Author Archives: Nicholas Carlson

Groupon reports Q4 earnings after the close tomorrow.
Analysts at Morgan Stanley are expecting relatively good news: revenues above estimates, constrained marketing spending, and better than estimated EBITDA.
Morgan Stanley’s analysts think the stock… Continue reading →

According to a whole bunch of reports, Facebook is supposed to IPO at a valuation around $75 billion.
Investors on secondary markets think that’s low.
One hundred thousand Facebook shares just sold for $40 a pop in a secondary market auction on Share… Continue reading →

Facebook just filed an S1 with the SEC announcing its intention to sell shares to the public.
The filing contains all sorts of long held secrets about the company.
We’re going through it now, and updating this post with anything remarkable we learn.
… Continue reading →

AOL just reported Q4 earnings, and it beat the street.
AOL revenue shrank 3% Q/Q, which doesn’t sound great, until you realize it’s the slowest Q/Q shrinkage in 5 years.
AOL grew global advertising revenue 10%, the third consecutive quarter of year-o… Continue reading →

Facebook is going to file for an IPO tomorrow morning.
In that filing, Facebook will have to disclose long held secrets about how well its business has been performing. 
We’re going to see if Facebook is growing and how fast, whether it’s profit… Continue reading →

So reports Kara Swisher: “Sources said Facebook management wants to conduct an IPO with as little drama as possible and is seeking to minimize a bubble atmosphere around the event.”
We think this might be a lost cause.
Please follow SAI on Twitter an… Continue reading →

Facebook will file to go public tomorrow morning, IFR reports.
Facebook was expected to try and raise $10 billion, but IFR says that number has been reduced to $5 billion.
The plan is to see how that goes and possibly raise more later.
Facebook is pl… Continue reading →

Information about Facebook’s 2011 revenues and operating profits leaked last week, just ahead of this week’s expected IPO filing.
If CNBC’s reporting is accurate, the numbers are disappointing for a company that’s supposed to be valued at $75 billion… Continue reading →

Facebook is supposed to file IPO documents with the SEC this week, thereby beginning a several months long run-up to an actual offering, probably sometime in May.
This filing, called an S1, might even come today.
Before Facebook files it, however, th… Continue reading →

For months now, “sources” have been telling reporters (at CNBC, WSJ, and elsewhere) that Facebook IPO valuation will be somewhere near $100 billion.
But as the IPO slowly becomes a reality – Facebook is expected to file this week – that n… Continue reading →