Out Fox The $treet

  Yext fell following a solid FQ2'22 revenue beat. The company continues to face headwinds in international markets due to covid, but Yext also guided up revenue for the year. The stock trades at a massive valuation multiple gap to other search providers that should close as growth rates reverse. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » Read the full article on Seeking Alpha.  Disclosure: Long YEXT. Please review the disclaimer page for more details.  Update - Oct. 15 Huge numbers from Samsung on switching to the Answers product from Yext. The stock trading at the lows makes absolutely no sense as the globe continues to reopen.  - Within eleven weeks of launching with Support Answers, Samsung experienced significant growth in every major customer satisfaction metric, increasing its Net Promoter Score (NPS) by 45%, Customer Satisfaction Score (CSAT) by 33%, number of resolved iss...

One of the weakest stocks following the patent verdict against Samsung has been InvenSense (INVN) . The company makes motion-sensing chips mainly focused on the smartphone and tablet markets. The stock weakness is probably warranted considering the focus on non- Apple (AAPL) products highlighted recently by the Samsung (SSNLF.PK) Galaxy 3S LTE smartphone and Google (GOOG) Nexus 7 design wins. Read the full article at Seeking Alpha. Disclosure: Long AAPL. Please review the disclaimer page for more details.

The below infographis from JUICE Mobile probably tells the market all it needs to know about the wireless market and especially the demise of Research in Motion (RIMM) . Being one of if not the most important Canadian technology companies, Research in Motion always had a dominant hold of that market. Now JUICE is showing a dramatic increase in Android OS phones. Also, the iPhone is the number 1 phone by far. The dominance is all but gone in their home territory. Yikes! That last part clearly highlights the issues facing Research in Motion. While it has a majority of the phones in the Top 10 devices, the demand is spread out amongst several different options making support very costly for RIMM. While Apple (AAPL) on the other hand has one phone with 24% of the market share. Now it appears that Samsung is having major success with the Galaxy brand. Not to mention that tablets now make up 7% of the market. All of the competitors are chipping away market share faster than RIMM can...

It was just over a week ago that the Millennial Media (MM) IPO opened nearly double the IPO price. The stock soared to $28 on high hopes of new investors hoping to capture a part of the fast growing mobile ad market. Now after the first full week of trading, the stock has plunged all the way down to $18.42. What happened? What caused a hot IPO to plunge 26% from the opening day closing price in just a week? My only guess is that the Samsung (SSNLF.PK) announcement of building its own mobile ad exchange for its wireless devices scared off the enthusiasm for the hot IPO. Velti Remains More Attractive To be fair, my recent assessment was that Millennial Media was vastly overpriced and that Velti (VELT) was a much better deal. The recent drop has brought Millennial's valuation more in line with reality, but the impact has also been felt by Velti making it that much cheaper as well. Not to mention, the impact of the Samsung mobile exchange will directly impact Millennial more t...

Samsung Electronics reported a large increase in profits that easily beat analyst estimates. The largest Asian consumer-electronics maker beat estimates by selling more phones than even Apple (AAPL) . Not that this is new to most investors, but Samsung has become a very formidable competitor in the smartphone market. Also, assuming Apple enters the TV market as expected both companies will go head to head in that market as well. The real question remains whether people are buying Samsung phones over an iPhone or as the best option available or for the price. Either way, it definitely shows where consumers are buying phones instead of Nokia (NOK) and Research in Motion (RIMM) . Without doing much research, I'm assuming most of the gains come from Asian markets and not North America. With most of my friends owning iPhones, its difficult to assess the Galaxy as a true threat to the iPhone. Bloomberg West did a nice piece the other night about the margins on the two phones. T...

According to a report by Canaccord Genuity posted on All Things D, Apple (AAPL) appears to be the only wireless handset maker with a decent profit margin. Incredibly AAPL was able to capture more than a third of the operating margins in the industry. Yet another sign of why market share analysis tends to focus on the wrong measurement. Lots of news lately about Samsung selling more phones in Q3 and of course Google (GOOG) selling more operating systems via the Andriod than AAPL. The ultimate score card shows AAPL with margins roughly double that of Research in Motion (RIMM) and Samsung. Also, notable is that the majority of the operating profit gains since 4Q09 went directly to AAPL. Profits were shifted from Nokia to Samsung and HTC though. By having a limited supply of really good products, AAPL has figured out the holy grail of profit generation. Less is more. Like in investing, the 15th best idea just isn't going to make money like the best idea so why spend time and mon...