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FB , GOOGL , TWTR , SNAP , TTD , CDLX , CRTO

+43 pts



Latest data suggests digital ads bottomed in mid-March, improving in April

By bbern3 on April 21, 2020, 9:41 a.m.
Tagged topics: analyst checks , digital advertising , COVID-19 , eCommerce

Views: 299, Votes: 2, Responses: 1, Attachments: 0
NFLX , DIS

+31 pts



$NFLX Thoughts ahead of Q1 print next week

By realjoe on April 17, 2020, 11:39 a.m.
Tagged topics: analyst checks , Disney+ , COVID-19 , stay-at-home

Views: 222, Votes: 1, Responses: 0, Attachments: 0
NFLX

+37 pts



Stay-at-home appears to be extending $NFLX's lead from international growth

By realjoe on April 8, 2020, 7:45 a.m.
Tagged topics: analyst checks , international growth , subscriber growth , COVID-19 , Tiger King

Views: 291, Votes: 1, Responses: 1, Attachments: 0
BYND

+31 pts



Some early data on the impact to $BYND from COVID-19

By realjoe on April 8, 2020, 7:17 a.m.
Tagged topics: retail , analyst checks , Europe , COVID-19 , Foodservice , QSRs

Views: 341, Votes: 1, Responses: 0, Attachments: 0
ATVI , EA , TTWO

+33 pts



$ATVI stands to benefit most from stay-at-home during COVID-19

By ethonomics on April 7, 2020, 12:50 p.m.
Tagged topics: analyst checks , COVID-19 , stay-at-home , Call of Duty , Warzone , World of Warcraft , sports titles

Views: 316, Votes: 2, Responses: 0, Attachments: 0
AAPL

+31 pts



Assumptions for $AAPL through this crisis

By josiebe on April 3, 2020, 10:32 a.m.
Tagged topics: analyst checks , China , iPhone , service growth , upgrade cycle , App Store , coronavirus , store closures , supply chain constraints , Rest of World

Views: 294, Votes: 2, Responses: 0, Attachments: 0
SHOP

+36 pts



Pain for $SHOP could sustain for a while

By puckerman17 on April 2, 2020, 8:44 a.m.
Tagged topics: guidance , analyst checks , China , web traffic volume , gross merchandise volume , GMV

Views: 306, Votes: 1, Responses: 1, Attachments: 0
HD , LOW , Home Improvement Retail

+31 pts



Hold on to your HD and LOW shares

By labjordan on April 1, 2020, 12:49 p.m.
Tagged topics: home improvement sales , analyst checks , COVID-19

Views: 308, Votes: 2, Responses: 0, Attachments: 0
TSLA

+30 pts



$TSLA street likely to shrug off weak Q1 later this week

By phenphen on March 31, 2020, 12:24 p.m.
Tagged topics: analyst checks , China , corona virus , Fremont , Reno , New York

Views: 344, Votes: 1, Responses: 0, Attachments: 0
LULU

+37 pts



LULU likely to disappoint tonight

By ethonomics on March 26, 2020, 9:50 a.m.
Tagged topics: guidance , analyst checks , markdowns

Views: 345, Votes: 2, Responses: 1, Attachments: 0
AAPL

+30 pts



Big cuts to AAPL 1H estimates, should see recovery in the fall

By labjordan on March 24, 2020, 12:30 p.m.
Tagged topics: analyst checks , China , buybacks , coronavirus , supply chain constraints , demand pressures

Views: 344, Votes: 1, Responses: 0, Attachments: 0
CRM

+44 pts



Salesforce.com likely to beat F'Q4 next week

By ethonomics on Feb. 20, 2020, 7:24 a.m.
Tagged topics: guidance , analyst checks , billings , RPO

Views: 303, Votes: 3, Responses: 2, Attachments: 0
TSLA , GM , F

+30 pts



Some negative data points for the auto industry out of China

By josiebe on Feb. 7, 2020, 12:30 p.m.
Tagged topics: analyst checks , China , corona virus , CPCA , Gasgoo

Views: 290, Votes: 1, Responses: 0, Attachments: 0
AAPL , QCOM

+31 pts



Analyst checks indicate no delays for 5G mmWave "iPhone 12", contrary to rumors

By labjordan on Jan. 17, 2020, 11:10 a.m.
Tagged topics: analyst checks , China , mmWave , iPhone 12 , BOM , production delays , cost advantage

Views: 396, Votes: 1, Responses: 0, Attachments: 0
NFLX

+35 pts



Analyst checks indicate upside to Netflix Q4 subscriber growth

By phenphen on Jan. 13, 2020, 12:52 p.m.
Tagged topics: analyst checks , subscriber growth , domestic , international

Views: 358, Votes: 1, Responses: 0, Attachments: 0
AAPL

+42 pts



Weak China iPhone sales a near term downside risk for AAPL

By phenphen on Dec. 12, 2019, 2:17 p.m.
Tagged topics: analyst checks , China , ASP , iPhone 11 , iPhone shipments

Views: 626, Votes: 1, Responses: 1, Attachments: 0
PANW

+38 pts



Analyst checks indicate FQ1 street estimates may be too low

By phenphen on Nov. 22, 2019, 4:11 p.m.
Tagged topics: street expectations , analyst checks , Americas region , European

Views: 462, Votes: 2, Responses: 0, Attachments: 0
VZ , T , TMUS , NFLX

+30 pts



Verizon's 12 month free Disney+ promo met with modest consumer reaction

By bbern3 on Nov. 19, 2019, 5:29 p.m.
Tagged topics: analyst checks , DirecTV , Disney+ , unlimited plans , promotion

Views: 157, Votes: 1, Responses: 0, Attachments: 0
DIS

+49 pts



Early stats indicate Disney+ off to a very strong start

By phenphen on Nov. 19, 2019, 5:12 p.m.
Tagged topics: analyst checks , Disney+ , app downloads , launch day , Google search interest , Internet traffic , Amazon Prime Video

Views: 457, Votes: 2, Responses: 3, Attachments: 0
CRM

+31 pts



Analyst checks indicate 20%+ organic growth sustainable into F'21

By bbern3 on Nov. 16, 2019, 4:39 p.m.
Tagged topics: street expectations , analyst checks , Marketing and Service Cloud , mid-market , non-US customers , MuleSoft , Europe macro concerns

Views: 204, Votes: 1, Responses: 0, Attachments: 0