What’s New: In this first take following tonight’s results, we focus on: 1. Topline surprise: ad monetization much better, user growth largely inline 2. Conversations ads lead the way for Search ads to come 3. Not much new on data licensing, MSFT partnership seems unlikely 4. Operating leverage much stronger than expected
Ahead of Tuesday’s earning report, we review set up for the stock into the print, what to look and listen for in the shareholder letter and conference call, our top questions for management, potential positive & negative catalysts, and the top debates, controversies and conversation topics of late.
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
We had the opportunity to catch up with over a dozen industry contacts and check in on close to 20 panels over the past four days of NYC Advertising Week. In the note, we walk through the top takeaways from our conversations including 2H24 advertising trends, the latest in CTV ad market pricing/supply trends, and views on the potential outcome of the DOJ versus GOOGL Ad Tech case. We also have specific stock takeaways for GOOGL, META, AMZN, TTD, SNAP, PINS, and RDDT.
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
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