Buy these top stocks ahead of earnings, including Netflix and Guess, Wall Street analysts say

Mario Tama / Getty ImagesCNBC took a close look at the latest Wall Street research to find stocks to buy ahead of the release of their earnings reports. These companies include Netflix, Lyft, TE Connectivity, Guess, and Synaptics Inc.TE ConnectivityThis week, Wells Fargo raised its rating on TE Connectivity to overweight from equal weight. The company designs and manufactures connectivity and sensor products across a variety of sectors, including most notably the automobile industry. The analyst


Mario Tama / Getty ImagesCNBC took a close look at the latest Wall Street research to find stocks to buy ahead of the release of their earnings reports.
These companies include Netflix, Lyft, TE Connectivity, Guess, and Synaptics Inc.TE ConnectivityThis week, Wells Fargo raised its rating on TE Connectivity to overweight from equal weight.
The company designs and manufactures connectivity and sensor products across a variety of sectors, including most notably the automobile industry.
The analyst
Buy these top stocks ahead of earnings, including Netflix and Guess, Wall Street analysts say Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-18  Authors: michael bloom
Keywords: news, cnbc, companies, iphone, guess, analyst, buy, stock, netflix, believe, continue, guidance, lyft, analysts, say, stocks, wall, earnings, company, street, including


Buy these top stocks ahead of earnings, including Netflix and Guess, Wall Street analysts say

Confetti falls as Lyft CEO Logan Green (C) and President John Zimmer (LEFT C) ring the Nasdaq opening bell celebrating the company’s initial public offering (IPO) on March 29, 2019 in Los Angeles, California. The ride hailing app company’s shares were initially priced at $72. Mario Tama / Getty Images

CNBC took a close look at the latest Wall Street research to find stocks to buy ahead of the release of their earnings reports. These companies include Netflix, Lyft, TE Connectivity, Guess, and Synaptics Inc.

TE Connectivity

This week, Wells Fargo raised its rating on TE Connectivity to overweight from equal weight. The company designs and manufactures connectivity and sensor products across a variety of sectors, including most notably the automobile industry. The firm is banking on an improving global auto outlook to lead the company to better-than-expected earnings when it issues its first quarter report later this month. “Given our comfort with incrementally stable to positive trends, we think TEL’s 2H could outpace our prior/current consensus outlooks comfortably,” Wells Fargo analyst Deepa Raghavan said. The analyst said the stock isn’t without risk, but it noted that the improving global outlook should help investors. “Apart from autos, many other datapoints have stabilized vs last few months including industrial short cycle. Partial trade resolution and some easy comps have resulted in China PMI exceeding expectations,” she said. Shares of the company are up 1.8% on the week.

Guess

On the heels of a successful holiday season for many retailers, Guess is aiming to keep the momentum going according to Jefferies analyst Janine Stichter. The firm had a chance to visit with management at Guess and came away impressed that the company appears to be firing on all cylinders. Guess makes jeans, watches, and other clothing accessories. The analyst said she believes the company has big opportunities across logistics and the supply chain, and thinks e-commerce will be a “key driver” behind top-line growth. Jefferies also said it expected that the company’s double-digit margin target is “well-within reach.” “We continue to believe that GES has meaningful low-hanging fruit to drive margins across many areas of the business, and see much of this margin expansion unfolding over the next few years,” she said. Shares of the company are up over 2% on the week.

Synaptics

Many investors, customers, and analysts await the next generation of iPhones, and so do some companies. Synaptics Inc. is one of them. It makes human interface hardware and software, including touchpads for computer laptops, and touch, display driver, and fingerprint biometrics technology for smartphones. The company is expected to be a key supplier for the touch controller in some of the new iPhone models and according to KeyBanc, a key driver of earnings when the company reports in early February. “Healthy iPhone 11 demand in conjunction with the ramp of the iPhone SE should drive upside to both near-term results and guidance,” analyst John Vinh said. The upcoming 5G cycle is also crucial, according to the firm. “Within mobile, the initial rollout of 5G, healthy iPhone demand, and the ramp of the iPhone SE2 should drive near-term upside and better than normal seasonal guidance,” they said. The stock is up over 5% on the week. Here’s what else analysts are saying about stocks to watch into earnings season:

Goldman Sachs – Netflix, Buy rating

“We expect Netflix to report 4Q results well above and provide initial guidance for 1Q roughly in-line with FactSet Consensus with its 1/21 results. The content additions to the platform, in particular what we believe was Netflix’s highest quality Original release slate to date, drove this outperformance, despite the lingering impact of last year’s price increases and high profile competitive launches, and should continue to do so as these cash content investments pay off. While the stock has outperformed the broader market since 3Q results as investor expectations have largely converged toward company guidance, we continue to believe Netflix will exceed that guidance and consensus expectations for the year ahead, driving more share price outperformance.”

