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TWTR  // Posts tagged as "TWTR"

Facebook’s Focus on Stories Is Fraught with Challenges (FB)

Research Question: Will Facebook be able to monetize Stories at the same level as news feed ads? Companies: ACXM, AMZN, EXPGY, FB, GOOG/GOOGL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) is going to have trouble moving both users and advertisers from its news feed to […]

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The Facebook Juggernaut Rolls On (FB)

Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) appears […]

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Blowback for Facebook Is Building in Q2 But Likely to Dissipate (FB)

Research Question: Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Companies: ACXM, ADS, AMZN, FB, GOOG/GOOGL, ORCL, SNAP, TWTR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) could be in for an extremely rocky Q2 as some advertisers […]

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Data Center REITs Are Playing Musical Chairs in a Bubble World

Research Questions: Outside of the mega clouds, do enough opportunities exist for CDN, network interconnects, contra-clouds and other uses to meet public data center REIT operators’ growth expectations? Companies: AMZN, CONE, DFT, DLR, EQIX, FB, GOOG/GOOGL, MSFT, ORCL, QTS, TWTR By: John Harrington Click here to download report (.pdf)   Summary Data center operators have plenty […]

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Tech Trends: Facebook Could Be Networking Itself Toward Trouble (FB)

Research Question: Are Facebook’s large data center networking expansions, which are geared toward heavy data loads like video and messaging, putting the company under pressure? Companies: AMZN, ANET, FB, GOOG/GOOGL, MSFT, SNAP, TWTR By: John Harrington Click here to download report (.pdf)   Summary Facebook Inc. (FB) may be painting itself into a precarious corner in […]

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Dec 21 2016 Consumer Goods

Lack of Trust, Transparency, Support Slows Adoption of Etsy’s Seller Services (ETSY)

Research Question: Why are more Etsy sellers not signing up for its seller services? Companies: AMZN, BABA, EBAY, ETSY, FB, FDX, FRA:DPW, GOOG/GOOGL, INTU, PYPL, SHOP, STMP, TWTR By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Etsy Inc.’s (ETSY) success with its seller services is largely dependent on the size […]

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Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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April Trends Tracker

Trends Tracker Companies Covered: AAL, AAP, ADDYY, ALK, ALKS, BDSI, BRK.A/B, BWLD, CAR, CHH, CMG, DAL, DNKN EXPE, FB, H, HLT, HOT, HRTX, HTZ, IHG, JACK, JBLU, JCP, LNKD, LON:INDV, LUV, MAR, MCD, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, SHAK, SKX, SONC, STO:ORX, TRIP, TSX:GUD, TLV:TEVA, TTNP, TWTR, TYO:7936, UA, UAL, WEN, Z Click here to […]

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PayPal Use to Grow Among Consumers, Merchants Based on Recognition, Reliability

Research Question: Will PayPal’s latest moves increase use among merchants and shoppers, and how will it be affected by recent developments with Apple Pay and Amazon Payments? Companies: AAPL, AMZN, AXP, DFS, FB, FDC, GOOG/GOOGL, HPY, KRX:005935, MA, OSTK, PYPL, SQ, TWTR, TYO:4755, V, WFC By: Reverdy Johnson Click here to download the report (.pdf) […]

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