Last quote by Aaron Kessler
We upgrade shares of Facebook. ... 4Q checks are positive and show continued momentum. We believe FB can continue to report upside to consensus estimates in 2017.
Jan 13 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Aaron Kessler is associated, including Facebook and Google. Most recently, Aaron Kessler has been quoted saying: “We've seen a lot of retailers give very competitive free shipping offers, obviously, low pricing. I think increasingly, though, the e-commerce season has lengthened. It is not just about Black Friday or Cyber Monday, it's actually through the whole quarter up until Christmas Day.” in the article In the age of Amazon, retailers are in 'store-closure mode' this holiday season, analyst says. An other article where Aaron Kessler has been quoted is Google (and Facebook) are getting almost all digital ad money.
Quotes by Aaron Kessler
Nov 22 2016
We've seen a lot of retailers give very competitive free shipping offers, obviously, low pricing. I think increasingly, though, the e-commerce season has lengthened. It is not just about Black Friday or Cyber Monday, it's actually through the whole quarter up until Christmas Day.
Jul 28 2016
Google and Facebook continue to take the dominate share of ad dollars. That's been the concern for companies like Twitter with Google and Facebook increasingly getting incremental dollars for ad revenue. This quarter confirms investors' thesis that Google and Facebook are getting the lion's share of ad dollars.
Jul 22 2016
We believe 3Q Street revenue estimates (+12% q/q) could prove aggressive given our recent ad checks and typically seasonally soft 3Q period. Further our checks indicated continued strong growth for Facebook and moreover for Instagram and believe Instagram monetization could be a near-term negative for Twitter revenues.
Jul 18 2016
If you look at our estimates, we're still looking at search to decline about 18 percent on a year-over-year basis, on a net search basis. Display revenue is a little more stable. It's down about 2 percent year-over-year. But we're still looking for a lot of headwind on the Yahoo core business.