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☆ Amazon reports earnings after the bell. Here's what Wall Street is watching
  + stars: | 2024-04-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
Amazon 's earnings report on Tuesday evening will give investors insight into two of the biggest stories on Wall Street — the resilient U.S. consumer and the artificial intelligence boom. Wall Street is generally optimistic about Amazon, as more than 90% of analysts have a buy or strong buy rating on the stock, according to LSEG. Several other tech companies, including Alphabet , have already reported strong advertising numbers for the first quarter. "We increase our Amazon advertising outlook following the impressive 2H23 performance and encouraging industry checks. On a ~55% margin, Advertising [earnings before interest and taxes] moves from $26B in FY23 to $41B in FY26," MoffettNathanson analyst Michael Morton said in an April 22 note.
Persons: Stephen Ju, Brian Pitz, Pitz, Michael Morton, Amazon's, Morton, MoffettNathanson, Ju, — CNBC's Michael Bloom Organizations: Amazon, Services, AWS, UBS, prem, BMO
☆ Four reasons Walmart wants to buy smart TV maker Vizio
  + stars: | 2024-02-27 | by ( Melissa Repko | In Melissa-Repko | ) www.cnbc.com   time to read: +6 min
The retail giant announced last week that it plans to buy smart TV maker Vizio in a $2.3 billion deal. Here's a closer look at the major reasons Walmart wants to buy Vizio . Walmart can capitalize on Vizio's reachWhen shoppers think of Vizio, they likely envision store aisles filled with giant TVs. Walmart's in-house TV brand, Onn, currently has a licensing deal with smart TV competitor Roku . Plus, Walmart sees how much money its competitor, Amazon , makes from advertising — and wants to run the same play.
Persons: Joe Raedle, It's, Corey Tarlowe, Dan Day, Jefferies, Tarlowe, SmartCast, Kirby Grines, Vizio, Grines, Michael Morton, you've, That's, Morton Organizations: Walmart, Getty, Jefferies, Netflix, Hulu, Amazon, Riley Securities, Roku Locations: Hallandale Beach , Florida, Irvine , California, MoffettNathanson
☆ Expect secular tailwind in the gig economy stocks, says MoffettNathanson's Michael Morton
  + stars: | 2024-02-16 | 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 EmailExpect secular tailwind in the gig economy stocks, says MoffettNathanson's Michael MortonMichael Morton, MoffettNathanson senior analyst, joins 'Squawk Box' to discuss the gig economy industry, why companies are focusing more on profitability over growth, what it means for their stocks, and more.
Persons: MoffettNathanson's Michael Morton Michael Morton, MoffettNathanson
☆ Shopify merchants seek AI boost for key sales decisions
  + stars: | 2023-11-01 | by ( Arriana Mclymore | Thomson Reuters | Arriana Mclymore Is A New York-Based Reporter Covering E-Commerce | ) www.reuters.com   time to read: +3 min
It also provides apps for merchants to sell directly on marketplaces like Amazon and Walmart, which are also building out AI additions for merchants. As part of the AI suite, Shopify launched AI app Sidekick, which helps sellers decide on inventory, promotions and marketing, lessening their dependence on third-party widgets. Analysts expect sales of Shopify's merchant products, which includes Shopify Magic, to increase 21% to $1.2 billion compared to last year, the first deceleration in four quarters. Shopify Magic is part of the company's long-term strategy to gain more merchants on its platform that will pay higher prices for its services. Shopify's subscriptions include Shopify Magic at no additional charge.
Persons: Chris Wattie, Jeff Hoffmeister, Shopify, Michael Morton, Hunter, Harley Finkelstein, Angelo Zino, Zino, Arriana McLymore, Josie Kao Organizations: REUTERS, Walmart, CFRA, Thomson Locations: Ottawa , Ontario, Canada, LSEG, Ottawa, New York City
☆ Student loan payments will resume. That could dent this food delivery stock, MoffettNathanson says
  + stars: | 2023-09-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +1 min
Student loan repayments are set to resume in October, and that means there will be fewer dollars in borrowers' budgets to order through DoorDash , according to MoffettNathanson. "Does the resumption of loan repayments introduce bookings risk to food delivery?" After three years, the Department of Education's Covid-19 relief pause for federal student loan borrowers is winding down. Student loan interest resumed accrual Sept. 1 and payments will be due in October. That means borrowers could be on the hook for $225 per month in average student loan repayments, according to estimates from MoffettNathanson.
Persons: Michael Morton, DoorDash, Morton, Michael Bloom Organizations: Department, Education's Locations: DoorDash, MoffettNathanson
☆ Amazon soars on 'game-changing' quarter, iPhone slump drags Apple
  + stars: | 2023-08-04 | by ( Aditya Soni | ) www.reuters.com   time to read: +3 min
FILE PHOTO-The logo of Amazon is seen at the company's logistics center in Bretigny-sur-Orge, near Paris, France, November 25, 2022. Online retail giant Amazon's shares closed at a near one-year high and added more than $109 billion to its market value. "The second quarter is a game-changing quarter for Amazon; we would call it an-all clear moment," said SVB MoffettNathanson analyst Michael Morton. The surge in Amazon's stock reflected analysts' increased estimates for its earnings. But its services business was a bright spot and helped Apple top profit expectations for the June quarter.
