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- Tencent 2Q24 Results: Strength in Gaming to Offset Slowdown in Payments by New Street Research
- Snap Inc. (SNAP, Buy, $16 target) Gen AI Text Generator Highlights Latest Ad Product Updates by New Street Research
- Kuaishou 2Q24 Results: Further Deceleration in E-commerce for 2H by New Street Research
- NTES 2Q24 Results: 2H Gaming Revs Dependent on Performance of Key Titles by New Street Research
- IQ 2Q24 Results: Membership Could Take Time to Recover by New Street Research
- WB 2Q24 Results: Ad Outlook Challenging in 2H by New Street Research
- TCOM 2Q24 Results: Travel Demand Remains Resilient by New Street Research
- Meituan 2Q24 Results: Overall Business Remain Resilient in 2H by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Refreshing our SOTP Valuation, Part II by New Street Research
- Netflix (NFLX, Neutral, raising target to $625 from $590) Higher Estimates/Target as Dust Settles on a Flurry of Advertising Changes by New Street Research
- Pinterest (PINS, Buy, $50 target) How much could Performance+ contribute to ad revenue growth? by New Street Research
- Amazon (AMZN, Buy, $225 target) What to expect at next week’s Accelerate event by New Street Research
- Amazon (AMZN, Buy, $225 target) The Everything for Every Seller Store continues to emerge by New Street Research
- Meta Platforms (META, Buy, $595 target) Next week’s Connect event should offer some ROI on Gen AI clues by New Street Research
- Meta Platforms (META, Buy, $595 target) The long-term strategic rationale for Metaverse? Disintermediate AAPL and GOOGL by New Street Research
- Gen AI Search/Chatbot Ad Monetization Accelerating: GOOGL AIO ads launch, MSFT revamps Copilot ads + AMZN and META’s next steps by New Street Research
- Advertising Week Takeaways 2H Ad Trends, CTV Pricing, GOOGL, META, AMZN, TTD, SNAP, PINS and RDDT by New Street Research
- DADA 3Q24 Preview: Estimates Remain Intact by New Street Research
- Netflix (NFLX, Neutral, $625 target) Quick Thoughts Ahead of the Print by New Street Research
- JD 3Q24 Preview: Business Recovery in Sep Partly Driven by Trade-in Initiatives by New Street Research
- SE 3Q24 Preview: Positive Momentum to Continue in 3Q by New Street Research
- BILI 3Q24 Preview: Gaming Could Remain Resilient Heading into 4Q by New Street Research
- Netflix (NFLX, Neutral, target increases to $665 from $625) Raising estimates on 3Q beat and 2025 annual guidance by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Quick Thoughts Ahead of Tuesday’s Print by New Street Research
- Meta Platforms (META, Buy, $595 target) Quick Thoughts Ahead of the Print by New Street Research
- BABA FY1Q25 Results: Focus Shift to Monetization by New Street Research
- VIPS 2Q24 Results: 2H Outlook Remains Challenging by New Street Research
- DADA 2Q24 Results: Resiliency in Dada Now to Partly Offset Decline in JD Now by New Street Research
- BIDU 2Q24 Results: Ad Outlook Remains Challenging in 2H by New Street Research
- BILI 2Q24 Results: Rev Growth to Accelerate in 3Q Driven by Gaming by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Refreshing our SOTP Valuation, Part I by New Street Research
- BZ 2Q24 Results: Limited Visibility in the 2H by New Street Research
- PDD 2Q24 Results: Further Investment to Drive High Quality Growth by New Street Research
- Snap Inc. (SNAP, Buy, $16 target) More conviction in above consensus revenue estimates as Promoted Places and Sponsored Snap ads testing underway by New Street Research
- Match Group (MTCH, Buy, raising target to $54 from $53) Raising 2025-2027 Tinder estimates slightly as ALC rollout approaches by New Street Research
- Snap Inc. (SNAP, Buy, $16 target) What to expect at next week’s Partner Summit by New Street Research
- Snap Inc. (SNAP, Buy, $16 target) Takeaways from the Partner Summit and CEO/CFO Meeting by New Street Research
- Amazon (AMZN, Buy, $225 target) New Gen AI Tools in Focus at Day 3 of Accelerate by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Gemini replaces GPT powering SNAP’s My AI, and other takeaways from the Gemini @ Work Event by New Street Research
- Pinterest (PINS, Buy, $50 target) Performance+ expanding, new Promotions tools launching, and other takeaways from Pinterest Presents by New Street Research
- Meta Platforms (META, Buy, $595 target) Gen AI video ad creative tools launch, joining GOOGL and AMZN by New Street Research
- Tencent: Lowering 3Q Estimates Partly due to Challenging Macro by New Street Research
- US Internet Gen AI 3Q24 Preview: Expect returns to take focus over capex by New Street Research
- Meta Platforms (META, Buy, $595 target) Implications for Capex from Meta’s new open AI hardware announcements by New Street Research
- Amazon (AMZN, Buy, $225 target) The Top 5 most impactful new ad products announced at UnBoxed by New Street Research
- Netflix (NFLX, Neutral, $625 target) First Take: Inline 2025 guidance ahead of exciting 4Q content slate by New Street Research
- IQ 3Q24 Preview: Top Line Estimates Remain Intact by New Street Research
- Snap Inc. (SNAP, Buy, raising target to $17 from $16) Adding Sponsored Snaps & Promoted Places to our Model by New Street Research
- Reddit (RDDT, Neutral, raising target to $68 from $59) Quick Thoughts Ahead of the Print by New Street Research
- TPW AGM Update: Guidance Remains Intact by New Street Research