Imran Khan , JP Morgan
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batchsize=10; event_count=10; year=2010; month=3; day=19; hour=9; minute=29; second=59;
event_date=2010-03-15 18:56:59; sort_date=40252.789572;
Google Sees Mobile Search, Ads Expanding Quickly
Wall Street Journal (blog) -
Mar 15, 2010
Google, Inc.
(GOOG) -
Imran Khan
at
JP Morgan
J. P. Morgan analyst
Imran Khan
wrote today that this means mobile searches "could positively impact" the overall growth of paid clicks a measure of online ad revenue.
He didn't say what percentage of search queries are from mobile devices, but analysis this week from Thomas Weisel Partners suggests it's greater than 10%. Although another
Google
executive recently declared that "desktops will be irrelevant in three years," Mr. Gundotra's comments indicate that mobile search isn't yet taking away from searches on desktops. In fact, he said the company sees mobile search increase during lunch hours and other times when people are away from their desks.
J. P. Morgan analyst
Imran Khan
wrote today that this means mobile searches "could positively impact" the overall growth of paid clicks a measure of online ad revenue.
Mr. Gundotra said the development of smarter phones and better mobile browsers is driving the shift to mobile.
Share:
He didn't say what percentage of search queries are from mobile devices, but analysis this week from Thomas Weisel Partners suggests it's greater than 10%. Although another <span class="company">Google</span> executive recently declared that "desktops will be irrelevant in three years," Mr. Gundotra's comments indicate that mobile search isn't yet taking away from searches on desktops. In fact, he said the company sees mobile search increase during lunch hours and other times when people are away from their desks.<span class="sent"> J. P. Morgan analyst <span class="analyst">Imran Khan</span> wrote today that this means mobile searches "could positively impact" the overall growth of paid clicks a measure of online ad revenue.</span> Mr. Gundotra said the development of smarter phones and better mobile browsers is driving the shift to mobile.
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event_date=2010-03-10 16:14:41; sort_date=40247.676863;
AOL Is The Biggest Loser In Search (AOL, GOOG)
The Business Insider -
Mar 10, 2010
AOL Inc
(AOL) -
Imran Khan
at
JP Morgan
. And last month,
AOL
search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst
Imran Khan
notes.
But that's still down more than a third year over year;
AOL
represented 3.9% of the market a year ago, according to comScore.
. And last month,
AOL
search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst
Imran Khan
notes.
. Why does this matter?
AOL
is in the middle of negotiating a new search deal
Share:
But that's still down more than a third year over year; <span class="company">AOL</span> represented 3.9% of the market a year ago, according to comScore.<span class="sent"> . And last month, <span class="company">AOL</span> search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst <span class="analyst">Imran Khan</span> notes.</span> . Why does this matter? <span class="company">AOL</span> is in the middle of negotiating a new search deal....But that's still down more than a third year over year; <span class="company">AOL</span> represented 3.9% of the market a year ago, according to comScore.<span class="sent"> . And last month, <span class="company">AOL</span> search volume declined by 29% year over year, faster than its 16% year over year decline last quarter, JPMorgan analyst <span class="analyst">Imran Khan</span> notes.</span> . Why does this matter? <span class="company">AOL</span> is in the middle of negotiating a new search deal. potentially with Google, potentially with Bing.
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event_date=2010-03-08 11:57:09; sort_date=40245.498021;
Disney: Alice Bodes Well for Film Studio
Barron's (blog) -
Mar 08, 2010
The Walt Disney Company
(DIS) -
Imran Khan
at
JP Morgan
It missed this year's Oscars, but "Alice in Wonderland" was a big hit for Disney (
DIS
), opening with $116 million in receipts this past weekend, writes JP Morgan analyst
Imran Khan
in a note to clients today, putting the film on track to generate $300 million at the U. S box office, he believes.
It missed this year's Oscars, but "Alice in Wonderland" was a big hit for Disney (
DIS
), opening with $116 million in receipts this past weekend, writes JP Morgan analyst
Imran Khan
in a note to clients today, putting the film on track to generate $300 million at the U. S box office, he believes.
The success of "Alice" is a good step in the direction of Disney's studio's turnaround, Khan believes.
Share:
<span class="sent">It missed this year's Oscars, but "Alice in Wonderland" was a big hit for Disney ( <span class="company">DIS</span> ), opening with $116 million in receipts this past weekend, writes JP Morgan analyst <span class="analyst">Imran Khan</span> in a note to clients today, putting the film on track to generate $300 million at the U. S box office, he believes.</span> The success of "Alice" is a good step in the direction of Disney's studio's turnaround, Khan believes.
