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☆ Needham upgrades Netflix, sets $700 price target on future AI benefits
▼ + stars: | 2024-04-19 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Don't overlook Netflix's future stake in the artificial intelligence race, according to Needham. Analyst Laura Martin upgraded the streaming stock to buy from hold, saying its "tech-first culture" makes it one of the best-positioned streamers to benefit from the transition to AI. The upgrade from Needham comes on the heels of the media company's first-quarter earnings report. Netflix surpassed earnings expectations and said it will stop disclosing quarterly subscriber numbers and average revenue per membership next year. NFLX YTD mountain Shares this year Martin also lifted the firm's price target to $700 a share, suggesting that shares can rally another 15% from Thursday's close.

Persons: Needham, Laura Martin, Martin Organizations: Netflix Locations: Thursday's

Analyst Laura Champine also lowered her price target to $80 from $85, implying a 6% increase for the stock. "New York City office is one of the few REIT subsectors seeing improved demand," the analyst wrote. The bank double-upgraded the e-commerce platform to overweight from underweight and hiked its price target to $62 from $35. Feather added that eBay stock is currently trading at a discount versus peers, with Etsy trading around 35% higher. "JetBlue's DNA aligns with our broader preference for loyalty, premium, and international exposure ... albeit with less vigor than the Big 3," the analyst wrote.

Persons: TD Cowen, Morgan Stanley, Needham, Laura Martin, Andy, Martin, — Jesse Pound, Laura Champine, Champine, — Lisa Kailai Han, Tesla, Emmanuel Rosner, Elon Musk, Rosner, Fred Imbert, John Kim, Kim, SLG, KeyBanc, Eric Heath, Heath, Nathan Feather, Feather, James West's, West, Jamie Baker, Baker, Lisa Kailai Han, Matthew Ramsay, Ramsay Organizations: CNBC, Nvidia, Amazon, Wholesale, BJ's Wholesale, Deutsche Bank, Tesla, Reuters, BMO Capital Markets, Green Realty, New York City, SL Green Realty, SL Green, SL, KeyBanc, eBay, EBAY, GE, ISI, GE Vernova, General Electric, JPMorgan, JetBlue JPMorgan, JetBlue, Jetblue, Technology, NVIDIA, Match Group Locations: China, Manhattan, York City, Wednesday's, York

☆ Jim Cramer explains why you should hold on to Alphabet stock
▼ + stars: | 2024-04-08 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Monday explained why it's worthwhile for investors to keep Alphabet stock in their portfolios, lauding the continued success of its search business and company-owned YouTube. Cramer had decided to sell some stock for the CNBC Investing Club's Charitable Trust because he worried that new artificial intelligence query systems will eventually become an "existential challenge" to Google's search business. "We shall sell no more for the charitable trust ... . Cramer also praised Alphabet's YouTube business, which could be worth $423 billion, according to a January commentary from Needham's Laura Martin. Cramer also mentioned a Bloomberg story that pointed to the hold YouTube has over the younger generation.

Persons: CNBC's Jim Cramer, Cramer, It's, Needham's Laura Martin Organizations: CNBC, YouTube, Oppenheimer & Co, Bloomberg, Pew Research, TikTok's

☆ Disney beat back activist investor Nelson Peltz. Now the real work begins
▼ + stars: | 2024-04-04 | by ( Alex Sherman | ) www.cnbc.com time to read: +8 min

That would mark a milestone for the company, which launched Disney+ on Nov. 12, 2019. It would be the first time Disney showed it can make money from Disney+, Hulu and ESPN+. Disney will need to sustain and grow streaming profit to justify Iger's five-year-old strategy to go "all in" on the segment. Disney has already offered ESPN+, a sports streaming service that has some but not all of ESPN's content. Trian Partners' Nelson Peltz, who failed to join Disney's board Wednesday after securing just 31% of the vote, publicly questioned what he has called Disney's "woke" content strategy.

