Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

Bloomberg Customers

Global Economics

Take Conference Call 101


Members of the media watch news about the Facebook Inc. initial public offering projected on a screen at the Nasdaq MarketSite in New York

Photograph by Peter Foley/Bloomberg

Members of the media watch news about the Facebook Inc. initial public offering projected on a screen at the Nasdaq MarketSite in New York

First PassWe don’t view these results as dramatically good or bad. Key questions remain: the future of FB Mobile Monetization and the future of FB User Engagement. We’re hoping for a lot of disclosure on the EPS call….

Mark Mahaney, “Alert FB: FB First Quarter First Pass—Modest Beat Q2,” July 26, 2012, 5:04 p.m.

FACEBOOK: WE’RE DISAPPOINTED ABOUT HOW THE STOCK HAS TRADED

Meghan Genovese, Thursday, July 26, 2012, 6 p.m.

Conference calls are a great and beautiful thing. After the first, say, 50 companies, in the vicinity of the 347th call, an overworked and under-loved security analyst can find nuance.

Across time zones, They can sense C-class hot air and stock-optioned “hoping” for gentler questions. (…Next is Mark Mahaney of Citigroup (C)….)

I was not on the Zynga (ZNGA)or Facebook calls. I believe that Zynga suggested a view forward. I believe that Facebook (FB) did not.

Suggestion: Might the elite MBA programs that mint these wunderkinds actually add real-world value and prepare them for the dreaded Mahaneys and the dispossessed “DISAPPOINTED?”

This is not The Social Network. Take Conference Call 101. Discuss.

Keene hosts Bloomberg Surveillance 7-10 a.m. ET on 1130 AM in the New York metro area and nationally on SiriusXM 113.

LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus