Log Management Authors: Dana Gardner, Pat Romanski, Elizabeth White, David H Deans, Carmen Gonzalez

News Feed Item

The Zacks Analyst Blog Highlights: Facebook, Microsoft, Yahoo, Google and Liberty Global

CHICAGO, Aug. 27, 2013 /PRNewswire/ -- 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 Facebook (Nasdaq:FB-Free Report), Microsoft (Nasdaq:MSFT-Free Report), Yahoo (Nasdaq:YHOO-Free Report), Google (Nasdaq:GOOG-Free Report) and Liberty Global (Nasdaq:LBTYA-Free Report).

(Logo: http://photos.prnewswire.com/prnh/20101027/ZIRLOGO)

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

Here are highlights from Monday's Analyst Blog:

Tech Stock Roundup: Facebook, Microsoft Rouse the Bulls

There was a whole lot of excitement last week as Facebook (Nasdaq:FB-Free Report) announced a consortium to increase global connectivity, Microsoft's (Nasdaq:MSFT-Free Report) Steve Ballmer announced his departure and Yahoo (Nasdaq:YHOO-Free Report) sites overtook Google (Nasdaq:GOOG-Free Report) sites in terms of the number of unique visitors.  

Facebook: Connectivity Reaches Next Level

Facebook is taking steps to ensure that its services are available to all. So even if you live in a developing country or remote area where Internet connectivity is difficult and/or expensive, CEO Mark Zuckerberg is thinking about you.

Facebook has put a billion dollars into a consortium that will work toward the increase of connectivity in these areas. Naturally, this is going to be no easy task, so it has roped in other interested parties, such as Samsung. It is expected that others will soon join the party.

Facebook is already popular among the Internet population in these regions, so suitable infrastructure should support further growth. While the company's proliferation in emerging markets may not yield the kind of revenues and profits it typically generates from the relatively mature markets, it should gain significantly from the sheer volume.

Zuckerberg estimates that just a third of the global population (roughly 2.7 billion people) is connected to the Internet. Over 42% of the connected population use Facebook every month. So if the remaining 5.4 billion can be connected, Facebook's user base has the potential to grow 96%. Add to that the fact that population keeps growing (at a faster rate in developing countries) and Facebook's own growth initiatives, and the growth potential seems staggering.

Google, which also thrives on connectivity, is likely to be a major beneficiary, but it's unclear yet whether it will join in. That's because it is already part of several initiatives to spur connectivity across the world.

Back in 2008, it invested in O3b Networks to bring satellite connectivity to all, joining companies like SES (a satellite operator with 50 geostationary satellites), Liberty Global (Nasdaq:LBTYA-Free Report) (a cable company with international operations) and other financial institutions and banks. A couple of months back, O3b launched its first four medium earth orbit (translation: cheaper) satellites.

The initial $1.3 billion raised will fund 12 satellites and support the company until it generates sufficient revenue. O3b has already signed up several telecom providers and ISPs including Maju Nusa of Malaysia and West Africa Telecom of Liberia.

Google is also working on Project Loon, which is basically a network of balloons shot up into the sky transmitting signals that can be picked up by special rooftop antennas. A beta run is in progress in New Zealand.

Microsoft: Riding Ballmer's Departure

Investors applauded Ballmer's decision to retire from the company after 33 years. When Ballmer took the helm, Microsoft was a flourishing software business. The company has come a long way since then, but there have been many hiccups along the course. Earlier this year, Ballmer spearheaded a major restructuring that streamlined operations and was probably the first step toward finally letting go.

Ballmer has said that his decision hinged on his belief that he was doing what was best for the company. Which seems to indicate that the following year (to be spent looking for a replacement) will see a dynamic personality with experience and understanding of the trends taking over.

While an internal candidate (Julie Larsen-Green, Satya Nadella, Kevin Turner) may be chosen, an outside candidate seems more likely. Not someone like Oracle CEO Mark Hurd, but someone lower down the ranks with a suitable personality. It will be interesting to see if Microsoft poaches a young Google executive the way Yahoo did.

Yahoo! The New Cool

Yahoo has been doing everything it can to get itself into the limelight and its CEO is playing a leading role (in more ways than one). Marissa Mayer recently did a much talked-about photo shoot for the Vogue. Her reclining, sexy pose looks designed to show off a different facet of her personality. But for the most part, it seems to be directed at spiking conversation around her and thereby directing attention to Yahoo.

