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News For GOOG;TWC;CVC From The Last 14 Days
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November 13, 2015
11:57 EDTGOOGGoogle rolls out Chrome beta for iOS, 9to5Mac reports
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08:23 EDTTWCSeaport Global to hold a conference
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November 12, 2015
19:41 EDTTWCAT&T, Verizon ask FCC to limit Charter/Time Warner Cable merger, Bloomberg says
A trade group for AT&T (T) and Verizon (VZ) petitioned the FCC to limit Charter's (CHTR) coordination with other cable companies if the merger with Time Warner Cable (TWC) is allowed to proceed, reports Bloomberg. USTelecom also asked the FCC for restrictions on John Malone, Charter's largest shareholder. Reference Link
19:29 EDTTWCDISH files reply with FCC on proposed Charter/Time Warner Cable merger
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18:58 EDTGOOGT-Mobile in preliminary talks to include YouTube in 'Binge On' service, WSJ says
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13:24 EDTGOOGEarnings Watch: Cisco seeks to break out of trading rut with Q1 report
Cisco Systems (CSCO) is scheduled to report results of its fiscal first quarter after the market close on Thursday, November 12 with a conference call scheduled for 4:30 pm ET. Cisco, a member of the Dow Jones Industrial Average, sells Internet protocol-based networking and other products related to the communications and IT industry and provides related services. EXPECTATIONS: Analysts are looking for earnings per share of 56c on revenue of $12.65B, according to First Call. The consensus range for EPS is 55c-59c on revenue of $12.55B-$12.81B. Along with its quarterly report, Cisco guided to Q1 EPS of 55c-57c and said it expects its revenue to increase 2%-4% year over year. LAST QUARTER: On August 12, Cisco reported fourth quarter EPS of 59c on revenue of $12.8B, beating consensus estimates of 56c and $12.65B for EPS and revenue, respectively. NEWS: On its Q4 earnings conference call, Cisco said that it was looking at acquisitions at the right price, particularly in areas like software and security. On August 31, Apple (AAPL) and Cisco announced a partnership to build a "fast lane" for iOS business users by optimizing Cisco networks for iOS devices and apps, integrating iPhone with Cisco enterprise environments and providing unique collaboration on iPhone and iPad. The next day, Cisco was among multiple other companies, including Amazon (AMZN), Google (GOOG), Intel (INTC), Microsoft (MSFT), Mozilla, and Netflix (NFLX), announcing the formation of the Alliance for Open Media to build next-generation media formats, codecs, and technologies in the public interest. On September 3, Business Insider reported that people at Cisco still though that chairman John Chambers was running the show as chief executive officer after appointing Chuck Robbins to that role last May. On September 15, Mandiant, a FireEye (FEYE) subsidiary, said in a blog post that researchers discovered previously unknown attacks on certain routers and that such attacks replace the operating system used in Cisco equipment. About a week later, the Wall Street Journal reported that Cisco was aiming to strengthen its business in China by joining forces with Inspur group, a move which was confirmed on September 24. On October 29, Cisco announced its intention to acquire 1 Mainstream. CNBC later reported that the company paid $100M-$150M to acquire 1 Mainstream. On November 9, Ericsson (ERIC) and Cisco announced a global business and technology partnership to "create the networks of the future." The companies said that the strategic partnership will be a key driver of growth and value for the next decade, with each company benefiting from incremental revenue in calendar year 2016 and expected to ramp to $1B or more for each by 2018. STREET RESEARCH: On August 17, Morgan Stanley downgraded Cisco to Equal Weight from Overweight and maintained a $30 price target on the stock, saying it did not believe improved growth is "secular" and anticipates growth will revert to GDP like levels as the upgrade cycle concludes. Wells Fargo said on August 28 that a 10% selloff in communication tech stocks, including Cisco, had created an attractive buying opportunity. Bernstein said a week later that Cisco, Juniper (JNPR), and F5 Networks (FFIV) should be bought on wider macro economic weakness. On October 6, Citi initiated coverage of Cisco with a Buy rating and $30 price target. A week later, Barclays initiated coverage of Cisco with an Overweight rating and a $32 price target. On November 9, RBC Capital maintained an Outperform rating and $33 price target on Cisco, saying it expects the company to report slightly better than expected results. The next day, SunTrust maintained a Buy rating on Cisco, saying its partnership with Ericsson was a positive and should strengthen Cisco's service provider business. PRICE ACTION: In afternoon trading ahead of tonight's report, Cisco shares were up 0.5% to $27.97. In the last three months, Cisco shares are fractionally higher and virtually unchanged when discounting this afternoon's slight rise.
12:38 EDTGOOGYouTube launches Music app
YouTube has launched the YouTube Music app for iOS and Android. In a blog post, the company commented, YouTube is offering a free 14-day trial of premium mode. "No matter where you start in the app, the music will never stop. Every song you play or artist you choose will take you on an endless journey through YouTube's music catalog. A simple tap and you're on your way, enjoying your favorite music and discovering new artists effortlessly. The home tab will recommend tracks just for you and create personalized stations based on your tastes." Reference Link
10:08 EDTTWCCharter CEO says confident in getting approval for Time Warner Cable deal
Charter CEO Tom Rutledge is speaking on CNBC.
