The Zacks Analyst Blog Highlights: Cisco, Google, Nielsen, Yahoo and Apple

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For Immediate Release
 
Chicago, IL – November 19, 2013 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include the Cisco (CSCO--Free Report), Google (GOOG--Free Report), Nielsen (NLSN--Free Report), Yahoo (YHOO--Free Report) and Apple (AAPL--Free Report).
 
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Here are highlights from Monday’s Analyst Blog:

Technology Stock Roundup: Cisco Plunges, Yahoo Soars

Cisco (CSCO--Free Report) plunged last week, as it was impacted by weakness in emerging markets, while Yahoo continued to appreciate.

Cisco Has Emerging-Market Headache

Cisco’s first-quarter results disappointed and its second-quarter guidance disappointed further. The company previously warned that the government’s spying was impacting revenues in China and in the last quarter, the problem became more obvious.

Brazil, which protested loudly to Snowden’s revelations, stating that it may require national data to be stored within the nation, also cut orders on Cisco. Russia also turned more conservative. Back in the U.S., there were increased uncertainties related to the government shutdown that hurt its business. Still, this was one of its stronger markets.  

With revenue growth missing expectations and Cisco’s commitment to R&D spending, which is very necessary considering the competitive landscape, it’s not surprising that profits declined.

Despite the challenges to revenue growth that led to a very disappointing revenue guidance, Cisco expects to generate a flattish gross margin and slightly stronger operating margin in the next quarter.

Google’s YouTube Could Grab TV Ad Dollars

Google (GOOG--Free Report) may have taken an important step toward diverting ad dollars from TV. The company has thus far kept Nielsen (NLSN--Free Report) and other rating agencies at bay, offering its own rating system to advertisers. Of course, advertisers prefer an independent source that would also enable comparison with competing platforms. As a result, some advertisers hesitated to transfer spending to the YouTube platform.

Google has announced that not only Nielsen, but also comScore would be able to tag its site and collect research data. The inclusion of Nielsen is particularly important because it already has a system in place to track the effectiveness of TV ads. So it is in a good position to provide comparative analysis to both Google and the advertisers. Moreover, many advertisers already have an account with Nielsen, which makes the whole arrangement highly convenient.

Therefore, this could be the next big thing for YouTube monetization. If the analysis shows that it is more effective than TV, there is likely to be a flow of ad dollars to the platform.

Yahoo Steps Up Video Monetization Efforts

Even as Google steps up its efforts to improve monetization of YouTube, Yahoo (YHOO--Free Report) is taking steps to monetize its own video offerings. The only difference being, YouTube is a well-established video platform, while Yahoo’s video content remains a fledgling effort. Still, the company recently built up its offerings and we expect further partnerships with media companies.
For now, Yahoo appears to have struck a winning deal with Starcom. The agreement is to combine Yahoo and Starcom’s consumer data (both personal and the content they like to view) in order to deliver highly targeted video ads.

Other stories you may have missed-

A Second Source for Apple Chips: Apple (AAPL--Free Report) has identified Globalfoundries) to make chips for its iPhones and iPads. Samsung will assist according to Albany Times Union, but none of the companies’ representatives confirmed the story.

New iPad Mini from Apple: Apple did not make a big deal out of the refreshed iPad Mini, which started selling last week. The lack of publicity for the first mini with retina display is thought to have been the result of significant supply shortage.

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