RBC – Lyft, Outperform rating

“We continue to believe that LYFT is a strong #2 player in the large and growing U.S. Ridesharing industry, with industry-leading growth rates. We continue to believe that Lyft is beginning to prove out its path to profitability from competitive dynamics improving, long-term pricing power, insurance leverage, and expense leverage from scale advantages. … We’re most incrementally near-term constructive on LYFT – which we believe has a reasonable shot at upwards estimates revisions on the print given highly reasonable Street estimates for Revenue and EBITDA in Q4 and FY20.”

Wells Fargo – TE Connectivity, Overweight rating

“We are upgrading TEL to Overweight from Equal Weight on better auto outlooks (better recent datapoints plus upcoming risks well understood) and potential for outperformance vs. current c’sus expectations. … We believe the company should return to beat and raise/upward earnings momentum driven by broad based stabilization encompassing autos, industrial, semi & China PMIs. Moreover, we believe risks to Europe and N.Am auto outlooks are by now largely well recognized, even if only partially reflected in stock. … Given our comfort with incrementally stable to positive trends, we think TEL’s 2H could outpace our prior/current c’sus outlooks comfortably.

Jefferies – Guess, Buy rating

We continue to believe that GES has meaningful low-hanging fruit to drive margins across many areas of the business, and see much of this margin expansion unfolding over the next few years. Even against a volatile macro backdrop, F’21 estimates may prove conservative as these initiatives are realized. … DD% margin target is well-within reach. … E-comm optimization is a key driver behind top-line growth.”

KeyBanc – Synaptics Incorporated, Overweight rating


Company: cnbc, Activity: cnbc, Date: 2020-01-18  Authors: michael bloom
Keywords: news, cnbc, companies, iphone, guess, analyst, buy, stock, netflix, believe, continue, guidance, lyft, analysts, say, stocks, wall, earnings, company, street, including


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Here are Friday’s biggest analyst calls of the day: Apple, Amazon, Netflix, Pinterest & more

Apple CEO Tim Cook speaks during an announcement of new products at the Apple Worldwide Developers Conference Monday, June 4, 2018, in San Jose, Calif. Here are the biggest calls on Wall Street on Friday:UBS said in its downgrade that Twitter’s ongoing investments into safety, security, and advertising technology could be an earnings headwind for 2020. “As we enter 2020, we see TWTR at a bit of a crossroads – we con’t to hear from ad industry contacts that 2020 should be a year where TWTR’s plat


Apple CEO Tim Cook speaks during an announcement of new products at the Apple Worldwide Developers Conference Monday, June 4, 2018, in San Jose, Calif.
Here are the biggest calls on Wall Street on Friday:UBS said in its downgrade that Twitter’s ongoing investments into safety, security, and advertising technology could be an earnings headwind for 2020.
“As we enter 2020, we see TWTR at a bit of a crossroads – we con’t to hear from ad industry contacts that 2020 should be a year where TWTR’s plat
Here are Friday’s biggest analyst calls of the day: Apple, Amazon, Netflix, Pinterest & more Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-17  Authors: michael bloom
Keywords: news, cnbc, companies, day, tim, calls, analyst, twtr, worldwide, investments, pinterest, fridays, biggest, 2020, wall, twitters, amazon, twtrs, apple, netflix


Here are Friday's biggest analyst calls of the day: Apple, Amazon, Netflix, Pinterest & more

Apple CEO Tim Cook speaks during an announcement of new products at the Apple Worldwide Developers Conference Monday, June 4, 2018, in San Jose, Calif.

Here are the biggest calls on Wall Street on Friday:

UBS said in its downgrade that Twitter’s ongoing investments into safety, security, and advertising technology could be an earnings headwind for 2020.

“As we enter 2020, we see TWTR at a bit of a crossroads – we con’t to hear from ad industry contacts that 2020 should be a year where TWTR’s platform is set to capitalize on large scale global events (Olympics, European football championship & US election) but exiting from its ‘buggy’ summer we think TWTR mgmt also is likely to persist with investments around safety/security and ad tech stack.”

Read more about this call here.