Persons: Bob Iger, Sun Valley , Idaho David A, Iger, Disney, they've, Cowen, Doug Creutz, Needham, Laura Martin, Gabby Jones, David Greenbaum, Sean Bailey, Alan Bergman, Indiana Jones, Nelson Peltz, Peltz, shouldn't, Bob Chapek, He'll, Bergman, Jimmy Pitaro, Josh D'Amaro, Dana Walden, They've, Cowen's, you've, That's, it's, — CNBC's Sarah Whitten, Needman's Martin Organizations: Disney, Allen & Company Sun Valley Conference, Grogan, CNBC Disney, Disney Disney, Hulu, ESPN, Co, Warner Bros . Discovery, Fox, CNBC, Athletic, Bloomberg, Getty, Marvel, Star Wars, Searchlight, Walt Disney Motion, Disney Entertainment, Century Fox, Sony, Disney's Marvel Studios, Trian Partners, Financial Times, Resorts, Iger Locations: Sun Valley , Idaho, Brooklyn , New York, Iger, Parks, Disney

☆ Disney needs to cut costs on the streaming side to get to profitability: Needham's Laura Martin
▼ + stars: | 2024-04-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney needs to cut costs on the streaming side to get to profitability: Needham's Laura MartinLaura Martin, Needham senior internet and media analyst, joins 'Closing Bell' to discuss Disney's stock outlook following the company's proxy fight victory.

Persons: Laura Martin Laura Martin, Needham Organizations: Disney

☆ Needham's Laura Martin weighs in on new data showing Gen Z prefers social video to streaming
▼ + stars: | 2024-03-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeedham's Laura Martin weighs in on new data showing Gen Z prefers social video to streamingHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Laura Martin, Z, Brian Sullivan, “ Organizations: CNBC

☆ Kate Middleton isn't the only one making us question reality. It turns out the clapping dog wasn't even in the Oscars 2024 audience.
▼ + stars: | 2024-03-12 | by ( Eammon Jacobs | ) www.businessinsider.com time to read: +3 min

Kate Middleton isn't the only one distorting reality online: the Oscars made a dog clap. AdvertisementIf Kate Middleton admitting to editing a photo of herself and her children made you question your grasp of reality, wait until you learn the truth about the dog clapping at the Oscars. The canine star played Snoop in "Anatomy of a Fall," which won best original screenplay at the 2024 Oscars. But according to host Jimmy Kimmel, Messi was too excited during the ceremony rehearsal to attend the live show. NO WAY MESSI CLAPPING AT THE OSCARS 😭 pic.twitter.com/3kCAjy5fkV — Rina (@bbblanchett) March 11, 2024This is Messi.

Persons: Kate Middleton isn't, Messi, —, Kate Middleton, Robert Downey Jr, Oppenheimer, Snoop, Jimmy Kimmel, Kimmel, we'd, — Chris Gardner, pooch, Laura Martin Contini, Messi wasn't, ina Organizations: Service, Messi, YouTube, MESSI Locations: @chrissgardner

☆ The Oscars are so wild this year that people reportedly complained about a dog being so lovable he skewed the race
▼ + stars: | 2024-03-08 | by ( Palmer Haasch | ) www.businessinsider.com time to read: +3 min

The border collie star of Justine Triet's "Anatomy of a Fall" will not attend the Oscars on Sunday, according to The Hollywood Reporter. And apparently, after an attention-dominating appearance at the annual pre-Oscars nominees' luncheon in February, a few companies with nominees of their own weren't too happy about his presence there. AdvertisementAt the nominees' luncheon, stars from Bradley Cooper, to Ryan Gosling, to Billie Eilish, paid their respects to Messi, The Independent reported. "The ANATOMY OF A FALL dog is this year's Tom Cruise," Buchanan wrote on X. "Everyone at the nominees' luncheon wants to meet him."

Persons: —, Messi, Justine Triet's, isn't, Sandra Hüller, Justine Triet, Sandra Voyter, Snoop, Bradley Cooper, Ryan Gosling, Billie Eilish, Kyle Buchanan, Tom Cruise, Buchanan, DA282BQ5uI — Kyle Buchanan, Laura Martin, Palme, we've, Martin, It's Organizations: Service, Hollywood, Business, Hollywood Reporter, Academy, Messi, Independent, The New York Times, Cannes Film Locations: @kylebuchanan, Paris, France, America

☆ Needham's Laura Martin talks where Apple goes from here
▼ + stars: | 2024-03-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeedham's Laura Martin talks where Apple goes from hereHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Laura Martin, Brian Sullivan, “ Organizations: Apple, CNBC

☆ The Bull Fight: Disney vs. Warner Bros. Discovery
▼ + stars: | 2024-02-23 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Bull Fight: Disney vs. Warner Bros. DiscoveryNeedham’s Laura Martin and TD Cowen’s Doug Creutz, join 'Power Lunch' to discuss the media bullfight between Disney and Warner Bros Discovery.

