Mark Mahaney

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Last quote by Mark Mahaney

I remain a long term bull on Amazon. This company is known for investment cycles, and the Street's got only modest margin declines in the June quarter so I think there could be an area of disappointment in that outlook.feedback
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Apr 24 2017 Amazon
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 Mark Mahaney is associated, including Netflix P&L and Google. Most recently, Mark Mahaney has been quoted saying: “Snapchat showed what you could do with a camera. Now Facebook is going after them hard.” in the article Mark Zuckerberg stayed away from hot-button issues in his speech today - and the audience liked it.
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Mark Mahaney quotes

When the iPhone rolled out in 2007, everyone developed [software] for that. Right now, everyone is developing for the voice-activated Internet.feedback

When the year is all said and done, we think [subscribers] are going to be higher this year than last year, and that's what takes the shares higher.feedback

Expectations are highest with this name of all the large cap internet names.feedback

But just keep in mind, we're going through this seismic shift away from paid TV subscribers to streaming subscribers, and that's why Amazon and other companies are spending so much time on this space. Ithink Netflix is far and away the leader in this space.feedback

This will take a while for consumers to change their patterns but this ... we think it's the Trojan horse for Amazon, frankly, into the refrigerator.feedback

That's kind of the long-term win here for Amazon. It's a customer acquisition tool but really it's a customer retention tool and a chance for people to more easily remove the friction, purchase more from Amazon.feedback

One of the challenges of Twitter, really from the beginning, is they've had so much volatility of their management team. At the end of the day you are betting on, or investing in, these individuals, and the individuals keep changing. So I think the narrative unfortunately gets worse.feedback

Most of [the] money they're spending goes on content and marketing. The infrastructure costs, the bandwidth costs, it's like 3 or 4 percent of their total cost structure. So it's pretty small. It probably wouldn't materially impact the Netflix P&L [profit and loss statement] or the Google or the Facebook P&Ls.feedback

They're going to experiment for a while. Why shouldn't they? They've got a billion people that come to their site on a monthly basis. That core advertising business – that's doing super well for them. I don't think they should steer too far afield from that.feedback

The core advertising business – the real reason that we're still bulls on the stock – remains so consistent. This is now 19 quarters in a row of 20 percent year-over-year growth. For that reason, and almost for that reason alone, this thing remains a long for us. It's our number 2 pick in the space.feedback

Probably the biggest reason is just the size of the asset. With $56 billion market cap, there are very few names who could actually make that deal even plausibly work – maybe a Disney, maybe a Google, maybe an Amazon, maybe an Apple.feedback

Can you actually show that you're leading people to takeouts, to doing restaurant reservations, to actually lining up directly with plumbers in the area? Not just advertising, but can you show transactions revenue? If they prove that, I think they become more viable as a takeout candidate.feedback

We've had three, four, five years of advertisers working with Twitter data and the fact that they're moving away from Twitter has to tell you something about the value of that data to an advertiser. To a tech company, that's something different.feedback

If there's any lesson from Twitter from the last two to three years is that the data to an advertiser has not been that helpful, has not been that useful and that's why advertisers have been leaving Twitter and that's why the revenue growth is decelerating.feedback

The closest company would be Hulu, with about 10 million paid subscribers. I think one of those five mini-bundles in the future will be Netflix.feedback

It could be a double in three years. We think this thing can generate $10 in earnings [per share], GAAP earnings, by 2020. We think the market would put a 20 [price-earnings] multiple on something like this. We think it could be a $200 stock.feedback

If they can make sub numbers, there's a lot of upside movement in this stock. We still think they have pricing power.feedback

We think it's going to double to be 150 to 160 million [global] subscribers in a couple of years.feedback

Amongst the FANG names, this is the one that's most underperformed.feedback

[But] I don't think Amazon is a competitive threat.feedback

There's a deceleration debate on Google, as there is on Facebook, and almost a certainty in the markets that growth rates have to decelerate sharply. We don't think that's the case.feedback

What's good for Google and Facebook has not been good for the Yahoos and the Twitters of the world.feedback

This sustains as a 20 percent revenue grower with expanding margins in the core Google business for their foreseeable future. We like the stock.feedback

We've seen very consistent growth, at least from the leaders in the Internet space.feedback

Since the bottom, we've seen stocks with strong and/or accelerating fundamental trends outperform, while those with business model, product, execution and/or integration risk have materially underperformed.feedback

Investor expectations are fundamentally very low for Yahoo. I'd say fundamentals have been weak for a substantial period of time, i.e. no growth…. The play on the stock is much more focused on the mechanics of the sale.feedback

Hotel industry data from Smith Travel Research provide an overall negative read-thru for Priceline, with occupancy rate growth and ADR (average daily rate) growth data in both the U.S. and in Europe showing decelerations.feedback

If – it's a big if – if Facebook continues to execute at this level, you could see a tripling in their revenue growth over time, the growth rate is sustainable, and you could buy the stock even today.feedback

This is the highest-bar stock of the internet space. An in-line quarter will not cut it for Facebook, the stock, as a trade.feedback

When the misses are more headline than real. And fundamental trends are intrinsically impressive. And valuation looks compelling. Then that's when you buy.feedback

If they're able to come in line with their guidance ? and they're able to meet their 3 million plus international (subscriber) number ? then the story will be intact. And the stock should go up higher from that.feedback

In terms of long-term valuation, the way we think about the stock is we think this is a company that can generate $10 [annual earnings per share] in long-term earnings power.feedback

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