Company: cnbc, Activity: cnbc, Date: 2020-01-17  Authors: michael bloom
Keywords: news, cnbc, companies, day, tim, calls, analyst, twtr, worldwide, investments, pinterest, fridays, biggest, 2020, wall, twitters, amazon, twtrs, apple, netflix


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday

CEO Of Netflix, Reed Hastings, attends the red carpet during the Netflix presentation party at the Invernadero del Palacio de Cristal de la Arganzuela on April 4, 2019 in Madrid, Spain. Here are the most important things to know about Tuesday before you hit the door. Netflix is set to report its fourth-quarter results on Tuesday after the bell. Investors will pay attention to Netflix’s subscriber growth in light of the increased competition in the streaming space. Shares of Netflix have rallied


CEO Of Netflix, Reed Hastings, attends the red carpet during the Netflix presentation party at the Invernadero del Palacio de Cristal de la Arganzuela on April 4, 2019 in Madrid, Spain.
Here are the most important things to know about Tuesday before you hit the door.
Netflix is set to report its fourth-quarter results on Tuesday after the bell.
Investors will pay attention to Netflix’s subscriber growth in light of the increased competition in the streaming space.
Shares of Netflix have rallied
Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-17  Authors: yun li
Keywords: news, cnbc, companies, fourth, guidance, ibm, share, netflix, earned, davos, things, trump, streaming, reports, quarter, cents, thornton, earnings, speaks, watch


Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday

CEO Of Netflix, Reed Hastings, attends the red carpet during the Netflix presentation party at the Invernadero del Palacio de Cristal de la Arganzuela on April 4, 2019 in Madrid, Spain.

Here are the most important things to know about Tuesday before you hit the door.

Netflix is set to report its fourth-quarter results on Tuesday after the bell.

Wall Street analysts are expecting the streaming media company to have earned 52 cents per share in the fourth quarter, more than the 30 cents per share it earned in the same quarter a year ago, according to FactSet.

Investors will pay attention to Netflix’s subscriber growth in light of the increased competition in the streaming space. SunTrust analyst Matthew Thornton said he expects international paid subscription to grow by 7 million in the fourth quarter, in line with guidance, while domestic membership is expected to come in slightly ahead of the guidance of 0.6 million.

Shares of Netflix have rallied 15% in the past three months, despite the launch of Disney+ in mid-November.


Company: cnbc, Activity: cnbc, Date: 2020-01-17  Authors: yun li
Keywords: news, cnbc, companies, fourth, guidance, ibm, share, netflix, earned, davos, things, trump, streaming, reports, quarter, cents, thornton, earnings, speaks, watch


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Stocks making the biggest moves premarket: Morgan Stanley, Southwest, Tesla, Netflix & more

Southwest Airlines (LUV) – Southwest took Boeing’s (BA) grounded 737 Max jet off its flight schedule through June 6. XPO Logistics (XPO) – XPO is considering a sale of the company or a spin-off of one or more business units. Tesla (TSLA) – Tesla saw vehicle registrations in California cut nearly in half during the fourth quarter of 2019 compared to a year earlier. Netflix (NFLX) – Netflix is collaborating with Ben & Jerry’s on a new ice cream flavor called “Netflix & Chilll’d.” PPG Industries (P


Southwest Airlines (LUV) – Southwest took Boeing’s (BA) grounded 737 Max jet off its flight schedule through June 6.
XPO Logistics (XPO) – XPO is considering a sale of the company or a spin-off of one or more business units.
Tesla (TSLA) – Tesla saw vehicle registrations in California cut nearly in half during the fourth quarter of 2019 compared to a year earlier.
Netflix (NFLX) – Netflix is collaborating with Ben & Jerry’s on a new ice cream flavor called “Netflix & Chilll’d.”
PPG Industries (P
Stocks making the biggest moves premarket: Morgan Stanley, Southwest, Tesla, Netflix & more Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-16  Authors: peter schacknow
Keywords: news, cnbc, companies, revenue, netflix, premarket, making, moves, tesla, fourth, southwest, stanley, morgan, xpo, recent, company, vaporfly, vehicle, share, cents, decline, biggest, stocks


Stocks making the biggest moves premarket: Morgan Stanley, Southwest, Tesla, Netflix & more

Check out the companies making headlines before the bell:

Morgan Stanley (MS) – The investment bank reported quarterly earnings of $1.30 per share, beating the consensus estimate of 99 cents a share. The $1.30 including a 10 cent discrete tax benefit. Revenue was well above Wall Street forecasts, with firmwide revenue exceeding $10 billion for the fourth consecutive quarter.

Southwest Airlines (LUV) – Southwest took Boeing’s (BA) grounded 737 Max jet off its flight schedule through June 6.

XPO Logistics (XPO) – XPO is considering a sale of the company or a spin-off of one or more business units. Such a move would reverse recent strategy for the provider of warehousing and delivery services, which made 17 acquisitions from 2011 to 2015.

Tesla (TSLA) – Tesla saw vehicle registrations in California cut nearly in half during the fourth quarter of 2019 compared to a year earlier. That decline comes amid a significant drop in federal tax credits for electric vehicle buyers during 2019. Separately, Tesla was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which pointed to the recent stock run-up as well as long term risks to the automaker’s China business.

Taiwan Semiconductor (TSM) – Taiwan Semi said its current-quarter revenue should show a 45% jump compared to a year ago. The world’s largest contract chipmaker also raised its capital spending plan for the year on expectations of strong demand for 5G smartphones.

