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Pelham Smithers
  • 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.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

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.

Snap Inc: 1 director

A director at Snap Inc sold/gave away 2,805,456 shares at 0.000USD and the significance rating of the trade was 68/100. 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 years cl...

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.

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