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☆ Meta's earnings report comes as 'Magnificent Seven' stock looks to return to all-time high
  + stars: | 2024-04-24 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
Meta Platforms is set to report first-quarter earnings after Wednesday's closing bell, the latest in a salvo of releases from technology names. The "Magnificent Seven" stock is currently trading about 6% below an all-time high it hit earlier in April as traders get ready for the latest news. Here's what investors should know ahead of the release: How the stock moved last time Meta's fourth-quarter earnings, released in early February, prompted a major rally. As a social media platform operator, they'll look at the total number of active users on a daily basis and minutes per active user. Average revenue per user is another important metric, as it can show how much each active user contributes in terms of profit.
Persons: Meta, LSEG, Rohit Kulkarni, Roth, Mark Zuckerberg, Kulkarni Organizations: Nasdaq, Meta, Investment, LSEG
☆ Meta Platforms gets billions from China without headaches many U.S. companies face there
  + stars: | 2024-04-22 | by ( Paulina Likos | ) www.cnbc.com   time to read: +9 min
As many American companies struggle to navigate the world's second-largest economy, Meta Platforms has found itself raking in billions of dollars from China without the direct challenges of doing business there. The influx in spending from Chinese ecommerce advertisers has been a "significant positive" for Meta, said Rohit Kulkarni, analyst at Roth MKM covering internet companies. Many American companies doing business in China have battled similar challenges as the post-Covid recovery there has progressed slower than expected. Meta has said it has a "diverse advertiser base" of Chinese companies. The concern is that as more Chinese advertisers target American consumers through Meta's platforms, that could drive up the price of ads for everyone.
Persons: Temu, Rohit Kulkarni, Roth, Meta's, Piper Sandler, Tom Champion, Estee Lauder, Meta, Susan Li, Shein, Kate Scott, Dawkins, —, Roth's Kulkarni, Piper Sandler's, they're, Josh Silverman, we're, Piper, doesn't, Jim Cramer's, Jim Cramer, Jim, Facebook Mark Zuckerberg, Kenzo Tribouillard Organizations: Club, Super, U.S, Meta, Apple, Facebook, Tencent, Holdings, Nasdaq, CNBC, Wall Street, Google, European Commission, AFP, Getty Locations: China, Ireland, Shanghai, Singapore, U.S, Meta, Brussels
☆ Snap's move on TikTok news is 'a bit premature', says Roth MKM's Rohit Kulkarni
  + stars: | 2024-04-17 | 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 EmailSnap's move on TikTok news is 'a bit premature', says Roth MKM's Rohit KulkarniRohit Kulkarni, Roth MKM senior research analyst, and Paul Gallant, TD Cowen TMT policy analyst, join 'Closing Bell Overtime' to talk the TikTok bill in congress and its impact on other social media companies.
Persons: Roth, Rohit Kulkarni Rohit Kulkarni, Paul Gallant, TD Cowen
☆ 'It's hard to find any yellow flags' in Meta's earnings release, says Roth MKM's Rohit Kulkarni
  + stars: | 2024-02-01 | 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 Email'It's hard to find any yellow flags' in Meta's earnings release, says Roth MKM's Rohit KulkarniScott Kessler, Third Bridge Technology, and Rohit Kulkarni, Roth MKM senior research analyst, join 'Closing Bell Overtime' to talk Meta and Amazon earnings.
Persons: Roth, Rohit Kulkarni Scott Kessler, Rohit Kulkarni Organizations: Bridge Technology, Meta
☆ The advertising environment is getting tougher to navigate. How these investors are trading it
  + stars: | 2023-11-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
A strong advertising market may be starting to feel the pressure from geopolitical risks erupting aboard and a higher-for-longer interest rate environment. But comments from some major technology players last week led to increasing questions that some investors have struggled to shake off. META 5D mountain Meta shares in recent trading sessions That concern added to declines in other ad-focused technology names, with Alphabet dropping nearly 10%. Instead, Tengler favors companies such as Amazon and Microsoft , which offer some, but less concentrated, exposure to advertising. Technology investor Paul Meeks is also shying away from the most popular advertising players — and big technology as a whole — until he sees a better setup for interest rates.
