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Netflix, Facebook, Yahoo, More! Your Early Bird Web Company Earnings Special


A quarter's worth of scuttlebutt about Amazon, eBay, AOL, and others.

Facebook's Must-Do List

The only thing Facebook investors want to hear about this week is the topic of a scheduled April 4 company announcement. Rampant speculation aside, all we know is that the announcement is related to Google (NASDAQ:GOOG) Android, the mobile operating system.

Therefore, it's about Facebook's business plan for mobile. And that means it had better be good, because many analysts are seriously worried about Facebook's ability to grow and adapt in a mostly-mobile world. Meaning, how it will make money off its mobile users.

In short, when Facebook announces its quarterly results on May 1, Facebook analysts will be looking for a catalyst for the future. And they haven't seen one of those that they liked since the company went public almost a year ago at $38 a share, a price it has never again approached.

Facebook reports on May 1.

AOL Is Still Not Dead

Huh? Who talks about AOL anymore? We do, when its stock goes up about 25% since the first quarter of the year.

The stock rose more than 8% last Wednesday alone, after Barclays upgraded it to an overweight and upped its price target to $44, from $38, noting the company's "return to modest revenue growth" and continuing cost-cutting moves.

With its last earnings report, for the last quarter of 2013, AOL was perceived as having turned a corner. It even reported its first revenue growth in eight years-which is many, many generations in the Internet world. Even better, it reported increased advertising revenue, offsetting a continued decline in revenue for its dial-up business.

Yes, AOL still has a dial-up business. (Who are these people?)

AOL reports on May 6.

Yahoo's Last Best ChanceMarissa Mayer julie o'dell

One more back-from-the-dead Internet name: Yahoo. We're about to get the first indication whether hiring Marissa Mayer as CEO was a great public relations move or a great move, period.

Yahoo's stock is hovering around its 52-week high of $23.88, not bad at all considering it was a little above $15 just three months ago. In part, this is the Mayer effect. But it's also because investors suddenly remembered that Yahoo owns stakes in two big brands abroad, China's e-commerce site Alibaba and Yahoo Japan.

But like everybody else in the Web business, Mayer also talks a lot about mobile. She took at least one step in that direction recently, by buying newbie company Summly, creator of an app that is designed to make content easier to browse on mobile devices.

Maybe she'll cough up some more details when the company announces its quarterly results on April 16.

Also see:

Apple's Stock Price Is Still Dropping (So Why Are You Still Interested?)

Why Apple's Reputation Depends on the iPhone 5S

Apple's Falling Stock Price, Sports' Real Heroes: The 'Butter Side Up' Theory at Work
No positions in stocks mentioned.
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