Wednesday, July 20, 2005

Yahoo!'s Q2 silence on China (YHOO 2Q05 conf call)

Yahoo (ticker: YHOO) CFO Sue Decker hardly mentioned China on the company's Q2 conference call. Odd, since China recently surpassed 100 million Internet users, is expected to reach 124 million by the end of 2005, and will ultimately surpass that of the United States (which currently has 200 million users). Yahoo's failure to mention China is in stark contrast to other companies which have highlighted the growth opportunity in China, including Motorola, Intel, Kraft, Avon, Mattel, Eaton, Hasbro, General Electric, First Data, Marriott and YUM! Brands. Here's Ms. Decker did say about China, followed by an interpretation of Yahoo's "Q2 China silence":

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Posted by David Jackson on July 20, 2005 at 03:29 PM in Earnings results, Sub-sector: Content, Sub-sector: Search, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to Yahoo earnings (3) Derek Brown, Pacific Growth Equities (YHOO)

Derek Brown, Internet analyst for Pacific Growth Equities, analyses Yahoo's (ticker: YHOO) Q2 earnings results; key extracts:

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Posted by David Jackson on July 20, 2005 at 02:59 PM in Earnings results, Sub-sector: Content, Sub-sector: Search, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to Yahoo earnings (2) David Edwards, AmTech Research (YHOO)

David Edwards, Internet analyst for American Technology Research, analyses Yahoo's (ticker: YHOO) Q2 earnings results; key extracts:

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Posted by David Jackson on July 20, 2005 at 02:50 PM in Earnings results, Sub-sector: Content, Sub-sector: Search, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to Yahoo earnings (1) Mark Mahaney, Citigroup (YHOO)

Mark Mahaney, Internet analyst for Citigoup, analyses Yahoo's (ticker: YHOO) Q2 earnings results; key extracts:

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Posted by David Jackson on July 20, 2005 at 02:36 PM in Earnings results, Sub-sector: Content, Sub-sector: Search, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Tuesday, July 19, 2005

Yahoo stock down 10% after missing consensus revenue estimate (YHOO)

Yahoo (ticker: YHOO) reported Q2 earnings results after close. EPS was in-line with the consensus, but revenue of $875 million missed the consensus estimate of $882 million and Q2 revenue guidance was also below the current consensus estimate. The stock fell about 10% in late trading. Details from the quarter and guidance:

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Posted by David Jackson on July 19, 2005 at 09:34 PM in Earnings results, Sub-sector: Content, Sub-sector: Search, ticker: YHOO | Permalink | Comments (1) | TrackBack (0)

Don't short junk - implications of News Corp's purchase of Intermix (NWS, MIX)

News Corp (ticker: NWS) announced that it is acquiring Intermix Media (ticker: MIX) for $580 million. At the same time, Intermix announced that it will acquire the 47% of social networking site MySpace it doesn't already own for $69 million. Implications and reactions:

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Posted by David Jackson on July 19, 2005 at 01:11 AM in Sub-sector: Content, ticker: MIX, ticker: NWS | Permalink | Comments (4) | TrackBack (2)

Thursday, July 14, 2005

Apple conf call quotes on iPods, iTunes Music Store, Podcasts and renting music (AAPL, NAPS)

Apple (ticker: AAPL) CFO Peter Oppenheimer discussed iPods, the iTunes Music Store and owning versus renting music in his company's FQ3 earnings conference call. His comments are of interest to Apple watchers and anyone tracking paid content, e-commerce or the prospects for other online music companies such as Napster (ticker: NAPS). Extracts:

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Posted by David Jackson on July 14, 2005 at 09:31 AM in Conf call quotes, Sub-sector: Content, ticker: AAPL, ticker: NAPS | Permalink | Comments (4) | TrackBack (1)

Tuesday, July 05, 2005

Is Apple's embrace of Podcasting a threat to Audible? (ADBL)

Randall Stross' article in the NY Times, The Battle for Eardrums Begins With Podcasts (free subscription required), raises questions about Audible's (ticker: ADBL) competitive position. Summary and analysis:

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Posted by David Jackson on July 5, 2005 at 02:09 PM in Sub-sector: Content, ticker: AAPL, ticker: ADBL | Permalink | Comments (0) | TrackBack (0)

Thursday, June 30, 2005

Jim Cramer the coin-flipper? (TSCM)

"Mr. Cramer's stock market calls since May 2000 have low consistency and approximately coin-flip accuracy", according to a study by CXO Advisory Group. Specifically:

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Posted by David Jackson on June 30, 2005 at 01:21 PM in Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (1)

Citigroup initiates on CNET with Buy

Here's a different, more optimistic perspective on CNET - particularly important to highlight since my short position in the stock (which I disclose at the bottom of every relevant post) reflects a bearish view of the company. Citigroup analyst Mark Mahaney initiated coverage Thursday morning with a Buy rating and a $13 price target. Short excerpts, focusing on the bull case:

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Posted by David Jackson on June 30, 2005 at 12:15 PM in Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

CNET for sale, says the NY Post; but will it sell?

The New York Post reports this morning that "sources said CNET (ticker: CNET) has been informally shopping itself to a host of media companies". Details and comments:

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Posted by David Jackson on June 30, 2005 at 09:33 AM in Sub-sector: Content, ticker: CNET, ticker: IACI, ticker: TSCM, ticker: TWX, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, June 29, 2005

TheStreet.com closes its institutional research business; will it be sold soon? (TSCM)

TheStreet.com (ticker: TSCM) announced that it is shutting down its institutional research business, Independent Research Group ("IRG"). Analysis followed by text of the press release:

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Posted by David Jackson on June 29, 2005 at 12:07 AM in Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

TheStreet.com's failed business in detail (TSCM)

TheStreet.com (ticker: TSCM) announced that it was shutting down Independent Research Group, its institutional research business. Here's the extract from the company's 10-K that describes the business in detail. Interesting reading for producers and consumers of research:

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Posted by David Jackson on June 29, 2005 at 12:02 AM in Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

Internet news/anaysis in brief (EBAY, GOOG, IACI, INSP, NFLX, OSTK, TSG, TZOO)

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Posted by David Jackson on June 29, 2005 at 12:01 AM in Sub-sector: Content, Sub-sector: E-tailing, Sub-sector: Travel, ticker: EBAY, ticker: GOOG, ticker: IACI, ticker: INSP, ticker: NFLX, ticker: OSTK, ticker: TSG, ticker: TZOO | Permalink | Comments (0) | TrackBack (1)

Tuesday, June 28, 2005

S&P's top Internet stock pick is Audible.com (ADBL)

Audible.com (ticker: ADBL) was S&P's "stock of the week" last week. Here's an extended extract from analyst Scott Kessler's note (with permission):

