reports
Insight Achieves Premier Tier Services Status Within the AWS Partner N...
CHANDLER, Ariz.--(BUSINESS WIRE)-- (NASDAQ:NSIT) announced today its new recognition as an Amazon Web Services (AWS) Premier Tier Services Partner. Within the AWS Partner Network, AWS Premier Tier Services Partners are organizations recognized for proven technical expertise and demonstrated customer experience. Achieving AWS Premier Tier Services Partner status recognizes that helps clients design, architect, build, migrate, and manage their workloads on AWS. AWS Premier Tier Services Partners are the most experienced partners and recognized as leaders in their respective geographical, vert...
- Blair Levin
- Dan Salmon
TikTok/Google Litigation Expert Call Recap: Timelines, Remedies, and w...
Last week, we hosted an expert call about the latest proceedings in the U.S. TikTok ban litigation and Google’s ad tech antitrust case. We also reviewed where Google’s search case sits as the remedies phase gets underway and an appeal from Google is expected soon.
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) Takeaways from the Partner Summit an...
SNAP hosted its 6th annual Partner Summit yesterday, and we attended in person, including meeting with CEO Spiegel and CFO Anderson. In this note, we review the implications for the broader investment thesis, particularly the short and long-term impact of redesigning the app, combined with new ad load across the Map and Chat inbox (as well as a potential TikTok ban in the US).
MacroGenics Announces Updated Efficacy & Safety Data from TAMARACK Pha...
MacroGenics Announces Updated Efficacy & Safety Data from TAMARACK Phase 2 Study of Vobra Duo in mCRPC Patients at ESMO Congress 2024 Encouraging antitumor activity demonstrated with vobra duo as measured by 6-month landmark rPFS rate and ORRPatients remained on vobra duo through a median of 6 doses (ranging up to 12), representing an extension of treatment duration as compared to Phase 1 mCRPC dose expansion cohortCompany expects to have mature median rPFS no later than early 2025MacroGenics to host an investor call to review key data presented at ESMO and provide a general corporate updat...
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) What to expect at next week’s Partn...
SNAP is hosting its 6th annual Partner Summit next Tuesday September 17th, and we’ll be attending in person. The event should once again be focused on new user product innovation, community growth including creator support, augmented reality innovations, and an update on Snapchat+.
Insight to Present at Sidoti Virtual Investor Conference
CHANDLER, Ariz.--(BUSINESS WIRE)-- Insight Enterprises, Inc. (Nasdaq: NSIT) (the “Company”) today announced that it is scheduled to participate in the following upcoming investor conference: Sidoti Virtual Investor Conference Wednesday, September 18, 2024, 11:30 AM ET Participants: James Morgado, SVP Finance and CFO, North America The Insight presentation will be broadcast live over the Internet at where you can also view other recent webcasts, downloadable slide presentations and other investor information. About Insight Insight Enterprises, Inc. is a global Fortune 500 Solutions Integra...
MacroGenics Announces TAMARACK Phase 2 Data Presentation at ESMO Congr...
MacroGenics Announces TAMARACK Phase 2 Data Presentation at ESMO Congress 2024 MacroGenics to host investor call to review key data presented at ESMO on Monday, September 16, 2024, at 8:00 a.m. ET ROCKVILLE, MD, Sept. 08, 2024 (GLOBE NEWSWIRE) -- MacroGenics, Inc. (NASDAQ: MGNX), a biopharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative antibody-based therapeutics for the treatment of cancer, today announced a poster presentation relating to Phase 2 data of vobramitamab duocarmazine in metastatic castration-resistant prostate cancer (m...
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) More conviction in above consensus r...
Yesterday, SNAP shared an internal letter to employees from CEO Evan Spiegel. Among the highlights, we think the most important to investors is that SNAP has begun testing new Promoted Places and Sponsored Snap ad units, bringing ad monetization to Snapchat’s Chat inbox and Map for the first time.
Insight Bolsters Leadership Team with New Executive Appointment and Tw...
CHANDLER, Ariz.--(BUSINESS WIRE)-- (NASDAQ: NSIT) today announced the appointment of James Morgado to the role of chief financial officer, effective Jan. 1, 2025. Morgado will report to Insight CEO Joyce Mullen and, in January, will replace CFO Glynis Bryan, who announced her intent to retire earlier this year. Insight also announced that Deloitte alum Janet Foutty and ERM CEO and Boston Consulting Group (BCG) alum Tom Reichert joined its Board of Directors, effective Aug. 30. Foutty and Reichert add considerable consulting and services expertise to the board at a time when Insight is accel...
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) Gen AI Text Generator Highlights La...
Last week, SNAP announced a new GenAI Copy Generator for advertisers, and earlier this month, the company narrowed its set of advertising objectives to twelve, from five. In this brief note, we review these announcements and other ad product updates since SNAP’s earnings call (including U.S. state-level targeting for First Story, which should benefit political spending at SNAP) and share our views on how each should support SNAP’s Direct Response and Brand advertising businesses.
