News
Netflix's Expanding Contribution Margin is Evidence of an Exceptional Business
Netflix (NASDAQ: NFLX) continues to prove to investors that it is an exceptional business. The most potent argument in favor of this is Netflix's contribution margin performance. Essentially the....
Best Buy: Facebook, Twitter, or Snap
The social-media space is dominated by three companies: Facebook (NASDAQ: FB), Twitter (NYSE: TWTR), and Snap (NYSE: SNAP). All three are poised to take advantage of one of the fastest-growing....
Venmo Me: PayPal Takes Its Popular App to the Next Level
Even among the heady growth numbers PayPal Holdings Inc (NASDAQ: PYPL) reported in its third-quarter earnings release, the growth of its social payment app Venmo once again easily stood out. The....
3 Things Akamai Technologies' Management Wants You to Know
In Akamai Technologies' (NASDAQ: AKAM) latest quarterly report, the company crushed Wall Street's estimates. Thanks to solid sales of cloud security services and a media delivery platform that's....
A Foolish Take: Twitter and Presidential Politics
It's fair to say that Twitter (NYSE: TWTR) has become a much larger part of the conversation in the United States over the past two years as a result of politics.But just how wide of a reach does....
Should You Follow Bullish Analysts Into Adobe Stock?
It's been a fantastic year for Adobe (NASDAQ: ADBE) shareholders. Considering its stock is up 75% in 2017, it would be logical to assume concerns regarding Adobe's relative value may give bullish....
Expedia: Buy the Dip?
The online travel agency (OTA) sector has taken a sudden plunge toward Earth. Market darlings until only a few months ago, the top stocks in the industry started to head south after they....
Better Buy: Facebook Inc vs. Google
It's hard to imagine, but just over twenty years ago neither Facebook (NASDAQ: FB) nor Google -- now Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- existed. Combined, these behemoths are worth over....
To Grow Virtual Reality, Facebook Needs Its Own Oculus Store
Facebook's (NASDAQ: FB) Oculus division thinks it can get virtual reality in the hands of over 1 billion people around the world, an ambitious goal any way you look at it. It could make strides to....
Netflix Doesn't Have to Lose for Disney to Win in Streaming
Disney's (NYSE: DIS) otherwise lethargic quarterly report on Thursday had a few encouraging nuggets about the streaming service that it plans to roll out in the second half of 2019. Unlike the....
Facebook Is Coming After Yelp Now
Facebook (NASDAQ: FB) has unveiled a new app today called Local, which is essentially a rebranded version of the Events app that the social network launched last year. Events listed various types....
What Really Happened With Facebook's Ad Impressions?
Facebook (NASDAQ: FB) CFO Dave Wehner has been warning about an ad revenue slowdown in the second half of 2017 for over a year. Facebook is simply running out of room to place ads as it saturates....
Better Buy: Shopify Inc (US) vs. Paypal Holdings Inc
The world of retail is changing before our eyes. One-time stalwarts of the mid-20th century are going out of business, and e-commerce is taking their place. While that means massive upheaval for....
Ignore the Hype: Twitter Inc. Stock Is Not a Buy
Anyone who read the statement Twitter's (NYSE: TWTR) part-time CEO Jack Dorsey put out after its third-quarter earnings release might logically assume the company's rough days are all in the....
Have Fun Storming the Netflix Castle
It seems as if everybody's gunning for Netflix (NASDAQ: NFLX) these days. Media giants are in various stages of shacking up. Tech behemoths are investing in original content. Hulu is winning....
Media Mergers Are Bad News for Netflix
Netflix (NASDAQ: NFLX) has been a thorn in the side of major media companies for years now, but only recently have TV and movie studios started fighting back. Disney (NYSE: DIS) announced plans to....
3 Growth Stocks for Forward-Looking Investors
None of us has a crystal ball, but when it comes to investing success, one of the most important -- and often most difficult -- things to do is to identify companies that have a clear path of....
Here's What You Need to Know About Salesforce's Einstein
This week Salesforce (NYSE: CRM) is holding its 15th annual Dreamforce conference in San Francisco -- and expectations are high for its prized AI machine, Einstein. The event organizers are....
Has IBM Finally Turned Itself Around?
IBM (NYSE: IBM) investors got a rare treat when IBM reported earnings -- optimism! Big Blue reported third-quarter results that exceeded analyst expectations by a good margin. The top line was....
Why Microsoft Stock Jumped Nearly 12% in October
Shares of Microsoft (NASDAQ: MSFT) popped by 11.7% in October, according to data provided by S&P Global Market Intelligence, a majority of which came after the company reported strong fiscal....
How LinkedIn Is Working for Microsoft
Microsoft's (NASDAQ: MSFT) acquisition of LinkedIn was the biggest acquisition of all time, clocking in at a whopping $26 billion.In this segment from Industry Focus: Tech, host Dylan Lewis and....
Microsoft Up 7% on Quarterly Results
Microsoft (NASDAQ: MSFT) has been crushing expectations since CEO Satya Nadella took over three years ago, and this quarter's earnings results are a testament to that.In this segment from Industry....
Paycom Software Delivers Yet Another Beat-and-Raise Quarter
Paycom Software (NYSE: PAYC) appears to have mastered the expectations game. In its third-quarter earnings report delivered on Halloween, the payroll and human capital management (HCM) software....
Facebook, Inc.'s Active Advertisers Are Soaring
On just about any metric, Facebook's (NASDAQ: FB) growth is pretty astounding. The social network's third-quarter revenue, for instance, was up 47% year over year. Monthly and daily active users....
Twitter, Inc.'s 280-Character Limit: A Move in the Right Direction
On Tuesday afternoon, Twitter (NYSE: TWTR) doubled the number of characters allowed in a tweet, increasing the limit from 140 characters to 280. The change followed Twitter's earlier tests of the....