Persons: Laura Martin, Doug Creutz Organizations: Disney, Warner Bros, Warner Bros Discovery

☆ Here's why Needham upgraded Disney to buy
▼ + stars: | 2024-02-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Needham upgraded Disney to buyLaura Martin, Needham senior analyst, joins ‘The Exchange’ to explain why her firm upgraded their outlook for Disney to buy, her expectations for the company, and more.

Persons: Needham, Laura Martin Organizations: Disney

☆ Needham's Laura Martin previews Disney ahead of earnings
▼ + stars: | 2024-02-07 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeedham's Laura Martin previews Disney ahead of earningsLaura Martin, Needham senior analyst, joins 'Closing Bell' to discuss her expectations for Disney before the company reports its earnings.

Persons: Laura Martin, Needham Organizations: Disney

☆ Meta is too optimistic on revenue and cost growth in 2024, says Needham's Laura Martin
▼ + stars: | 2024-02-02 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta is too optimistic on revenue and cost growth in 2024, says Needham's Laura MartinLaura Martin, Needham Sr. Entertainment & Internet Analyst, joins 'Closing Bell Overtime' to talk Meta earnings, the Big Tech sector, generative AI and more.

Persons: Needham's Laura Martin Laura Martin, Needham Organizations: Entertainment, Internet, Big Tech

☆ YouTube is worth $350-400 billion on its own, says Needham's Laura Martin
▼ + stars: | 2023-12-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYouTube is worth $350-400 billion on its own, says Needham's Laura MartinHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Needham's Laura Martin, Brian Sullivan, “ Organizations: CNBC

☆ Amazon announces Q, an AI chatbot for businesses
▼ + stars: | 2023-11-28 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Amazon on Tuesday announced a new chatbot called Q for people to use at work. The Copilot for Microsoft 365 and Duet AI for Google Workspace for business workers both cost $30 per person per month. As a result, with Q, people can discuss information that's stored in Microsoft 365, Dropbox, Salesforce and Zendesk, along with AWS' S3 data-storage service. Administrators will be able to determine whether Q can answer people's questions about general topics, said Deepak Singh, an AWS vice president. WATCH: The market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura Martin

Persons: James Bond, Salesforce's Slack, Adam Selipsky, Selipsky, Steven Dickens, Q, Deepak Singh, Needham's Laura Martin Organizations: Amazon Web Services, Microsoft, Google, Star Trek, Futurum, AWS Locations: Las Vegas

☆ I'd be more positive on Disney if Nelson Peltz gets board seats, says Needham's Laura Martin
▼ + stars: | 2023-11-09 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'd be more positive on Disney if Nelson Peltz gets board seats, says Needham's Laura MartinLaura Martin, Needham managing director, joins 'Closing Bell' to discuss Martin's thoughts on Disney's stock, what would make Disney's stock more compelling and if Apple should buy Disney or ESPN.

Persons: Nelson Peltz, Needham's Laura Martin Laura Martin, Needham Organizations: Disney, Apple, ESPN

☆ How Apple's thinking about AI spending and deployment differs from Big Tech rivals
▼ + stars: | 2023-11-01 | by ( Bob Woods | ) www.cnbc.com time to read: +9 min

And, of course, we've been doing research across a wide range of AI technologies, including generative AI, for years," he said. The upgraded camera uses machine-learning AI to tell the difference between a person and an animal in the frame. Laura Martin, a tech analyst at Needham, is among those who say Apple is "far behind" its big tech rivals. The early edge in generative AI is paying off for rivals, as was evidenced by Microsoft's recent earnings report. "We believe they are on the cusp of what will be the introduction of an AI App Store over the next year," he said.

