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Shira Ovide
@
ShiraOvide
New York, NY
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Writing about technology for the new Bloomberg Opinion (@bopinion). Ex-Wall Street Journal. Rebounded New Yorker. [email protected]. Views are my own.
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22,940
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2,977
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30,498
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Shira Ovide
@ShiraOvide
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50분 |
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Great reconstruction of the conference call that may spark the worse one-day market cap loss in history. By @dseetharaman wsj.com/articles/the-c…
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Shira Ovide
@ShiraOvide
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1시간 |
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Do not try to play chicken with literal bears.
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| Shira Ovide 님이 리트윗했습니다 | ||
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Mark Bergen
@mhbergen
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Shira Ovide
@ShiraOvide
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2시간 |
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I'm still fuming about this Zuckerberg line about Instagram growing 2x as fast than it would have on its own. On what basis does he say that? pic.twitter.com/0FqylDptrY
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Shira Ovide
@ShiraOvide
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2시간 |
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I guess this is why Facebook is spending $15 billion on capital projects this year-- roughly what Exxon spends to dig oil & gas out of the ground. pic.twitter.com/Hr7qUZoX9N
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Shira Ovide
@ShiraOvide
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3시간 |
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So, about those currency headwinds: Facebook didn't make a big deal about currency movements *helping* its 2Q growth rate. Ex-forex effects, the growth rate was an even worse 38%.
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Shira Ovide
@ShiraOvide
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3시간 |
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Maybe Facebook shares won't trade down as badly this morning...oh oops. pic.twitter.com/dCwobxgVZt
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Shira Ovide
@ShiraOvide
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4시간 |
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Facebook CFO David Wehner may have triggered more market cap losses than any person in history. The dire forecast Wed, plus panic in 2016 over his "meaningful" slowdown in growth comments. bloomberg.com/news/articles/…
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Shira Ovide
@ShiraOvide
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5시간 |
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OLD TIMEY companies, sure. But high growth companies?
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Shira Ovide
@ShiraOvide
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14시간 |
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I was going for breathless panic today.
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Shira Ovide
@ShiraOvide
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14시간 |
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😊
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Shira Ovide
@ShiraOvide
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14시간 |
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Yes!!!
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Shira Ovide
@ShiraOvide
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14시간 |
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Nobody ever talks about currency tailwinds, do they?
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Shira Ovide
@ShiraOvide
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15시간 |
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Welp, things went horribly for Facebook today. bloomberg.com/amp/view/artic…
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Shira Ovide
@ShiraOvide
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16시간 |
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Sure, but investors would take a trade off of slower growth/lower margins *if* Facebook told them they were the result of changes to privacy/security/engagement goals. FB wasn't that explicit. twitter.com/MikeIsaac/stat…
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| Shira Ovide 님이 리트윗했습니다 | ||
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Romaine Bostick
@romainebostick
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16시간 |
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44 buy ratings on Facebook. 2 sells and 2 holds. Will be interesting to see which analysts jump ship in the morning and which analysts defend their rating. $FB
bloomberg.com/news/articles/… via @technology
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Shira Ovide
@ShiraOvide
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17시간 |
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Interesting. Facebook has become an essential marketing tool, too. But we'll see what happens.
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Shira Ovide
@ShiraOvide
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17시간 |
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Does "deliberately slow" = Jan Koum wouldn't let us? twitter.com/karissabe/stat…
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Shira Ovide
@ShiraOvide
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17시간 |
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Facebook is on track to shed $138 billion of market value in a single day, if the after market decline holds (and it probably won't).
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Shira Ovide
@ShiraOvide
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17시간 |
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Note to Sheryl Sandberg, who said Facebook's slashed revenue growth forecast was still strong. Google -- a company 2x Facebook's size-- might grow faster in the 2H.
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