American Outdoor Brands (AOBC) – The company said CEO James Debney left the Smith & Wesson parent after he was found to have engaged in behavior “inconsistent with a non-financial company policy.” The company did not provide more details.

Alcoa (AA) – Alcoa lost 31 cents per share for the fourth quarter, wider than the 22 cents a share loss that analysts had been expecting. The aluminum producer’s revenue also came in below estimates, due in large part to lower prices. Alcoa said it expected aluminum demand to pick up this year.

Netflix (NFLX) – Netflix is collaborating with Ben & Jerry’s on a new ice cream flavor called “Netflix & Chilll’d.” The new flavor mixes pretzel swirls and fudge brownies in peanut butter ice cream.

Nike (NKE) – Nike’s Vaporfly shoe reportedly is set to be banned by World Athletics, amid allegations that it gives an unfair advantage to runners. The Daily Mail reports that the shoe’s design is under review, with findings to be revealed later this month. The Vaporfly has been worn by both men and women in recent record-breaking marathon races.

GlaxoSmithKline (GSK) – A Glaxo executive told Bloomberg that the drugmaker has not given much thought to an initial public offering of its consumer health care joint venture with Pfizer (PFE). The comments come after Pfizer CEO Albert Bourla said such a move could happen within three to four years.

Spirit Airlines (SAVE) – The airline updated its fourth-quarter guidance, saying a decline in total operating revenue per available seat mile would decline less than previously expected.

PPG Industries (PPG) – The paint maker missed estimates by 3 cents a share, with quarterly profit of $1.31 per share. Revenue also came in slightly below Street forecasts. with PPG noting weak conditions in the industrial markets that it serves.


Company: cnbc, Activity: cnbc, Date: 2020-01-16  Authors: peter schacknow
Keywords: news, cnbc, companies, revenue, netflix, premarket, making, moves, tesla, fourth, southwest, stanley, morgan, xpo, recent, company, vaporfly, vehicle, share, cents, decline, biggest, stocks


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Here are Tuesday’s biggest analyst calls of the day: Apple, Tesla, Netflix, Five Below & more

CEO Of Netflix, Reed Hastings, attends the red carpet during the Netflix presentation party at the Invernadero del Palacio de Cristal de la Arganzuela on April 4, 2019 in Madrid, Spain. Here are the biggest calls on Wall Street on Tuesday:” Apple stock has outperformed the broader market in anticipation of a strong 5G upgrade cycle. We are more optimistic on 5G upgrade based on our latest smartphone survey data (22% citing 5G as a factor, though still lagging performance related factors).” Atlan


CEO Of Netflix, Reed Hastings, attends the red carpet during the Netflix presentation party at the Invernadero del Palacio de Cristal de la Arganzuela on April 4, 2019 in Madrid, Spain.
Here are the biggest calls on Wall Street on Tuesday:” Apple stock has outperformed the broader market in anticipation of a strong 5G upgrade cycle.
We are more optimistic on 5G upgrade based on our latest smartphone survey data (22% citing 5G as a factor, though still lagging performance related factors).”
Atlan
Here are Tuesday’s biggest analyst calls of the day: Apple, Tesla, Netflix, Five Below & more Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-14  Authors: michael bloom
Keywords: news, cnbc, companies, biggest, netflix, upside, priced, day, fully, cycle, iphone, calls, services, apple, upgrade, wearables, tesla, analyst, tuesdays


Here are Tuesday's biggest analyst calls of the day: Apple, Tesla, Netflix, Five Below & more

CEO Of Netflix, Reed Hastings, attends the red carpet during the Netflix presentation party at the Invernadero del Palacio de Cristal de la Arganzuela on April 4, 2019 in Madrid, Spain.

Here are the biggest calls on Wall Street on Tuesday:

” Apple stock has outperformed the broader market in anticipation of a strong 5G upgrade cycle. Our Asia supply chain work supports four 2020 iPhone models. In aggregate, we see 65MM 5G units for 2020. We are more optimistic on 5G upgrade based on our latest smartphone survey data (22% citing 5G as a factor, though still lagging performance related factors).”

Atlantic Equities downgraded Apple and said it believed the 5G cycle was “fully priced in.”

“The stock’s recent run has been driven by growing optimism for the 5G iPhone cycle, ongoing strength of Services and Wearables and apparent robust iPhone 11 demand. However, we believe upside potential from the 5G cycle is now more than fully priced in, Services and Wearables are unlikely to be a source of material upside and iPhone 11 could still disappointment, leaving risks now skewed to the downside, in our view.”

Read more about this call here.


