Safa Rashtchy
Safa Rashtchy
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.
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.
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.
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.
guidance looks quarter revenue
The revenue guidance for the first quarter looks pretty solid.
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.
came higher hopes lower quarter second
The second quarter got our hopes higher for margins, which came in significantly lower than we were expecting,
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.
beat companies expect people
People expect these companies to beat the numbers,
amazon competition decline hurting increase needs picture seriously spending
Competition is seriously hurting Amazon and it needs to increase spending just to keep up with the market. The picture is getting worse: more spending, steeper decline in margins.
knew match operations point solid
To me, it was a very solid quarter. I'm not disappointed at all. We knew the point would come when operations would match expectations.
believe correct level likely stock
We believe this level of disparity is not sustainable and the stock is likely to correct this.
believe chance expect good line positively react revenue stock top
We believe there is a good chance for revenue upside, and we expect the stock to react positively to any top line upside.