Persons: Brendan Burke, That's, Tim Cook, Cook, we've, Siri, Apple, it's, Laura Martin, Martin, I'm, Ives, that's, what's, OpenAI, Google's Bard, Burke, Claude Organizations: Apple, Microsoft, Google, Vision Pro, Amazon Web Services, Bloomberg, Meta, Financial Times Locations: Cupertino, California, Seattle, Paris, Beijing, Anthropic

☆ Apple's keynote event could give updates on new chips for laptops, says Needham's Laura Martin
▼ + stars: | 2023-10-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's keynote event could give updates on new chips for laptops, says Needham's Laura MartinLaura Martin, Needham senior analyst, joins 'The Exchange' to discuss expectations for Apple's keynote event, the forecast for the company's earnings, and more.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ The market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura Martin
▼ + stars: | 2023-10-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura MartinLaura Martin, Needham Senior Analyst, joins 'Closing Bell Overtime' to talk Amazon earnings set to report Thursday after the market close.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ Paramount's Shari Redstone is open for business, but business may not be open for her
▼ + stars: | 2023-10-22 | by ( Alex Sherman | ) www.cnbc.com time to read: +11 min

Paramount Global 's controlling shareholder is open to a merger or selling the company at the right price, according to people familiar with her thinking. Spokespeople for Redstone and Paramount Global declined to comment. Paramount Global's market value was below $8 billion as of Friday. Discovery could merge with Paramount Global, though putting together Warner Bros. and Paramount Pictures may hold up deal approval with U.S. regulators. Paramount Global isn't actively working with an investment bank on a sale, according to people familiar with the matter.

Persons: Shari Redstone, David A, CNBC Shari, Jon Miller, SpongeBob, Guggenheim, Michael Morris, Morris, Warren Buffett, Berkshire Hathaway, Bob Bakish, Bakish, Wells, Steven Cahall, Cahall, CNBC's David Faber, Lina Khan, Laura Martin, haven't, Simon, Simon & Schuster, Sumner Redstone, NAI, Jim Cramer Organizations: National Amusements, Paramount Global, Allen & Company Sun Valley, Grogan, CNBC, Paramount, Redstone, Integrated Media, Advancit, Paramount Pictures, CBS, MTV, Nickelodeon, Comedy Central, BET, Showtime, NFL, Champions League, Viacom, Berkshire, Paramount Global's, Tech, Apple, YouTube, National Football, Federal Trade, Big Tech, Comcast, NBC, Fox, Disney, Needham & Co, Netflix, Bain, Co, Warner Bros, Sky, Scripps, Discovery, Simon &, MSD Partners Locations: Sun Valley , Idaho, Los Angeles , California, U.S

☆ Netflix's five-year drought: Stock only rises 4% since 2018 despite Nasdaq jumping 108%
▼ + stars: | 2023-10-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's five-year drought: Stock only rises 4% since 2018 despite Nasdaq jumping 108%Hosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC. Laura Martin, Needham senior internet and media analyst, gives her take on Netflix stock.

Persons: Brian Sullivan, “, Laura Martin, Needham Organizations: Nasdaq, CNBC, Netflix

☆ Disney park prices hikes going to be out of reach for many families, says Laura Martin
▼ + stars: | 2023-10-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney park prices hikes going to be out of reach for many families, says Laura MartinHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Laura Martin, Brian Sullivan, “ Organizations: CNBC

☆ It's still too early to buy Disney, says Needham's Laura Martin
▼ + stars: | 2023-10-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's still too early to buy Disney, says Needham's Laura MartinHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Needham's Laura Martin, Brian Sullivan, “ Organizations: Disney, CNBC

☆ Tentative writers deal: What's next for the media stocks
▼ + stars: | 2023-09-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTentative writers deal: What's next for the media stocksLaura Martin, Needham senior analyst, joins 'The Exchange' to discuss what Hollywood writers' tentative deal with studios to end strike means, how media stocks will play out, and more.

Persons: What's, Laura Martin, Needham Organizations: Hollywood

☆ Watch CNBC’s full interview with Needham’s Laura Martin
▼ + stars: | 2023-09-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Needham’s Laura MartinLaura Martin, Needham senior analyst, joins 'The Exchange' to discuss what Hollywood writers' tentative deal with studios to end strike means, how media stocks will play out, and more.

Persons: Needham’s Laura Martin Laura Martin, Needham Organizations: Hollywood

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