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refinitiv_internet / Equity
- BIDU 1Q23 Preview: Ad Recovery in Place by New Street Research
- Takeaways from our Latest Digital Ad Exec Call by New Street Research
- 1Q23 U.S. Internet Earnings Preview: A Little Less Greedy by New Street Research
- Snap, Inc. (Buy, TP: $14, +29%) SNAP Partner Summit Preview by New Street Research
- DADA 1Q23 Preview: Trimming 1H Estimates by New Street Research
- Netflix (Neutral, TP: increases to $346 from $333, +5%) Refreshing our Detailed NFLX Ad Model by Region by New Street Research
- Alphabet (Buy, TP: $127, +22%) Quick thoughts following the GOOGL call by New Street Research
- Alphabet (Buy, TP: $135, +30%) Raising Estimates and Target Price: GOOGL 1Q23 Model Update by New Street Research
- Amazon (Buy, TP: $127, +16%) AMZN First Take: AWS run-rate growth disappoints by New Street Research
- Amazon (Buy, TP: $123, +17%) AMZN 1Q23 Model Update by New Street Research
- Match Group (Buy, TP: $58) Quick thoughts following the MTCH Call by New Street Research
- Alphabet (Buy, TP: $135, +29%) Previewing GOOGL's 3 Major Events in May (lots on AI) by New Street Research
- Alphabet (Buy, TP: $135, +25%) Google I/O Preview: All Eyes on AI by New Street Research
- CPNG 1Q23 Results: Acct Change To Impact Top Line Growth by New Street Research
- DADA 1Q23 Results: 2H Recovery Could Be Slower Than Anticipated by New Street Research
- Netflix (Neutral, TP: $346, +2%) Takeaways from the NFLX Upfront & Group Meeting by New Street Research
- TPW 2HFY23 Update: Recovery on Track by New Street Research
- Tencent 1Q23 Results: Recovery In All Key Segments Continue to Take Shape by New Street Research
- SE 1Q23 Results: Cost Optimization Remains in Place; Digital Entertainment Remains Challenging by New Street Research
- BEKE 1Q23 Results: Continued Market Share Gains by New Street Research
- Alphabet (Buy, TP: $135, +10%) Google Marketing Live Recap: Convergence Built Around AI by New Street Research
- VIPS 1Q23 Results: Likely Continued Upside in Margins by New Street Research
- Meituan 1Q23 Results: Continued Recovery in Demand by New Street Research
- PDD 1Q23 Results: Demand Continues to Recover by New Street Research
- 1Q23 eCommerce Recap: The Recovery is On-track by New Street Research
- Tencent 1Q23 Preview: Fundamentals Remain Intact by New Street Research
- Netflix (Neutral, TP: $333, -2%) Survey Points to Better Password Restriction Traction by New Street Research
- Meta Platforms (Neutral, TP: $220, -1%) Downgrade from Buy to Neutral: Re-rating likely over, we move to the sidelines by New Street Research
- Netflix (Neutral, TP: $333) NFLX 1Q23 Quick Take by New Street Research
- EDU 3QFY23 Results: Improving Business Outlook by New Street Research
- Kuaishou 1Q23 Preview: Upside to 1Q Estimates Driven by Live Streaming and E-commerce by New Street Research
- Meta Platforms (Neutral, TP: $220) Quick thoughts following the META calls by New Street Research
- Meta Platforms (Neutral, TP: $245) Raising Estimates and Target Price: META 1Q23 Model Update by New Street Research
- GOTO 1Q23 Results: Growth to Moderate in 2Q by New Street Research
- Snap, Inc. (Buy, TP: $13) SNAP 1Q23 Model Update by New Street Research
- Match Group (Buy, TP: $57) Lowering Estimates and Target Price: MTCH 1Q23 Model Update by New Street Research
- NSR Internet Policy Kids in the crosshairs: The FTC, META and effort to regulate kids online by New Street Research
- BEKE: Initiating with BUY Rating at $22; Post Covid Share Gains May Have Legs by New Street Research
- Alphabet (Buy, TP: $135, +21%) Playing both Offense and Defense: Takeaways from Google I/O by New Street Research
- JD 1Q23 Results: Margins Continue to Show Upside by New Street Research
- IQ 1Q23 Results: 2Q Subs to Sequentially Decline from All Time Highs by New Street Research
- TME 1Q23 Results: Strength in Subs by New Street Research
- BIDU 1Q23 Results: OMS Momentum Continues to Build by New Street Research
- BABA FY4Q23 Results: Continued Investment in Users by New Street Research
- Alphabet (Buy, TP: $135, +8%) Google Marketing Live Preview: AI Focus Shifts to Ads by New Street Research
- Kuaishou 1Q23 Results: Improving Outlook for FY23 by New Street Research
- NTES 1Q23 Results: Gaming to Remain Resilient in FY23 by New Street Research
- WB 1Q23 Results: Ad Recovery Slower Than Anticipated by New Street Research
- Top 5 Things in U.S. Internet This Week by New Street Research
- BILI 1Q23 Results: 2H Outlook Dependent on New Game Launches by New Street Research