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Tim Beyers

TMFMileHigh

Tim Beyers is a Senior Investment Analyst and Lead Advisor at The Motley Fool specializing in the tech sector.

Recent Articles by Tim Beyers

Jan 26, 2016 by Tim Beyers

Can Spending on 2 Big DC Comics Films Fuel a Comeback for Time Warner?

For Time Warner stock, 2016 could be a make-or-break year.

Jan 23, 2016 by Tim Beyers

Will 2016 Be Salesforce.com's Worst Year Yet?

The stock has been a proven winner for many years. Here are three things that could derail it in 2016.

Jan 21, 2016 by Tim Beyers

3 Reasons Viacom Stock Could Keep Falling

Between a glut of good TV and brutal box office competition, the studio faces stiff headwinds entering 2016.

Nov 21, 2015 by Tim Beyers

Salesforce Profits Grow Twice as Fast as Revenue

Add in a nice backlog of current and long-term deferred revenue and it looks as if Salesforce will indeed be fastest to $10 billion in sales among enterprise software suppliers.

Nov 15, 2015 by Tim Beyers

Discovery, Liberty Global Invest in Lions Gate Entertainment Corp. Despite Weak Report

Director John Malone ups his effective stake to over 6% of Lions Gate shares outstanding as the studio seeks partnerships to broaden its reach.

Nov 14, 2015 by Tim Beyers

Rackspace Hosting, Inc. Touts Frenemies as Profits Jump

Careful spending leads to big gains in operating income and per-share earnings. Returns on capital and average revenue per server also impress, even if touted partnerships have yet to deliver.

Nov 11, 2015 by Tim Beyers

TubeMogul Inc Enjoys Major Growth as Advertisers Tune In

Advertisers are spending big, but profits are still a long way off for the company, which is betting software can do a better job of buying video ads on a wide range of platforms, including TV.

Nov 9, 2015 by Tim Beyers

Ubiquiti Networks Inc. Reports Meager Growth

Revenue and cash from operations barely budge as fewer pay up for the company's enterprise technology. Investors sent the stock up right after the quarterly report.

Nov 9, 2015 by Tim Beyers

NVIDIA Corporation's Got Game: Leverage Leads to Earnings Growth

Earnings jump with revenue growing faster than expenses as gaming success funds efforts to diversify.

Nov 8, 2015 by Tim Beyers

What to Watch When Lions Gate Reports Earnings

While "The Hunger Games: Mockingjay Part 2" leads the buzz, TV is the key to long-term profit for Lions Gate.

Nov 7, 2015 by Tim Beyers

3 Areas to Watch When TubeMogul Reports Next Week

Big investments in the underlying platform for programmatically buying video ads should keep a lid on profits in the short term, but a sizable gain in Platform Direct customers could bode well.

Nov 6, 2015 by Tim Beyers

British Invasion Gives AMC Networks Inc a Boost

"Doctor Who" and other BBC America shows lead to soaring ad revenue in the national networks division.

Nov 5, 2015 by Tim Beyers

HomeAway Inc. Fetches $3.9 Billion in Expedia Inc Deal

Accelerating revenue, higher subscription fees, and a new business model could help Expedia cash in on the buy much sooner than investors think.

Nov 4, 2015 by Tim Beyers

Ruckus Wireless Unleashes Mediocre Growth -- Here's What to Watch for Next

Top-line revenue gains fail to hit the bottom line as weak guidance spooks investors. Promising partnerships and a low-end offering suggest a fix is in the works, but the terms need to be right.

Nov 3, 2015 by Tim Beyers

Activision Blizzard, Inc. Bids $5.9 Billion to Be the King of Interactive Gaming

Investors overlook slowing growth in Q3 as the company prepares to add mobile and social games to its portfolio.

Oct 31, 2015 by Tim Beyers

MicroStrategy Q3 Revenue Retreats

A double-digit decline in revenue growth leaves investors unimpressed as cost cuts push profits, cash flow materially higher.

Oct 31, 2015 by Tim Beyers

A Rare and Instructive Loss for Universal, As "Steve Jobs" Flops

Two weeks of limited-release screenings create buzz, but not enough to top entrenched competitors.

Oct 30, 2015 by Tim Beyers

Equinix Inc Earnings Fail to Deliver in the Third Quarter

Revenue improves, but other key metrics decline as the data-center operator hunts for new growth.

Oct 29, 2015 by Tim Beyers

LinkedIn Corp. Earnings Get a Big Boost From Lynda.com

Learning and Development revenue doubles sequentially as marketing and subscription revenue post more modest gains.

Oct 28, 2015 by Tim Beyers

Can LinkedIn Corp. Market Its Way to Renewed Growth?

Hiring remains the professional social networking company's key offering as investors wait for its investments in training and marketing products to accelerate growth, especially overseas.

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