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Posted by David Jackson on June 28, 2005 at 12:43 AM in Sub-sector: Content, ticker: ADBL | Permalink | Comments (0) | TrackBack (0)

Monday, June 27, 2005

Broadway.com strikes deal with NY Times (HOLL, NYT)

Broadway.com, the online theater ticketing business owned by Hollywood Media (ticker: HOLL), announced a distribution deal with the NY Times. Quick comments and full press release:

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Posted by David Jackson on June 27, 2005 at 09:58 AM in Sub-sector: Content, Sub-sector: E-tailing, ticker: HOLL, ticker: NYT | Permalink | Comments (0) | TrackBack (0)

Thursday, June 23, 2005

Six Apart adds contextual ads to blogs; Google will follow; but Yahoo? (GOOG, YHOO)

Six Apart sent an email to customers announcing the integration of Kanoodle contextual ads with its hosted blogging software product TypePad. This is clearly a sensible move for Six Apart, and probably presages a similar strategy from Google. But where does it leave Yahoo? Details and quick comments:

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Posted by David Jackson on June 23, 2005 at 12:15 AM in Sub-sector: Advertising, Sub-sector: Content, ticker: EBAY, ticker: GOOG, ticker: YHOO | Permalink | Comments (4) | TrackBack (0)

Wednesday, June 22, 2005

Needham downgrades CNET to Underperform

Needham analyst Mark May downgraded CNET Networks (ticker: CNET) Tuesday morning to Underperform from Hold. Excerpts from his note to clients:

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Posted by David Jackson on June 22, 2005 at 12:07 AM in Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Monday, June 20, 2005

Yahoo preparing competitor to CNET (YHOO, CNET)

Yahoo (ticker: YHOO) manager Jeff Boulter posted the following job ad on his blog in early June:

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Posted by David Jackson on June 20, 2005 at 10:45 AM in Sub-sector: Content, ticker: CNET, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Friday, June 17, 2005

GuruNet's Answers.com versus Wikipedia and widgets (GRU)

In his keynote address to the Apple Worldwide Developers Conference, CEO Steve Jobs highlighted the availability of new "widgets", small programs that provide easy-to-use functionality on the desktop.

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Posted by David Jackson on June 17, 2005 at 12:26 PM in Sub-sector: Content, Sub-sector: Search, ticker: GRU | Permalink | Comments (4) | TrackBack (0)

Monday, June 13, 2005

Primedia expands its online auto content presence

Having sold About.com to The New York Times (ticker: NYT), Primedia is looking to expand its online presence in other areas. CEO Kelly Conlin discussed the auto advertising market, Primedia's (ticker: PRM) magazine business, and its online expansion in auto-related content on the company's May 5th Q1 conference call. Extracts:

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Posted by David Jackson on June 13, 2005 at 12:01 AM in Conf call quotes, Sub-sector: Content, ticker: NYT, ticker: PRM | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 31, 2005

Avalon Research Chairman Michael Margolies on CNET Networks

This weekend's Barron's contains an interview (paid subscription required) with Avalon Research Chairman Michael Margolies. Here's a brief excerpt containing his comments about CNET Networks, ticker CNET:

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Posted by David Jackson on May 31, 2005 at 03:12 PM in Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Friday, May 20, 2005

Google takes aim at My Yahoo (GOOG, YHOO)

Google announced a beta version of a personalized home page. This is an important development because it dispels any final doubt that Google, Yahoo and MSN are truly on a collision course. Here's Google's announcement, three reactions to it and some quick analysis:

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Posted by David Jackson on May 20, 2005 at 05:13 PM in Sub-sector: Content, Sub-sector: Search, ticker: CNET, ticker: GOOG, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Wednesday, May 18, 2005

Yahoo (YHOO) belatedly moves into VoIP

Yahoo (ticker: YHOO) upgraded its instant messaging service with voice over IP capability, photo-sharing and increased spam protection. After outlining the basics of the service, Yahoo added:

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Posted by David Jackson on May 18, 2005 at 03:14 PM in Sub-sector: Content, Sub-sector: Services, ticker: MSFT, ticker: TWX, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 17, 2005

FindProfit covers The Knot.com (KNOT)

FindProfit.com (subscription required) sent an alert to clients May 9th advising them to cover their short position in The Knot.com (ticker: KNOT). It said:

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Posted by David Jackson on May 17, 2005 at 05:21 PM in Sub-sector: Content, Sub-sector: E-tailing, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

Wednesday, May 11, 2005

iVillage (IVIL) on why it missed (1Q conf call quotes)

Women's content provider iVillage (ticker: IVIL) missed its revenue and EPS guidance for Q1 due to poorer than expected performance at its Parenting cable channel and newly-acquired Healthology, and a redesign of its web site which (it claimed) caused advertisers to delay spending. Here's how CEO Doug McCormick described some of the problems:

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Posted by David Jackson on May 11, 2005 at 02:04 PM in Conf call quotes, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

Wednesday, May 04, 2005

Time Warner (TWX) beats expectations; cable and publishing units report strong quarter

Time Warner (ticker: TWX) reported results on May 4, 2005 for the first quarter 2005. Details:

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Posted by David Jackson on May 4, 2005 at 01:15 PM in Earnings results, Sub-sector: Content, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

Time Warner (TWX) discusses its online video game business (1Q05 conf call quotes)

On April 27 Time Warner (ticker: TWX) announced that it will launch an online video game business in Fall 2005 called The GameTap Broadband Entertainment Network. Comments about GameTap from the company's May 4, 2005 earning conference call with investors:

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Posted by David Jackson on May 4, 2005 at 01:13 PM in Conf call quotes, Sub-sector: Content, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 03, 2005

CNET responds to discussion of Download.com and Adware/Spyware

CNET PR Spokesperson Sarah Cain wrote the following email (published with her permission) in response to yesterday's post CNET's exposure to Spitzer's attack on Adware: more details (in contrast, a spokesperson for LinkShare said "At this time, we have no comment."):

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Posted by David Jackson on May 3, 2005 at 01:04 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: CNET, ticker: ICGE | Permalink | Comments (0) | TrackBack (0)

Bambi Francisco on Internet stocks' Adware exposure

Bambi Francisco, who covers Internet stocks for MarketWatch, published a column this morning about Internet companies' exposure to potential Adware/Spyware litigation. It's surprising that the issue has hit the mainstream financial literature so quickly - most sell-side analysts haven't yet acknowledged the risk to stocks. Perhaps this says a lot about the quality of Ms. Francisco's coverage. Key quotes from her article:

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Posted by David Jackson on May 3, 2005 at 11:07 AM in Sub-sector: Advertising, Sub-sector: Content, ticker: ASKJ, ticker: CNET, ticker: FWHT, ticker: MIX, ticker: NFLX, ticker: VCLK, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Monday, May 02, 2005

Ask Jeeves' exposure to Spitzer's attack on Adware/Spyware

Ben Edelman, who publishes detailed reports on Adware and Spyware from a legal perspective on his web site, has left two comments highlighting Ask Jeeves' (ticker: ASKJ, being acquired by IAC, ticker: IACI) exposure to the unfolding legal attack on Adware/Spyware. In the first, he argues that Ask Jeeves's exposure is greater than my original article suggested, and in the second he provides proof of ASKJ's involvement.

