Latest ideas and analyses related to digital advertising

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
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: 99, 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
ROKU

+1 pts





By rogoman on July 16, 2021, 8:02 a.m.
Tagged topics: digital advertising , Dataxu , hidden value , Needham , adtech , media , upside to estimates

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

+40 pts



$ROKU - Needham says DataXu is Roku's hidden value driver, and investors are underestimating its contribution

By puckerman17 on July 15, 2021, 2:36 p.m.
Tagged topics: digital advertising , Dataxu , hidden value , Needham , adtech , media , upside to estimates

Views: 164, Votes: 6, Responses: 1, Attachments: 16
TTD

+1 pts





By rogoman on July 14, 2021, 2:01 p.m.
Tagged topics: digital advertising , hidden value , Needham

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

+38 pts



$TTD - Needham says revenue shares with 3rd party analytics create a 'multiplier effect' and is TTD's hidden value upside

By labjordan on July 14, 2021, 10:44 a.m.
Tagged topics: digital advertising , hidden value , Needham

Views: 140, Votes: 4, Responses: 1, Attachments: 17