reports
- Wedbush Research
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
LRMR LARIMAR THERAPEUTICS INC
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
PEPG PEPGEN INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Pelham Smithers
PSA Media & Entertainment: Are We at Peak Japan Soft Power? Considerin...
Switch 2, Hello Kitty and Demon Slayer have underlined the success of Japan’s global pop culture influence. In this review, Pelham Smithers discusses whether 2025 will be the peak, or if there more to come. In light of the capital limitations faced by Japanese game developers evident at TGS2025, Pelham thinks further consolidation is likely and suggests three likely scenarios.
NEH NETEASE INC. SPONSORED ADR
NFLX NETFLIX INC.
9697 CAPCOM CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
9468 KADOKAWA CORPORATION
9766 KONAMI HOLDINGS CORP
7974 NINTENDO CO. LTD.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
EA ELECTRONIC ARTS INC.
MSFT MICROSOFT CORPORATION
6460 JP SEGA SAMMY
GRVY GRAVITY CO. LTD. ADS
78320 BANDAI NAMCO
36350 KOEI TECMO
- Dan Salmon
The Trade Desk (TTD, Neutral, $50 target) 10x voting shares extended,...
Last week, TTD held a special meeting of shareholders to vote on the proposed 10-year extension of the Class B/10x vote shares. As expected, the vote passed, as CEO Green controls over 48% of the total votes, and controlled well over 50% of the represented votes accumulated before the meeting.
- Dan Salmon
AMZN(Buy, $270 target) /TTD (Neutral, $60 target) : Amazon DSP adds SI...
Yesterday, AdWeek reported that Amazon DSP has struck its largest partnership with a streaming audio service to date, specifically SIRI, whose properties include Pandora and SoundCloud. TTD is among SIRI’s existing DSP partners, and we walk through the implications for both Amazon DSP and TTD in the note, including the potential for SPOT to add Amazon DSP as a partner as well.
- Pelham Smithers
Trade Desk Inc: 1 director
Two Directors at Trade Desk Inc bought/sold after exercising options/sold 51,383 shares at between 0.000USD and 91.181USD. The significance rating of the trade was 75/100. 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 al...
- Dan Salmon
The Trade Desk (TTD, Neutral, $75 target) Continued revenue decelerati...
In this first take following tonight’s results, we touch on: 1. 3Q25 revenue deceleration hangs over the stock 2. Management remains confident that Amazon DSP is not a competitor 3. Kokai adoption reaches three quarters of spend 4. CFO transition announced, other leadership changes evolve go-to-market
- 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.
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