Both are required reading for investors holding ASKJ or IACI stock. 

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Posted by David Jackson on May 2, 2005 at 02:26 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: ASKJ, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

Affiliate marketers VCLK, ICGE's exposure to Spitzer's attack on Adware: more details

The Internet Danger List: stocks at risk from Spitzer's attack on Adware included a section on affiliate marketing companies ValueClick (ticker: VCLK), Commission Junction (partially owned by Internet Capital Group, ticker: ICGE) and Think Partnership (ticker: THK). Here's more detail on those companies' potential exposure to the Adware/Spyware issue, aided by input from readers' since the original article was published:

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Posted by David Jackson on May 2, 2005 at 02:06 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: ICGE, ticker: TFSM, ticker: THK, ticker: VCLK | Permalink | Comments (0) | TrackBack (0)

CTO of KowaBunga (owned by THK) on his company's exposure to Adware

Jeff Doak, CTO of affiliate marketing company KowaBunga Marketing, which is owned by Think Partnership (ticker: THK), sent me the following in response to The Internet Danger List: stocks at risk from Spitzer's attack on Adware which he suggested I publish:

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Posted by David Jackson on May 2, 2005 at 01:33 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: THK | Permalink | Comments (4) | TrackBack (0)

CNET's exposure to Spitzer's attack on Adware: more details

Industry insiders contacted me about CNET Network's potential legal exposure to Adware/Spyware following Eliot Spitzer's suit against Intermix (ticker: MIX) and the Internet Stock Blog's discussion of stocks at risk from Spitzer's attack on Adware. Key points from the conversations:

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Posted by David Jackson on May 2, 2005 at 11:29 AM in Sub-sector: Advertising, Sub-sector: Content, ticker: CNET, ticker: TCOW | Permalink | Comments (0) | TrackBack (1)

Friday, April 29, 2005

Full text of Spitzer's petition against Intermix Media

NY Attorney General Eliot Spitzer sued Intermix Media (ticker: MIX), alleging that the firm was the source of "spyware" and "adware" that has been secretly installed on millions of home computers. Here's the entire text of the Verified Petition; it's required reading for any investor in Internet content or advertising stocks. The Brookman Affirmation referenced in the document is this PDF.

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Posted by David Jackson on April 29, 2005 at 12:15 AM in Sub-sector: Advertising, Sub-sector: Content, ticker: MIX | Permalink | Comments (0) | TrackBack (0)

Thursday, April 28, 2005

The Street.com misses revenue and EPS estimates, no growth in core business (1Q05 earnings results)

The Street.com (ticker: TSCM) missed revenue and EPS estimates for Q1, and reported no revenue growth in its core subscription business. Details and a quick comment:

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Posted by David Jackson on April 28, 2005 at 03:09 PM in Earnings results, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (1)

NetEase (NTES) management pressed on the impact of NCTY's WoW (1Q05 conf call quotes)

From The China Stock Blog (permission granted): NetEase (ticker: NTES) reported Q1 2005 results on Tuesday. Here are key quotes attributed to Acting CEO Ted Sun, COO Michael Tong, and CFO Denny Lee from NetEase's Q1 earnings results conference call:

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Posted by David Jackson on April 28, 2005 at 01:29 PM in Conf call quotes, Sub-sector: China, Sub-sector: Content, ticker: NTES | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 27, 2005

SOHU beats on strong advertising revs; wireless revs show some promise (1Q05 earnings results)

From The China Stock Blog (permission granted):

Sohu (ticker: SOHU), a Chinese portal and e-commerce company, beat Q1 2005 EPS estimates by $0.01. Details:

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Posted by David Jackson on April 27, 2005 at 01:33 PM in Earnings results, Sub-sector: China, Sub-sector: Content, Sub-sector: Search, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to NetEase (NTES) earnings

From The China Stock Blog (permission granted):

Extracts from notes by ThinkEquity analyst Jason Tsai, and Goldman's James Mitchell, evaluating NetEase's (ticker: NTES) earnings:

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Posted by David Jackson on April 27, 2005 at 01:31 PM in Earnings results, Sub-sector: China, Sub-sector: Content, ticker: NTES | Permalink | Comments (0) | TrackBack (0)

DoubleClick on the online ad market (1Q05 conf call quotes)

DoubleClick's (ticker: DCLK) revenues from its Ad Management business were down almost 5% year over year. But CEO Kevin Ryan still made positive comments on his Q1 conference call about the online ad market:

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Posted by David Jackson on April 27, 2005 at 12:56 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: DCLK | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to CNET earnings

American Technology Research analyst Mark Mahaney sent a note to clients outlining his reaction to CNET Network's (ticker: CNET) Q1 financial results. Key extracts:

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Posted by David Jackson on April 27, 2005 at 12:46 AM in Earnings results, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 26, 2005

NetEase (NTES) downgraded

From The China Stock Blog (permission granted):

Pacific Growth Equities analyst Jason Brueschke downgraded NetEase (ticker: NTES), a Chinese Internet, online game and wireless value-added services company. NetEase reports Q1 2005 earnings results tonight. Here are details of the downgrade:

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Posted by David Jackson on April 26, 2005 at 01:38 PM in Earnings results, Sub-sector: China, Sub-sector: Content, ticker: NTES | Permalink | Comments (0) | TrackBack (0)

NetEase (NTES) beats estimates on strong online gaming and ad revs; wireless revs continue to decline (1Q05 earnings)

From The China Stock Blog (permission granted):

NetEase (ticker: NTES), a Chinese Internet, online game and wireless value-added services provider, beat Q1 EPS estimates by $0.08. Details:

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Posted by David Jackson on April 26, 2005 at 01:35 PM in Earnings results, Sub-sector: China, Sub-sector: Content | Permalink | Comments (0) | TrackBack (0)

CNET ducks a question on its conf call (1Q05 conf call quotes)

CNET Networks (ticker: CNET) CEO Shelby Bonnie took questions from analysts on the company's Q1 financial results conference call. Piper Jaffray analyst Safa Rashtchy has been bullish on CNET's stock, ranking it as one of his top picks in the Internet sector. He asked two questions:

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Posted by David Jackson on April 26, 2005 at 12:01 AM in Conf call quotes, Earnings results, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Wednesday, April 20, 2005

Sell-side reaction to YHOO 1Q05 results

Here are the reactions of two sell-side analysts to Yahoo's (ticker: YHOO) Q1 earnings results. Extracts from notes sent to clients this morning:

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Posted by David Jackson on April 20, 2005 at 11:38 AM in Earnings results, Sub-sector: Content, Sub-sector: Search, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

YHOO growth again powered by search (1Q05 earnings results)

Yahoo (ticker: YHOO) released Q1 earnings results that beat consensus estimates for both revenue and EPS. The upside came from search, which rose sequentially by about 29% internationally and 15% in the US (taking traffic acquisition costs as a proxy). The stock rose on the results: after closing at $33.22 Tuesday night before the announcement, the stock opened this morning at $34.96. Details of the quarter and guidance:

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Posted by David Jackson on April 20, 2005 at 11:00 AM in Earnings results, Sub-sector: Content, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Is this Intermix Media's press release in plain English?

Intermix Media's stock (ticker: MIX) rose 10% in trading Tuesday after the company issued a press release denying it was being investigated for promulgating spyware. Here's a (feisty) plain English re-write of what it said, followed by the full text of the press release for your comparison:

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Posted by David Jackson on April 20, 2005 at 12:02 AM in Sub-sector: Content, ticker: MIX | Permalink | Comments (1) | TrackBack (1)

Tuesday, April 19, 2005

Traffix 1Q05 conference call transcript

Here are the entire prepared remarks (not available at the time of writing on StreetEvents) of the Traffix (ticker: TRFX) 1Q2005 earnings conference call:

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Posted by David Jackson on April 19, 2005 at 05:15 PM in Conf call quotes, Sub-sector: Content, ticker: TRFX | Permalink | Comments (0) | TrackBack (0)

Is YHOO overtaking GOOG in innovation?

Yahoo (ticker: YHOO) is aggressively implementing Really Simple Syndication (RSS) across its network, with the recent upgrade to Yahoo News and the introduction of RSS feeds for Yahoo Shopping. Geeks are beginning to argue that Google (ticker: GOOG) is becoming a technology laggard, behind Yahoo and (gasp!) Microsoft (ticker: MSFT). Details and a quick thought:

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Posted by David Jackson on April 19, 2005 at 01:25 AM in Sub-sector: Content, ticker: GOOG, ticker: MSFT, ticker: YHOO | Permalink | Comments (7) | TrackBack (1)

Friday, April 15, 2005

Traffix - TRFX - revenue up 85% including acquisitions (1Q05 earnings results)

Traffix (ticker: TRFX), which manages an array of content sites that generate advertising revenue, reported strong revenue growth (partly driven by acquisitions) in its Q1 results (quarter ended February 28th) yesterday. Details:

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Posted by David Jackson on April 15, 2005 at 12:11 PM in Earnings results, Sub-sector: Content, ticker: TRFX | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 12, 2005

FindProfit shorts TheKnot.com

FindProfit.com (subscription required) sent an alert to clients Wednesday adding The Knot.com (ticker: KNOT) as a short position to an aggressive portfolio. Full text:

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Posted by David Jackson on April 12, 2005 at 04:48 PM in Sub-sector: Content, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

Friday, April 08, 2005

Seven implications of GOOG Q&A, and the threat to YHOO, ASKJ and GRU

Google (ticker: GOOG) announced that it now provides facts (in addition to links) in response to a search phrased as a question. For example, a search for "When did Bob Marley die?" returns the answer "11 May 1981" as the top result. This is a significant development for Google, Yahoo (ticker: YHOO), Microsoft (ticker: MSFT), Ask Jeeves (ticker: ASKJ) and its acquirer IAC (ticker: IACI), and GuruNet (ticker: GRU). Here's the Google announcement in full, followed by analysis and stock impact:

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Posted by David Jackson on April 8, 2005 at 04:09 PM in Sub-sector: Content, Sub-sector: Search, ticker: ASKJ, ticker: GOOG, ticker: GRU, ticker: IACI, ticker: MSFT, ticker: TWX, ticker: YHOO | Permalink | Comments (7) | TrackBack (1)

Wednesday, April 06, 2005

Microcap Internet stock profile: A.D.A.M. Inc. (ADAM)

A.D.A.M., Inc. (ticker: ADAM) is a producer of health information products for web sites run by health care organizations, governments, commercial web publishers and educational institutions. It reported Q4 results on February 15th. Here's a quick profile of the company, a summary of its Q4 results, and some thoughts on the company and the stock:

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Posted by David Jackson on April 6, 2005 at 12:22 PM in Earnings results, Sub-sector: Content, ticker: ADAM | Permalink | Comments (0) | TrackBack (0)

Monday, April 04, 2005

Gene Marcial recommends The Knot.com (KNOT)

Influential stock columnist Gene Marcial included The Knot.com (ticker: KNOT) as one of his three picks in this weekend's Business Week. Here's a summary of his key points and a couple of quick comments:

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Posted by David Jackson on April 4, 2005 at 06:15 AM in Sub-sector: Content, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

Pope John Paul II on the Internet

A thought-provoking discussion of the Internet from Pope John Paul's Message of the Holy Father for the 36th World Communications Day:

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Posted by David Jackson on April 4, 2005 at 12:15 AM in Sector Themes/Outlook, Sub-sector: Content | Permalink | Comments (0) | TrackBack (0)

Friday, April 01, 2005

Google takes on Yahoo Finance

Google (ticker: GOOG) quietly announced that it now offers financial data in response to a search for a stock ticker. A Google search for "AMTD", for example, now returns a real-time and delayed stock quote, a chart, market cap, price high/low, and trading volume and average volume. Market data are also available from Google SMS, by sending a text message to 46645 ('GOOGL') with the ticker. This is further evidence of two critical investing trends in the search and content markets:

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Posted by David Jackson on April 1, 2005 at 01:09 PM in Sub-sector: Content, Sub-sector: Search, ticker: GOOG, ticker: YHOO | Permalink | Comments (2) | TrackBack (0)

Hollywood Media moves into Broadway info

Hollywood Media (ticker: HOLL) issued a press release announcing a partnership with Nielsen Entertainment for live event marketing, research and data. HOLL already has a succesfull business providing movie related data and event listings (it's the engine behind the show-times for Google Movies, for example), and unique data is becoming more important as search engines differentiate themselves with direct access to proprietary data. So what will this venture entail?

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Posted by David Jackson on April 1, 2005 at 07:01 AM in Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 29, 2005

More sell-side reaction to HOLL's quarter

Here's what Roth Capital analyst Richard Ingrassia wrote to clients after Hollywood Media (ticker: HOLL) reported Q4 results:

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Posted by David Jackson on March 29, 2005 at 01:53 PM in Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Free financial content threatens YHOO, TSCM and other portals/news sites

Will the proliferation of high quality finance blogs threaten mainstream finance portals and news sites? Yes. Three factors are fuelling the emergence of next generation finance portals that will challenge Yahoo! Finance (owned by YHOO), TheStreet.com (ticker: TSCM) and MarketWatch (owned by Dow Jones, ticker: DJ):

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Posted by David Jackson on March 29, 2005 at 01:45 PM in Sub-sector: Content, ticker: ASKJ, ticker: DJ, ticker: FCON, ticker: TSCM, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Monday, March 28, 2005

Real Networks (RNWK) to compete with Napster (NAPS)

Barron's columnist Eric Savitz recounted a conversation with Real Networks (ticker: RNWK) CEO Rob Glaser that should be noted by Napster (ticker: NAPS) and Apple (ticker: AAPL) shareholders. Savitz writes:

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Posted by David Jackson on March 28, 2005 at 07:07 AM in Sub-sector: Content, ticker: NAPS, ticker: RNWK | Permalink | Comments (0) | TrackBack (0)

Friday, March 25, 2005

JUPM selling Jupiter Research?

SiliconValleyWatcher's Tom Foremski claims that Jupitermedia (ticker: JUMP) is trying to sell its research business.

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Posted by David Jackson on March 25, 2005 at 01:02 AM in Sub-sector: Content, Sub-sector: Services, ticker: JUPM | Permalink | Comments (0) | TrackBack (0)

Sell-side reaction to HOLL's quarter

Ferris, Baker Watts analyst Murray Arenson wrote the following to clients outlining and reacting to Hollywood Media's 4Q '04 earnings results:

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Posted by David Jackson on March 25, 2005 at 12:53 AM in Earnings results, Sub-sector: Content, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

NAPS' Napster to Go finally gets a good review

Napster-to-Go, the subscription music service from Napster (ticker: NAPS), finally got a good review:

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Posted by David Jackson on March 25, 2005 at 12:21 AM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Friday, March 18, 2005

WebMD - HLTH - on the medical content business (4Q04 conf call quotes)

WebMD (ticker: HLTH) CEO Roger Holstein discussed the performance and growth of WebMD's medical content web business on his Q4 earnings results conference call. Key quotes, including traffic stats:

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Posted by David Jackson on March 18, 2005 at 08:33 AM in Conf call quotes, Sub-sector: Content, ticker: HLTH | Permalink | Comments (0) | TrackBack (0)

Thursday, March 17, 2005

Walt pans NAPS' Napster-to-Go

The Wall Street Journal's highly influential personal technology columnist, Walter Mossberg, reviewed Napster's (ticker: NAPS) Napster-to-Go music service. While his conclusion was that it "offers a real alternative" to iTunes, the review contained enough negative comments to put off any potential customer. Key quotes:

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Posted by David Jackson on March 17, 2005 at 01:47 PM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (4) | TrackBack (1)

Tuesday, March 15, 2005

Competition and The Long Tail

Wired editor Chris Anderson's discussion of The Long Tail is important, but investors in Internet stocks need to analyze the impact carefully.

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Posted by David Jackson on March 15, 2005 at 04:26 PM in Sector Themes/Outlook, Sub-sector: Content, ticker: CNET, ticker: GOOG, ticker: YHOO | Permalink | Comments (1) | TrackBack (4)

JUPM touts organic growth, but skeptics remain

Jupitermedia (ticker: JUPM) CEO Alan Meckler describes how his company's latest Internet venture is "an example of terrific organic growth for virtually no cost". Here are his comments, with a reposte by a doubtful Ben Silverman of FindProfit.com:

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Posted by David Jackson on March 15, 2005 at 02:51 PM in Sub-sector: Content, ticker: JUPM | Permalink | Comments (0) | TrackBack (0)

Thursday, March 10, 2005

GOOG on Google versus Yahoo (quotes from an investor conf)

Google CEO Eric Schmidt faced a series of lame and sycophantic questions from analyst Alexia Quadrani at the Bear Stearns Media Conference. (The big sell-side firms still don't understand how to run conferences effectively.) As a result, most of his comments were a rehash of old material. But here's what he said about the difference between Google and Yahoo!:

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Posted by David Jackson on March 10, 2005 at 08:21 AM in Sub-sector: Content, Sub-sector: Search, ticker: GOOG, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Intermix Network - MIX - on user-generated content and viral marketing (quotes from the 4Q04 conf call)

Intermix (ticker: MIX) CEO Richard Rosenblatt discusses the growth of MySpace and Grab.com (both owned and operated by Intermix) on his Q4 earnings conference call. Here's how the Intermix keeps content generation and marketing costs low:

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Posted by David Jackson on March 10, 2005 at 08:20 AM in Sub-sector: Content, ticker: MIX | Permalink | Comments (1) | TrackBack (0)

Wednesday, March 09, 2005

How much was HOLL's contract with GOOG for movie showtimes worth? (Quotes from the 3Q04 conf call)

Hollywood Media (ticker: HOLL) CEO Mitch Rubenstein discussed his company's movie data business on his Q3 conference call in November. That was before the roll-out of Google Movies, which is powered by HOLL's movie showtime listings. Note his comment about the value of "new large contracts" in negotiation - a clue to the value of the GOOG deal?

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Posted by David Jackson on March 9, 2005 at 08:42 AM in Conf call quotes, Sub-sector: Content, ticker: GOOG, ticker: HOLL | Permalink | Comments (0) | TrackBack (1)

Tuesday, March 08, 2005

YHOO readies competitor to GOOG AdSense

Multiple reports confirm that Yahoo! (ticker: YHOO) is preparing a competing service to Google's AdSense. AdSense is a fully automated contextual advertising program for publishers that has been remarkably successful in attracting small Web publishers.  Details and implications:

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Posted by David Jackson on March 8, 2005 at 01:16 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: GOOG, ticker: YHOO | Permalink | Comments (0) | TrackBack (2)

Christianity.com acquired by Salem Communications (SALM)

The Media Stock Blog quotes from radio broadcaster Salem Communications' conference call yesterday. One of the topics: a discussion of Salem's purchase of Christianity.com in February. (The Media Stock Blog also summarized the Salem's Q4 results.)

Posted by David Jackson on March 8, 2005 at 12:11 PM in Sub-sector: Content | Permalink | Comments (0) | TrackBack (0)

eCommerce and content developments in brief

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Posted by David Jackson on March 8, 2005 at 08:20 AM in Sub-sector: Advertising, Sub-sector: Content, Sub-sector: E-finance, Sub-sector: E-tailing, ticker: AMZN, ticker: BFLY, ticker: BOFI, ticker: MACR, ticker: NTBK, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Monday, March 07, 2005

Napster - NAPS - raises Q1 revenue guidance on strength of Napster-to-Go

Napster (ticker: NAPS) raised revenue guidance for Q1 (its fiscal Q4) to $15 million from $14 million. The stock opened at $7.38 after the announcement, compared to $8.80 the previous close. From the press release:

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Posted by David Jackson on March 7, 2005 at 04:53 PM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Friday, March 04, 2005

Under the hood of Google Movies - implications for GOOG and other stocks

Within hours of Google's announcement, its new movie search service received rave reviews from a lot of people. But investors and those wishing to understand the implications for Google and the other Internet companies need to dig deeper:

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Posted by David Jackson on March 4, 2005 at 12:43 PM in Sector Themes/Outlook, Sub-sector: Content, Sub-sector: Search, ticker: AMZN, ticker: GOOG, ticker: HOLL, ticker: MSFT, ticker: NFLX, ticker: NYT, ticker: YHOO | Permalink | Comments (0) | TrackBack (2)

Tuesday, March 01, 2005

Rising music download prices...or just lower margins

According to an FT.com article (subscription required), the wholesale price for downloadable music is set to rise. Details and commentary from The Media Stock Blog:

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Posted by David Jackson on March 1, 2005 at 05:49 AM in Sub-sector: Content, ticker: NAPS, ticker: RNWK | Permalink | Comments (3) | TrackBack (0)

Thursday, February 24, 2005

FindWhat.com (FWHT) on the pay-for-performance advertising market (quotes from the 4Q04 conf call)

Here's what FindWhat (ticker: FWHT) CEO Craig Pisaris-Henderson said on his fourth quarter earnings results conference call about the future of the pay-for-performance advertising market:

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Posted by David Jackson on February 24, 2005 at 12:04 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: FWHT | Permalink | Comments (0) | TrackBack (2)

Friday, February 18, 2005

TheStreet.com (TSCM) beats by $0.03 but subscribers decline sequentially

TheStreet.com (ticker: TSCM) reported Q4 results that beat the consensus EPS estimate but matched the consensus revenue estimate. Details and 4 quick comments:

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Posted by David Jackson on February 18, 2005 at 02:04 AM in Earnings results, Sub-sector: Content, ticker: TSCM | Permalink | Comments (0) | TrackBack (0)

TheStreet.com (TSCM) on the online brokerage business and financial portals (quotes from the conf call)

TheStreet.com CEO Tom Clarke and COO Jim Lonergan talk about online trading and financial portals on their company's Q4 conference call:

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Posted by David Jackson on February 18, 2005 at 01:56 AM in Conf call quotes, Sub-sector: Content, Sub-sector: E-finance, ticker: TSCM | Permalink | Comments (1) | TrackBack (0)

NY Times discusses About.com acquisition (quotes from the conf call)

NY Times CEO Janet Robinson, EVP Digital Ops Martin Nisenholz and CFO Len Forman discuss their company's acquisition of About.com for $410 million:

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Posted by David Jackson on February 18, 2005 at 12:41 AM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: GOOG, ticker: NYT | Permalink | Comments (0) | TrackBack (1)

Thursday, February 17, 2005

IAC (IACI) on local online ads and services (quotes from the conf call)

IAC (ticker: IACI) CEO Barry Diller talked on his Q4 results conference call about all of IAC's businesses. Here's what he said about local advertising and services:

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Posted by David Jackson on February 17, 2005 at 08:29 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: E-tailing, Sub-sector: Services, ticker: IACI | Permalink | Comments (0) | TrackBack (0)

PlanetOut on the online advertising and mobile content markets (quotes from the conf call)

PlanetOut (ticker: LGBT) CEO Lowell Selvin discussed the online advertising market and his move into mobile content on PlanetOut's Q4 conference call. He said:

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Posted by David Jackson on February 17, 2005 at 02:18 PM in Conf call quotes, Sub-sector: Content, ticker: LGBT | Permalink | Comments (0) | TrackBack (0)

PlanetOut (LGBT) down 11% after reporting 4Q04 results

PlanetOut (ticker: LGBT) reported Q4 earnings and saw its stock thwacked by 11% in subsequent trading. Details and quick comments:

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Posted by David Jackson on February 17, 2005 at 02:10 PM in Earnings results, Sub-sector: Content, ticker: LGBT | Permalink | Comments (0) | TrackBack (0)

Internet stocks quote of the quarter

This has got to be the best quote from any Internet company's Q4 conference call:

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Posted by David Jackson on February 17, 2005 at 08:01 AM in Conf call quotes, Sub-sector: Content, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

Wednesday, February 16, 2005

The Knot (KNOT.OB) on customer acquisition costs plus the online dating market (quotes from the conf call)

David Liu, CEO of the The Knot, discusses his company's marketing strategy and the rationale for its recent purchase of GreatBoyfriends LLC, an online dating company that runs greatboyfriends.com and greatgirlfriends.com. Only three analysts were on the call:

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Posted by David Jackson on February 16, 2005 at 01:33 PM in Conf call quotes, Sub-sector: Content, Sub-sector: E-tailing, ticker: KNOT | Permalink | Comments (0) | TrackBack (1)

The Knot (KNOT.OB) grows ad revenue, loses product revenue (4Q04 earnings)

The Knot Inc. (ticker: KNOT.OB), publisher of wedding planning web site TheKnot.com and home setup website TheNest.com, announced Q4 results and guidance. Key points:

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Posted by David Jackson on February 16, 2005 at 01:11 PM in Earnings results, Sub-sector: Content, Sub-sector: E-tailing, ticker: KNOT | Permalink | Comments (0) | TrackBack (0)

Audible (ADBL) on bloggers, Podcasting, The Long Tail and wireless (quotes from the conf call)

Audible CEO Donald Katz outlined the expansion initiatives that will reduce Audible's earnings and cash flow in 2005 and which consequently crushed his stock this evening in late trading. Geographical expansion will startwith the U.K. and sector expansion with the education market. But his most interesting remarks were about distributing Audible content wirelessly (cell phones and car audio), and becoming a distribution channel for bloggers and Podcasters.