Persons: Benoit Tessier, SVB, Michael Morton, —, Dan Coatsworth, AJ Bell, Aditya Soni, Samrhitha, Joice Alves, Noel Randewich, Chavi Mehta, Amanda Cooper, Saumyadeb Organizations: REUTERS, Google, Microsoft, Wall Street, Amazon, Refinitiv, Apple, Thomson Locations: Bretigny, Paris, France, Apple's, Bengaluru, London
☆ Amazon surges on 'game-changing' quarter, iPhone slump drags Apple
  + stars: | 2023-08-04 | by ( Aditya Soni | ) www.reuters.com   time to read: +3 min
FILE PHOTO-The logo of Amazon is seen at the company's logistics center in Bretigny-sur-Orge, near Paris, France, November 25, 2022. Online retail giant Amazon was set to add about $120 billion to its market value, based on premarket movements. "The second quarter is a game-changing quarter for Amazon; we would call it an-all clear moment," said SVB MoffettNathanson analyst Michael Morton. But its services business was a bright spot and helped Apple top profit expectations for the June quarter. "It is time for Apple to launch something new and innovative, not just another variation of its core products."
Persons: Benoit Tessier, SVB, Michael Morton, —, Dan Coatsworth, AJ Bell, Aditya Soni, Samrhitha, Joice Alves, Amanda Cooper, Saumyadeb Organizations: REUTERS, Google, Apple, Microsoft, Wall Street, Amazon, Thomson Locations: Bretigny, Paris, France, Apple's, Bengaluru, London
☆ Amazon reports Q2 results today: Here's what you need to know
  + stars: | 2023-08-03 | 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 EmailAmazon reports Q2 results today: Here's what you need to knowMichael Morton, analyst at SVB MoffetNathanson, joins 'Squawk on the Street' to discuss Morton's thoughts on the grocery business at Amazon, the higher margin businesses for Amazon, and the outlook for AWS.
Persons: Michael Morton Organizations: Amazon
☆ Buy this e-commerce stock as it nears an inflection point, MoffettNathanson says
  + stars: | 2023-07-24 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Shopify could be at an inflection point as it shows an ability to thrive in the enterprise space, MoffettNathanson said. Analyst Michael Morton upgraded the e-commerce stock to outperform from market perform. Now, he said the company is "in the early stages of an enterprise inflection." Preliminary data shows the largest system integrators have used Shopify Plus agencies, while web traffic to the Plus login portal is outpacing competitors. With all of these points together, Morton said the company is showing the ability to be successful in the enterprise space.
Persons: MoffettNathanson, Michael Morton, Morton, It's, CNBC's Michael Bloom Organizations: Independent Locations: Friday's
☆ Uber to steal a march on Lyft in resurgent rideshare market
  + stars: | 2023-02-07 | by ( ) www.reuters.com   time to read: +3 min
Feb 7 (Reuters) - Uber Technologies Inc's (UBER.N) revenue growth is set to outpace that of rival Lyft Inc (LYFT.O) as the rideshare firm's presence in major markets around the world gives it the heft to deal with inflationary pressures. Dara Khosrowshahi-led Uber operates in multiple regions and has over the years built a massive food and grocery delivery business, while Lyft has mainly focused on rideshare in the United States. "Lyft is on the losing end of Uber's mobility and delivery network effect ... in a world of increasing focus on profitability, Lyft does not deliver," MoffettNathanson analyst Michael Morton said. Analysts expect a fourth-quarter revenue increase of 19% for Lyft and 47% for Uber, according to Refinitiv data. "When we look at driver time spent data on a 2-year growth basis our concerns on Lyft losing market share are magnified ... we come away more concerned about Lyft's need to invest in incentives," UBS analyst Lloyd Walmsley said.
☆ Gig economy stocks adapting from growth to profit, says MoffetNathanson's Michael Morton
  + stars: | 2023-01-30 | 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 EmailGig economy stocks adapting from growth to profit, says MoffetNathanson's Michael MortonMichael Morton, analyst at SVB MoffetNathanson, joins 'Power Lunch' to discuss gig economy stocks focusing on profit, outperform rating for Doordash, and consumer willingness to spend on food delivery.
☆ How analysts are playing gig economy stocks ahead of earnings
  + stars: | 2023-01-30 | by ( Alex Harring | ) www.cnbc.com   time to read: +5 min
The 2022 selloffs underscored the challenges gig economy stocks have faced in recent years as novelty and venture capital funding chilled, analysts have said to clients. Analysts are now contemplating how to position ahead of the major gig companies' earnings reports, which kick off with Uber on Feb. 8. A look at where each company stands: Uber UBER LYFT,DASH 5Y mountain Gig economy stocks One area where analysts at SVB MoffettNathanson, Jefferies and Bernstein all agree: be bullish on Uber. Lyft Analysts at the three firms, however, are leery when it comes to competitor Lyft. DoorDash Analysts were split on DoorDash.
☆ Watch CNBC's full interview with MoffettNathanson's Michael Morton
  + stars: | 2022-11-16 | 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 EmailWatch CNBC's full interview with MoffettNathanson's Michael MortonMoffettNathanson analyst Michael Morton joins 'TechCheck' to discuss the earnings impact of Amazon's layoffs, expectations for Amazon's margins, and more.
☆ We expect to see continued consolidation by large e-commerce players, says MoffettNathanson's Morton
  + stars: | 2022-11-16 | 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 EmailWe expect to see continued consolidation by large e-commerce players, says MoffettNathanson's MortonMichael Morton, MoffettNathanson analyst, joins 'TechCheck' to discuss the earnings impact of Amazon's layoffs, expectations for the company's margins and fulfillment network leverage in 2023, as well as the e-commerce competitive landscape.
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