Hints and tips:
...“Ten years ago, I don’t know anyone who thought they’d still be growing at 20 per cent,” said Mark Mahaney, an analyst at RBC Capital Markets....
...Mark Mahaney, an internet analyst at RBC Capital Markets, said that the tech companies had brought considerable benefits for their consumers — but Google’s acquisition of DoubleClick, the display advertising...
...Commenting on driverless car unit Waymo, RBC’s Mr Mahaney said: “What the long-term revenue model is going to be is very unclear — it’s at least five years in the future.”...
...Amazon’s advertising revenues will reach $25bn in 2020, estimates Mark Mahaney of RBC Capital Markets. That is sizeable, but is still projected to leave it a distant third....
...“It is kind of Amazon’s Trojan horse into the refrigerator,” said Mr Mahaney. He estimates as many as 10m Alexa devices were sold in the recent holiday quarter....
...That makes it very different from Facebook, which has been far clearer in outlining its long-range plans, says RBC’s Mr Mahaney....
...Equally important, adds Mr Mahaney, is the new insight the disclosure will give into the direction of Google’s profit margins....
...After all, companies typically only offer extra disclosure about their businesses when it puts them in a good light, says Mark Mahaney, internet analyst at RBC Capital Markets....
...“They’re the ultimate tax on the internet,” says Mr Mahaney. That is not the way it’s seen inside Google. There, big projects are justified on their own grounds....
...Mark Mahaney, internet analyst at RBC Capital Markets, said the appointment could point to “firmer cost controls and an increased possibility of cash returns” by the internet company....
...By comparison, investors had simply become too cautious about Google, believing it faced slowing growth rather than continued strong expansion, Mr Mahaney said....
...Since consumers are drawn to the pictures and more likely to buy, “the conversion rates seem to be much higher than they are for a basic search text ad”, said Mark Mahaney, an analyst at RBC Capital Markets...
...“Google worries about sites like Amazon,” said Mark Mahaney, internet analyst at RBC Capital Markets....
...The recent rally shows that investors have grown less worried that the lower prices charged for mobile advertising will eat into Google’s core business or that Facebook will draw users away, said Mark Mahaney...
...Google’s expected $6bn of display revenues in 2012 will also make it the global market leader, according to Mark Mahaney, internet analyst at Citigroup....
...Instead, Google is set to top Facebook this year to also become the biggest online display advertising company, with global revenues likely to hit $6bn, according to Mark Mahaney, internet analyst at Citigroup...
...Most searches on smartphones are complementary to rather than replacing those on PCs, while the 70 per cent pricing discount they used to attract has fallen to around 50 per cent, according to Mark Mahaney...
...Mark Mahaney of Citi Research observed reasonable valuation, a generally positive execution record, and the still early market opportunity for internet video streaming in a note to clients....
...And they are badly needed: Mark Mahaney at RBC predicts growth of just 2 per cent in display and 3 per cent in search for the company’s fourth-quarter results, with $1.23bn in net revenue overall and $0.29...
...Mark Mahaney, internet analyst at Citibank, echoed others when he confessed to being “somewhat concerned” about the appointment of an executive with little experience in the midst of sweeping structural...
...Mark Mahaney at Citibank says he had been expecting an increase in page view growth to 24 per cent, from 21 per cent the year before, so this looks like a setback....
...The fact that Mahaney and his colleague Richard Sowalsky, head of “vineyard and wine design”, had distinguished careers at the Robert Mondavi winery also doubtless helps to reassure winery owners that AltaTech...
...Mark Mahaney, Citigroup internet analyst, said she had been a highly effective chief at Autodesk, helping it to grow into a $4bn (£2.7bn) company....
...Mr Mahaney said: “It makes the AOL deal more likely” ....
...By next year, the company will have been through four consecutive years with virtually no increase in its cash flow, estimated Mark Mahaney, internet analyst at Citigroup....
International Edition