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EPS (80.49) ($0.60) Ahead YELP —— Revenue $201 $198 EPS $0.18 $0.16 Ahead Source: BofA Merrill Lynch Global Research, Bloomberg, as of 4/4/2017 bs Sie a Internet/e-Commerce | 06 April 2017 3 HOUSE_OVERSIGHT_014889
February 7, 2026 at 3:47 PM
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A 1Q Internet Summary Previews We are publishing updates on 1Q industry data points and write ups on our early outlook and top 1Q earnings focus items for select stocks in our Internet coverage group (more detailed previews with various channel checks for large cap stocks to follow.) Our commentary is designed to highlight 1Q data points, stock trading opportunities and potential issues for 1Q results, and our estimates vs. consensus. For 1Q EPS estimates, we are above the street for well over 50% of our companies under coverage, and only below on QUOT, P, RATE, and TRIP. For large caps, we have highest confidence in EPS upside for Facebook and Priceline. Table 3: 1Q17 BofAML Estimates vs. The Street Large Cap Stocks (>$5bn Market Cap) Small Cap Stocks (<$5bn Market Cap BofA ML vs. BofA ML vs. Ticker 1Q17 Metric BofA ML Street Street Ticker 1Q17 Metric BofA ML Street Street AMZN Revenue $35,335 $35,255 RATE Revenue S117 $116 EPS $2.34 $2.28 Ahead EPS $0.14 $0.15 Below EBAY Revenue $2,210 $2,206 CRCM Revenue $43 $43 EPS $0.49 $0.48 Ahead EPS $0.04 $0.02 Ahead EXPE — Revenue $2,134 $2,140 FIT Revenue $282 $278 EPS $0.07 $0.06 Ahead EPS ($0.19) ($0.19) In-line FB Revenue $7,905 $7,798 GRUB Revenue $153 $153 EPS $1.14 $4.11 Ahead EPS $0.25 $0.24 Ahead GOOGL Revenue $20,219 $19,891 GPRO Revenue $205 $207 EPS $9.53 $9.45 Ahead EPS ($0.39) (80.44) Ahead NFLX — Revenue $2,710 $2,644 TREE Revenue $127 $125 EPS $0.45 $0.45 In-line EPS $0.93 $0.91 Ahead PCLN Revenue. $2,415 $2,441 MTCH Revenue $293 $308 EPS $9.08 $8.75 Ahead EPS $0.14 $0.13 Ahead SNAP Revenue $163 $158 QUOT Revenue $72 $72 EPS ($0.18) ($0.21) Ahead EPS $0.01 $0.03 Below TRIP Revenue $379 $377 P Revenue $319 $318 EPS $0.23 $0.27 Below EPS ($0.49) ($0.35) Below TWTR Revenue $535 $510 TRVG — Revenue €241 €241 EPS $0.03 $0.01 Ahead EPS €0.02 €0.02 In-line YHOO Revenue $821 $815, wix Revenue $91 $90 EPS. $0.14 $0.14 In-line EPS ($0.05) ($0.13) Ahead zG Revenue $239 $236 Ww Revenue $944 $933 EPS $0.06 $0.05 Ahead
February 7, 2026 at 3:47 PM