The company could see ads transform into a $1 billion opportunity over time, Jefferies says.
Bring your A-game in these markets or go home. Just keeping it real. Here is what you need to know on Tuesday.
Longer-term investor excitement is 'largely warranted,' say William Blair analysts. But the impact on revenue might not become material this year.
As popular as phones and tablets are for many tasks, PCs and/or TVs remain widely used for others, and this has several important implications for tech investors.