Pandora Media (NYSE:P)

CAPS Rating: 1 out of 5

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Member Avatar pchop12316 (84.18) Submitted: 8/5/2015 2:04:57 PM : Underperform Start Price: $18.17 P Score: -2.19

take any recent gains now - it is just not competitive

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Member Avatar TSIF (99.97) Submitted: 8/3/2015 1:27:37 PM : Underperform Start Price: $16.89 P Score: -9.06

Put it back in the box, it can't compete.
Showed an increase in revenue from advertising in Q2, but a widening loss, continued loss of user base ...is now boosting the advertising spend.
6X book, rising AP, rising NR.

Expect pullback 10-15% short term....(more longer term, but too dangerous to linger)....

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Member Avatar benyboy (< 20) Submitted: 7/29/2015 6:46:27 PM : Underperform Start Price: $16.95 P Score: -9.11

jim

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Member Avatar Freeze703 (30.81) Submitted: 7/24/2015 3:59:26 PM : Outperform Start Price: $15.96 P Score: +14.45

Bottom's in, full year guidance raised, this is a service that my kids' kid's will be using... if I have kids. Dogs suffice for now..

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Member Avatar ifpt999 (36.96) Submitted: 6/26/2015 3:19:43 PM : Underperform Start Price: $15.99 P Score: -15.16

Pandora does not have a defendable position in this space save for active users. Yes pandora has special algorithms for a passive radio experience but so does spotify, Apple, and google. The program is not intrinsically special, the cash flows (which we care about) come from subscriptions and advertisements. When focusing on cash flows google apple and spotify have greater advantages in both subscriptions and advertisements. We also know that valuations in this space come from active users and user growth, pandora does not have the advantage of distribution channels like google and apple (iOS and Android.) They also do not have the social media integration like Spotify. consequently I do not believe Pandora has the market power, the product, or the position to generate cash flows, they are no longer a buyout candidate because the product can be imitated. I own put options on this stock at $16.00 expiring 12/28 and you should too.

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Member Avatar mscottbone (31.17) Submitted: 6/10/2015 7:33:21 PM : Underperform Start Price: $17.28 P Score: -7.74

Apple Music is the nail in the coffin for the original internet radio.

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Member Avatar iroudev (< 20) Submitted: 5/12/2015 9:42:50 PM : Outperform Start Price: $18.47 P Score: +0.84

stronger presense in local ad market and spotify isn't much of a comptetitor..will steal even further market share from terrestrial radio

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Member Avatar Marty1985McFly (41.45) Submitted: 4/29/2015 4:00:08 PM : Outperform Start Price: $18.94 P Score: -3.26

The best replacement for FM radio, period.

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Member Avatar graybarron1 (< 20) Submitted: 4/21/2015 10:28:33 AM : Outperform Start Price: $17.15 P Score: +7.80

Still a lot of room to grow, albeit at a slower pace. Still seems to be a solid stock for continued growth opportunities as people buy newer model cars.

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Member Avatar KeyboardKills (58.16) Submitted: 4/8/2015 12:52:01 PM : Outperform Start Price: $17.12 P Score: +7.07

P...

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Member Avatar CantonTownship (< 20) Submitted: 3/4/2015 2:29:18 PM : Underperform Start Price: $15.21 P Score: -20.89

I am not Putin!

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Member Avatar Chemdawg (25.64) Submitted: 2/9/2015 2:57:52 PM : Underperform Start Price: $14.95 P Score: -20.09

you must be a solid cash generating machine to stay alive in a market that will in time revert back to the main players that provide stability, these guys are not it.

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Member Avatar jbreds (< 20) Submitted: 2/6/2015 2:47:33 PM : Underperform Start Price: $15.18 P Score: -18.56

There are too many choices in streaming audio and pandora is not the one I or my friends typically use.

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Member Avatar WILLSEE (< 20) Submitted: 1/12/2015 2:49:38 PM : Outperform Start Price: $17.00 P Score: +5.20

FIRST IN WILL ADAPT TO CONDITIONS.
EASY TO USE
GOOD FOR CAR
FRIENDLY TO USE IN CAR

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Member Avatar Sam101101 (< 20) Submitted: 11/25/2014 7:44:13 AM : Underperform Start Price: $18.87 P Score: +2.45

I think it will be really difficult to grow the amount of listeners substantially

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Member Avatar tiobueno (99.37) Submitted: 11/14/2014 9:40:19 AM : Outperform Start Price: $19.76 P Score: -8.24

Insider

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Member Avatar travels68 (65.10) Submitted: 10/15/2014 5:29:44 PM : Outperform Start Price: $18.46 P Score: -23.19

This stock very much reminds me of netflix when it was in the 10-12 dollar range. Market is very skeptical of this one but they are missing the beautifully proprietary moat they've got in their musical DNA algorithms. Add the vehicle manufacturer support to the mix and you have a long term business here that isn't going away.

Neflix was doubted by countless bears touting the ongoing threat of rising content prices, Pandora dealing with same bearish reasoning. This smells like an opportunity to me.

Buy this and hold for 10 years and I believe you'll be very happy you did and lamenting why you didn't buy more.

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Member Avatar TMFHurricane (90.80) Submitted: 10/15/2014 10:15:08 AM : Outperform Start Price: $20.89 P Score: -22.25

Unique platform will draw digital advertising focus in years to come. Wouldn't be surprised at a buyout from Twitter...

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Member Avatar Tricon (< 20) Submitted: 10/13/2014 10:57:29 AM : Outperform Start Price: $19.70 P Score: -12.47

In my opinion the cost of membership for the consumer to receive commercial free broadcast via internet will one day rival Sirus XM in its offerings. The consumer has zero proprietary equipment costs, free access to the service/minimal cost for commercial free content. As usage grows, capital from advertising I drive this company's ability to offer new services. It's currently the preferred internet app for automobile makers second to Sirus who's end user costs are approx 1K% above Pandora.

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Member Avatar GenZStocks (71.68) Submitted: 10/3/2014 1:21:44 PM : Outperform Start Price: $24.75 P Score: -29.50

Who uses the regular radio anymore? Pandora plays a personalized mix and Gen Z loves that!

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