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Moody's Ratings affirms Edwards Lifesciences at Baa2; revises outlook ...

Moody's Ratings (Moody's) affirmed the ratings of Edwards Lifesciences Corporation (Edwards) including the Baa2 senior unsecured notes and Baa2 senior unsecured bank credit facilities. At the same time, we revised the outlook to positive from stable. The rating affirmation reflects our view that E...

Edwards Lifesciences Corp: 1 director

A director at Edwards Lifesciences Corp sold 4,114 shares at 79.461USD and the significance rating of the trade was 53/100. 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 year...

Dan Salmon
  • Dan Salmon

Netflix Beat and raise helps drive target to $1,210

Our target price increases to $1,210 from $975 on higher estimates and rolling forward our valuation to 2026.

Moody's Ratings assigns Prime-2 short term rating to Netflix's commerc...

Moody's Ratings (Moody's) assigned a Prime-2 short term rating to the new commercial paper program of Netflix, Inc. (Netflix). Netflix's existing A3 senior unsecured notes ratings and the positive rating outlook remain unchanged. The Prime-2 rating reflects our expectation that Netflix will mainta...

Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Matthew McCartney
  • Scott Devitt
Dan Salmon
  • Dan Salmon

Netflix (NFLX, Neutral, $975 target) NFLX First Take: Ads on track, bu...

In our first take on tonight’s results, we dig into: 1. Steady beat and raise driven by FX, good fundamentals and late 2Q surge 2. Ad revenue still expected to double this year, multiple levers improving 3. 1H25 engagement report shows viewing per member slightly down 4. TF1 deal adds new vector for content strategy, no details on terms, including ads

Dan Salmon
  • Dan Salmon

Ad Tech CEO Lunch Takeaways: TTD, NFLX, AMZN, GOOGL, etc

Yesterday, we hosted a panel of CEOs to discuss the full scope of recent developments across ad tech, from open web to CTV to walled gardens to mobile.

Alicia Reese ... (+4)
  • Alicia Reese
  • Kade Barr
  • Matthew McCartney
  • Scott Devitt
Dan Salmon
  • Dan Salmon

Netflix (NFLX, Neutral, $975 target) Mgmt. Meeting Recap including tak...

We attended NFLX’s group meeting with the investment community post Upfronts earlier today. The full group of executives took questions for an hour, followed by almost another hour of follow-up scrums. We spent most of our time in the follow up period speaking with President of Advertising, Amy Reinhard, and our takeaways mostly walk through the incremental color she shared. There are no changes to our advertising model or estimates. The latest disclosure of 94M monthly active users (MAUs) is ...

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