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event_date=2010-03-02 11:58:48; sort_date=40239.499167;
Now AOL Says Domestic Ad Revenue Will Shrink In Q1 (AOL, YHOO, GOOG)
Silicon Alley Insider -
Mar 02, 2010
AOL Inc
(AOL) -
Imran Khan
at
JP Morgan
AOL
now expects domestic ad revenues to shrink in the first quarter on a year over year basis, JPMorgan analyst
Imran Khan
points out in a note today, citing
AOL
's just filed year end report to the SEC .
AOL
now expects domestic ad revenues to shrink in the first quarter on a year over year basis, JPMorgan analyst
Imran Khan
points out in a note today, citing
AOL
's just filed year end report to the SEC .
This is worse than
AOL
's previous guidance for flat year over year Q1 domestic ad revenue, which it supplied on its Q4 earnings call , Khan notes. Domestic display revenue grew 1% year over year in Q4 .
Share:
<span class="sent"><span class="company">AOL</span> now expects domestic ad revenues to shrink in the first quarter on a year over year basis, JPMorgan analyst <span class="analyst">Imran Khan</span> points out in a note today, citing <span class="company">AOL</span>'s just filed year end report to the SEC .</span> This is worse than <span class="company">AOL</span>'s previous guidance for flat year over year Q1 domestic ad revenue, which it supplied on its Q4 earnings call , Khan notes. Domestic display revenue grew 1% year over year in Q4 .
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event_date=2010-02-18 15:12:26; sort_date=40227.633634;
Facebook Friends PayPal [Digital Daily]
All Things D -
Feb 18, 2010
Facebook, Inc.
-
Imran Khan
at
JP Morgan
As JP Morgan analyst
Imran Khan
noted in a research bulletin issued after the announcement, "More than half of US internet users now use
Facebook
, and globally the site represents ~5% of all time spent online
Another thing it will make possible: increased revenues
As JP Morgan analyst
Imran Khan
noted in a research bulletin issued after the announcement, "More than half of US internet users now use
Facebook
, and globally the site represents ~5% of all time spent online
Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such gamesone which we think has been constrained by the shortage of straightforward payment options
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Another thing it will make possible: increased revenues<span class="sent"> As JP Morgan analyst <span class="analyst">Imran Khan</span> noted in a research bulletin issued after the announcement, "More than half of US internet users now use <span class="company">Facebook</span>, and globally the site represents ~5% of all time spent online</span> Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such gamesone which we think has been constrained by the shortage of straightforward payment options
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event_date=2010-02-18 15:04:55; sort_date=40227.628414;
Facebook Friends PayPal
All Things Digital (blog) -
Feb 18, 2010
Facebook, Inc.
-
Imran Khan
at
JP Morgan
As JP Morgan analyst
Imran Khan
noted in a research bulletin issued after the announcement, "More than half of US internet users now use
Facebook
, and globally the site represents ~5% of all time spent online
Another thing it will make possible: Increased revenue
As JP Morgan analyst
Imran Khan
noted in a research bulletin issued after the announcement, "More than half of US internet users now use
Facebook
, and globally the site represents ~5% of all time spent online
Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such gamesone which we think has been constrained by the shortage of straightforward payment options"
Share:
Another thing it will make possible: Increased revenue<span class="sent"> As JP Morgan analyst <span class="analyst">Imran Khan</span> noted in a research bulletin issued after the announcement, "More than half of US internet users now use <span class="company">Facebook</span>, and globally the site represents ~5% of all time spent online</span> Additionally, we think social games generated more than $500M in revenue in F'09, and the sales of virtual goods and premium services are a key part of the revenue model for such gamesone which we think has been constrained by the shortage of straightforward payment options"
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event_date=2010-02-18 14:42:37; sort_date=40227.612928;
Microsoft, Yahoo Have US And EU Clearance To Move Forward On Search Deal
Mediapost.com -
Feb 18, 2010
Yahoo! Inc.
(YHOO) -
Imran Khan
at
JP Morgan
JP Morgan Analyst
Imran Khan
expects
Yahoo
will continue to focus on providing an innovative search experience
Microsoft's share rose to 113% from 107%, respectively, and
Yahoo
's share slipped to 17% from 173%, according to comScore
JP Morgan Analyst
Imran Khan
expects
Yahoo
will continue to focus on providing an innovative search experience
Share:
Microsoft's share rose to 113% from 107%, respectively, and <span class="company">Yahoo</span>'s share slipped to 17% from 173%, according to comScore<span class="sent"> JP Morgan Analyst <span class="analyst">Imran Khan</span> expects <span class="company">Yahoo</span> will continue to focus on providing an innovative search experience</span>...<span class="sent">JP Morgan Analyst <span class="analyst">Imran Khan</span> expects <span class="company">Yahoo</span> will continue to focus on providing an innovative search experience "As Microsoft will only provide the search result listings available through Bing, <span class="company">Yahoo</span> will still be responsible for creating a unique user experience and competing for audience, engagement, and clicks," he wrote in a research note</span>
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event_date=2010-02-18 14:27:04; sort_date=40227.602130;
Priceline Rallies After Booking Big Profits
Forbes.com: Latest Headlines -
Feb 18, 2010
priceline.com Inc.
