Pandora Q2: Strong Revenue Growth Tempered By Cost Concerns

By Trefis: Pandora’s (NYSE:P) advertisement sales for its streaming radio service has been sluggish of late, particularly from its mobile platform. This is a growing concern given the competition that Pandora faces from SiriusXM Radio (NASDAAQ:SIRI) and the Spotify-Facebook partnership.

By NakedValue: SORRY, BUT SIRIUS XM HAS PAYING CUSTOMERS

Trefis submits: Pandora’s (NYSE:P) is finally above its pre-IPO price of $16 after a few weeks of wild gyrations in the stock that have ranged from $26 to $12.

By Zacks Investment Research: Panera Bread Company (PNRA) has a very impressive history of delivering positive earnings surprises, having beaten the Zacks Consensus Estimate since the third quarter of fiscal 2007, except for two breakeven quarters.

By Zacks Investment Research: Earnings momentum for Powell Industries, Inc. (POWL) improved after this provider of custom engineered solutions reported solid fiscal third quarter 2012 (ended June 30, 2012) financial results, which included a 117.0% earnings surprise.

We currently have a $10.34 Trefis price estimate for Zynga. This pre-IPO valuation takes into account substantial option dilution, which adds an additional 250 million shares to the basic share count of 600 million pre-IPO. We have not incorporated the proceeds from the IPO or new share count and will update this when the deal is finalized.

Trefis submits: In its latest quarterly earnings release NetApp (NASDAQ:NTAP) reported total revenue growth of 11% sequentially to $1.4 billion. The product revenue (comprising primarily of storage hardware) grew 14% sequentially to about $960 million, the second highest sequential growth rate in the past 5 years.