He might not have judged the stock impact correctly, but he certainly gets The Long Tail:

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Posted by David Jackson on February 16, 2005 at 12:07 AM in Conf call quotes, Sub-sector: Content, ticker: ADBL | Permalink | Comments (3) | TrackBack (1)

Tuesday, February 15, 2005

Audible (ADBL) crushed in late trading off expansion plans (4Q04 earnings)

Audible (ticker: ADBL) reported Q4 EPS that beat consensus by $0.03 and revenue growth that narrowly missed consensus. Expansion plans for Q2 will cut profits and free cash flow, and sliced the stock by 33% in late trading. Details:

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Posted by David Jackson on February 15, 2005 at 11:58 PM in Earnings results, Sub-sector: Content, ticker: ADBL | Permalink | Comments (0) | TrackBack (0)

FT likes Time Warner (TWX)

The Financial Times' Lex column (paid subcription or 15 day free trial required) discusses U.S Internet companies. It's conclusion:

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Posted by David Jackson on February 15, 2005 at 09:15 PM in Sub-sector: Content, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

What did Marchex (MCHX) really purchase?

Marchex (ticker: MCHX) announced the completion of its secondary stock offering and the closure of its acquisition of Name Development Ltd. for $164.2 million, comprising $155.2 million in cash and $9 million in stock. But what is Name Development Ltd? Marchex's press release is somewhat unclear:

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Posted by David Jackson on February 15, 2005 at 07:00 AM in Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Search, ticker: MCHX | Permalink | Comments (3) | TrackBack (1)

Monday, February 14, 2005

Audible (ADBL) BBC deal good, but not clear how good

Audible (ticker: ADBL) announced that it has signed an agreement to distribute audiobooks from the BBC. This is a positive for Audible, but the press release contained a crucial ambiguity.

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Posted by David Jackson on February 14, 2005 at 01:21 PM in Sub-sector: Content, ticker: ADBL, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Youbet.com (UBET) spikes on China expansion

Online gambling company Youbet.com (ticker: UBET) announced before market open that it is expanding into the Chinese market. After closing at $5.46 last night, UBET stock spiked on open this morning to $5.85. But investors need to read press releases carefully, and there's a reason why the stock has pulled back since then:

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Posted by David Jackson on February 14, 2005 at 12:43 PM in Sub-sector: Content, ticker: UBET | Permalink | Comments (0) | TrackBack (0)

Napster - bad math, bad ad?

Napster promoted Napster-to-Go in its Super Bowl ad and even in its Q4 financial conference call with the argument that Napster-to-Go at $15 per month for an unlimited number of songs is vastly cheaper than loading an iPod with 10,000 songs, which would cost $10,000. Napster's (ticker: NAPS) fortunes probably ride on that claim. But is it justified?

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Posted by David Jackson on February 14, 2005 at 10:59 AM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (1) | TrackBack (0)

Friday, February 11, 2005

Smiles in Hollywood Media (ticker: HOLL)

The guys in Hollywood Media (ticker: HOLL) must be feeling happy. The comScore/MediaMetrix numbers for January were out today, and show traffic to its sites and affiliates up sharply year over year:

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Posted by David Jackson on February 11, 2005 at 12:02 AM in Sub-sector: Content, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (1) | TrackBack (0)

Thursday, February 10, 2005

Did Ask Jeeves ask enough questions?

Only a day after Ask Jeeves announced its acquisition of Bloglines, CNET releases a preview of NewsBurst, its own web-based RSS reader. According to Steve Rubel, the launch of NewsBurst follows the launch of similar branded RSS readers by The Guardian and LA Times last week.

There's a simple reason content companies are trying to get into the RSS reader market:

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Posted by David Jackson on February 10, 2005 at 12:01 AM in Sub-sector: Content, Sub-sector: Search, ticker: ASKJ, ticker: CNET, ticker: HOLL | Permalink | Comments (1) | TrackBack (2)

Wednesday, February 09, 2005

Napster (NAPS) on Napster-to-Go (quotes from the conf call)

Napster-to-Go is Napster's (ticker: NAPS) subscription MP3 service. Users pay a monthly flat fee, and can then download and listen to as many songs as they want to, and are able to transfer the songs to compatible portable MP3 players. Here's what Napster said about it on its Q4 conference call:

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Posted by David Jackson on February 9, 2005 at 10:15 PM in Conf call quotes, Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Audible (ADBL) under threat?

A comment on Napster's Q4 results conference call should make Audible investors think carefully:

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Posted by David Jackson on February 9, 2005 at 10:13 PM in Sub-sector: Content, ticker: ADBL, ticker: NAPS | Permalink | Comments (1) | TrackBack (0)

Key stats from Napster's 4Q04 results and guidance

Key stats from Napster's Q4 (fiscal third quarter) earnings and guidance announcement:

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Posted by David Jackson on February 9, 2005 at 09:21 PM in Earnings results, Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

BusinessWeek raises questions about CNET

BusinessWeek's The Dilemma of CNET's Success is a thought-provoking article about the online ad market and CNET by Sarah Lacy. The key argument:

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Posted by David Jackson on February 9, 2005 at 05:50 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (1)

Time Warner (TWX) on movies, cable, networks, and AOL (quotes from the conf call)

Here's what Time Warner (ticker: TWX) said on its conference call (key points and quotes) about movies, cable, networks and AOL. (Source: The Media Stock Blog - permission for full reproduction explicitly granted.)

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Posted by David Jackson on February 9, 2005 at 05:03 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Infrastructure, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

Google maps: search companies and portals on collision course

Google released a beta version of Google maps. Surprise, surprise - it's terrific. As with Gmail, Google just seems to do things better. But instead of focusing on the individual application, investors need to step back and see the big picture: search companies and portals/content comanies are on a collison course. Why, and what are the stock implications?

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Posted by David Jackson on February 9, 2005 at 04:25 PM in Sector Themes/Outlook, Sub-sector: Content, Sub-sector: Search, ticker: GOOG, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

iVillage embraces blogs

Here's what iVillage CEO Doug McCormick said about blogs on iVillage's Q4 conference call:

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Posted by David Jackson on February 9, 2005 at 03:42 PM in Sub-sector: Advertising, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

iVillage (IVIL) on video ads (quotes from the conf call)

Here's what iVillage (ticker: IVIL) CEO Doug McCormick said about video ads on iVillage's Q4 conference call:

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Posted by David Jackson on February 9, 2005 at 03:40 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

iVillage meets and raises, but stock falls (4Q04 earnings)

iVillage reported EPS of $0.03 this morning, in-line the consensus. Revenue was slightly higher than consensus, and guidance was higher than consensus. But the stock fell about 4% in subsequent trading. Key details:

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Posted by David Jackson on February 9, 2005 at 03:37 PM in Earnings results, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

Hollywood Media adopts RSS; financial impact?

