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Ken flagg's Blog Posts Tagged 'GOOG' (60)

SMF Notes GOOG Google initiated with a Buy at Hilliard Lyons; tgt $700 (558.06 -5.71)

Hilliard Lyons initiates GOOG with a Buy and price target of $700 saying they project continued strength in net revenue growth representative of several factors including; growth in mobile advertising from increased mobile device sales, an increased base of global users and efficiencies made in core search.

Added by ken flagg on August 15, 2011 at 2:17pm — No Comments

SMF Notes GOOG Ticonderoga discusses implications of GOOG's purchase of MMI;

sees RIMM and NOK as most obvious acquisition targets (558.22 -5.55)

Ticonderoga notes this deal will provide Google with a hardware platform to compete with major smartphone players such as AAPL, however, the co also runs the risk of alienating other existing Android customers such as Samsung and the many other players in this market. Firm believes this deal speaks to the concerns Google had in competing with…

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Added by ken flagg on August 15, 2011 at 2:16pm — No Comments

SMF Notes GOOG Google+ has reportedly had 20 mln unique visitors in first 3 weeks (606.99 )

Last week the company said it had 10 mln users.

Added by ken flagg on July 22, 2011 at 8:25am — No Comments

SMF Notes GOOG Google target raised to $790

at RBC Capital Mkts following last night's earnings (528.94 )

RBC Capital Mkts raises their GOOG tgt to $790 from $680 after co reported its strongest quarter in several years, with revenue handily exceeding all expectations at +36% Y/Y and, more importantly, EBITDA margins holding steady at 54.5%, in line with consensus. The biggest differences between this quarter and 3Q10 (the last "beat and raise") are that: 1)… Continue

Added by ken flagg on July 15, 2011 at 9:10am — No Comments

SMF Notes GOOG Google reinstated with a Buy at Needham;

tgt $725 (528.94 )

Needham is reinstating GOOG with a buy and $725 tgt. They believe Google is a compelling investment given its multiple bln dollar growth opportunities. Search remains the engine of growth and their 2H11 Search rev ests could prove conservative as advertisers shift more of their budgets online and wait to flush their budgets; they expect advertisers to shift more of their budgets online; their FY12… Continue

Added by ken flagg on July 15, 2011 at 9:08am — No Comments

SMF Notes GOOG calls are seeing interest with the underlying stock up ~2%

following Evercore upgrade before the open. The co is also expected to report earnings next week. So far today 16.1K total calls have traded vs 5.6K total puts. Most notable are the GOOG Jul 545 calls (volume: 2060, open int: 90, implied vol: ~32%, prev day implied vol: 20%)

WNR Jul 19 calls are seeing interest with 3190 contracts trading vs. open int of 550, pushing implied vol up around 7 points to ~47% -- co is… Continue

Added by ken flagg on July 5, 2011 at 11:53am — No Comments

SMF Notes GOOG Google: Sizing the mobile opportunity

- Canaccord Genuity (474.88 )

Canaccord notes mobile clearly represents a massive opportunity for GOOG in a variety of ways, existing and emerging. It forecasts Google's mobile revs growing from $2.5B in 2011 to $14B in 2015. While some cannibalization of Google's PC growth is likely, it anticipates the vast majority of this growth will be additive. While regulatory pressures, competition, and investment spending are… Continue

Added by ken flagg on June 27, 2011 at 12:10pm — No Comments

SMF Notes GOOG Google:

Regulatory heat picking up on GOOG with respect to its dominant internet position, according to reports (480.22 )

Added by ken flagg on June 24, 2011 at 8:48am — No Comments

SMF Notes GOOG Google: Facebook rapidly gaining share but Google holding Its own -

The Benchmark Company (480.22 ) -Update-

The Benchmark Company notes search industry growth appears to have slowed sequentially. But Google gained share in digital advertising while also enhancing search monetization. Mobile searches were less than 1% of all searches last year but now represent about 3%, they believe. Google's stock price reflects concern over Facebook, inefficient cash mgmt and regulatory oversight,… Continue

Added by ken flagg on June 24, 2011 at 8:42am — No Comments

SMF Notes GOOG Google: Color on Quarter (578.51 ) -Update-

ISI is lowering their tgt to $650 from $675 as net rev of $6.54 bln came in line with their est and well above the street at $6.32 bln. On the other hand, op-ex came in much higher than the Street, causing operating margins to come in at 37.6%, or 80 bps below consensus. The y/y increase in CPC in 1Q11 was the highest growth rate the co has experienced in this metric ince 3Q08. They are raising their net rev est to $28.10 bln from $27.74 bln ($26.9…

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Added by ken flagg on April 15, 2011 at 11:54am — No Comments

