September 6, 2016 | 10:36 AM by Jaguar

Fitbit (FIT) – Health e-Tracks

On August 3rd Fitbit (FIT) shares rose sharply on earnings. As was the case with the previous four reports, FIT beat EPS and Revenue estimates. This time however, management reaffirmed…

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August 3, 2016 | 11:04 AM by Jaguar

TubeMogul (TUBE) – Growth from Digital Ads

Display Ads are overtaking Search Ads this year, according to eMarketer data from late 2015. Of the more than $61.4 billion that is estimated to be spent on advertising in…

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June 16, 2016 | 10:08 AM by Fahad Khalid

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June 8, 2016 | 4:04 PM by Jaguar

Akamai (AKAM) Shifting Revenues to Compensate for CDN Decline?

Pacific Crest channel checks on June 6th show Akamai (AKAM) May media traffic being down -21% y/y, and that traffic for June has not started off well. In comparison, y/y…

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June 6, 2016 | 8:35 AM by Jaguar

DexCom (DXCM) Bulls Betting on Positive AdCom and Label Expansion

Recent options activity On June 2nd 2,000 September 55 puts sold to open 2,000 December 70 calls bought to open On May 26th 1,500 July 70 calls bought to open…

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