Safa Rashtchy
Safa Rashtchy
amazon assume bottom consumer faster future grow holding means numbers online retail street wall
If the numbers are better than expected, Wall Street will assume Amazon can grow faster in the future and that bodes well for the bottom line. It would also means consumer spending, especially in the online retail arena, is holding up well.
ebay issue lost
The issue is that eBay has lost some momentum,
expects good margin million profit shows
Everyone expects them to make a profit on operations, but if they can make more than $10 million from operations, it shows they are making some good improvements in the margin as well.
guidance looks quarter revenue
The revenue guidance for the first quarter looks pretty solid.
ad advertising clear core dependent excited grow growth help line market outside people recovery seen since top
Yahoo! is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo!. In reality, Yahoo! has diversified outside its core advertising market, and growth there will help it grow the top line nicely.
advertising brand largest yahoo
Yahoo is the largest destination for brand advertisers. Unfortunately, it has been overshadowed by search.
advertising bottom hit seeing slow slump
We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.
believe given increasing margin market point revenue share stock upside
We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.