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Electronic Arts Inc. (ERTS) Message Board

JesseJackster 61 posts  |  Last Activity: Mar 10, 2015 1:54 AM Member since: Dec 4, 1998
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    New BUY coverage today...

    by sam_0534 Mar 9, 2015 1:07 PM
    jessejackster jessejackster Mar 10, 2015 1:54 AM Flag

    Old news. That was this morning. The Credit Suisse coverage report outweighed Axiom's report by a longshot. BABA sucked air all day while the market was up. Must be trepidation before the IPO lockup expiry. Who in their right mind would go long now before 429M shares are unlocked for sale?? Why not wait until after March 18th?

  • jessejackster jessejackster Mar 9, 2015 3:34 AM Flag

    Continued:

    The SAIC, which oversees business registration, trademarks and competition issues, has closed 21 of its 47 anti-monopoly cases, Zhang said Monday, without elaborating. He didn’t mention Microsoft Corp., which is the subject of an SAIC probe into whether its Windows and Office software have violated antitrust rules.

    Alibaba, which in September held a record-breaking initial public offering in New York, received an inquiry from the U.S. Securities and Exchange Commission last month, requesting more information about the company’s talks with the SAIC.

    The regulator had earlier said allegations in the white paper were discussed with Alibaba in July and delayed to avoid affecting the $25 billion share sale.

  • And note the last sentence in another Bloomberg article today. Is this CORRUPT or what? Withholding key information about things like "brushing" - so as not to deflate the IPO price???

    ------"The regulator had earlier said allegations in the white paper were discussed with Alibaba in July and delayed to avoid affecting the $25 billion share sale.---"

    China Regulator Eyes E-Commerce Oversight After Blasting Alibaba

    10:16 PM PDT March 8, 2015

    (Bloomberg) -- The Chinese regulator that accused Alibaba Group Holding Ltd. of peddling fake goods is seeking tighter e-commerce rules to curb the proliferation of counterfeits.

    Zhang Mao, minister of the State Administration of Industry & Commerce, said greater oversight was needed to protect consumers and create a fairer business environment on the Web. The spread of knock-off products posed a greater challenge online than in traditional retail, he said.

    “Online e-commerce platforms need to take responsibility and protect consumers’ rights,” Zhang said in response to a question about Alibaba during a briefing Monday at the National People’s Congress in Beijing. “Counterfeit goods are a big concern of the general public and this is also an issue of intellectual property rights protection for businesses.”

    Zhang’s remarks came less than two months after the SAIC issued a “white paper” accusing Alibaba’s online malls of accepting bribes and selling fake goods. The scathing report was part of a wave of regulatory actions targeting major companies operating in China.

    The regulator dialed back criticism of the Hangzhou, China-based e-commerce giant after a meeting between Zhang and company founder Jack Ma, with the SAIC describing the report as a meeting memo that lacked “judicial effect.”

  • jessejackster jessejackster Mar 3, 2015 11:26 PM Flag

    Yes indeed and according to a prior investor conference, they have about a 2-year lead on the 60 fps HD video chips. There is NO OTHER COMPANY to compete with them right now. That's why when I heard XIAOMI introduced their Chinese sports camera, I knew it was AMBA's chip inside. There are no better choices than AMBA.

    Also, the CEO said a month ago that law enforcement wearable cameras is already big in China and they're experiencing "Very Interesting growth" there.

  • jessejackster jessejackster Mar 3, 2015 8:18 PM Flag

    Usually with most conference calls, there is ONE flaw that shorts can sink their teeth in (e.g. slowing revenue growth, margins, etc.), BUT in this case, there was no flaw anywhere.

  • jessejackster jessejackster Mar 3, 2015 6:25 PM Flag

    That's right! The Needham guy may have done "bash & buy" so he could get his cronies into the stock at lower prices. Happens a lot. I bet he comes out with positive words tomorrow.

  • jessejackster jessejackster Mar 3, 2015 5:55 PM Flag

    With any analyst pumping, AMBA goes over $72.

    It's already up $4.00 to $67 in AH WITHOUT Analyst upgrades.

  • Ambarella makes the camera chips inside all GPRO cameras and just announced their earnings. This seems like a better play then GPRO.

    Q1 Forecast

    Previous expectations .44 cents, 58.97 million

    Announced projections:

    revenue 64 million and 68 million

    62-64% non GAAP margins

    ** EARNINGS GUIDANCE: $18million - 20 million non GAAP net income (33.7 million shares) (.53 cents - .59 cents)

  • Q1 Forecast

    Previous expectations .44 cents, 58.97 million

    Announced projections:

    revenue 64 million and 68 million

    62-64% non GAAP margins

    **** EARNINGS GUIDANCE: $18million - 20 million non GAAP net income (33.7 million shares) (.53 cents - .59 cents) Less

  • AH Traders awaiting the Conference Call.

    AMBA has hyper growth in ALL THREE of their niches:

    1) Wearable Cameras
    2) Security Cameras
    3) Automotive/Dashcam

    China is booming for them. The new deal with XIAOMI in China is huge.

    So Guidance is going to be good.

  • --"In light of the development, the analyst noted that Xiaomi’s camera will be using Ambarella Inc’s (NASDAQ:AMBA) chipset, which is a “clear positive” for Ambarella.

    Mr. Anderson wrote: “Notably, the Yi Action Camera (made by Xiaomi partner Xiaoyi) will shoot at 1080p at 60fps using AMBA's A7LS chipset. This is a variant of the A7 chipset used by GoPro in the HERO 3 camera that debuted over two years ago. At this point, we'd guess the ASPs on this chipset are sub-$10, perhaps close to $5 vs. high-end chipsets in the latest GoPros that are over $10.” Mr. Anderson also said that Ambarella is the best 1080p 60fps chip maker in the market.

