New Street: IQ 2Q22 Preview - Execution on Profitability; Topline Looks to be Weaker than Expected
What’s New: We lower our 2Q/3Q top-line estimates, but inch up our 2Q/3Q non-GAAP OPM amid continued execution on cost control measures on both content and operating expenses. In this note, we provide an update on the business including near-term outlook and the recent partnership with Douyin.Analysts:
Jin Yoon
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
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- Asian Internet
- Pan European Healthcare
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We provide debt research on:
- Pan European Telecom Services and Cable
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