Company: cnbc, Activity: cnbc, Date: 2020-01-14  Authors: michael bloom
Keywords: news, cnbc, companies, biggest, netflix, upside, priced, day, fully, cycle, iphone, calls, services, apple, upgrade, wearables, tesla, analyst, tuesdays


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Goldman raises Netflix price target, predicts subscriber growth will top the Street next week

In this photo illustration the Netflix logo is seen displayed on a smartphone. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images)Goldman Sachs raised its price target on Netflix to $450 per share from $400 per share, anticipating strong results this year. Goldman’s new price target implies more than 32% upside for the streaming company, which closed at $338.92 per share on Monday. Terry said Netflix’s strong content and “highest quality Original release slate to dat


In this photo illustration the Netflix logo is seen displayed on a smartphone.
(Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images)Goldman Sachs raised its price target on Netflix to $450 per share from $400 per share, anticipating strong results this year.
Goldman’s new price target implies more than 32% upside for the streaming company, which closed at $338.92 per share on Monday.
Terry said Netflix’s strong content and “highest quality Original release slate to dat
Goldman raises Netflix price target, predicts subscriber growth will top the Street next week Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-14  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, sachs, price, netflix, growth, week, target, street, predicts, streaming, guidance, terry, quarter, share, raises, subscriber, goldman, strong


Goldman raises Netflix price target, predicts subscriber growth will top the Street next week

In this photo illustration the Netflix logo is seen displayed on a smartphone. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images)

Goldman Sachs raised its price target on Netflix to $450 per share from $400 per share, anticipating strong results this year.

Goldman’s new price target implies more than 32% upside for the streaming company, which closed at $338.92 per share on Monday.

Thanks to Netflix’s highly anticipated movies and shows in the fourth quarter, Goldman is expecting the streaming platform to report 9.7 million paid subscriber additions in the fourth quarter, well above guidance of 7.6 million.

“While the stock has outperformed the broader market since 3Q results as investor expectations have largely converged toward company guidance, we continue to believe Netflix will exceed that guidance and consensus expectations for the year ahead, driving more share price outperformance,” Goldman Sachs senior equity analyst Heath Terry said in a note to clients on Tuesday.

Shares of Netflix have soared nearly 20% since reporting third quarter earnings in October of 2019, about double the return of the S&P 500 is the same period of time. Terry said Netflix’s strong content and “highest quality Original release slate to date” drove the share outperformance. This rally was all despite the lingering impact of last year’s price increases and high profile competitive launches, like AppleTV+ and Disney+, Terry added.


Company: cnbc, Activity: cnbc, Date: 2020-01-14  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, sachs, price, netflix, growth, week, target, street, predicts, streaming, guidance, terry, quarter, share, raises, subscriber, goldman, strong


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Roku shares jump as Wall Street bets on the company riding Disney and Netflix coattails

People pass by a video sign display with the logo for Roku, a Fox-backed video streaming firm, that held it’s IPO at the Nasdaq Marketsite in New York, September 28, 2017. If Disney, Apple and Netflix are getting a boost from the so-called streaming wars, they are taking Roku up with them, according to multiple Wall Street firms. Analysts said the video platform will ride the wave of new streaming services like Disney+ and Apple TV+, boosting new accounts and the stock. Shares of Roku were down


People pass by a video sign display with the logo for Roku, a Fox-backed video streaming firm, that held it’s IPO at the Nasdaq Marketsite in New York, September 28, 2017.
If Disney, Apple and Netflix are getting a boost from the so-called streaming wars, they are taking Roku up with them, according to multiple Wall Street firms.
Analysts said the video platform will ride the wave of new streaming services like Disney+ and Apple TV+, boosting new accounts and the stock.
Shares of Roku were down
Roku shares jump as Wall Street bets on the company riding Disney and Netflix coattails Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-13  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, jump, coattails, streaming, roku, shares, netflix, video, riding, company, wall, subscribers, apple, research, believe, disney, street


Roku shares jump as Wall Street bets on the company riding Disney and Netflix coattails

People pass by a video sign display with the logo for Roku, a Fox-backed video streaming firm, that held it’s IPO at the Nasdaq Marketsite in New York, September 28, 2017.

If Disney, Apple and Netflix are getting a boost from the so-called streaming wars, they are taking Roku up with them, according to multiple Wall Street firms.

Analysts said the video platform will ride the wave of new streaming services like Disney+ and Apple TV+, boosting new accounts and the stock.

“Rarely have we seen a company so well positioned to exploit an emerging trend as we believe is the case with Roku and over-the-top (OTT) video consumption,” D.A. Davidson senior research analyst Tom Forte said in a note to clients on Monday.

Shares of Roku were down Monday morning but have rallied nearly 225% in the past 12 months, largely because it is one of the few platforms that lets consumers watch Disney+, Amazon Prime Video, Apple TV+, Netflix and Hulu. While Disney+ added more than 20 million subscribers from its launch in November to the end of the year, Needham said that brought a bunch of new subscribers to Roku.