Persons: Susan Li, Gene Munster, Laffer, Nancy Tengler, Paul Meeks, Meeks, Roth, Rohit Kulkarni, Kulkarni, Michael Bloom Organizations: Apple, Meta, YouTube, Federal, Investments, Microsoft, Technology Locations: Israel, Munster, Ukraine
☆ Buying on weakness in Google stock is the 'right move for Meta': Roth's Rohit Kulkarni
  + stars: | 2023-10-24 | 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 EmailBuying on weakness in Google stock is the 'right move for Meta': Roth's Rohit KulkarniRohit Kulkarni, Roth Capital Partners Managing Director, 'Closing Bell Overtime' to talk Meta earnings on deck, the advertising space, Snap's quarterly results and more.
Persons: Roth's Rohit Kulkarni Rohit Kulkarni Organizations: Meta, Roth Capital Partners
☆ Here are Roth MKM's top buy ideas for the fourth quarter
  + stars: | 2023-09-27 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Roth MKM is offering up its top picks for the fourth quarter as the final three-month stretch of 2023 approaches. Quarter to date, the Nasdaq Composite is off by more than 5%, lagging the S & P 500 and the Dow Jones Industrial Average . As 2023 nears an end, here are some of Roth MKM's top picks for the fourth quarter: Shopify is one of the names the investment firm is betting on for the period. Roth MKM is also betting on Uber Technologies in the fourth quarter, which should benefit over time from improving advertising and subscriptions that should improve profitability, according to analyst Rohit Kulkarni. According to the firm, Verano shares look significantly undervalued and should get a lift from easing federal regulations and new U.S. adult-use states.
Persons: Roth, Darren Aftahi, Roth MKM, Rohit Kulkarni, Scott Fortune, Molson Coors, — CNBC's Michael Bloom Organizations: Federal Reserve, Nasdaq, Dow Jones, Amazon Prime, Uber Technologies, Verano Holdings, Coors, Molson Locations: FCF
☆ Arm IPO: Should you buy shares? Here's what 4 analysts are saying
  + stars: | 2023-09-14 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
China risks Analysts have also noted Arm's limited control over its China joint venture, Arm China, which contributes 24% of revenue. "Plus, Arm can only sell to China customers via the Arm China channel, and they can offer competing product. With no direct stake in Arm China, they currently have very little control over their only means to sell in China." Valuation Analysts at New Constructs have also challenged Arm's valuation. Growth Analysts at Bernstein were also cautious, while expecting cloud, automotive, and mobile royalties to drive healthy top-line growth for Arm.
Persons: Rohit Kulkarni, Roth, SoftBank, Bernstein, Sara Russo, Russo, it's, Timm Schulze, Schulze, Melander, — CNBC's Michael Bloom Organizations: Apple, Nvidia, SoftBank Locations: British, New York, SoftBank, China, Arm China
☆ The digital ad market is showing signs of stabilization. How the pros are playing it
  + stars: | 2023-08-13 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
The signs of stabilization are perhaps most evident through recent better-than-feared earnings from behemoths like Alphabet and Meta Platforms as they focus on cost cuts and efficiency after 2022's rout. Meta Platforms said ad revenue rose about 12% last quarter from the prior year. Buying the '800-pound gorilla' It's hard to ignore Alphabet or Meta Platforms when investing in the advertising industry. On the digital side, Hanna Howard, a research analyst at GAMCO Investors, opts for Meta Platforms. Amazon posted a 22% increase in online advertising revenue year over year, and $10.68 billion in sales overall.
Persons: Susan Li, Rohit Kulkarni, Gene Munster, Paul Meeks, Meeks, Morningstar's Ali Mogharabi, Hanna Howard Organizations: Apple, Google, Roth Capital Partners, Street, Meta, Intelligence, Amazon, Independent Solutions Wealth Management, GAMCO Investors, Munster, Web Services
☆ Roth Capital's Rohit Kulkarni: Here's why Amazon is the best bet heading into 2024
  + stars: | 2023-06-26 | 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 EmailRoth Capital's Rohit Kulkarni: Here's why Amazon is the best bet heading into 2024Rohit Kulkarni, managing director at Roth Capital Partners, and Brent Thill, Jefferies equity research analyst, join 'Squawk on the Street' to discuss their take on Amazon, how A.I. benefits tech stocks, and more.
