Mon, Apr 21, 2014, 6:23 AM EDT - U.S. Markets open in 3 hrs 7 mins

Recent

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

Pandora Media, Inc. Message Board

  • jwtechy jwtechy Dec 5, 2012 5:18 PM Flag

    The FISCAL CLIFF may actually BENEFIT Pandora.(P) Here's why:

    What is the Fiscal cliff?

    It nets out to degradation in business climate, due to increases in taxes and unfriendly business legislation.
    Recession, in a nutshell.

    So why would this help Pandora?

    I think it impacts positively the two key metrics of this companies business: Listeners, and Advertisers.

    It is a misconception to believe that during hard times companies pull in their advertising dollars. Untrue. What they do is "optimize" those dollars. So instead of spreading it around in hopes of catching fish all over the lake, they instead concentrate those dollars in the most effective channels. Pandora's ad sales are growing largely because of the effects of accurate "targeting" and critical mass in listener growth.

    Which leads me to the second metric of "listeners" or lets call them "clients". In a recession do you think more folks listen to FREE radio as opposed to say SIRI? Lets face it, we listen to Pandora because of quality and content and ease of access, and free is icing on the cake. The custom channels is almost dangerous (especially during working hours!).

    Bottom line is, I think the Fiscal Cliff could actually have an uptick bias in advertising sales and will definitely supercharge the listener numbers.

    I think this is a massive BUY and strategically HOLD! Cliff or no Cliff!

    What do you think?
    :)
    jw

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
P
27.02-0.32(-1.17%)Apr 17 4:03 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
AstraZeneca PLC
NYSEThu, Apr 17, 2014 4:00 PM EDT
KeyCorp.
NYSEThu, Apr 17, 2014 4:01 PM EDT