“We believe many homes had to buy a Roku stick to allow their TVs to receive Disney+,” said Needham’s research analyst Laura Martin.


Company: cnbc, Activity: cnbc, Date: 2020-01-13  Authors: maggie fitzgerald
Keywords: news, cnbc, companies, jump, coattails, streaming, roku, shares, netflix, video, riding, company, wall, subscribers, apple, research, believe, disney, street


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Barack and Michelle Obama-produced Netflix documentary ‘American Factory’ clinches Oscar nod

President Barack Obama sits with first lady Michelle Obama to watch musical perfomances during the 94th Annual National Christmas Tree Lighting Ceremony on the Ellipse in PresidentÕs Park on December 1, 2016 in Washington, DC. “American Factory,” the first film from Higher Ground, was nominated for Best Documentary Feature at the 92nd Annual Academy Awards. “Glad to see American Factory’s Oscar nod for Best Documentary,” Obama said Monday through his official Twitter account. In “American Factor


President Barack Obama sits with first lady Michelle Obama to watch musical perfomances during the 94th Annual National Christmas Tree Lighting Ceremony on the Ellipse in PresidentÕs Park on December 1, 2016 in Washington, DC.
“American Factory,” the first film from Higher Ground, was nominated for Best Documentary Feature at the 92nd Annual Academy Awards.
“Glad to see American Factory’s Oscar nod for Best Documentary,” Obama said Monday through his official Twitter account.
In “American Factor
Barack and Michelle Obama-produced Netflix documentary ‘American Factory’ clinches Oscar nod Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-13  Authors: kevin breuninger
Keywords: news, cnbc, companies, american, netflix, michelle, president, ground, clinches, oscar, obamaproduced, academy, factory, obama, best, barack, documentary, nod


Barack and Michelle Obama-produced Netflix documentary 'American Factory' clinches Oscar nod

President Barack Obama sits with first lady Michelle Obama to watch musical perfomances during the 94th Annual National Christmas Tree Lighting Ceremony on the Ellipse in PresidentÕs Park on December 1, 2016 in Washington, DC. (Photo by Paul Morigi/Getty Images)

A documentary created by former President Barack Obama and first lady Michelle Obama’s production company scored an Oscar nomination, marking the first time an ex-president has snagged a nod at the Academy Awards.

Higher Ground Productions, which aims to create projects that lift up “new and diverse voices,” signed a multiyear partnership with the Obamas in 2018 to make content for online streaming giant Netflix. “American Factory,” the first film from Higher Ground, was nominated for Best Documentary Feature at the 92nd Annual Academy Awards.

“Glad to see American Factory’s Oscar nod for Best Documentary,” Obama said Monday through his official Twitter account.

“It’s the kind of story we don’t see often enough and it’s exactly what Michelle and I hope to achieve with Higher Ground. Congrats to the incredible filmmakers and entire team!”

In “American Factory,” directors Julia Reichert and Steven Bognar look at an Ohio factory as a case study on globalization, automation and the rapidly shapeshifting world economy. A Chinese billionaire re-opens an abandoned General Motors plant in Ohio, rehiring thousands of U.S. workers but introducing new struggles and setbacks.

Higher Ground is staffed by veterans of the entertainment industry, including former employees from MTV, ESPN and FX Networks.

“American Factory” joined “The Cave,” “The Edge of Democracy,” “For Sama” and “Honeyland” in its nomination for Best Documentary Feature .

The 2020 Oscar nominees for all categories were announced Monday. Todd Phillips’ “Joker” led the pack with 11 nominations.

The Academy of Motion Picture Arts and Sciences award ceremony will take place Feb. 9 at the Dolby Theater in Los Angeles.


Company: cnbc, Activity: cnbc, Date: 2020-01-13  Authors: kevin breuninger
Keywords: news, cnbc, companies, american, netflix, michelle, president, ground, clinches, oscar, obamaproduced, academy, factory, obama, best, barack, documentary, nod


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Netflix leads Oscar nominations with 24 nods—a first for a streaming service

For the first time in Academy Award history, the studio with the most nominations is a streaming service. On Monday, Netflix nabbed 24 nominations for the big awards ceremony, more than any other media company in the industry this year. The streaming service has clashed with creators, theater owners and the Academy. While the film didn’t win, it did pick up the best international feature, best director and best cinematography awards. In December, the streaming service garnered the most Golden Gl


For the first time in Academy Award history, the studio with the most nominations is a streaming service.
On Monday, Netflix nabbed 24 nominations for the big awards ceremony, more than any other media company in the industry this year.
The streaming service has clashed with creators, theater owners and the Academy.
While the film didn’t win, it did pick up the best international feature, best director and best cinematography awards.
In December, the streaming service garnered the most Golden Gl
Netflix leads Oscar nominations with 24 nods—a first for a streaming service Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-13  Authors: sarah whitten
Keywords: news, cnbc, companies, nodsa, theater, service, netflixs, oscar, netflix, best, leads, streaming, nominations, fox, feature, film


Netflix leads Oscar nominations with 24 nods—a first for a streaming service

For the first time in Academy Award history, the studio with the most nominations is a streaming service.

