% | $
Quotes you view appear here for quick access.

Pandora Media, Inc. Message Board

  • dawgsense dawgsense Dec 4, 2012 8:40 PM Flag

    This is irrational selling is a gift.

    Pandora so called "warning" is for flat to slightly higher revenue compared to blowout quarter they just announced.....a quarter they were cautious about three months ago. This is the right move for Pandora to make. Caution at a time when U.S. may go into another recession as opposed to ignoring this fiscal cliff and then warning in February so many other companies will end up doing should we go over this cliff.

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Dawgsense on Dec. 4th: "This is irrational selling is a gift."

      Looks like you should have followed the crowd yesterday!

      Now you can watch your money go BYE BYE!

      How's that for a "GIFT"?


      Sentiment: Strong Sell

    • It was the eps...NOT the revenue...or at least most of it. When you make more revenue you are supposed to scale into better profits. Their content acquisition costs are growing faster than their revenues can keep pace...that is BAD news...and the ONLY firewall to protect against that inverted profit curve is ad revenue...and they just guided that down HUGE.

      This "so called warning" is a 4 alarm fire...

      • 1 Reply to smallormidcapman
      • They were cautious last quarter due to rising content costs. Pandora earnings were 5x what was expected. Pandora is not waiting for royalty costs to go down.......they seem to have figured out how to make money in such a unfair playing field. And BTW, Pandora is investing heavily into advertising personnel in this quarter for international growth. GAAP or Non-GAAP???? Australia and New Zealand will not show a profit for a while.

        Sentiment: Strong Buy

9.28+0.60(+6.91%)May 4 4:03 PMEDT