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Facebook is a technology on the forefront of innovation in social media, with strong and increasing network effects. Facebook’s corporate strategy has significant barriers to entry signified by the fact that no other social media company comes close to the user base, nor the depth to which its users interact with its multi-faceted interface.

earnings Facebook FB growing growth multiple rate Revenue strong user

 

Commitment from Bobby Murphy and Evan Spiegel to not sell shares until 2018 should lead to limited downside over the next few days.

Snapchat is an image messaging and multimedia mobile application created by former Stanford students Evan Spiegel and Bobby Murphy.

earnings Facebook FB growth North American Revenue user SNAP Snapchat Twitter user

 

I am highly bullish on this company and am considering going long before the end of this year.

Moreover, the growth in price for this company has continuously been backed by solid growth in earnings.

growth online platform Revenue services social media Tencent Tencent Holdings user year on

 

How strong is the support from this growth driver, and is it sustainable in the short- to medium-term?

Emerging markets are growing for sure, but are they strong enough to justify Facebook's current growth rate?

ARPU Facebook growth quarter region Revenue United States user user base years

 

Snap (NYSE: SNAP) is one of the biggest IPOs of 2017, but the market is backing away from the company with every new quarterly report the Snapchat operator puts out.

In this episode of Industry Focus: Tech , analyst Dylan Lewis and senior tech specialist Evan Niu dive into Snap's second earnings report, which the company released last week, and explain why it sent shares down over 10%.

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Would Snap Merger With Twitter Solve Many Problems? [0.00]

Posted on Aug. 12, 2017, 12:35 p.m. by 24/7 Wall St. @ [source]

The two also-rans of social media are in deep trouble. A merger of the two could bring some level of benefit.

benefit companies development Facebook features future product SNAP Twitter user

 

Why Snap Stock Plunged Today [0.11]

Posted on Aug. 11, 2017, 6:37 p.m. by Latest Articles in Stocks @ [source]

Shares of Snap (NYSE: SNAP) are plunging today, down 12% as of 12:00 p.m. EDT, after the Snapchat operator reported second-quarter earnings.

Evan Niu, CFA owns shares of Facebook.

DAU Facebook growth quarter Revenue share SNAP Snapchat stock user

 

In Q217, Pandora Media (P) decided to shift its primary focus to the ad-supported music business to grow its user base. With 76 million users as of Q217 and a limited number of direct competitors in the space, I believe this is a prudent strategy.

active user ad advertising content growth Pandora programmatic Revenue Sirius XM user

 

Twitter Short Interest Plunges [-0.04]

Posted on Aug. 10, 2017, 10:45 a.m. by 24/7 Wall St. @ [source]

Shares sold short in Twitter Inc. (NYSE: TWTR) dropped by 8.3 million shares to 51.8 million for the period that ended July 31. The move comes as Twitter’s shares have collapsed after its earnings report.

earnings GAAP interest net past shares sold stock Twitter user

 

Successful monetizing of Facebook Messenger adds an extra 11% to the original $175 FY17 target; new price target of $195.

Successful monetization of Messenger is a year or so away.

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The market has no idea how to value Google's YouTube (GOOG) (NASDAQ:GOOGL). And we know that the market currently values Netflix at around $80 billion.

ad content linear TV Model Netflix television TV user video YouTube

 

SNAP owns the most valuable market (millennials) while FB owns more of the least valuable market.

I see more negative opinions on SNAP Inc. (SNAP) than positive.

Facebook FB growth Instagram market millennial shares SNAP user valuable

 

I remain bullish on GPRO and suggest that readers continue to hold their shares, as there is more upside ahead.

However, GPRO remains a bit reliant on single products for the majority of its revenue, as the HERO5 Black camera accounted for over 60% of its camera sales and over 70% of total second-quarter camera revenue.

camera GoPro GPRO management product quarter Revenue sales stock user

 

Facebook (NASDAQ:FB) is planning to make a home-based video chat device, its first major hardware initiative. In addition, Facebook is making a standalone smart speaker to complement the device.

ARPU Closer Facebook Google growth hardware Revenue stock user year

 

Netflix (NASDAQ: NFLX) built a DVD-mailing empire, then abandoned it to fulfill a much grander digital-video-streaming vision.

Twitter holds an edge over Netflix in a few important categories.

growth margin Netflix NFLX operating Revenue shares Twitter user year

 

Here's the thing - the earnings themselves were pretty fantastic. Overall earnings per share hit $0.09 and beat analyst expectations by a solid $0.02.

continue growth meet profits Revenue stock strong user video year

 

Last week, Teradata, (TDC) one of the worst ranked names in the enterprise IT space, at least looking at the First Call consensus rating, reported its numbers for the June ending quarter.

The company held an analyst meeting last autumn at which it released its roadmap to redemption.

forecast growth metric product Revenue shares TDC transition user years

 

Over the past few months Shopify (NYSE:SHOP) has become one of the hottest stocks in the market. For the past eight years, we have experienced one of our nation’s most impressive bull markets.

growth market merchant Q2 Revenue sales Shopify stock user YoY

 

On this Market Foolery podcast, host Mac Greer is joined by David Kretzmann of Supernova and Rule Breakers , and Matt Argersinger of Million Dollar Portfolio to discuss some remarkable earnings season results. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor , has tripled the market.

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Even at what we view as depressed profitability levels, TripAdvisor is trading at an attractive x14 EBITDA. With relatively low online penetration at 43%, online booking is growing even faster (10.5%) due to the transition from offline to online.

booking EBITDA growth instant booking Non Hotel online restaurant Revenue TripAdvisor user