Lloyd Walmsley

Snap Inc (NYSE: SNAP) has failed to garner much momentum following it highly anticipated IPO in March. As investors prepare for the company’s first earnings report, all eyes will be on the Daily Active Growth figures. Snap has been suffering from sour investor sentiment, as Facebook Inc (...

Twitter Inc (NYSE: TWTR)'s first quarter earnings report contained a mix bag of good and bad metrics. On the positive front, Twitter impressed investors with strong user engagement growth. On the other hand, Twitter failed to translate the increased engagement in user activity to revenue as...

Key disclosures in Amazon.com, Inc.’s (NASDAQ: AMZN) latest 10-K relate to the mix of capex for Amazon Web Services and the mix of AWS owned and leased square footage. “The capex disclosures reinforce our view that AWS is realizing material internal “cost structure productivity...

Deutsche Bank’s Lloyd Walmsley expressed concern regarding Twitter Inc (NYSE: TWTR), based on “(1) substantial challenges across both the DR and branded side of the company’s ad business, (2) stagnant MAU growth despite massive publicity of late, and (3) recent checks from large...

Deutsche Bank expects upside to Yelp Inc (NYSE: YELP)’s fourth-quarter numbers, but sees muted initial guidance when Yelp reports results on February 9. “We see upside to our 4Q revenue/EBITDA ests of $193.7 million/$36.2 million, driven by 7,200 net new LAA and ARPU growth of 4 percent...

Online retail giant Amazon.com, Inc. (NASDAQ: AMZN) reported Thursday after the close fourth-quarter earnings of $1.54 per share, ahead of the $1.35 per share consensus estimate. This was up from $1 in the year-ago period. Revenues during the quarter that encompasses the holiday selling season...

Lloyd Walmsley of Deutsche Bank earns the title for using the best metaphor to describe Facebook Inc (NASDAQ: FB)'s fourth quarter results: "as sweet as cookie layer crunch but bitter initial cost outlook." In a report, Walmsley reiterated a Buy rating on Facebook's stock with...

Facebook Inc (NASDAQ: FB)'s fourth quarter earnings report will be closely watched this week as the social media empire will need to demonstrate there is plenty of room ahead for continued growth. Lloyd Walmsley of Deutsche Bank is expecting Facebook to report advertising revenue of $8.416...

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) reported an earnings miss, despite better-than-expected revenue, as a mysterious cost of goods sold expense weighed on the margins. But, Wall Street’s bullish long-term view on the stock remains largely unchanged. There are reasons for Street’...

“We come away from 4Q results upbeat on solid two-year growth trends in Google Sites revenue ex-FX,” Deutsche Bank’s Lloyd Walmsley said in a note, while maintaining a Buy rating on Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and raising the price target from $1,090 to $1,100....

Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) will report its fourth-quarter numbers Thursday, and this quarter could highlight the potential from the company's handset business — Pixel phones. From The Street Wall Street expects the search giant to earn $9.64 a share on revenue of $25.23...

Trivago NV – ADR (NASDAQ: TRVG) is off to a solid start as its own public company after being spun off by Expedia Inc (NASDAQ: EXPE) in mid-December. However, Deutsche Bank analyst Lloyd Walmsley believes investors should stick with the parent company for the time being. Walmsley is impressed...

The board of Facebook Inc (NASDAQ: FB) has authorized share buyback worth $6 billion, beginning in 2017. Deutsche Bank’s Lloyd Walmsley maintained a Buy rating on the company, with a price target of $150. “Facebook filed an 8-K announcing its Board approved the repurchase of up to...