Persons: Roth, Rohit Kulkarni, Brent Thill Organizations: Roth Capital Partners, Jefferies
☆ Watch CNBC's full interview with Roth Capital's Rohit Kulkarni and Jefferies' Brent Thill
  + stars: | 2023-06-26 | 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 Roth Capital's Rohit Kulkarni and Jefferies' Brent ThillRohit Kulkarni, managing director at Roth Capital Partners, and Brent Thill, Jefferies equity research analyst, join ‘Squawk on the Street’ to discuss their take on Amazon, how A.I. benefits tech stocks, and more.
Persons: Roth, Rohit Kulkarni, Jefferies, Brent Thill Rohit Kulkarni, Brent Thill, ‘ Squawk Organizations: Roth Capital Partners, Jefferies
☆ Meta vs. TikTok: How they're each using AI to attract advertisers and which one is winning
  + stars: | 2023-06-07 | by ( Paulina Likos | ) www.cnbc.com   time to read: +14 min
The aim was a similar short-form video service to become more competitive in the space and slow down ad share losses. "This is a key leading indicator for monetization, and any incremental results from AI-driven targeting and measurement would accelerate the market share shift." In a digital advertising market where growth is limited, the battle for market share gains is critical. TikTok's AI strategy TikTok has seen a quick rise in viewership by virtue of predictive AI for content recommendation. TikTok advertisers can place ads through the platform's TikTok Ads Manager , offering automatic audience targeting and measurement tools.
Persons: TikTok, Debra Aho Williamson, Instagram, Aho Williamson, Rohit Kulkarni, Roth MKM, Kulkarni, Roth MKM Kulkarni, Oppenheimer, That's, Brad Erickson, Meta, Erickson, Meta's, Mark Zuckerberg's, Roth, Joe Biden, it's, we're, Jim Cramer's, Jim Cramer, Jim, Rafael Henrique, Lightrocket Organizations: Facebook, TikTok, Meta, Insider Intelligence, Apple, CNBC, JMP Securities, RBC Capital, Citi, —, Oracle, Getty Locations: Beijing, Instagram, U.S, Montana
☆ Uber's AI potential is making it stand out among its peers. Here's what that could mean for its stock.
  + stars: | 2023-05-19 | by ( Michelle Fox | ) www.cnbc.com   time to read: +11 min
All told, there is a nearly $6 trillion in revenue opportunity from AI across the internet industry, a March report from Morgan Stanley found. "UBER/LYFT/DASH already use ML [machine learning] in their matching algorithms (matching rides/eaters with drivers/couriers)," Morgan Stanley wrote in its report. AI tailwind for Uber Uber has both its ride-sharing service and UberEats food delivery business. According to Morgan Stanley, AI and machine learning will be a tailwind to network efficiency. "The extent to which AI drives substantial improvements in top-line growth could lead to teens upside [for the stock]," Morgan Stanley said.
☆ Amazon's retail, advertising, and AWS segments will rise in profitability, says Roth MKM's Kulkarni
  + stars: | 2023-04-28 | 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's retail, advertising, and AWS segments will rise in profitability, says Roth MKM's KulkarniRohit Kulkarni, Roth MKM managing director, and CNBC's Steve Kovach join 'Power Lunch' to discuss Amazon's recent quarterly report, the stock's performance, and more Big Tech earnings.
☆ Facebook-parent Meta soars as AI powers return to growth
  + stars: | 2023-04-27 | by ( Aditya Soni | ) www.reuters.com   time to read: +2 min
The company is set to add nearly $60 billion to its market valuation, if premarket gains hold. The rally also lifted other tech companies from Snap Inc (SNAP.N) and Pinterest Inc (PINS.N) to Amazon.com Inc (AMZN.O) by as much as 3.3%. "If you want to be treated and valued like a growth stock, you need growth! And this is precisely what Meta delivered returning to growth... just as questions around a potential recession get louder," Bernstein analyst Mark Shmulik said in a note. "Year of efficiency (now) paves the way to AI offense," Roth MKM's Rohit Kulkarni said.
