reports
- Pelham Smithers
- Wedbush Research
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Dan Salmon
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...
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MCS MARCUS CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
AMZN AMAZON.COM INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
S SENTINELONE INC
RBRK RUBRIK INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- 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
- Abe Rimatzki
- Seth Basham
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
RZLT INC.
STX REZOLUTE
GFS SEAGATE TECHNOLOGY HLDGS PLC
TLX GLOBALFOUNDRIES INC
CBIO TELIX PHARMACEUTICALS LIMITED
CRESCENT BIOPHARMA INC.
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Wedbush Research
HPP HUDSON PACIFIC PROPERTIES INC.
UMH UMH PROPERTIES INC.
UDR UDR INC.
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RWT REDWOOD TRUST INC.
REXR REXFORD INDUSTRIAL REALTY INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
FR FIRST INDUSTRIAL REALTY TRUST INC.
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CPT CAMDEN PROPERTY TRUST
BXP BOSTON PROPERTIES INC.
AVB AVALONBAY COMMUNITIES INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
RC READY CAPITAL CORPORATION
SAFE SAFEHOLD INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
CSR CENTERSPACE
TTD THE TRADE DESK
HR INC.
STRW HEALTHCARE TRUST OF AMERICA INC.
STRAWBERRY FIELDS REIT INC.
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Wedbush Research
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
- Wedbush Research
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
- 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 ...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
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.