Aegis app tracker data for Netflix, Inc. (NASDAQ: NFLX) and Pandora Media Inc (NYSE: P) showed very strong usage trends in the fourth quarter, and both companies have reported above consensus financial results (Pandora pre-announced).
Now, analyst Victor Anthony takes a look at what the data implies for other internet companies that have yet to report their fourth-quarter numbers.
Investors should note that the apps do not capture mobile website activity and desktop activity, and these continue to constitute a meaningful portion of revenues for several companies.
Internet Stocks Still To Report
Following are the implications of the data on various internet firms along with their earnings dates:
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