Efficiency Outweighs Revenue Headwinds

KIDZ.V (TSX) / KDOZF (NASDAQ) Q3-2024 Highlights. Revenue fell 19% YoY, missing estimates by 9%, but EPS improved due to higher margins and cost reductions. KIDZ is poised to benefit from stricter ad regulations like COPPA 2.0 and aims to expand its audience with Prado, a new ad platform for teens and parents. With a strong Q4 rebound expected and trading at a 72% discount to peers (EV/R 0.9x vs 3.03x), KIDZ shows potential for long-term growth. Read the full report for insights.

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the ...

Yesterday the DOJ filed its proposed remedies in the Search antitrust case. The recommended divestiture of Chrome drew most of the headlines. And while potentially very negative for GOOGL (as are all proposed remedies), we don’t believe it is the most impactful to the market for general search services.

Alphabet Inc.: US DOJ asks court to force divestiture of Chrome web br...

If Google were to sell its Chrome web browser, which has around a 61% US market share, Alphabet would lose market share and its overlapping businesses and some AI plans would be curtailed.

Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...

We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.

ODDO BHF Small & MIDCAP MORNING NEWS - 11/22/2024

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Daily Views on Tech Headlines

ODDO BHF Small & MIDCAP MORNING NEWS - 22/11/2024

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Soitec : Return to sales growth maintained in H2

>Reassuring H1 results, with guidance reiterated for FY 2025 - H1 results were in line with expectations, with sales down organically by 15% (significant RF destocking + weak automotive sector) and a resilient EBITDA margin (+40bp - good management of the decline in activity).The guidance for FY 2025 was also confirmed (stable sales and +1 point for EBITDA margin at 35%) with, compared with initial expectations, RF and POI in line, Automotive weaker but offset by...

Soitec : Retour maintenu à la croissance du CA au S2

>Une publication S1 rassurante avec des guidances réitérées pour FY 25 - Les résultats S1 sont ressortis en ligne avec les attentes, à savoir un CA en baisse organique de 15% (importants déstockages RF + faiblesse de l’automobile) et une marge d’EBITDA résistante (+40 pb - bonne gestion de la baisse de l’activité).Les guidances pour FY 25 ont également été confirmées (stabilité du CA et +1 point pour la marge EBITDA à 35%) avec, par rapport aux attentes initiale...

Wedbush Morning Call - Nov 22 2024 7:05AM

Another Solid Quarter And Guide

Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors

This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...

Wedbush Tech Weekly

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Ad Expert Call Takeaways: GOOGL Ad Tech, TTD, PMax, Advantage+, and th...

Yesterday, we hosted a call with Jeremy Woodlee, CEO of Santa Ynez Partners, a boutique advisory firm focused on digital media and ad tech. Previously, he spent three years at Accenture leading its global relationship with Google Ads after spending 11 years at Google, and three years at Magnite (fka Rubicon Project).

Credit Morning 11/21/2024

Fnac Darty: Vesa Equity Investment's stake rises to 30.8% without triggering the takeover threshold>...

ODDO BHF Small & MIDCAP MORNING NEWS - 11/21/2024

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Morning Crédit 21/11/2024

Fnac Darty : Vesa Equity Investment monte à 30,8% du capital sans déclencher le seuil d’OPA>...

ODDO BHF Small & MIDCAP MORNING NEWS - 21/11/2024

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Soitec 1FH25: Inventory correction progressing as planned

Soitec reported 1FH2 yesterday.