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refinitiv_internet / Equity
- SE 1Q25 Results: Improving Margin Trend by New Street Research
- Tencent 1Q25 Results: Gaming and Ads Could Remain Resilient in 2Q by New Street Research
- Netflix (NFLX, Neutral, $975 target) Mgmt. Meeting Recap including takeaways from our follow up convo with President of Ads by New Street Research
- BABA FY4Q25 Results: Continued Investments in Core Businesses by New Street Research
- TCOM 1Q25 Results: Travel Demand Remains Resilient by New Street Research
- BILI: 1Q25 Flash: Results Top Expectations Driven by Gaming by New Street Research
- VIPS 1Q25 Results: Consumer Sentiment Trending Better, but Uncertainty Remains by New Street Research
- WB 1Q25 Results: Ad Rev Growth Could Remain Flat in 2Q by New Street Research
- BZ 1Q25 Results: Improving Recruitment Demand by New Street Research
- Meituan: 1Q25 Flash - Results Top Expectations by New Street Research
- Kuaishou: 1Q25 Flash - Results Largely in Line by New Street Research
- Kuaishou 1Q25 Results: FY25 Outlook Remains Intact by New Street Research
- GOOGL/AMZN/META 1Q25 AI Capex Update Custom silicon rising, Blackwell on track as infra capex remains strong by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Amazon (AMZN, Buy, target increases to $260 from $258) Whose Cloud will be the first to $10B in AI revenues? by New Street Research
- Alphabet (GOOGL, Buy, $210 target) What the OpenAI partnership & price cuts mean for GOOGL AI in Cloud and Search (+ AWS read through?) by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Takeaways from SMX Advanced by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Addressing the Top Questions on the Future of AI Search by New Street Research
- GOOGL/META/AMZN: More on TPUs + OpenAI and the impact of BIDU making Ernie open-source by New Street Research
- Alphabet (GOOGL, Buy, $210 target) AI Mode rollout accelerating. What will be the next test countries? by New Street Research
- Tencent: Outlook Remains Intact by New Street Research
- Amazon (AMZN, Buy/Top Pick, $260 target) AWS Summit NYC Recap: Agents & Nova models dominate the messaging by New Street Research
- BIDU 2Q25 Preview: Ads Continues to be Meaningfully Impacted by the Restructuring of AI Search by New Street Research
- What is their ROIC on AI? AMZN steady, upside at GOOGL and META lags in our new AI ROIC estimates by New Street Research
- SE 2Q25 Preview: Slight Upside to Shopee GMV by New Street Research
- Alphabet (GOOGL, Buy, raising target to $235) We remain well above Street on Cloud revenue growth by New Street Research
- TME: 1Q25 Results: Further Upside in Online Music ARPU by New Street Research
- US Internet 1Q25 Update Better than feared, but still choppy ahead by New Street Research
- NTES 1Q25 Results: Gaming Rev Growth Momentum to Continue in 2Q by New Street Research
- BEKE 1Q25 Results: Uncertainties in the Housing Recovery Trend by New Street Research
- VIPS: 1Q25 Flash: Guide Largely in Line by New Street Research
- BILI 1Q25 Results: Gaming Rev Growth Momentum Continues in 2Q by New Street Research
- IQ 1Q25 Results: Margins Impacted by Investments in Micro Drama by New Street Research
- BIDU 1Q25 Results: Restructuring of AI Search to Put Pressure on Ad Revs in the Next Few Quarters by New Street Research
- Meituan 1Q25 Results: Food Delivery Rev and OP to Face Pressure in 2Q and FY25 by New Street Research
- PDD: 1Q25 Flash - Meaningful Deceleration in Revs; Margins Below Expectations by New Street Research
- PDD 1Q25 Results: Revs and Profitability to Face Pressure in the Near Term by New Street Research
- Reddit (RDDT, Neutral, $120 target) Google traffic headwinds remain top of mind, but long-term ad roadmap is robust by New Street Research
- The Trade Desk (TTD, Neutral, $75 target) Amazon.com (AMZN, Buy, $258 target) New insights into AMZN DSP positioning. Reiterate Neutral on TTD by New Street Research
- Reddit (RDDT, Neutral, $120 target) Anthropic lawsuit puts data licensing back in focus. Implications for GOOGL/OpenAI renewals, thoughts on AMZN, AAPL, META, MSFT as potential partners by New Street Research
- How much can gen AI ad creative improve ad revenue growth? by New Street Research
- AMZN (Buy, $260 target)/TTD (Neutral, $75 target) Part II: CTV footprint in focus; AI ad tool updates overlooked by New Street Research
- VIPS 2Q25 Preview: Lowering 2Q Topline Estimates by New Street Research
- GOOGL/AMZN/META: How much $ can they save from AI coding assistants? by New Street Research
- JD 2Q25 Preview: Revs Outlook Intact; Margins Could Meaningfully Drag by Food Delivery by New Street Research
- Ad Tech CEO Lunch Takeaways: TTD, NFLX, AMZN, GOOGL, etc by New Street Research
- Netflix (NFLX, Neutral, $975 target) NFLX First Take: Ads on track, but engagement per member sluggish by New Street Research
- IQ 2Q25 Preview: Lowering 2Q Estimates by New Street Research
- Netflix Beat and raise helps drive target to $1,210 by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Supportive new AI Search disclosures, Cloud crushes expectations (+ve for AWS and AMZN) by New Street Research
- Meta Platforms (META, Buy, $775 target) Under the hood ad improvements still under appreciated by the Street by New Street Research