On Monday, Netflix nabbed 24 nominations for the big awards ceremony, more than any other media company in the industry this year. Netflix’s achievement illustrates a new attitude from the Academy toward streaming services.

Martin Scorsese’s mobster epic “The Irishman” garnered 10 nominations, “Marriage Story” scored six, “The Two Popes” earned three and its first animated feature “Klaus” found itself on the best animated feature ballot.

Additionally, Netflix earned nominations for two feature documentaries (“American Factory” and “The Edge of Democracy”) and one documentary short (“Life Overtakes Me”).

Netflix’s road to the Oscars hasn’t been an easy one. The streaming service has clashed with creators, theater owners and the Academy.

As recent as April, the Academy was warned by the U.S. Department of Justice that its potential rule changes, which would limit the eligibility of Netflix and other streaming services, could raise antitrust concerns and violate laws aimed at protecting competition.

However, in the past, the biggest sticking point for Netflix was with theater owners. Traditionally, Hollywood studios, and even Amazon, have agreed to 90-day theatrical release windows, which means a film has to run in theaters for about three months before being available on video-on-demand or on a streaming service’s site or app.

Netflix has never been interested in making money at the box office. Instead, it’s about prestige and winning over subscribers.

To achieve this Netflix must screen its movies in theaters for at least a short time. The Academy’s rules for eligibility require a film run for at least seven consecutive days at a commercial theater in Los Angeles County. The film must also be shown at least three times a day, with at least one screening between the hours of 6 p.m. and 10 p.m.

2018’s “Roma” was Netflix’s first film to be nominated for best picture. While the film didn’t win, it did pick up the best international feature, best director and best cinematography awards. This kind of esteem not only proves that Netflix can create quality content, just like a traditional studio, but also helps convince independent theater owners to allow future Netflix films to play in their theaters.

And Netflix’s purchase of The Egyptian Theatre in Hollywood means the streaming service doesn’t have to rely on third parties to show its films to the public.

Of course, earning the most nominations doesn’t mean Netflix will come home with the most awards. In December, the streaming service garnered the most Golden Globe nominations (17), but only won two awards.

Not far behind Netflix’s nomination count was Disney, which scored 23 nominations on Monday.

In addition to Disney’s own studios, the company recently acquired 21st Century Fox, which owned both the 20th Century Fox label and Fox Searchlight.

Fox Searchlight earned six nominations for Taika Waititi’s “Jojo Rabbit” and 20th Century Fox garnered four from “Ford v. Ferrari.” In addition Disney secured nominations for “Toy Story 4,” “The Lion King,” “Avengers: Endgame,” “Maleficent: Mistress of Evil” and “Star Wars: The Rise of Skywalker.”


Company: cnbc, Activity: cnbc, Date: 2020-01-13  Authors: sarah whitten
Keywords: news, cnbc, companies, nodsa, theater, service, netflixs, oscar, netflix, best, leads, streaming, nominations, fox, feature, film


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post

Facebook, Tesla and Netflix comebacks show how investors can overreact to headlines and miss out

Facebook now trades at an all-time high, Tesla recently reached a new high, and Netflix is up about 33% after hitting it’s 52-week low in September. In June, as Facebook’s stock fell amid the controversies, Needham predicted growing calls for regulation would be damaging. Investors, however, shrugged it off as the bull market reached for new highs and Facebook continued to grow. The tweet sent Tesla stock up more than 13% and allegedly violated securities laws. On Tesla, we think many investors


Facebook now trades at an all-time high, Tesla recently reached a new high, and Netflix is up about 33% after hitting it’s 52-week low in September.
In June, as Facebook’s stock fell amid the controversies, Needham predicted growing calls for regulation would be damaging.
Investors, however, shrugged it off as the bull market reached for new highs and Facebook continued to grow.
The tweet sent Tesla stock up more than 13% and allegedly violated securities laws.
On Tesla, we think many investors
Facebook, Tesla and Netflix comebacks show how investors can overreact to headlines and miss out Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2020-01-10  Authors: al lewis
Keywords: news, cnbc, companies, netflix, wrote, miss, headlines, tesla, streaming, overreact, model, stock, investors, musk, pill, facebooks, comebacks, facebook


Facebook, Tesla and Netflix comebacks show how investors can overreact to headlines and miss out

Facebook Chairman and CEO Mark Zuckerberg testifies at a House Financial Services Committee hearing in Washington, October 23, 2019. Erin Scott | Reuters

