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Wunderlich Previews Twitter, Yelp & LinkedIn

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Wunderlich Securities published a note Monday morning covering Twitter (NYSE: TWTR), Yelp (NYSE: YELP) and LinkedIn (NYSE: LNKD).

On Twitter:

  • Expecting monthly active users (MAUs) to be in the range of 206-262M, below the consensus estimate of 267M.
  • Revenue growth should come in better-than-expected as Wunderlich sees Twitter reporting higher levels of monetization and engagement.  Ad revenue per 1,000 timeline views should come in around $3.63 in the US and $0.64 internationally.

On Yelp:

  • Expecting results in-line or above estimates.
  • Yelp is one of the best positioned companies to take market share of local advertiser spending.
  • "We expect Yelp to report 82k active advertising customers in Q2, up from 74k in Q1 and local advertising revenue of $73.9 million, up 65% Y/Y".  

On LinkedIn:

  • The company decision to post un-paid job listings should ultimately boost the value of the platform and increase the user base.
  • The acquisition of Bizo will offer better B2B ad targeting.
  • Segments should show growth: Talent Solutions growth of 48 percent YoY in Q2, Market increasing 33 percent YoY, and Premium subscriptions increasing 40 percent YoY.

Latest Ratings for YELP

DateFirmActionFromTo
Feb 2016BarclaysMaintainsEqual-weight
Feb 2016B. RileyUpgradesSellNeutral
Feb 2016Morgan StanleyMaintainsEqual-weight

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