Safa Rashtchy
Safa Rashtchy
guidance looks quarter revenue
The revenue guidance for the first quarter looks pretty solid.
both followed guidance lower margin meet past quarter several trend
There was little new in Amazon's quarter or guidance as both followed Amazon's trend for the past several quarters, which is to meet guidance and lower margin expectations.
amazon course declining despite fact guidance insists operating path
Amazon insists it is still on the path to double-digit operating margin, despite the fact the 2005 guidance distinctly suggests a reversal of this course with declining incremental operating margin. Clearly, something is amiss here.
ability beating doubts eliminate estimates generate grow guidance last performance quarters raising strong three
Yahoo's strong performance this quarter, beating estimates and raising guidance, repeats its performance of the last three quarters and should eliminate doubts about the company's ability to generate and grow non-advertising revenues.
guidance higher hopes people seems
For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.
call conference expect guidance investors positive tone
I expect the tone of the conference call and the guidance they give to be more positive than investors expect.
below forecast growth guidance implies
The guidance for 2005 is well below our forecast, and it implies a growth of only 14 percent. Our forecast was for growth of about 20 percent.
bit
It's not a disaster, but it's a bit of a letdown,
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.
shows strength
It just shows the strength of their non-advertising revenue.
ebay issue lost
The issue is that eBay has lost some momentum,
advertising bring broader economic expect increase internet maturity online particular search sector spending together top trends
We also expect more spending on search advertising. On top of these broader economic sectors, we expect the Internet companies, in particular e-commerce players, will increase their spending noticeably. These trends together will bring more maturity to the online advertising sector in China.
behavior broadband change companies content crossing dollars expense focus gradual increasing media online profound pushing threshold
Crossing the 50-percent threshold on broadband usage, increasing focus of traditional media companies on Internet, and most importantly, the gradual but profound change in consumers' behavior for content consumption is pushing many more advertisers to allocate more dollars online at the expense of traditional media.
amazon further goal increase saw slower takes
While this may be a slower increase than we saw in 2005, this takes Amazon further away, not closer, to its goal of double-digit margins.