Tag Archives: P

Pandora Issues Earnings Release – Some Preliminary Thoughts

There’s some good news, some not so good news in Pandora’s latest earnings release. Pandora has been on a pretty good run since this summer, from hanging out in the teens to hanging out around $30/share.  Good for them. Pandora … Continue reading

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Twitter IPO Filing Highlights A Point We’ve Been Making For A While – The Future Is Mobile

Twitter’s disclosures emphasize the fundamental shift in how users consume online media, moving from the desktop to mobile. We have been hammering this theme for a long time. We predicted it before Twitter made its first public IPO filing.Like other … Continue reading

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What To Expect From The Twitter IPO

To no one’s surprise, the Twitter IPO is garnering a tremendous amount of hype, from people calling it the savior of the tech markets v.2 or the biggest ripoff since Ponzi himself.  Facebook was v.1 and we saw how that … Continue reading

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Good News For Pandora In Suit Vs. ASCAP

One of the biggest problems with Pandora’s business model is the gray areas in its relationships with performance rights organizations, such as ASCAP and BMI, who collect royalties on behalf of copyright owners.  They like to say they work for … Continue reading

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Pandora’s Strategy To Limit Mobile Listeners Works Too Well

 Due to its cost structure, it costs Pandora money when listeners listen. However, Pandora will eliminate limits on mobile listeners as it begins to understand that it makes money when listeners listen, not when they stop. Link:  Pandora’s most recent … Continue reading

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