, they are the world’s largest online travel agency. I have covered Expedia’s business offerings in the Web 3.0 series in detail. Let’s take a look at their latest financials. >>>

How’s TiVo’s Turnaround?

It has been almost two years since I last wrote about TiVO when I said that it should get out of the retail hardware business model. Its focus has now shifted to selling set-top software to multichannel operators. >>>

Is Baidu Seeing a Google Effect?

Baidu.com (NASDAQ: BIDU) is the leading Chinese language internet search engine. According to iResearch, Baidu has 72% share of the Chinese language web search market and is the third most popular search engine according to comScore. >>>

T-Mobile Sees Slight iPhone Effect in Germany

On February 28, T-Mobile USA reported its Q4 and full year 2007 results. Earlier coverage is available here and here. >>>