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- BILI 2Q23 Results: Gaming Rev Growth Pushed to FY24 by New Street Research
- NTES 2Q23 Results: Mobile Games to Remain Resilient in 2H by New Street Research
- Kuaishou 2Q23 Results: Further Upside in Margins by New Street Research
- Meituan 2Q23 Results: Food Delivery to Face ST Headwinds by New Street Research
- Google Cloud Next 2023 Preview: Gen AI moves to Center Stage by New Street Research
- PDD 2Q23 Results: Demand Remains Resilient by New Street Research
- BEKE 2Q23 Results: Weak 3Q Guidance, New Policy Measures Can Drive Upside by New Street Research
- TCOM 2Q23 Results: Travel Demand Remains Resilient in 3Q by New Street Research
- GOOGL statement on Search case, new YouTube ad frequency/duration on CTV, Privacy Sandox APIs by New Street Research
- Peeling Back GOOGL’s Performance Max: Under the Hood Series, Part II by New Street Research
- AI Speaker Series Recap: Inuvo and AI in digital advertising by New Street Research
- META Conversations: Messaging monetization continues to ramp and support revenue diversification by New Street Research
- Expert Call Recap: Monic Desai, Ex-META Head of Global Connectivity Policy - The Fair Share Debate by New Street Research
- VIPS 3Q23 Preview: Outlook Remains Intact by New Street Research
- Previewing META’s ConPreviewing META’s Connect event today starting @ 1PM ET by New Street Research
- Amazon (Buy, TP: $175, +38%) Ten takeaways from The FTC vs. AMZN by New Street Research
- How much are GOOGL, AMZN and META spending on AI Capex (v1.1)? by New Street Research
- How much are GOOGL, AMZN and META spending on AI Capex (v1.1)? by New Street Research
- YouTube Shorts: Can New Revenue Sharing Program Help Close the Gap with Reels? by New Street Research
- BABA FY2Q24 Preview: Nudging Down Estimates by New Street Research
- Tencent 3Q23 Preview: Estimates Remain Intact by New Street Research
- GOOGL adds Image Creation to SGE by New Street Research
- Netflix (Neutral, TP: $410) It's Still the Subs -- First take on NFLX results by New Street Research
- BIDU 3Q23 Preview: Nudging Down Estimates on Challenging Demand Environment by New Street Research
- TME 3Q23 Preview: Outlook Remains Intact by New Street Research
- BIDU 2Q23 Results: Margins Dependent on Investments Related to AIGC by New Street Research
- WB 2Q23 Results: Ad Recovery Continues to be Gradual by New Street Research
- IQ 2Q23 Results: Balance Between Subscribers and ARM for Membership Revs by New Street Research
- 2Q23 Online Dating Recap: All We Need is Just a Little Patience by New Street Research
- 2Q23 Digital Ads Recap: Returns to Scale by New Street Research
- SNAP's new Gen AI feature Dreams leans into the company's strengths by New Street Research
- AMZN + SHOP, WMT seller event, YouTube read through from DIS vs CHTR, Insta testing 10-minute Reels, DASH voice ordering and more Reddit ad tech by New Street Research
- Lowering U.S. and Global eCommerce Growth by New Street Research
- How much are GOOGL, AMZN and META spending on AI Capex (v1.0)? by New Street Research
- New TW-BERT search model from GOOGL, AMZN Accelerate and PINS Presents highlights, AI-based Creative Guidance launches on YouTube, new SNAP NFL AR solution at Rams v Niners today, and WhatsApp Channels goes global. by New Street Research
- Previewing META’s Conversations (this week) and Connect (next week) by New Street Research
- Some Thoughts on Recent Headlines by New Street Research
- Alphabet (Buy, TP: $155, +18%) Monetization risk lower as Google tests user choice in the SGE by New Street Research
- CPNG 3Q23 Preview: Positive Progress on Eats’ Inclusion in Wow by New Street Research
- The Regulatory Outlook for Online Dating, including MTCH, BMBL and GRND (Expert Call Recap) by New Street Research
- META Connect Recap: Gen AI chatbots coming to messaging + answers to three key questions we expect from investors by New Street Research
- META Connect Recap: Gen AI chatbots coming to messaging + answers to three key questions we expect from investors by New Street Research
- Meta Platforms (Buy, TP: $390, +28%) META begins rolling out Gen AI ad tools globally by New Street Research
- AMZN bringing Gen AI to eCommerce, GOOGL adds Bard to Assistant & Tensor G3 chip to Pixel 8, META lays off custom silicon unit, and ad-free subscriptions coming to more social media by New Street Research
- Show Me The Money: A Revenue Framework for GOOGL’s SGE by New Street Research
- JD 3Q23 Preview: Recovery Could Take Time by New Street Research
- 4Q23/2024 digital ad outlook gets a boost as GOOGL and META announce several new ad product updates by New Street Research
- Netflix (Neutral, TP: $410) More Advertising for the Ads Tier -- Quick thoughts following the NFLX Calls by New Street Research
- DADA 3Q23 Preview: 4Q Visibility Remains Limited by New Street Research
- IQ 3Q23 Preview: Upside in Margins by New Street Research