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refinitiv_internet / Equity
- US Internet Policy: Judge blocks Montana’s TikTok ban by New Street Research
- Netflix (Neutral, Target Price: $431) How the new engagement report can help the advertising business by New Street Research
- AMZN pushes back: 5 observations on the Motion to Dismiss by New Street Research
- AI in Digital Ads: IPG and CRTO Dish on the Latest by New Street Research
- META & SNAP: How much ad revenue could consumer AI agents generate? by New Street Research
- Tencent: Updates on Online Game Measures and Other Business Segments by New Street Research
- Tencent: Key Metrics from Weixin Open Class Pro 2024 by New Street Research
- EDU 2QFY24 Results: Business Remains Resilient by New Street Research
- Kuaishou 4Q23 Preview: Further Upside in Margins by New Street Research
- BIDU 4Q23 Preview: Nudging Down Estimates by New Street Research
- Ad Exec Speaker Recap: YouTube Rising as Prime Video Expands Ads by New Street Research
- Internet Policy: Previewing State Tech Policy in 2024 (META, GOOG, AMZN, MSFT, SNAP, MTCH, PINS) by New Street Research
- Alphabet (Buy, TP: $153) Quick Thoughts Ahead of the Print by New Street Research
- Match Group (MTCH, Buy, TP: $55) Quick Thoughts Ahead of the Print by New Street Research
- Match Group (MTCH, Buy, TP: $55) Quick Thoughts Following the Call by New Street Research
- Amazon.com (Buy, target increases from $174 to $220) 10K Data Points & 4Q23 Model Update by New Street Research
- Snap Inc. (SNAP, Buy, $20 target) Quick Thoughts Ahead of Tuesday's Print by New Street Research
- Snap Inc. (SNAP, Buy, $20 target) Quick Thoughts Ahead of the Call by New Street Research
- Pinterest (PINS, Buy/Top SMID Pick, $48 target) Quick Thoughts After the Call by New Street Research
- Pinterest (Buy, target remains $48) 10K Data Points & 4Q23 Model Update by New Street Research
- The Trade Desk (TTD, Neutral, $67 target) Framing Chrome cookie deprecation revenue impact by New Street Research
- BABA: FY3Q24 Results - Increasing Investments in Core Businesses in CY24 by New Street Research
- US Internet: Implications if WMT buys VZIO (AMZN, GOOGL/YouTube, ROKU, and TTD) by New Street Research
- The Trade Desk (Neutral, target increases from $67 to $80) 4Q23 Model Update by New Street Research
- US Internet: Implications of WMT buying VZIO by New Street Research
- Pinterest (Buy, $48 target) Feedback on our Initiation by New Street Research
- Snapchat+ Ramping Much Faster Than Expected - SNAP (Buy, TP to $20 from $13) by New Street Research
- BZ Initiating with NEUTRAL Rating at $17; Macro Concerns May Limit Upside to Estimates by New Street Research
- AI Speaker Series Recap: Latest on the Cloud Competitive Environment by New Street Research
- VIPS 4Q23 Preview: Estimates Remain Intact by New Street Research
- BABA FY3Q24 Preview: Nudging Down Estimates by New Street Research
- Top Controversies for U.S. Internet in 2024 by New Street Research
- TME 4Q23 Preview: Estimates Remain Intact by New Street Research
- IQ 4Q23 Preview: Nudging Down Estimates on Delayed Content Launches by New Street Research
- JD 4Q23 Preview: Estimates Remain Intact by New Street Research
- Netflix (NFLX, Neutral, TP to $520 from $438) 4Q23 Model Update by New Street Research
- GOOGL/AMZN/META: How much are they spending on AI Capex (v2.1)? by New Street Research
- Alphabet (GOOGL, Buy, $153 target) Consensus Capex going up, and other Quick Thoughts after the Call by New Street Research
- Match Group (MTCH, Buy, TP: $55) Initial Thoughts Ahead of Tomorrow's Call by New Street Research
- Alphabet (GOOGL, Buy, TP to $161 from $153) 4Q23 Model Update: Raising Target to $161 from $153 by New Street Research
- Meta Platforms (Buy, target increases to $550 from $390) 10K Data Points & 4Q23 Model Update by New Street Research
- Pinterest (PINS, Buy/Top SMID Pick, $48 target) Quick Thoughts Ahead of Thursday's Print by New Street Research
- Snap (Buy, target decreases to $16 from $20) 10K Data Points & 4Q23 Model Update by New Street Research
- A Quick Review of Super Bowl Tactics GOOGL/YouTube and SNAP stand out by New Street Research
- TPW 1HFY24 Results: Positive Momentum Continues in 2HFY24 by New Street Research
- The Trade Desk (TTD, Neutral, $67 target) Quick thoughts ahead of Thursday’s print by New Street Research
- The Trade Desk (TTD, Neutral, $67 target) Quick thoughts after the calls by New Street Research
- Meta Platforms (META, Buy, $550 target) Implications of Hock Tan joining the Board by New Street Research
- Meta Platforms (META, Buy, $550 target) Revenue implications from AAPL’s new fee on Boost ads by New Street Research
- TCOM 4Q23 Results: Travel Demand Remains Resilient by New Street Research