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refinitiv_internet / Equity
- TCOM 4Q24 Results: Travel Demand Remains Resilient in 1Q by New Street Research
- GOOGL/AMZN/META 4Q24 AI Capex Update: What happens in 2026? by New Street Research
- DADA 4Q24 Results: Revs Largely in Line by New Street Research
- From DeepSeek to Manus and More to Come Framing AI Innovation Headlines for GOOGL, AMZN and META by New Street Research
- BZ 4Q24 Results: Outlook Remains Intact by New Street Research
- WB 4Q24 Results: Ad Recovery Could Take Time by New Street Research
- TME 4Q24 Results: OMS Remain Resilient in FY25 by New Street Research
- Tencent 4Q24 Results: AI Investments Remain a Key Focus for 2025 by New Street Research
- Meituan 4Q24 Results: Top-line Growth Could Remain in 2025 by New Street Research
- Meta Platforms (META, Buy, $775 target) Ranking the Top 5 most impactful ad product releases of 1Q25 by New Street Research
- VIPS 1Q25 Preview: Lowering 1Q Estimates by New Street Research
- Amazon (AMZN, Buy, $290 target) AGI Strategy Coming into Focus by New Street Research
- Alphabet (GOOGL, Buy, $220 target) Google Cloud Next Preview: Tariffs, TPUs and Taking Share by New Street Research
- Alphabet (GOOGL, Buy, $220 target) Google Cloud Next: Implications of Tariff commentary, 2025 Capex reiteration, and the new TPUv7 by New Street Research
- Meta Platforms (META, Buy, $775 target) Ad recession outperformer? Look under the hood for a scaling law GEM by New Street Research
- Netflix (NFLX, Neutral, $900 target) First Take: Potential recession impact? NFLX is chill by New Street Research
- SE 1Q25 Preview: Lowering Top-Line Estimates by New Street Research
- BIDU 1Q25 Preview: Slightly Lowering BIDU Core Ad Estimates by New Street Research
- Tariff Impact Part III: The other shoe drops – lower company estimates and targets by New Street Research
- Tencent: New VA Opportunities? New Ecommerce Initiatives Adding to an Already Burgeoning Ad Business by New Street Research
- Meta Platforms (META, Buy, $625 target) Absorbing the headwinds, bringing more clarity to vision for ROI on AI by New Street Research
- Amazon (AMZN, Buy, $225 target) Inventory pull-forward mitigates tariffs....for now by New Street Research
- GOTO 1Q25 Results: Profitability Guide Remains Intact Despite Macro Uncertainties by New Street Research
- TPW 2HFY25: Improving Business Outlook by New Street Research
- Shopify (SHOP, Neutral, $90 target) Expect FCF consensus to ease back to reality (aka guidance) by New Street Research
- CPNG 4Q24 Results: Business Remains Resilient by New Street Research
- SE 4Q24 Results: Growth Remains Resilient Across the Board in 2025 by New Street Research
- JD 4Q24 Results: Top Line Growth to Accelerate in 2025 by New Street Research
- GOOGL/AMZN: Updated Bottom-Up AI Revenue Builds for AWS & GCP by New Street Research
- GOTO 4Q24 Results: Profitability to Further Improve in FY25 by New Street Research
- GOOGL/AMZN/META: What does all this AI capex mean for D&A by New Street Research
- BEKE 4Q24 Results: Housing Transaction Volume Remains Resilient in 1Q by New Street Research
- PDD 4Q24 Results: Investments in High Quality Development Remains a Focus in 2025 by New Street Research
- Kuaishou 4Q24 Results: AI Monetization to Further Inch up in 2025 by New Street Research
- CPNG 1Q25 Preview: FY25 Outlook Remains Intact by New Street Research
- Meta Platforms (META, Buy, $775 target) Potential revenue for Meta AI? $5B to $54B by 2030 by New Street Research
- Ad Exec Call Recap: Most/least recession-resilient ad platforms, TikTok’s role, and Google Search vs AI competitors by New Street Research
- Tencent: Business Remains Intact by New Street Research
- JD 1Q25 Preview: Estimates Remain Intact by New Street Research
- Meta Platforms (META, Buy, $775 target) Reddit (RDDT, Neutral, $180 target) FTC vs META begins today – why we think a new RDDT ad tool could impact the case (and RDDT ad revenue) by New Street Research
- Netflix 1Q25 Update: Steady in the Storm, target to $975 by New Street Research
- WB 1Q25 Preview: Near Term Outlook Remains Intact by New Street Research
- IQ 1Q25 Preview: Lowering Profit Estimates by New Street Research
- Meta Platforms (META, Buy, $625 target) 2Q25 ad revenue consensus looks aggressive Plus: previewing the 1st annual LlamaCon by New Street Research
- US Internet: What we know (and don’t know) about China/de minimis advertiser exposure by New Street Research
- Meta Platforms (META, Buy, $625 target) Where does the AI trade go from here? Takeaways from LlamaCon by New Street Research
- EDU 3QFY25 Results: Slowdown in Overseas-Related Segments Could Drag Top-Line Growth in the Near Term by New Street Research
- CPNG 1Q25 Results: FY25 Guide Remains Intact by New Street Research
- Alphabet (GOOGL, Buy, $210 target) AI Max marks next steps in AI search monetization, offers lessons from META’s Advantage+ by New Street Research
- JD 1Q25 Results: JD Retail Could Remain Resilient in 2Q and FY25 by New Street Research