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refinitiv_internet / Equity
- Kuaishou 3Q23 Preview: Upside in Margins by New Street Research
- Netflix (Neutral, TP to $431 from $410) 3Q23 Model Update by New Street Research
- Snap, Inc. (Buy, TP: $13) Revenue Growth Back on Track and Other Quick Thoughts After the Call by New Street Research
- BILI 3Q23 Preview: Nudging Down 4Q Estimates Due to Gaming by New Street Research
- Snap, Inc. (Buy, TP $13) 3Q23 Model Update by New Street Research
- Meta Platforms (Buy, TP $390) 3Q23 Model Update by New Street Research
- Amazon (Buy, TP: $175) 3Q23 Model Update by New Street Research
- For Meta, State AG Shoe Drops by New Street Research
- GOTO 3Q23 Results: Profitability Target Could be At Risk by New Street Research
- Match Group (Buy, TP: $59) Quick thoughts ahead of the print by New Street Research
- Match Group (Buy, TP to $55 from $59) 3Q23 Model Update by New Street Research
- The Trade Desk (Neutral, TP: $69) Upgrade to Neutral from Sell by New Street Research
- GOOGL (Buy, TP: $155): The Search Generative Experience goes (mostly) global -- our quick take on the implications. by New Street Research
- WB 3Q23 Results: Visibility Remains Limited Heading into 2024 by New Street Research
- US Internet Policy: Will Biden's Executive Order create a moat for GOOGL, AMZN, META & Big Tech? by New Street Research
- TME 3Q23 Results: Improving Outlook for FY24 by New Street Research
- SE 3Q23 Results: Investments to Continue by New Street Research
- Tencent 3Q23 Results: Upside in Margins Amid Shift to High Quality Rev Growth Model by New Street Research
- NTES 3Q23 Results: Sufficient Gaming Pipeline for 2024 by New Street Research
- TCOM 3Q23 Results: Travel Demand Weaker Than Anticipated in 4Q by New Street Research
- IQ 3Q23 Results: Sufficient Content Pipeline to Drive Growth in 2024 by New Street Research
- BEKE 3Q23 Results: Property Market to Further Recover in 4Q by New Street Research
- TPW AGM Update: Business Trending Better than Anticipated by New Street Research
- Meituan 3Q23 Results: Further Investments in 4Q by New Street Research
- Amazon.com (Buy, $174 target) Takeaways from AWS re:Invent, including current Cloud competitive environment by New Street Research
- WB 3Q23 Preview: Ad Recovery in line with Expectations by New Street Research
- Amazon.com (Buy, TP: $175) How is AWS pitching its Gen AI tools to customers? Takeaways from AWS Innovate and our views into Thursday’s print by New Street Research
- Alphabet (Buy, TP: $160) Cloud Disappointment Arrives - Quick Thoughts after the Call by New Street Research
- Alphabet (Buy, TP to $155 from $160) 3Q23 Model Update - TP to $155 from $160 by New Street Research
- Meta Platforms (Buy, TP: $390) 3Q Beats, but Revenue Outlook Commentary Spooks – Quick Thoughts following the Calls by New Street Research
- Amazon First Take (Buy, TP: $175): A slow and steady revenue recovery at AWS by New Street Research
- Amazon.com (Buy, TP: $175) What will sustain digital ad share gains? Our take on the news from AMZN Ads' Unboxed event by New Street Research
- EDU 1QFY24 Results: Raising FY24 Outlook by New Street Research
- Alphabet (Buy, TP: $155) How is GCP pitching its Gen AI products to clients? Customer feedback and takeaways from GCP’s Gen AI event in NYC by New Street Research
- Match Group (Buy, TP: $59) Initial thoughts ahead of tomorrow's call by New Street Research
- MTCH: Quick Thoughts Following the Call by New Street Research
- CPNG 3Q23 Results: Positive Progress in Developing Offerings Could Drag Near Term Margins by New Street Research
- The Trade Desk (Neutral, TP: $69) First Take Following the Call by New Street Research
- The Weekend Wrap & Week Ahead by New Street Research
- DADA 3Q23 Results: Business to Remain Resilient in FY24 by New Street Research
- VIPS 3Q23 Results: Margins to Remain Stable in 2024 by New Street Research
- BABA FY2Q24 Results: Results Largely Inline; AliCloud will not be Spunoff by New Street Research
- JD 3Q23 Results: Near Term Outlook Remains Intact by New Street Research
- Kuaishou 3Q23 Results: Upside in Margins by New Street Research
- BIDU 3Q23 Results: Margins to Remain Stable by New Street Research
- Holiday Weekend Quick Takes & Week Ahead: AMZN Black Friday expectations, Tinder begins app refresh, SNAP ad-free subscription rolling out, and more by New Street Research
- Pinterest (Buy, TP: $48, +52%) Street Missing Structural Leverage of Third Party Ads by New Street Research
- PDD 3Q23 Results: Continued Share Gains in Both Domestic and Overseas Markets by New Street Research
- BILI 3Q23 Results: FY23 Revs at the Low-End of the Guided Range by New Street Research
- US Internet Policy: Head in the clouds – the future of regulation in the cloud market by New Street Research