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refinitiv_internet / Equity
- The Top 5 Things in U.S. Internet This Week by New Street Research
- Introducing our Ad Tech "Under the Hood" series Part 1: The Google Analytics Transition by New Street Research
- CPNG 2Q23 Preview: Executing According to Plan by New Street Research
- Digging into SNAP's Direct Response Ad Revenue by New Street Research
- BABA FY1Q24 Preview: Nudging Up Estimates by New Street Research
- BIDU 2Q23 Preview: Nudging Down Our Street High Core Estimates by New Street Research
- Tencent 2Q23 Preview: Outlook Remains Intact by New Street Research
- IQ 2Q23 Preview: Outlook Remains Intact by New Street Research
- Digital Ad Exec Calls Recap We hosted three calls with leading digital advertising execs last week... by New Street Research
- Kuaishou 2Q23 Preview: Upside in Ads and E-commerce by New Street Research
- Updating our MSFT Ad Model Adding Traffic Acquisition Costs (TAC) estimates by New Street Research
- NFLX Model Update for 2Q23 by New Street Research
- Search and YouTube accelerate as profitability initiatives begin to flow through by New Street Research
- Alphabet (Buy, TP: $155, +20%) Raising Estimates and Target Price: GOOGL 2Q23 Model Update by New Street Research
- Snap, Inc. (Buy, TP to $13 from $14) SNAP 2Q23 Model Update by New Street Research
- Meta Platforms (Buy, TP to $390 from $350) META 2Q23 Model Update by New Street Research
- Match Group (Buy, TP: $61) First Take on MTCH 2Q23 Results by New Street Research
- Meta Platforms (Buy, TP $390) META’s next move in open-source AI: the AudioCraft family of models by New Street Research
- Quick Online Dating and MTCH Read Throughs from the BMBL 2Q23 Call by New Street Research
- BABA FY1Q24 Results: User Growth Drives Topline by New Street Research
- AMZN & the FTC: What to expect from the lawsuit by New Street Research
- GOTO 2Q23 Results: Profitability Target Intact by New Street Research
- DADA 2Q23 Results: 2H Outlook Remains Intact by New Street Research
- SE 2Q23 Results: Pivot to Growth by New Street Research
- More GOOGL SGE features, AMZN’s gen AI reviews and 3P ads, gen AI stickers on WhatsApp, and Streaming passes 50% of TV time by New Street Research
- TCOM 1Q23 Results: Robust Demand into 2H by New Street Research
- Introducing our Creator Series - Part 1: Reviewing Reels Revenue & New Payout Program by New Street Research
- GOOGL kills AR glasses (+ for SNAP), new WhatsApp for Biz tools (+200M users) and more of our insights on this week’s top Internet announcements by New Street Research
- Initial Thoughts on META's Threads Meta Platforms (Neutral, TP: $270) by New Street Research
- VIPS 2Q23 Preview: Guidance Remains Intact by New Street Research
- TME 2Q23 Preview: Subs Remain Resilient by New Street Research
- JD 2Q23 Preview: Upside in JD Retail Revs by New Street Research
- Some Thoughts on Recent Headlines by New Street Research
- TCOM 2Q23 Preview: Travel Recovery Momentum Remains Intact by New Street Research
- DADA 2Q23 Preview: Lowering Estimates Due to a More Gradual Recovery in Demand by New Street Research
- Some Thoughts on Recent Headlines by New Street Research
- Meta Platforms (Buy, TP: $350, +20%) AI momentum continues to build with Llama 2 release by New Street Research
- Buy the dip, as 20% growth of SNAP’s active advertisers highlights slow and steady improvement by New Street Research
- Meta Platforms (Buy, TP: $350) Quick Thoughts Following META 2Q23 Calls: Near-term revenue acceleration + improving long-term ROI visibility by New Street Research
- EDU 4QFY23 Results: Demand Remains Resilient by New Street Research
- Some Thoughts on Recent Headlines by New Street Research
- Match Group (Buy, TP: $61) Quick Thoughts Following the MTCH Call by New Street Research
- Five ad units shown in GOOGL search, Reels approaching 50% of Instagram time, and more on META and OpenAI’s gen AI development, and a round up of creator news. by New Street Research
- CPNG 2Q23 Results: Acceleration in User Growth Likely to Continue by New Street Research
- Some Thoughts on Recent Headlines by New Street Research
- TPW 2HFY23 Results: Improving Outlook by New Street Research
- TME 2Q23 Results: SES to Drag Near Term Outlook by New Street Research
- JD 2Q23 Results: 2H Outlook Remains Intact by New Street Research
- Tencent 2Q23 Results: Domestic Games to Resume Growth in 3Q by New Street Research
- VIPS 2Q23 Results: Margins to Remain Stable by New Street Research