Competition and adoption of new technologies (AI, big data, etc.) is driving product innovation in the sector.
eBay is progressing with its structured data initiative to improve site functionality, with new user experiences coming.
Expedia's tech platform innovation continues, while the company remains bullish on the HomeAway acquisition which adds exposure to the alternative accommodation space.
Twitter remained constructive on algorithm changes in the timeline, and shift to video.
Electronics Art highlighted a strong title slate and opportunity for networked gaming to increase engagement.
Angie's List highlighted the new AL 4.0 platform that will enable taking down the paywall and accelerating product innovation.
Pandora was positive on its on demand services potential to differentiate from other market offerings.
Match.com highlighted the continued strength in both monetization and usage of Tinder, while reiterating their view that the Core can return to growth.
Lending Tree pushed back on the bear thesis that they were being adversely affected by weakness in the P2P lending space[/li][/list]
