They are going to clobber estimates for two primary reasons:
1. Advertisers are switching to venues that have known user profiles.
2. Advertisers are switching to mobile.
3. Facebook delivers both at an accelerating rate.
Sentiment: Strong Buy
Days remaining to earnings date: 28
Earnings after market close July 27. Target 142.80.
Beats estimates, most recent 4 quarters with consistently increasing surprises:
It is indeed fortunate this company is being taken over.
TMO will benefit from synergies but paid too much.