Snap Inc: 2 directors
Two Directors at Snap Inc sold/gave away 1,492,824 shares at between 0.000USD and 8.849USD. The significance rating of the trade was 67/100. 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 ...
Insight to Present at Oppenheimer 27th Annual Technology, Internet & C...
CHANDLER, Ariz.--(BUSINESS WIRE)-- Insight Enterprises, Inc. (Nasdaq: NSIT) (the “Company”) today announced that it is scheduled to participate in the following upcoming investor conference: Oppenheimer 27th Annual Technology, Internet & Communications Conference Wednesday, August 14, 2024, 11:35 AM ET Participants: Glynis Bryan, CFO The Insight presentation will be broadcast live over the Internet at where you can also view other recent webcasts, downloadable slide presentations and other investor information. About Insight Insight Enterprises, Inc. is a global Fortune 500 Solutions ...
MacroGenics Provides Update on Corporate Progress, Second Quarter 2024...
MacroGenics Provides Update on Corporate Progress, Second Quarter 2024 Financial Results Upcoming poster presentation of protocol-defined TAMARACK Phase 2 mCRPC study data at ESMO in SeptemberReceived $100.0 million in milestones related to Incyte’s advancement of ZYNYZ® (retifanlimab-dlwr) subsequent to quarter-endConfirming cash runway guidance into 2026 ROCKVILLE, Md., Aug. 06, 2024 (GLOBE NEWSWIRE) -- MacroGenics, Inc. (NASDAQ: MGNX), a biopharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative antibody-based therapeutics for the treatm...
- Dan Salmon
Snap Inc. (SNAP, Buy, lowering target to $16 from $18) 2Q24 Model Upd...
Our target decreases to $16 from $18 on lower estimates. Investment Thesis: SNAP continues to grow its advertiser base significantly and improve its direct response advertising toolset, which are the most important variables to building a healthy digital ad business over the long-term. Brand softness is inline with commentary from other companies, and barring the beginning of an outright recession, it should recover going into holiday season. New announcements at SNAP’s Partner Summit on Septem...
- Dan Salmon
- Dan Salmon
Snap Inc. (SNAP, Buy, $18 target) Snap Inc. (SNAP, Buy, $18 target) Fi...
What’s New: In this first take following tonight’s results, we touch on: 1. Soft US brand advertising spoils strong, consistent DR and advertiser growth 2. Global engagement strong, but some volatility in the U.S. 3. Snapchat+ now at 11M subscribers, right in-line with our estimate for 2Q24 4. 2024 non-GAAP expense guidance reiterated
Insight Enterprises, Inc. Reports Second Quarter Results
CHANDLER, Ariz.--(BUSINESS WIRE)-- Insight Enterprises, Inc. (NASDAQ: NSIT) (the “Company”) today reported financial results for the quarter ended June 30, 2024. Highlights include: Gross profit increased 5% year over year to $453.4 million with gross margin expanding 260 basis points to 21.0% Insight Core services gross profit grew 12% year over year Cloud gross profit grew 21% year over year Consolidated net earnings grew 9% to $87.4 million, year over year Adjusted earnings before interest, tax, depreciation and amortization (“EBITDA”) grew 3% to $141.4 million, year over y...
MacroGenics Provides Vobramitamab Duocarmazine Update
MacroGenics Provides Vobramitamab Duocarmazine Update Abstract of clinical data accepted for poster presentation at ESMO Congress 2024 in SeptemberESMO poster to include protocol-defined TAMARACK Phase 2 mCRPC study data, including pre-defined landmark primary endpoint of 6-month rPFS rate and updated safetyTreatment recently discontinued for TAMARACK mCRPC study participants who remained eligible for further dosing following review of totality of data, including efficacy, and emerging adverse events associated with prolonged exposure and considering potential risk/benefit to participants; ...
MacroGenics Announces Achievement of $100 Million in Milestones Relate...
MacroGenics Announces Achievement of $100 Million in Milestones Related to Retifanlimab Collaboration with Incyte Confirming cash runway guidance into 2026 ROCKVILLE, MD, July 30, 2024 (GLOBE NEWSWIRE) -- MacroGenics, Inc. (NASDAQ: MGNX), a biopharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative antibody-based therapeutics for the treatment of cancer, today announced the achievement of $100 million in milestones from Incyte Corporation related to development progress of ZYNYZ® (retifanlimab-dlwr), following an agreement on July 24, 202...
- Dan Salmon
Snap Inc. (SNAP, Buy, $18 target) Quick Thoughts Ahead of Thursday’s P...
Ahead of Thursday PM’s earnings report, we review what to look for in the investor letter and listen for on the earnings call, our top questions for management, potential positive and negative catalysts, and the key controversies for the stock, including: 1. Ads: New products, new partnerships, and we’re focused on SMB advertiser growth 2. Snapchat+ diversifies revenue and monetizes generative AI product development 3. North American engagement levels remain a key risk to watch 4. Election risk ...
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