    The analyst stated that the news is favorable for Ambarella, and that Xiaomi has the ability to produce tens of millions of units in the smartphone market, keeping in mind that the Chinese action market is still at its early stages. Such a scenario provides an upside to the analysts’ estimates.

    Dougherty & Co has reiterated a Neutral rating on Ambarella stock

  • jessejackster jessejackster Mar 3, 2015 3:48 PM Flag

    Much better way to play this niche than a one-trick pony, GPRO.

    In a few minutes, we'll know how huge AMBA's camera chip volume has been when they announce earnings. Should easily clear $70/share. 38% short interest is the jet fuel.

  • jessejackster jessejackster Mar 3, 2015 3:46 PM Flag

    That will take a long time with questionable results. In the meantime, boatloads of AMBA chips have been sent to Xiaomi in anticipation of their Chinese product launch. AMBA should be over $70 tomorrow.

  • jessejackster jessejackster Mar 3, 2015 1:45 PM Flag

    If you want a better play than GPRO right now, you should care...

    Ambarella is not dead money like GPRO is...

  • After the close...

    Should be a BLOWOUT quarter with upped guidance because of the new AMBA deal with GPRO's Chinese competitor Xiaomi.

    CFO of AMBA said in a recent investor presentation that they HAVEN'T updated their guidance on growth rate since their IPO and that GUIDANCE did NOT include new product lines that they're in (e.g. dashcams, Xiaomi in China, etc.).

  • Ambaraella (Nasdaq: AMBA) announces earnings today after the close! They're a great way to play the wearable camera market because they supply BOTH GPRO and GPRO's new Chinese competitor.

    But AMBA is also big in automotive dashcam cameras and security cameras which are growing FASTER than the wearable camera market.

    02:39 PM EST, 03/02/2015 (MT Newswires) -- Shares of Ambarella Inc. (AMBA) surged nearly 7% Monday after Dougherty & Co. analysts commented on Xiaomi's newly-unveiled Yi action camera, which will feature Ambarella's chipset and retail for $64, a fraction of the price of action cameras made by market leader GoPro (GPRO).
    The broker said the Yi Action Camera will feature AMBA's A7LS chipset, which is "a variant of the A7 chipset used by GoPro in the HERO 3 camera that debuted over two years ago. At this point, we'd guess the ASPs on this chipset are sub-$10, perhaps close to $5 vs. high-end chipsets in the latest GoPros that are over $10," Bidness Etc. reported.

    Dougherty said news of Xiaomi's action camera is a "clear positive" for Ambarella. The broker kept a neutral rating on AMBA without providing a price target on the stock.

    In recent afternoon trade, AMBA was up 6.6% at $61.20, moving closer to the top end of the 52-week range of $21.60 to $63.20 while GPRO slumped 4.4% to $40.14, within a 52-week range of $28.65 to $98.47.

  • jessejackster jessejackster Feb 26, 2015 2:08 AM Flag

    And that translates into less revenue growth than that which has been so hyped. TWTR goes down from here once a brave analyst makes a contrarian case and the herd will start taking profits on this runup.

  • jessejackster jessejackster Feb 25, 2015 2:53 PM Flag

    Sure, TWTR Oscar activity didn't decline as much as TV Viewers, but FB gained. TWTR didn't rush to disclose their Oscar activity, like they did IMMEDIATELY AFTER the Oscars of the past 2 years. In fact, they're not bragging this time. Doesn't that tell you anything?

    This is bad news for TWTR any way you try to spin it.

  • For Twitter Inc (NYSE:TWTR), 13 million U.S. Twitter users checked out the Oscars show, which is down from last year’s 13.9 million, a drop of 6.5%. But Twitter’s fans and its executives might still take it as a victory because Twitter Inc (NYSE:TWTR) performed well, as compared to the American TV audience, which dropped by 16%. It has also been heard from Twitter Inc (NYSE:TWTR)’s executives in various ways that Twitter can drive ratings to shows, which is quite true for a show like The Oscars, because watching the show and discussing about the event as it goes with friends and strangers around the world would definitely invite more and more people to become interested in and watch the show.

    Facebook Inc (NASDAQ:FB) has shown its expanded interest in social TV this year, utilizing its Trending experience for The Oscars, which proved to be quite beneficial for it. Facebook Inc (NASDAQ:FB) performed well compared to last year, with 21 million people around the world carrying on 58 million interactions about Oscars-related stuff, which may include a post, comment, or a like, which was up from 11.3 million and 25.4 million respectively last year. This year, Facebook Inc (NASDAQ:FB) scored in its promotional efforts by partnering up with ABC Entertainment to incorporate exclusive, real-time Facebook data of the most buzzed about nominees during the pre-show.

    Both of the social media giants have taken a lot of benefits from the most popular awards show of the year. If we compare this year’s performances of Facebook Inc (NASDAQ:FB) and Twitter Inc (NYSE:TWTR) with their performances from last year, we will come to see that Facebook Inc has improved more in the area of social event hangout spot, whereas Twitter Inc (NYSE:TWTR)’s performance has decreased from last year, which means that Twitter needed to push a bit more before the event. It could have increased its promotional activities just before the event so that it could get more and more people involved

  • jessejackster jessejackster Feb 23, 2015 3:21 AM Flag

    Sooner or later, the sheeple will notice that they've been fooled into buying TWTR based on last week's hype.

EA
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