CNET just updated their review of the Pandora app on 11/15, still nothing but positive things to say and the also pump the android version, which is growing fast.
Take a look at the reviews over the past 2 months at the Apple app store and even the people with complaints rate the app 4+ stars.
My point - customers love it and those in the industry recommend it. If the next quarter numbers don't show significant revenue growth then we have to accept the fact that management cannot figure out how to make snow cones in a blizzard.
Several comments here and in the app reviews mention the increase in ads, I think this is good because most of the comments don't mention it but obviously it's has increased so we should see a significant increase in revenue. If the majority are ok with the increase in ads and a portion switch over to paid service with no ads it will far outweigh those that leave. Cheaper then SIRI and easier to use then Spotify. Regarding Spotify, this looks like they are positioning themselves for the serious music listener, better specs and looking good on paper, Pandora is just easier to use and the reviews say so.
I think the 21st date was being thrown around but never confirmed or set.
The 21st, would have been great for bad news. Traders heading out early, holiday on Thursday, lots of time to forget.
The 4th makes sense for expected or above average news. Tuesday? Come on, nobody picks a Tuesday over the day before a long weekend with bad news.
I like it.
Pandora is going through a lot of gyrations over the past few days, why? because everyone is scared of what AAPL is going to do and Pandora has not shown it can make money.
The AAPL issue we have no control over and can only speculate. Would it be bad for P if they enter the market, I think so. AAPL has done several things publicly in regards to P though that just seem unusual if they were preparing to take them on. Not saying they wont but it would be odd and they would alienate a top app from itunes. My guess is not likely going to happen, only big news because AAPL is AAPL. Regardless, if P can figure out how to make money with its existing base of customers they are positioned well. Have you seen those Android Itune Apps? didnt think so. This leads to my second point on money.
Pandora has not made any money and as usage goes up - so do expenses. Why then do I recommend you should build a position. The last report shows that mobile advertising revenue is jumping, in addition, mobile advertising is just being figured out, FB and TRIP are showing jumps in mobile advertising revenue. I think these companies are figuring it out and we are in for a surprise from all of these companies and more. I listen to Pandora and have noticed significantly more advertising on my phone, several companies I know (small but active) are increasing their P advertising because the results are way above average.
We shall see.
Sentiment: Strong Buy
Note the comment that this is unlikely to raise panel prices because of small demand from US and other sources available.....to bad.
I didnt quite understand why both sides of the table were happy with the ruling. Was it because of the potential for a speedy result? Seems good for BAC though, they need to clear these things up so that money can flow back in.
Are you suggesting buy low and sell high?
I thought I should wait until a stock is doing really well with lots of great press before I should buy, then when things go bad sell?
Exercising daily is another simple concept that most people dont get.
Just like back in November and December when all the banks were supposedly going under, the sky was falling, la la la.
I love buying low and selling high.
When everyone starts talking about this "going to the moon!" then I will move on.
When a regulatory agency threatens you.....bury them in there own paper work...good legal move and will buy a lot of time or concessions.
In Hoku's complaint, the company is asking the PUC for the following relief:
1. Elimination of the minimum payments that are due each month under the electric service agreement;
2. Monthly bills be limited to the power actually consumed by Hoku's facility;
3. Reduction of the deposit to only $4 million, eliminating the additional $1.8 million that is being requested by Idaho Power;
4. Continued electrical service; and
5. A refund of some, or all, of the amounts that were previously paid by Hoku to Idaho Power.