YOKU: After barely moving yesterday in response to...

12:51 PM After barely moving yesterday in response to nearly in-line Q1 results and strong Q2 revenue guidance, Youku (YOKU -9.6%) is falling hard today. The decline comes even though Youku has received two upgrades since the report (from HSBC and Maxim), as well as a bullish coverage launch from BofA. Concerns about mobile monetization could be a factor. On its earnings call, Youku stated mobile daily video views rose 50%+ Q/Q and are now above 170M, that mobile monthly users have topped 100M (PC users are around 400M), and that mobile now makes up ~30% of traffic. However, the company added "mobile monetization this year is relatively modest." Read comments

YOKU price at time of publication: $19.05. Check YOKU price now »

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Focus Articles on YOKU

• Youku.com's Upcoming Earnings Disaster: 5 Reasons To Be Bearish by Heisenberg Principle
• Youku Q3 Earnings Preview: Post-Merger Financial Results In Focus, Baidu An Emerging Threat by Jiang Zhang
• Youku Q2 Earnings Recap: Solid Results, Positive On Original Content, Apple Integration by Jiang Zhang

Press Releases on YOKU

• Youku Tudou Announces First Quarter 2013 Unaudited Financial Results (PR Newswire)
• Youku Tudou to Release First Quarter 2013 Unaudited Financial Results on May 15, 2013 (PR Newswire)
• Youku Tudou Filed 2012 Annual Report on Form 20-F (PR Newswire)

Related Articles on YOKU

• Baidu Becomes China's Largest Online Video Platform: A Long-Term Catalyst by Investometrica
• Chinese Roundup: Baidu's Upcoming Acquisition And Why Shares Of Renren Are Worth $7.40 by Justin Giles
• Is There Any Value Left In Chinese Internet Stocks? by BubbleBustInvesting

StockTalk on YOKU: YOKU StockTalk | Twitter YOKU | Twitter $YOKU | YOKU Instablogs

Recent Market Alerts on YOKU: All currents | Earnings | Dividends | M&A | On the move

Transcripts on YOKU

• Youku Tudou Management Discusses Q1 2013 Results - Earnings Call Transcript
• Youku Tudou Management Discusses Q4 2012 Results - Earnings Call Transcript
• Youku Tudou's CEO Discusses Q3 2012 Results - Earnings Call Transcript

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