Pacific Crest Comments on Twitter, LinkedIn And More Amid Vail Tech Forum
In a note from yesterday, Pacific Crest Analysts Evan Wilson and Bryan Liang provided their key takeaways from the Vail Tech Forum on a bevy of stocks.
Twitter (NASDAQ: TWTR)
"There is still doubt about Twitter's potential monetization, but on a per-user basis, monetization could increase to what Facebook sees today. If so, there is significant upside to the Twitter model and investor sentiment could shift from "I don't need to own TWTR because I own FB" to "I own TWTR for the same reasons I've owned FB.""
Amazon (NASDAQ: AMZN)
"Amazon has highly-valuable consumer shopping and transaction data that it could leverage to create an ad network to sell targeted advertising on and off the Amazon marketplace. The initiative is reportedly well-funded and Amazon is expected to move aggressively. This creates new growth opportunities, and the higher-margin media revenue could help fund other investments and improve Amazon's margins."
LinkedIn (NYSE: LNKD)
"The panel agreed that LinkedIn was the platform on which they are incrementally spending more time and dollars, driven mostly by LinkedIn's unique and distinct data set for B2B marketers. This opportunity for LinkedIn is in off-LinkedIn traffic and will increasingly be an important platform for CMOs and all advertisers."
Comcast (NASDAQ: CMCSA)
"As Comcast rolls out new hardware and guide software, we believe it can expand its video profit potential through dynamic ad insertion and launch new or temporary video services. These could include niche SVOD offerings, but also expand temporary offerings around marquee events like the Olympics and the World Cup."
BoderFree (NASDAQ: BRDR)
"Borderfree Is an Unknown, Underappreciated Play on E-Commerce. The disruption of offline retail and growth opportunities in digital commerce is driving demand for e-commerce platforms/solutions. Borderfree should benefit from this trend and the high growth in international/cross-border e-commerce."
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