SMF Notes GOOG Google: Continued solid U.S. CPC growth in 1Q

Kaufman notes, according to Efficient Frontier, March U.S. CPC figures had mixed trends within verticals. Finance CPCs were the strongest with 27% M/M and 40% Y/Y growth (vs. 15% Y/Y in Feb. 2011 and 5% Y/Y in March 2010) due primarily to increased acquisition activity by financial institutions - in credit cards as well as mortgages. Travel was the weakest vertical, experiencing a sudden, steep drop in CPCs at -27% M/M and -30% Y/Y (vs. 18% Y/Y growth in Feb. 2011… Continue

Added by ken flagg on April 7, 2011 at 9:13am — No Comments

SMF Notes GOOG Google tgt lowered to $675 at ISI Group ahead of results. (569.09 )

ISI Group notes, given the recent strong data on the search business (both via its checks and via comScore), it's raising its 1Q11 net revenue forecast to $6.52 bln from $6.30 bln and its 2011 net revenue estimate to $27.74 bln from $26.86 bln ($6.44/$27.41 consensus). At the same time, as a result of its operating expense analysis, ISI now expects 1Q11 operating expenses to come in at $2.28 bln ($2.18 bln prior) resulting in an operating margin of 39.1% (39.7%… Continue

Added by ken flagg on April 6, 2011 at 7:48am — No Comments

SMF Notes GOOG Google: Continued solid U.S. CPC growth in February -

Kaufman says Efficient Frontier's February CPC data indicates continued solid U.S. CPC growth, up 12% Y/Y on a blended basis. Travel strong at 18% Y/Y, Finance and Auto accelerated to mid-teens growth with Retail coming in flat. They note that for most of 2010, U.S. CPCs were up double digits, but they were partially offset by double-digit declines in European CPCs, leading to low- to mid-single-digit CPC growth for Google overall. Firm says high growth in low CPC… Continue

Added by ken flagg on March 7, 2011 at 2:25pm — No Comments

SMF Notes GOOG EARNINGS APRIL

Results for Earnings; all dates

…

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Added by ken flagg on March 2, 2011 at 8:54pm — No Comments

SMF Notes GOOG indicated that smartphone sales exceeded PC sales

Ticonderoga notes GOOG indicated that smartphone sales exceeded PC sales for

the first time last week, supporting the co's increased focus on the mobile

Internet that is clearly gaining traction. For example, over 300,000 Android

activations occur each day (vs. 60,000 at last year's show) versus its … Continue

Added by ken flagg on February 16, 2011 at 9:08am — No Comments

SMF Notes comScore releases January 2011 U.S. search engine rankings; GOOG sites led

SCOR monthly comScore qSearch analysis of the U.S. search marketplace. Google (GOOG) Sites led the explicit core search market in January with 65.6 percent of searches conducted. U.S. Explicit Core Search Google Sites led the U.S. explicit core search market in January with 65.6 percent market share, followed by Yahoo! (YHOO) Sites with 16.1 percent and Microsoft (MSFT) sites with 13.1 percent (up 1.1 percentage points). Ask Network accounted for 3.4 percent of… Continue

Added by ken flagg on February 11, 2011 at 10:21pm — No Comments

SMF Notes GOOG Google: Solid U.S. CPC growth in January - Kaufman

Monday, February 7, 2011 7:55 AM

Kaufman says according to Efficient Frontier, a leading Search Engine Marketing agency, January U.S. CPC figures showed solid growth at 9% Y/Y on a blended basis, on applying estimated weights to each vertical. Firm notes CPCs in all four reported sectors dropped on a M/M basis due to seasonality. They do not believe the double-digit M/M decline is a cause for concern - there have… Continue

Added by ken flagg on February 7, 2011 at 9:10am — No Comments

SMF Notes GOOG in wi-fi data probe; stipulation allows settlement talks to being with GOOG - CNBC

Google: Conn AG says preliminary agreement reached with GOOG in wi-fi data probe; stipulation allows settlement talks to being with GOOG - CNBC (602.47 -14.32)

Added by ken flagg on January 28, 2011 at 7:13pm — No Comments

SMF Notes GOOG Google target raised to $800 at Canaccord Genuity (637.44 +10.67)

Canaccord Genuity raises their GOOG tgt to $800 from $750 saying Google showed the kind of accelerating growth that they expect to continue as ad dollars shift online. Moreover, Google continues to gain share in search as mobile drives significant growth in usage, and display becomes more meaningful.

Added by ken flagg on January 21, 2011 at 1:33pm — No Comments

SMF Notes GOOG Tgt from $700 to $775.

technical analysis blog

o Oppenheimer notes, following better than expected 4Q results last night,

reflecting strong US and Int'l growth, it's increasing '11E non-GAAP EPS by 3% and '12E and '13E by 2%, and raising its target to $715 from $705. 4Q non-GAAP EPS increased almost 30% y/y. Upside was driven by revenues and …

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Added by ken flagg on January 21, 2011 at 1:00pm — No Comments