09:19 EDTGOOGPayPal sinks with Apple eyeing peer-to-peer payments
Shares of PayPal (PYPL) are weak again this morning following a report yesterday afternoon alleging that Apple (AAPL) is set to launch a competitor to one of the payment technology company's offerings. Analysts that were already split about PayPal's prospects are also divided on the potential impact of Apple's entry, with a bull at Citi downplaying the risk and a bear at Piper Jaffray voicing greater concern. APPLE COMPETITION: Apple is in talks with U.S. banks to create a mobile person-to-person payment service, reported The Wall Street Journal yesterday afternoon, citing people familiar with the matter. Apple's service, which would likely be linked to the company's Apple Pay system and could get off the ground next year, would compete with PayPal's Venmo peer-to-peer, or P2P, payment platform, the Journal said. BULLISH TAKE: Citi analyst Ashwin Shirvaikar says his Buy thesis on PayPal is unchanged after the Journal's report regarding Apple's efforts. Apple is a "viable competitor in a crowded field," but its product is unlikely to change the near-term growth trajectory of PayPal's Venmo, Shirvaikar told investors in a research note. He keeps a Buy rating on PayPal with a $44 price target. BEARISH TAKE: Piper Jaffray analyst Gene Munster believes Apple's reported plans for a P2P payment offering sometime in 2016 will have limited to no impact on his model for the iPhone maker, but cautions that more mobile wallets offering P2P will add to the challenges facing PayPal's Venmo. The analyst believes the "real estate for all logos at the point-of-sale will be scarce and cluttered," noting that in addition to new entrants like Apple Pay, Samsung Pay, Google's (GOOG) Android Pay, JPMorgan's (JPM) Chase Pay, MCX/CurrentC and PayPal there are still legacy players such as Visa (V) Checkout, MasterCard (MA) Masterpass, and American Express' (AXP) Express Checkout. Munster thinks Venmo is a strong offering that will keep gaining share, but in addition to competition, he sees low interest rates hindering float income and thinks the value proposition for consumers and merchants remains "uncertain." The analyst keeps an Underweight on PayPal, which is the firm's equivalent of a "sell" rating, with a $30 target for its shares. PRICE ACTION: Shares of PayPal slipped 1.8% to close at $36.33 yesterday following the Journal's report. In pre-market trading, the stock fell another 1% to $36 per share.
November 11, 2015
18:45 EDTGOOGGoogle may face competitive hurdles in China, WSJ says
Google (GOOG) could face intense competition in China even as it looks to secure government approval to launch its Google Play mobile app store in the country, reports the Wall Street Journal. After pulling its services from China roughly five years ago over censorship issues, local rivals Baidu (BIDU), Xiaomi, and others have gained significant footholds. Sources in the Chinese internet industry told the Journal it "shouldn't be too difficult" for Google to obtain regulatory approval for Play, and the app store may in fact be Google's best chance of penetrating the region, given the high fragmentation and security issues of local offerings. Reference Link
14:31 EDTGOOGAlphabet Inc volatility near historic low as shares trend to record high
Alphabet Inc (GOOG) November weekly call option implied volatility is at 18, November and December is at 19; compared to its 52-week range of 17 to 42, suggesting decreasing price risk as shares trend to record high.
10:32 EDTCVCOptions with increasing implied volatility
Options with increasing implied volatility: STRP MW FTK RPTP MNK CVC GMCR ATML NUS BHI
10:00 EDTTWC, CVCOn The Fly: Analyst Initiation Summary
Today's noteworthy initiations include: Albemarle (ALB) initiated with a Neutral at UBS... Ares Management (ARES) reinstated with an Overweight at JPMorgan... Cablevision (CVC) initiated with a Neutral at SunTrust... Canadian Solar (CSIQ) initiated with an Overweight at Morgan Stanley... Carriage Services (CSV) initiated with an Outperform at Oppenheimer... Charter (CHTR) initiated with a Buy at SunTrust... Cognex (CGNX) initiated with a Market Perform at FBR Capital... Comcast (CMCSA) initiated with a Neutral at SunTrust... CubeSmart (CUBE) initiated with a Buy at BB&T... Extra Space Storage (EXR) initiated with an Underweight at BB&T... FARO Technologies (FARO) initiated with a Market Perform at FBR Capital... IPG Photonics (IPGP) initiated with an Outperform at FBR Capital... NeuroDerm (NDRM) initiated with an Outperform at Raymond James... Perceptron (PRCP) initiated with an Outperform at FBR Capital... Proteon Therapeutics (PRTO) initiated with an Outperform at Raymond James... Public Storage (PSA) initiated with an Underweight at BB&T... Pure Storage (PSTG) initiated with a Neutral at Sterne Agee CRT... Service Corp. (SCI) initiated with an Outperform at Oppenheimer... Sovran Self Storage (SSS) initiated with a Buy at BB&T... Time Warner Cable (TWC) initiated with a Neutral at SunTrust.
08:25 EDTGOOGFederal claims dismissal in Google browser tracking suit upheld, Reuters reports
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06:19 EDTGOOGAppNexus talks to Goldman, other banks about IPO plans, Business Insider reports
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November 10, 2015
16:42 EDTCVCCablevision initiated with a Neutral at SunTrust
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16:41 EDTTWCTime Warner Cable initiated with a Neutral at SunTrust
Target $202.
15:59 EDTGOOGGoogle considering producing Android phone, The Information says
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12:00 EDTGOOGAb InBev, HSBC, Google, among firms to testify at EU tax hearing, Reuters says
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10:44 EDTCVCOptions with increasing implied volatility
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