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Updated: Google Q3: When Good Simply Isn’t Good Enough

Kevin Kelleher, Thursday, October 18, 2007 at 3:23 PM PT Comments (7)

In the 2007 postseason, Alex Rodriguez batted .267, had an on-base percentage of .353 and hit a home run.
In the third quarter of 2007, Google’s revenue jumped 57 percent for its first $3 billion quarter, pushed profit 46 percent higher to $3.38 a share and beat the Street’s estimates by 16 cents a share.
See where [...]

Buy eBay…Wait, Sell eBay…Wait…

Kevin Kelleher, Thursday, October 18, 2007 at 1:38 PM PT Comments (3)

One of the tricky things about following eBay (EBAY) is fitting all the complex data points into a coherent picture. The company has three distinct units that sort of overlap, and is better than many about offering consistent data about each one. So even analysts and investors who have a good grasp on all the [...]

Updated: Skype, Margins Still Weigh on eBay

Kevin Kelleher, Wednesday, October 17, 2007 at 4:28 PM PT Comments (11)

Like Yahoo (YHOO) yesterday, eBay’s (EBAY) stock is up following its third-quarter earnings report, rising some 3 percent. But while eBay is making progress at getting its business growing again, there are still a couple of issues to consider, namely falling operating margins and the nagging question of what to do with Skype.
(more…)

Yahoo Q3: Not Bad, But The Fight Goes On

Kevin Kelleher, Tuesday, October 16, 2007 at 2:52 PM PT Comments (3)

Yahoo’s (YHOO) third-quarter earnings report offers a mixed picture of the company’s condition: much better than feared, but still not good enough to launch it back into the vanguard of Internet giants.
Revenue in the quarter ended Sept. 30 rose 3 percent from the second quarter and rose 14 percent from the same quarter a year [...]

eBay: Here Come the Neighborhoods

Kevin Kelleher, Wednesday, October 10, 2007 at 7:17 AM PT Comments (5)

eBay (EBAY) is finally jumping with both feet into social networking with its eBay Neighborhoods. It’s clearly arriving at the party at a late hour, but what it’s brought to that party has enough panache that it deserves a good look.
eBay will formally lift the veil on its eBay Neighborhoods a little later today, [...]

iRobot and the Frankenstein Complex

Kevin Kelleher, Sunday, September 30, 2007 at 1:00 PM PT Comments (8)

When will American’s learn to stop worrying and love robots? That question must be echoing inside consumer robotics company iRobot (IRBT).
The Burlington, Mass., company went public nearly two years ago and its share price has spent much of last year below the $24 offering price. Revenue from consumer products –60% of iRobot’s revenue last year [...]

5 Tips To Spot A Hot (or Not) IPO

Kevin Kelleher, Friday, September 28, 2007 at 12:06 AM PT Comments (6)

The floodgates are back open for tech IPOs. Since August - a seasonally sluggish month compounded this year with market turmoil - VMWare (VMW), MercadoLibre (MELI) and athenahealth (ATHN) went out with ecstatic receptions. The pipeline could start getting crowded.
There have been notable fizzles as well: HireRight (HIRE) and Orbitz (OWW) are below their [...]

E-Trade and Ameritrade:Pre-Merger Housecleaning?

Kevin Kelleher, Tuesday, September 18, 2007 at 5:00 AM PT Comments (6)

In a post-market-bell bomb, E-Trade (ETFC) lowered its 2007 profit guidance by 31%. Even worse was why: It’s backing out of wholesale mortgages. This is, on the face of it, scary stuff. Few predicted E-Trade would be broad sided by the mortgage mess. So, the story in the financial press is that that this [...]

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