reports
- Wedbush Research
UMH UMH PROPERTIES INC.
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
CXW CORECIVIC INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
BPMC BLUEPRINT MEDICINES CORP.
BIIB BIOGEN INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
CHWY CHEWY INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
SNOW SNOWFLAKE INC. CLASS A
FUBO-US FUBOTV
CRSR-US CORSAIR GAMING
GEO-US INC.
GEO GROUP INC.
- Alicia Reese
- Kade Barr
- Michael Pachter
- Blair Levin
DISH Challenge to Venu Succeeds: What’s Next?
This morning, we published a note on DISH’s challenge to the Venu Joint Venture. We discussed the implications of DISH’s letter to the District Court Judge who had been overseeing the case accusing the defendants of having “purchased their way out of their antitrust violation.” The letter pointed to how the joint venture harms MVPDs like DISH by forcing DISH (or Sling) to offer big bundles while offering their own “skinny” packages. The letter concluded by saying that “EchoStar is currently ev...
- Blair Levin
DISH Challenges Disney/Venu/Fubo Deal: Implications for Investors
Earlier this week, Fubo and Disney settled their disagreement over the antitrust case Fubo had filed challenging the Disney/Warner/Fox joint venture to create a streaming sports bundle called Venu. Fubo had won the first round, with the District Court finding that the joint venture violated the antitrust laws. The defendants appealed and the case was heading towards a Court of Appeals argument. The case settled, however, because Disney agreed to buy a controlling interest in Fubo as well as p...
- Wedbush Research
- Alicia Reese
- Kade Barr
- Michael Pachter
- Alicia Reese
- Kade Barr
- Michael Pachter
- Pelham Smithers
PSA Technology: Semiconductor Industry 2025 Outlook
Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
Moody's Ratings affirms Netflix's Baa1 ratings; changes outlook to pos...
Moody's Ratings (Moody's) affirmed Netflix, Inc.'s (Netflix) Baa1 senior unsecured ratings. The outlook was changed to positive from stable. The change in outlook to positive reflects our expectation that Netflix will continue to grow revenue organically, improve operating margins, generate robust...
- Alicia Reese
- Kade Barr
- Michael Pachter
- Scott Devitt
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
EMBRAC B CLEAR SECURE INC
CART RUMBLE INC
EMBRACER GROUP AB
MAPLEBEAR INC.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- John Katsingris
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Walt Disney Co: 1 director
A director at Walt Disney Co sold 2,798 shares at 99.990USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
- Pierre FerraguÊ
The $300bn question: Can expectations for Hyperscaler capex in 2025 in...
We published yesterday a one-slider showing that Capex of Hyperscalers needs to beat current expectations by another 15-25% in order to match current expectations for Nvidia. In today’s research, we check how credible it would be, compared to the revisions we saw in the last 12 months and other historic precedents.
- Dan Salmon
- Wedbush Research
WAL WESTERN ALLIANCE BANCORP
TXRH TEXAS ROADHOUSE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
KEY KEYCORP
EWBC EAST WEST BANCORP INC.
DENN DENNY'S CORPORATION
NFLX NETFLIX INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
CHWY CHEWY INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
- Alicia Reese
- Kade Barr
- Michael Pachter
- Scott Devitt
- Dan Salmon
Netflix (NFLX, Neutral, $625 target) First Take: Inline 2025 guidance ...
What’s New: In our first take on tonight’s results, we dig into: 1. 3Q beats, 2024 guide raised, 4Q guidance mixed, new 2025 guidance 2. Ad revenue will double in 2025 (vs our +90% est.), still oversupplied versus demand 3. Member growth still driving 2025 revenue, with no news on UCAN price increases 4. Content slate could drive material net new member additions in 4Q24 5. Margins, FCF and capital return all remain solid
- Pelham Smithers
DIS WALT DISNEY COMPANY
9697 CAPCOM CO. LTD.
4816 TOEI ANIMATION
9468 KADOKAWA CORPORATION
9766 KONAMI HOLDINGS CORP
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
6460 JP SEGA SAMMY
78320 BANDAI NAMCO
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.