Mayer is emerging as Yahoo's strongest brand ambassador, a woman driven by both family and ambition and more importantly, combining both strength and beauty. In short, a charisma that Yahoo needed.

ComScore's latest report has Yahoo sites edging past Google sites with the highest number of unique visitors in the U.S. What's more significant is the fact that Yahoo sites have been rather close to Google sites over the last few months, so this may not be an isolated case and may be more indicative of a trend.

The downside is that this data does not include mobile, where Google is much stronger than Yahoo. So including Tumblr for Yahoo and mobile for both, Google might still be in the leadership position.  

Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free.

About Zacks Equity Research

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today.

About Zacks

Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978. The later formation of the Zacks Rank, a proprietary stock picking system; continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros.  In short, it's your steady flow of Profitable ideas GUARANTEED to be worth your time! Register for your free subscription to Profit from the Pros.

Get the full Report on FB - FREE

Get the full Report on MSFT - FREE

Get the full Report on YHOO - FREE

Get the full Report on GOOG - FREE

Get the full Report on LBTYA - FREE

Follow us on Twitter: http://twitter.com/zacksresearch

Join us on Facebook: http://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

[email protected]


Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.

SOURCE Zacks Investment Research, Inc.

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

IoT & Smart Cities Stories
Dion Hinchcliffe is an internationally recognized digital expert, bestselling book author, frequent keynote speaker, analyst, futurist, and transformation expert based in Washington, DC. He is currently Chief Strategy Officer at the industry-leading digital strategy and online community solutions firm, 7Summits.
Digital Transformation is much more than a buzzword. The radical shift to digital mechanisms for almost every process is evident across all industries and verticals. This is often especially true in financial services, where the legacy environment is many times unable to keep up with the rapidly shifting demands of the consumer. The constant pressure to provide complete, omnichannel delivery of customer-facing solutions to meet both regulatory and customer demands is putting enormous pressure on...
IoT is rapidly becoming mainstream as more and more investments are made into the platforms and technology. As this movement continues to expand and gain momentum it creates a massive wall of noise that can be difficult to sift through. Unfortunately, this inevitably makes IoT less approachable for people to get started with and can hamper efforts to integrate this key technology into your own portfolio. There are so many connected products already in place today with many hundreds more on the h...
The standardization of container runtimes and images has sparked the creation of an almost overwhelming number of new open source projects that build on and otherwise work with these specifications. Of course, there's Kubernetes, which orchestrates and manages collections of containers. It was one of the first and best-known examples of projects that make containers truly useful for production use. However, more recently, the container ecosystem has truly exploded. A service mesh like Istio addr...
Digital Transformation: Preparing Cloud & IoT Security for the Age of Artificial Intelligence. As automation and artificial intelligence (AI) power solution development and delivery, many businesses need to build backend cloud capabilities. Well-poised organizations, marketing smart devices with AI and BlockChain capabilities prepare to refine compliance and regulatory capabilities in 2018. Volumes of health, financial, technical and privacy data, along with tightening compliance requirements by...
Charles Araujo is an industry analyst, internationally recognized authority on the Digital Enterprise and author of The Quantum Age of IT: Why Everything You Know About IT is About to Change. As Principal Analyst with Intellyx, he writes, speaks and advises organizations on how to navigate through this time of disruption. He is also the founder of The Institute for Digital Transformation and a sought after keynote speaker. He has been a regular contributor to both InformationWeek and CIO Insight...
Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
To Really Work for Enterprises, MultiCloud Adoption Requires Far Better and Inclusive Cloud Monitoring and Cost Management … But How? Overwhelmingly, even as enterprises have adopted cloud computing and are expanding to multi-cloud computing, IT leaders remain concerned about how to monitor, manage and control costs across hybrid and multi-cloud deployments. It’s clear that traditional IT monitoring and management approaches, designed after all for on-premises data centers, are falling short in ...
In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, discussed how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team at D...
Dynatrace is an application performance management software company with products for the information technology departments and digital business owners of medium and large businesses. Building the Future of Monitoring with Artificial Intelligence. Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more busine...