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GADGETS AND GAMES DIRECTORY :: > Business Register Weblog >  Business Tech Weblogs - WEEKLYBITS.COM GADGETS AND GAMES DIRECTORY
Silicon Alley Insider
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Visit Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG) Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG) in GOOG
By Silicon
el 25-Mar-2008

/images/google-guys-200x150.jpgWeb stats firm ComScore is publishing its February paid click data report after the market closes today, and ahead of the release, UBS analyst Benjamin Schachter is cutting his Google estimates.

"Nothing is broken," Schachter says in a note today, but he thinks consensus estimates "don't adequately reflect" decelerating growth in paid clicks -- Google's core advertising business.

Schachter suspects comScore's data "will show a continuation of January's worrisome trends." But then tells investors not to make too much of said trends. Recall that January's paid click data set off a storm last month, helping send Google (GOOG) shares to their year-lows.

Schachter cut his 2008 GOOG EPS estimate from $18.16 to $17.15 and his 2009 EPS estimate from $22.29 to $21.02.

See Also:
Google Queries Decelerated in February--Comscore
Peck: Ignore Comscore, Google Revenue Exploding
Comscore on Comscore Google Disaster: No Big Deal
Google Bulls Try to Spin Comscore Disaster, Fail



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21-Nov-2008

Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Web stats firm ComScore is publishing its February paid click data report after the market closes today, and ahead of the release, UBS analyst Benjamin Schachter is cutting his Google estimates. [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 25-Mar-2008 by Silicon in GOOG
Read 11 times. More hits in More articles Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG) Images about Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Citi Cuts Estimates on Google's Earnings, Click Growth
Citi analyst Mark Mahaney trimmed Google's (GOOG) Q1 and 2008 estimates: Q1 down to $4.50 per share from $4.65, and for the year down to $19.08 from $20. He also cut the earnings estimates of 2009 and 2010. What to blame? What [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 31-Mar-2008 by Silicon in GOOG
Read 0 times. More hits in More articles Citi Cuts Estimates on Google Images about Citi Cuts Estimates on Google
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

"You Google Bears Are Wrong: You Don't Understand Click-Price Dynamic"
AmTech's Rob Sanderson writes a careful, impassioned analysis of why Google's plummeting paid click growth (GOOG) may not actually clobber the company's revenue. We think he's right to some extent: The click quality improvement [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 31-Mar-2008 by Silicon in GOOG
Read 0 times. More hits in More articles "You Google Bears Are Wrong: You Don Images about "You Google Bears Are Wrong: You Don
Rough Type: Nichola Carr`s Blog Blogger

High Tech News weblog of writer Nicholas Carr Nicolas is a writer Rough Type: Nicholas Carr's Blog

The cost of First Click Free
The web you see when you go through Google's search engine is no longer the web you see when you don't go through Google's search engine. In a note on my previous post, The Centripetal Web, Seth Finkelstein points to Philipp Lenssen's discussion of a new Google service, called First Click Free, that the company formally unveiled on Friday. First Click Free allows publishers that restrict access to [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 20-Oct-2008 by Rough Ty in General
Read 3 times. More hits in More articles The cost of First Click Free Images about The cost of First Click Free
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Google's Paid Clicks Spike Higher in April, Relief All Around
traderhappy.jpg - Google The collapse in Google's US paid click growth has scared the bejesus out of Google bulls for the past few months, but Comscore's April data suggests that trend has reversed. Lehman's Dou [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 29-May-2008 by Silicon in General
Read 0 times. More hits in More articles Google Images about Google
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Google Estimates Getting Cut, But Still Not Enough
More analysts are frantically cutting estimates for Google as anecdotal accounts suggest that the company is having a rough quarter. In a way, this is good news: A wholesale resetting of expectations is a prer [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 12-Nov-2008 by Silicon in General
Read 2 times. More hits in More articles Google Estimates Getting Cut, But Still Not Enough Images about Google Estimates Getting Cut, But Still Not Enough
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Google Beats Reduced Estimates, Stock Flies
Google met revenue estimates and blew away EPS. Some hair on the quarter, but obviously miles from the disaster some had feared. Eric reiterated the company has not seen any macro-ec [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 17-Apr-2008 by Silicon in General
Read 8 times. More hits in More articles Google Beats Reduced Estimates, Stock Flies Images about Google Beats Reduced Estimates, Stock Flies
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

AOL Cutting Datacenter Staff? Maybe (TWX)
Is AOL (TWX) planning cuts at its data centers? Yes, says Valleywag, who cites a tipster saying big cuts are coming August 20th, and that the company will be selling some of its data centers and hiring co [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 14-Aug-2008 by Silicon in TWX
Read 2 times. More hits in More articles AOL Cutting Datacenter Staff? Maybe (TWX) Images about AOL Cutting Datacenter Staff? Maybe (TWX)
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Wall Street Starts Cutting Google Estimates
As we said last week, one of the near-term headwinds for Google's stock is the likelihood that Wall Street will be cutting estimates for the company for a while. We have heard that Google's internal revenue-growth target for 200 [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 05-Oct-2008 by Silicon in General
Read 4 times. More hits in More articles Wall Street Starts Cutting Google Estimates Images about Wall Street Starts Cutting Google Estimates
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Google: March Paid-Click Growth Awful (Again)
traders.jpg - Google: March Paid-Click Growth Awful (Again) Google's (GOOG) US paid-click growth in March was as bad as in February--up only 2.7%--rounding out a violent deceleration in Q1, says Comscore (per Mark Mahaney at Citi). In all of Q1, Google' [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 15-Apr-2008 by Silicon in GOOG
Read 6 times. More hits in More articles Google: March Paid-Click Growth Awful (Again) Images about Google: March Paid-Click Growth Awful (Again)
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

New Google Competitor Cuil Is Just Another Snap, Says Citi; Buy GOOG
googlelogo.gif - New Google Competitor Cuil Is Just Another Snap, Says Citi; Buy GOOG From Clusterstock: Citi's Mark Mahaney reiterated his Buy on Google (GOOG), citing the fact that Google's Q2 "normalized" earnings would have been better were it not for abnormally large pro [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 08-Aug-2008 by Silicon in GOOG
Read 4 times. More hits in More articles New Google Competitor Cuil Is Just Another Snap, Says Citi; Buy GOOG Images about New Google Competitor Cuil Is Just Another Snap, Says Citi; Buy GOOG
Silicon Alley Insider Blogger

Weblog covering digital business Silicon Alley Insider Digital Business, Live From New York.

Apple And Google's Awkward Mobile Marriage (AAPL, GOOG)
iphone-google-maps.jpg - Apple And Google The relationship between Google (GOOG) CEO Eric Schmidt and Apple Inc., on whose board he sits, must, at times be incredibly awkward.Google is developing Androi [..] Read complete article
Subscribe to Google: UBS Cuts Estimates Before Click Data Comes Out (GOOG)
Published 03-Jun-2008 by Silicon in GOOGAAPL
Read 0 times. More hits in More articles Apple And Google Images about Apple And Google

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