Twitter's (TWTR) Gain Isn't Akamai's (AKAM) Loss - Stifel
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Evercore ISI Is Warming To Twitter (TWTR) But No Upgrade Yet
April 7, 2016 7:03 AM EDTEvercore ISI analyst, Ken Sena, reconsidered his investment thesis and reiterated his Hold rating on Twitter, Inc. (NYSE: TWTR) but raised estimates and his PT. While the opportunity in video is large, the market is competitive and its too early to conclude this will create a growth inflection point. However, in assessing the opportunities around live video, direct messaging, and progress on formats,... More
Olympics and Election Should Smooth Akamai's (AKAM) Results - Piper Jaffray
April 6, 2016 7:21 AM EDTAkamai's (NASDAQ: AKAM) two largest media customers are implementing "DIY" solutions which will have an impact on growth in this segment. However, PiperJaffray analyst, Michael Olson, thinks the company's scale and quality of service are differentiated enough to keep pace with the growing demand for Video over IP bandwidth, driven by 4K and integration of mobile devices. Other opportunities include online gaming, security and... More
