The Good, The Bad and Yelp
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 29 July 2015
⏱️ 23 minutes
🧾️ Download transcript
Summary
Twitter’s revenue rises but the stock falls after management’s comments about future growth. Baidu is making an expensive bet, but will it pay off? Plus, we sift through the wreckage of Yelp’s latest quarter and celebrate National Chicken Wing Day.
Transcript
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| 0:00.0 | It's Wednesday, July 29th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Hill joining me in studio today |
| 0:07.0 | from a million dollar portfolio, Jason Moser, |
| 0:09.0 | and from MDP and Motley Fool Rule Breaker |
| 0:12.0 | Simon Erikson. Happy Wednesday. |
| 0:15.0 | Happy National Chicken Wing Day. |
| 0:19.0 | See, I didn't even know that until we got in here. |
| 0:21.0 | Let's be serious. That's important stuff. That's what we're talking about and and we will actually talk |
| 0:26.6 | about it because Buffalo Wild Wings did report earnings. We'll also talk about |
| 0:31.2 | the dumpster fire that is yelp and and we'll get into buy news |
| 0:37.1 | earnings from yesterday but let's start with Twitter. Second quarter revenue |
| 0:40.9 | up 61% and Jason if you just stopped there that would be pretty |
| 0:46.5 | good sure they lowered guidance for Q3 the stock is down what 12% 13%? 12% or 13% what happened? Well okay so let's I call this a |
| 0:58.8 | mixed bag I mean when you when you look at it on the surface I mean they they beat expectations on the revenue side and on earning side. |
| 1:07.2 | They are, I think, proving that there is value in the advertising platform. |
| 1:12.4 | They've now reached the 100,000 advertisers on board mark. |
| 1:18.2 | And you know, they were always talking about tens of thousands and this ultimate goal to get to millions. |
| 1:22.4 | So 100,000 is another milestone that shows. of thousands in this ultimate goal to get to millions. |
| 1:22.8 | So 100,000 is another milestone that shows that there is value on that platform that advertisers |
| 1:27.5 | are using it. |
| 1:29.5 | Revenue growth was driven by increase in ad engagement along with the cost per ad engagement, so that's a good |
... |
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