Online Travel: Priceline Prospers, Expedia & Orbitz Slow

Last week, the key online travel players announced their Q1 results and it was quite a mixed bag as expected by some of them. >>>

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NILE, ZIPR DOWN; WBMD, MNSTR UP

Last week quite a few of the companies I have covered in the Web 3.0 analysis released their Q1 results. While some showed impressive performance, quite a few were battling the recession. Here is an analysis of some of these stocks. >>>

Disney Delights, Netflix Not

I have covered the online movies section earlier in my Web 3.0 analysis. Two relevant companies in the discussion recently announced their results. >>>

Cisco and Competition

In the Online Video Beneficiaries series, I have written extensively on Cisco and other networking players (or dwarfs?) and hinted at consolidation among the dwarfs to take on the giant. In this post, we will look at Cisco’s earnings report and also look at 3Com and Juniper and assess their strategy and progress with Cisco. >>>

LeapFrog, A Good Buy

LeapFrog Enterprises (LF), the educational gaming company, announced their Q1 2008 results yesterday. Their revenues of $58.3 million were 4.3% lower than previous year Q1 revenues but were substantially higher than the market’s expectations of $51.7 million. For the quarter, their loss per share of $0.43 was lesser than the market’s projected losses of $0.48. >>>

Comcast Continues Upward Trend

I had mentioned in January that it was time to buy Comcast. In April, their Q4 results followed my predicted path and this week as they announced their Q1 results, the trend continued. >>>

Akamai Continues to Perform

Last week on April 30, Akamai Technologies, Inc. (NASDAQ: AKAM) reported its first quarter results that beat profit estimates but missed revenue estimates by a million. Its shares were up 1.5%, or 55 cents, to $36.32 in after-hours trading. An earlier post profiling the company as part of the online video beneficiaries is available here. >>>

SaaS Roundup

As we have seen in our earlier posts (available here and here), SaaS companies have been doing well in the face of a weak economy as SaaS deployments require less upfront investment. >>>

SAP Signals Weakness

Yesterday SAP AG (NYSE: SAP) reported results for a disappointing first quarter affected by the weakening dollar, the Business Objects acquisition and heavy investment in its SaaS initiative, BusinessByDesign. >>>

Does Apple’s Move Impact ARM?

Apple’s recent acquisition of low power processor start-up PA Semi has caused a ripple in the semiconductor industry. Read my Forbes article on the acquisition in which I peek into Steve Jobs’ mind. I also say in the article that if Apple succeeds in developing a breakthrough, the industry will scramble towards vertical integration. >>>