Author Archive

–        All good news from NFLX for 4Q – beats on subs and earnings, bullish guidance, aggressive plans for international expansion, and pricing tiers – drove the stock up 15%+ after hours –        Subs were up 36.5% YoY to 41.4M

–        TMUS CEO John Legere was the star of the day – Big 4Q net adds, big talk on LTE speeds, and a big plan to kill his rivals’ lucrative family plans by paying early termination fees for churners –       

–        Given the dizzying pace of TWTR’s December run from $39 to more than $74, this pull back is understandable. Still, TWTR is poised to soundly beat consensus for quarters to come. –        4Q consensus expects a 32% seasonal QoQ

–          Amidst stories of tepid brick-and-mortar spending, on-line sales were up roughly 19% YoY for Thanksgiving and Black Friday, with mobile nearly 22% of total e-commerce. –          Sales from desktops were up 16% on Black Friday, compared to 43% growth

–        Gainsaying the naysayers, QCOM sees double digit growth in 3G/4G handsets with surprisingly stable ASPs for the next few years – driving chip opportunity and royalty collections. –        Snapdragon is the undisputed SoC leader, dominant in flagship smartphones while

–        TWTR has settled into the low-mid $40’s, yielding a fully diluted market cap of roughly $30B – coincidently the same floor valuation suggested by discounting a future multiple of sales. –        4Q13 consensus expects a 32% QoQ seasonal sales