Hollywood Media (ticker: HOLL), which owns Hollywood.com, Broadway.com and 26% of MovieTickets.com, is implementing RSS feeds with interesting results. Here's quick outline of what HOLL is doing with RSS, and a comment about the potential financial impact:

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Posted by David Jackson on February 9, 2005 at 09:18 AM in Sector Themes/Outlook, Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (1)

Tuesday, February 08, 2005

Sina.com (SINA) on mobile content in China (quotes from the conf call)

Sina (ticker: SINA) announced quarterly results last night. Here are some key quotes:

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Posted by David Jackson on February 8, 2005 at 11:01 PM in Conf call quotes, Sub-sector: China, Sub-sector: Content, ticker: SINA | Permalink | Comments (0) | TrackBack (1)

Google, Yahoo, AOL, Ask Jeeves bid for About.com

The NY Times reports (free registration required) that Primedia's About.com unit is for sale, and final bids are due Tuesday. About.com was purchased by Primedia for $690 million in 2000. Here's a list of the (reported) bidders, and three quick comments:

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Posted by David Jackson on February 8, 2005 at 08:46 AM in Sub-sector: Content, Sub-sector: Search, ticker: ASKJ, ticker: GOOG, ticker: TWX, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Monday, February 07, 2005

Bankrate.com (RATE) on Internet advertising (quotes from the conf call)

Here's what Bankrate.com CEO Tom Evans had to say about the Internet advertising market on his company's Q4 earnings conference call:

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Posted by David Jackson on February 7, 2005 at 03:29 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Infrastructure, ticker: RATE | Permalink | Comments (0) | TrackBack (0)

Safa on SOHU

Piper Jaffray analyst Safa Rashtchy believes that the worst is over for Sohu.com (ticker: SOHU):

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Posted by David Jackson on February 7, 2005 at 03:03 PM in Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Search, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

SOHU meets estimates on weak wireless revenue, lowers guidance

Sohu.com (ticker: SOHU), China's leading online media, communications, commerce and mobile value-added services company, met Q4 consensus EPS estimates of $.17. Here are the highlights:

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Posted by David Jackson on February 7, 2005 at 03:01 PM in Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Search, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

Sunday, February 06, 2005

Barron's likes RealNetworks

Andrew Bary writes a glowing recommendation of RealNetworks in this weekend's Barron's (paid subscription required). His key points:

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Posted by David Jackson on February 6, 2005 at 04:19 PM in Sub-sector: Content, ticker: NAPS, ticker: RNWK | Permalink | Comments (1) | TrackBack (0)

Cnet (CNET) on online advertising (quotes from the conf call)

Here's what CNET had to say on its conference call about the online advertising market, and the company's focus and financial leverage:

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Posted by David Jackson on February 6, 2005 at 02:49 PM in Conf call quotes, Sub-sector: Advertising, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Wednesday, February 02, 2005

CNET latest Internet stock to be chopped (4Q04 earnings)

CNET Networks reported Q4 results, beating the consensus EPS estimate by a penny. But following in the footsteps of Monster Worldwide and Drugstore.com, CNET was crushed in late trading due to its lower than expected guidance for Q1. Here are details of the results and guidance:

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Posted by David Jackson on February 2, 2005 at 05:41 PM in Earnings results, Sub-sector: Content, ticker: CNET | Permalink | Comments (0) | TrackBack (0)

Thursday, January 27, 2005

Real Networks (RNWK) on the digital music business (quotes from the conf call)

Here's Real Networks' discussion of its digital music business from its conference call:

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Posted by David Jackson on January 27, 2005 at 11:43 AM in Conf call quotes, Sub-sector: Content, ticker: RNWK | Permalink | Comments (0) | TrackBack (1)

Verisign (VRSN) on mobile content (quotes from the conf call)

Here's what Verisign said on its call about the market for mobile content:

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Posted by David Jackson on January 27, 2005 at 11:18 AM in Conf call quotes, Sub-sector: Content, Sub-sector: Infrastructure, ticker: VRSN | Permalink | Comments (0) | TrackBack (1)

Thursday, January 20, 2005

The impact of blogs on online media companies

Jeff Jarvis provides an outstanding overview of the impact of "citizens journalism" on established media companies. His key points for Internet investors:

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Posted by David Jackson on January 20, 2005 at 04:33 PM in Sub-sector: Content, ticker: CNET, ticker: IVIL, ticker: TSCM, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

CNET bows to the power of blogs

CNET formally announced that it is adopting technology that enables readers to see how blogs have responded to its reporting and analysis. CNET will include TrackBack link notifications on stories on CNET News. CNET News began supporting TrackBack links in late November, but waited until now to confirm the policy with a formal announcement. TrackBack was developed by blogging software company Six Apart.

This is a critical development for four reasons:

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Posted by David Jackson on January 20, 2005 at 09:25 AM in Sub-sector: Content, ticker: CNET | Permalink | Comments (2) | TrackBack (9)

Wednesday, January 19, 2005

Roth ups Hollywood Media to Strong Buy because, eh, why?

Roth Capital analyst Richard Ingrassia raised HOLL to a Strong Buy this morning, with a price target of $7.50. He says:

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Posted by David Jackson on January 19, 2005 at 09:47 AM in Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Monday, January 10, 2005

iVillage raises numbers for '05

iVillage raised its estimates for 2005. In its press release announcing the Healthology acquisition, iVillage also stated that it now expects fiscal year 2005 revenues of $86.0 million to $87.0 million, versus the consensus estimate of $76.8 million. iVillage also now expects EBITDA between $16.0 million and $17.0 million, and net income between $11.0 million and $11.5 million.

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Posted by David Jackson on January 10, 2005 at 11:27 AM in Earnings results, Sub-sector: Content, ticker: IVIL | Permalink | Comments (0) | TrackBack (0)

Thursday, December 30, 2004

Five Internet danger signs to watch for in 2005

The next few weeks will likely see a flurry of predictions for 2005, to the point where you'll be sick of reading them. So instead, I'm providing something which I hope will be more useful for investors in Internet stocks and managers of Internet companies: a checklist of danger signals for Internet investors to look out for next year. For each danger signal, I've specified which stocks will subsequently be at risk:

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Posted by David Jackson on December 30, 2004 at 11:03 PM in Sector Themes/Outlook, Sub-sector: Content, Sub-sector: E-finance, Sub-sector: E-tailing, Sub-sector: Search, Sub-sector: Travel, ticker: AMZN, ticker: ASKJ, ticker: BFLY, ticker: CNET, ticker: CTRP, ticker: EBAY, ticker: GOOG, ticker: HOLL, ticker: IACI, ticker: MSFT, ticker: NFLX, ticker: NILE, ticker: OSTK, ticker: PCLN, ticker: RATE, ticker: SHOP, ticker: TSCM, ticker: TZOO, ticker: YHOO | Permalink | Comments (5) | TrackBack (4)

Tuesday, October 12, 2004

Quotes from Yahoo!'s (YHOO) 3Q04 conference call

Here are 200 words from Yahoo's Q3 earnings conference call:

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Posted by David Jackson on October 12, 2004 at 12:19 PM in Conf call quotes, Sub-sector: Content, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)