n*******s
发帖数: 149 | 1 现在有收到122了
http://www.investors.com/NewsAndAnalysis/Article/571956/2011051
Sina Profit Misses, But Weibo Users Skyrocket
By PETE BARLAS, INVESTOR'S BUSINESS DAILY Posted 06:45 PM ET
Featured Stocks
NTES
Netease.Com Inc Adr
RENN
Renren Inc Ads
SINA
Sina Corporation
SOHU
Sohu.Com Inc
* Top-Rated Company
1" 2"
Weibo makes Sina (SINA) wobble, but investors still like its outlook.
The China Web portal late Wednesday reported Q1 results that missed profit
views and barely met sales views. And it issued a conservative sales outlook
for Q2 as it continues to invest — and tries to figure out how to make
money — in its Weibo Twitter-like microblog service.
But it seems to be attracting enough users to make money. The company on
Wednesday said it now has more than 140 million registered users for Sina
Weibo, up from 100 million just in March. And the March user number had
doubled from four months earlier. This from a service that faces some big
Chinese rivals, including Tencent Holdings, NetEase.com (NTES) and social
networking site Renren (RENN).
Sina shares were up more than 3% after hours, after it released results. In
the regular session, the stock slipped a fraction to 119.80, but it's still
up 74% for 2011.
The stock is down 18% from its all-time high of 147 on April 19. Investors
are bracing for increased costs associated with building Weibo, says Mike
Hickey, an analyst for Janco Partners.
"It's a balance between cost ingestion and growth potential but they have a
real unique opportunity to develop one of the largest social media platforms
in the world that can drive long term meaningful growth for them," he said.
"They have to seize the opportunity."
For the first quarter, Sina said per-share profit fell 26% to 25 cents from
34 cents in the year-ago quarter.
The 13 analysts polled by Thomson Reuters had expected 26 cents, a consensus
estimate that slipped from 27 cents on Tuesday.
Revenue, excluding certain items, rose 12% to $95.5 million from $80.3
million. Analysts had expected $95.39 million.
The company said Q1 operating expenses jumped to $41.8 million from $33.5
million in the year-ago quarter and $36.5 million in the fourth quarter.
For the current quarter, Sina said it expects revenue, minus items, of $112
million to $115 million. Analysts were expecting $115.3 million.
In a statement, Sina Chief Executive Charles Chao said the company will
continue to pour more money into Weibo as its online ad business continues
to grow. Sina executives scheduled a conference call with analysts for 9 p.m
. ET Wednesday.
"The momentum for Weibo adoption is building across China," Chao said. "We
hope to ride this momentum and further expand Weibo's user base and user
stickiness by significantly increasing our investment in the coming quarters
."
In the quarter, total ad revenue rose 33% to $72.3 million.
Sina rival Sohu (SOHU) last month said its online branding ad sales rose 45%
in the first quarter.
Sina's non-advertising revenue, which is mostly mobile-related services,
fell 9% to $27.9 million vs. $30.7 million due to expected carrier issues.
In the past year, Sina has boosted Weibo with additional features such as
location-based services.
The company has to increase its spending to stay ahead of rivals such as
Tencent, which has more than 100 million users for its own microblog, says
analyst Hickey.
"Sina has to be aggressive because they have some powerful and very
aggressive competitors," he said. | y***1
发帖数: 577 | | w****g
发帖数: 1070 | | x*******o
发帖数: 2581 | 4 考虑到有微薄用户有很多水军，是不是可以理解为整个市场是大于1Billion 用户的？
所以新浪还有很长的路可以浪？ | v****e
发帖数: 19471 | 5 Thanks. This is great news.
现在有收到122了http://www.investors.com/NewsAndAnalysis/Article/571956/2011051" x-app........
★ Sent from iPhone App: iReader Mitbbs 6.88 - iPad
【在 n*******s 的大作中提到】
: 现在有收到122了
: http://www.investors.com/NewsAndAnalysis/Article/571956/2011051
: Sina Profit Misses, But Weibo Users Skyrocket
: By PETE BARLAS, INVESTOR'S BUSINESS DAILY Posted 06:45 PM ET
: Featured Stocks
: NTES
: Netease.Com Inc Adr
: RENN
: Renren Inc Ads
: SINA
| z*********z
发帖数: 163 | 6 5月初腾讯智慧峰会上，腾讯副总孙忠怀表示微博注册用户数已达户1.6亿，月活跃用户
数9300万，月消息量超过10亿。仅从注册用户数据上看，其竞争对手腾讯微博，从改版
上线（2010.4）至注册用户数突破1亿（2011.2），用时仅10个多月，快于新浪微博。 | T*********e
发帖数: 9208 | 7 适龄人群都是他的用户，太威武了
【在 z*********z 的大作中提到】
: 5月初腾讯智慧峰会上，腾讯副总孙忠怀表示微博注册用户数已达户1.6亿，月活跃用户
: 数9300万，月消息量超过10亿。仅从注册用户数据上看，其竞争对手腾讯微博，从改版
: 上线（2010.4）至注册用户数突破1亿（2011.2），用时仅10个多月，快于新浪微博。
| v****e
发帖数: 19471 | 8 就吹吧，LOL
【在 z*********z 的大作中提到】
: 5月初腾讯智慧峰会上，腾讯副总孙忠怀表示微博注册用户数已达户1.6亿，月活跃用户
: 数9300万，月消息量超过10亿。仅从注册用户数据上看，其竞争对手腾讯微博，从改版
: 上线（2010.4）至注册用户数突破1亿（2011.2），用时仅10个多月，快于新浪微博。
| f********n
发帖数: 1560 | 9 刘翔在那里粉丝数第一，发的帖子却远没有新浪微博的姚晨有趣，大概是一直训练的的
缘故，娱乐性不强。
【在 z*********z 的大作中提到】
: 5月初腾讯智慧峰会上，腾讯副总孙忠怀表示微博注册用户数已达户1.6亿，月活跃用户
: 数9300万，月消息量超过10亿。仅从注册用户数据上看，其竞争对手腾讯微博，从改版
: 上线（2010.4）至注册用户数突破1亿（2011.2），用时仅10个多月，快于新浪微博。
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