(PCLN) -
Imran Khan
at
JP Morgan
JPMorgan Chase analyst
Imran Khan
believes
Priceline
's "Name Your Own Price" business "continued to drive market share gains from competitors"
The company made particular note of an increase in international booking sales, which jumped 75% to $2229 million in the fourth quarter Chief Executive Jeffery Boyd said that international bookings were helped by
Priceline
's "geographic expansion, increased hotel supply and a consumer shift to online bookings"
JPMorgan Chase analyst
Imran Khan
believes
Priceline
's "Name Your Own Price" business "continued to drive market share gains from competitors"
Share:
The company made particular note of an increase in international booking sales, which jumped 75% to $2229 million in the fourth quarter Chief Executive Jeffery Boyd said that international bookings were helped by <span class="company">Priceline</span>'s "geographic expansion, increased hotel supply and a consumer shift to online bookings"<span class="sent"> JPMorgan Chase analyst <span class="analyst">Imran Khan</span> believes <span class="company">Priceline</span>'s "Name Your Own Price" business "continued to drive market share gains from competitors"</span>...<span class="sent">JPMorgan Chase analyst <span class="analyst">Imran Khan</span> believes <span class="company">Priceline</span>'s "Name Your Own Price" business "continued to drive market share gains from competitors"</span> Khan wouldn't be so quick to project big international growth for <span class="company">Priceline</span> though While international growth did contribute heavily to the company's quarterly gains, the business is composed "mainly of small independent hotels that are limited as to how aggressive they can be in marketing directly in online channels" Meanwhile, Scott Barry of Credit Suisse notes that the company has "strong secular tailwinds," adding that the rationale to own the stock remains "sustainable strong growth driven by deployment of proven potent agency distribution model against an attractive $300 billion global lodging market opportunity"
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event_date=2010-02-18 14:01:41; sort_date=40227.584502;
Facebook's PayPal Killer Now Accepts PayPal
Silicon Alley Insider -
Feb 18, 2010
eBay Inc.
(EBAY) -
Imran Khan
at
JP Morgan
Here's JPMorgan analyst
Imran Khan
's take from
PayPal
's point of view: Rapid growth makes for attractive opportunities
This, then, potentially opens new sources of money for Facebook credits (It also suggests that
PayPal
sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use
PayPal
to purchase Facebook's self serve ads , but this isn't as big of a deal
Here's JPMorgan analyst
Imran Khan
's take from
PayPal
's point of view: Rapid growth makes for attractive opportunities
Share:
This, then, potentially opens new sources of money for Facebook credits (It also suggests that <span class="company">PayPal</span> sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use <span class="company">PayPal</span> to purchase Facebook's self serve ads , but this isn't as big of a deal<span class="sent"> Here's JPMorgan analyst <span class="analyst">Imran Khan</span>'s take from <span class="company">PayPal</span>'s point of view: Rapid growth makes for attractive opportunities</span>
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event_date=2010-02-18 14:01:36; sort_date=40227.584444;
Facebook's PayPal Killer Now Accepts PayPal
Silicon Alley Insider -
Feb 18, 2010
Paypal Inc
-
Imran Khan
at
JP Morgan
Here's JPMorgan analyst
Imran Khan
's take from
PayPal
's point of view: Rapid growth makes for attractive opportunities
This, then, potentially opens new sources of money for Facebook credits (It also suggests that
PayPal
sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use
PayPal
to purchase Facebook's self serve ads , but this isn't as big of a deal
Here's JPMorgan analyst
Imran Khan
's take from
PayPal
's point of view: Rapid growth makes for attractive opportunities
Share:
This, then, potentially opens new sources of money for Facebook credits (It also suggests that <span class="company">PayPal</span> sees Facebook credits as more of a business opportunity than a threat) Advertisers will also now be able to use <span class="company">PayPal</span> to purchase Facebook's self serve ads , but this isn't as big of a deal<span class="sent"> Here's JPMorgan analyst <span class="analyst">Imran Khan</span>'s take from <span class="company">PayPal</span>'s point of view: Rapid growth makes for attractive opportunities</span>
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