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AMZN , GOOGL , FB , SNAP , TWTR , PINS

+1 pts





By d1d2d3daniel on July 25, 2021, 9:04 a.m.
Tagged topics: digital advertising , innovation , TAM expansion , secular growth , big tech , Morgan Stanley

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SNAP , TWTR , GOOGL , FB , PINS , AMZN

+40 pts



$SNAP $TWTR - Morgan Stanley says the strong ads reflect innovation, faster macro online ad growth, and TAM expansion

By labjordan on July 23, 2021, 11:30 a.m.
Tagged topics: digital advertising , innovation , TAM expansion , secular growth , big tech , Morgan Stanley

Views: 154, Votes: 3, Responses: 1, Attachments: 2
AMZN , FB , SNAP , ATVI , TTWO , ZNGA

+5 pts





By alesanco.josemaria on July 21, 2021, 8:16 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , GOOGL , SNAP , TWTR

+32 pts



Jefferies sees strong digital ad backdrop, but believes $FB has the most upside, also constructive on $GOOGL

By labjordan on July 20, 2021, 2:17 p.m.
Tagged topics: valuations , digital advertising , earnings preview , social media , Jefferies

Views: 98, Votes: 3, Responses: 0, Attachments: 19
AMZN , FB , SNAP , ATVI , ZNGA , TTWO

+37 pts



Morgan Stanley keeps $AMZN as their Top Pick as investors begin to value it on GAAP EPS, also bullish on video games on user trends

By mooreideas on July 20, 2021, 11:30 a.m.
Tagged topics: digital advertising , video games , big tech , analyst top pick , social media

Views: 195, Votes: 3, Responses: 1, Attachments: 26
SNAP , FB , GOOGL , AAPL

+33 pts



Piper Sandler estimates the AR market opportunity at $17bn by 2025, sees $SNAP as well positioned (deep dive)

By labjordan on July 16, 2021, 11:58 a.m.
Tagged topics: digital advertising , augmented reality , eCommerce , expanding TAM

Views: 97, Votes: 2, Responses: 0, Attachments: 20
AMZN , GOOGL , FB , TTD , ROKU , WIX

+32 pts



$AMZN - Jefferies-hosted ad expert says CPG and Healthcare are the next biggest ad revenue opportunities for Amazon

By labjordan on July 7, 2021, 9:58 a.m.
Tagged topics: digital advertising , ad tech , expert analysis , Jefferies

Views: 14, Votes: 1, Responses: 0, Attachments: 4
FB

+30 pts



$FB - JP Morgan expects FTC to re-file, but Facebook break-up potential has been reduced

By mooreideas on June 29, 2021, 11:29 a.m.
Tagged topics: regulatory environment , anti-trust , JP Morgan , overhang lifted

Views: 106, Votes: 1, Responses: 0, Attachments: 1
FB , GOOGL

+35 pts



$FB, $GOOGL - Jefferies sees robust ad spend for Q2 and Q3, budgets shifting to Android on FB as users opt out of tracking on iOS14.5

By mooreideas on June 29, 2021, 11:23 a.m.
Tagged topics: digital advertising , analyst top pick , Jefferies , App Tracking Transparency , iOS privacy changes , Android

Views: 142, Votes: 3, Responses: 0, Attachments: 1
AAPL , ROKU , AMZN , GOOGL , FB , PINS , SNAP , TWTR

+31 pts



JP Morgan sees app tracking opt-in below 40% eight weeks into iOS14.5, still believes advertising impact to publishers will be 'manageable'

By mooreideas on June 28, 2021, 12:21 p.m.
Tagged topics: analyst checks , digital advertising , JP Morgan , App Tracking Transparency , iOS privacy changes

Views: 125, Votes: 1, Responses: 0, Attachments: 4