Twitter's (TWTR) Gain Isn't Akamai's (AKAM) Loss - Stifel
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 10/30/2026
Go back to Twitter's (TWTR) Gain Isn't Akamai's (AKAM) Loss - Stifel
April 7, 2016 7:03 AM EDT
Evercore ISI analyst, Ken Sena, reconsidered his investment thesis and reiterated his Hold rating on Twitter, Inc. (NYSE: TWTR) but raised estimates and his PT. While the opportunity in video is large, the market is competitive and its too early to conclude this will create a growth inflection point. However, in assessing the opportunities around live video, direct messaging, and progress on formats,... More
April 6, 2016 7:21 AM EDT
Akamai's (NASDAQ: AKAM) two largest media customers are implementing "DIY" solutions which will have an impact on growth in this segment. However, PiperJaffray analyst, Michael Olson, thinks the company's scale and quality of service are differentiated enough to keep pace with the growing demand for Video over IP bandwidth, driven by 4K and integration of mobile devices. Other opportunities include online gaming, security and... More