If you believed last year’s headlines, Facebook would be broken up, Tesla would never turn a profit, and Netflix would soon be clobbered by Disney+ and other upstart streaming competitors. Each of those stocks took headline hits — and for good reasons at the time — but investors who sold or shorted shares on the negative news made losing bets. Facebook now trades at an all-time high, Tesla recently reached a new high, and Netflix is up about 33% after hitting it’s 52-week low in September. To be sure, these big-name stocks are benefiting from a raging bull market, kicked to a gallop with rate cuts from the Federal Reserve. Still, these three companies demonstrate how quickly markets can look past headlines, negative analyst reports and fears of the moment to spot opportunity. Here’s a look at what happened with each of them:

An about-Facebook

Facebook’s stock already had dropped precipitously amid calls for its breakup when the Federal Trade Commission opened an antitrust probe into the social media giant in July.

Among a litany of complaints, Facebook’s critics accused it of damaging democracy after Cambridge Analytica was able to leverage personal data from millions of users for political advertising strategies. Facebook has also been fighting demands that it cease running false political advertisements, and it’s been battling to launch a new digital currency, libra. In June, as Facebook’s stock fell amid the controversies, Needham predicted growing calls for regulation would be damaging. “Governments have unlimited time and money and they believe they are protecting big ideas such as liberty, fairness, consumers, competition, etc.” Needham analysts wrote. “They do not care what it costs. We believe that even if FB can continue to grow users and revenue, its margins will fall and headline risks will rise steadily through the Nov 2020 US election.” Investors, however, shrugged it off as the bull market reached for new highs and Facebook continued to grow. In its Oct. 30 earnings release, Facebook reported that its daily active users increased to an average of 1.62 billion for September 2019, an increase of 9% year over year. Revenue for Facebook’s third quarter was up 29% to $17.65 billion. Earnings per share rose 20% to $2.12. Deutsche Bank analyst Lloyd Walmsley attributes Facebook’s success to basic blocking and tackling: “We are bullish on Facebook and see the renewed strength in the core Facebook app becoming a critical leg of the story around FB shares in 2020,” he said in a December research note. “This was not a coincidence, but the result of extensive product work — reworking the core newsfeed algorithm, promoting meaningful content, rolling out Stories, scaling Marketplace, building its Groups product, adding more video content and continuing to improve relevancy algorithms across content and ads.”

Tesla’s shocking turnaround

The electric automaker has suffered a raft of controversies, including gaffes from it’s idiosyncratic co-founder and CEO Elon Musk to worries about profitability and the ability to borrow money.

In April, Musk came to a settlement with securities regulators that required lawyers to review his use of Twitter. The Securities and Exchange Commission had sued Musk after he tweeted he had secured funding to take Tesla private. The tweet sent Tesla stock up more than 13% and allegedly violated securities laws. It also undermined investor confidence. On May 30, Barclays analysts wrote that demand for Tesla’s Model 3 was stagnating and the company didn’t have a path to profitability. “We used a key theme from the classic sci-fi film ‘The Matrix’ to explain the disconnect between us and the market in valuing Tesla shares.” the analysts wrote. “In the film, Neo is offered a choice between a red pill, which allows him to see the universe as it is … or a blue pill, which allows him to continue in his ignorant bliss. On Tesla, we think many investors had initially taken the blue pill, while we remained stubbornly in the red pill camp.” In July, Tesla reported wider-than-expected losses and announced that co-founder JB Straubel was leaving his post as chief technology officer. The stock swooned. Tesla’s fortunes, however, have swiftly turned following better-than-expected fourth-quarter deliveries of the Model 3 as well as the lighting-fast construction and opening of a Model 3 production plant in Shanghai. Analysts now see the company opening huge markets for itself in China. Today, Tesla stock is up nearly 97% over the past three months, and Musk was dancing earlier this week at a Model 3 celebration at the company’s Shanghai factory.

Netflix not losing to Disney+

Netflix stock stumbled last year as investors wondered how many subscribers it could lose with the launch of Disney+ and the emergence of several other streaming video competitors, including Apple TV. What many saw as fierce competition was dubbed the “Streaming Wars” with Disney+ named as Netflix’s greatest challenger.

Netflix, however, has held on to its subscriber base after the Nov. 12 launch of Disney+. It turns out, streaming services aren’t an either-or proposition with many subscribers taking on more than one service. “‘Streaming wars’ are overblown,” wrote Raymond James’ Justin Patterson in November, putting a strong buy rating on the stock.

Headline risk


Company: cnbc, Activity: cnbc, Date: 2020-01-10  Authors: al lewis
Keywords: news, cnbc, companies, netflix, wrote, miss, headlines, tesla, streaming, overreact, model, stock, investors, musk, pill, facebooks, comebacks, facebook


Home Forums

    • Forum
    • Topics
    • Posts
    • Last Post