☆ Some big internet companies are increasingly being viewed as defensive names: Investment bank
  + stars: | 2023-03-23 | 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 EmailSome big internet companies are increasingly being viewed as defensive names: Investment bankRohit Kulkarni of Roth Capital Partners says big tech companies like Amazon "overhired" in 2021 and 2022.
☆ Your earnings investing playbook for the big Apple, Amazon and Alphabet results after the bell
  + stars: | 2023-02-02 | by ( Jesse Pound | ) www.cnbc.com   time to read: +6 min
Thursday is a massive day for tech investors, as Amazon , Apple and Google-parent Alphabet are all set to report fourth-quarter earnings after the market close. Here are some key stats about Amazon's earnings report: Over the past three months, earnings estimates have fallen from nearly 22 cents per share to about 17, according to FactSet. Here are some key stats about Apple's earnings report: Over the past three months, earnings estimates have dropped from about $2 per share to roughly $1.94, according to FactSet. Alphabet Alphabet's earnings report could provide investors a clear window into the tech industry more broadly, given the company's reliance on search advertising and cloud computing. Here are some key stats about Alphabet's earnings report: Over the past three months, earnings estimates have declined by about 2 cents per share to roughly $1.18, according to FactSet.
☆ Stripe tells employees it will decide on an IPO within the next year
  + stars: | 2023-01-26 | by ( Riley De León Kate Rooney | Riley De León | Kate Rooney | ) www.cnbc.com   time to read: +2 min
Stripe, the fintech company once valued at $95 billion by private market investors, will make a decision on its plans to go public within the next year, CNBC has confirmed. Co-founders and brothers John and Patrick Collison told employees on Thursday that they will set a goal of taking the company public or letting staffers sell shares through a secondary offering, The Information first reported. The tech IPO market has been frozen since late 2021 after two record-breaking years during the Covid pandemic. In July, Stripe cut its internal valuation by 28%, from $95 billion to $74 billion. Stripe is considering a direct listing or private market transaction and has hired Goldman Sachs and JPMorgan to advise on the deal, CNBC has learned.
☆ IPO market remains frozen, but could rebound later this year, tech analyst says
  + stars: | 2023-01-10 | by ( Riley De León | ) www.cnbc.com   time to read: +3 min
In total, IPO deal proceeds plummeted 94% in 2022 — from $155.8 billion to $8.6 billion — according to Ernst & Young's IPO report published in mid-December. As of the report's publication date, the fourth quarter was on pace to be the weakest of the year. The collapse of the IPO market has caused the pipeline of anticipated public listings to swell. MKM's Rohit Kulkarni is among the few optimists who think the IPO market could rebound later this year, spurred in part by the volume of private companies waiting in the wings to go public when capital becomes more accessible. According to Carta, 22% of companies, both private and public, reduced their valuations in Q3, nearly tripling year-over-year.
☆ IPO market could rebound in the second half of this year, says Rohit Kulkarni
  + stars: | 2023-01-09 | 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 EmailIPO market could rebound in the second half of this year, says Rohit KulkarniRohit Kulkarni of MKM Partners, joins 'TechCheck' to discuss the IPO market and which companies might go public this year.
☆ Watch CNBC’s full interview with MKM Partners' Rohit Kulkarni
  + stars: | 2022-12-30 | 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 EmailWatch CNBC’s full interview with MKM Partners' Rohit KulkarniRohit Kulkarni, MKM Partners, joins 'Closing Bell' to discuss Big Tech and TikTok's potential ban in the U.S.
☆ News around TikTok will help with sentiment and engagement near-term, says MKM's Kulkarni
  + stars: | 2022-12-30 | 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 EmailNews around TikTok will help with sentiment and engagement near-term, says MKM's KulkarniRohit Kulkarni, MKM Partners, joins 'Closing Bell' to discuss Big Tech and TikTok's potential ban in the U.S.
☆ First half of 2023 will bring more pressure to tech stocks, says MKM Partners' Rohit Kulkarni
  + stars: | 2022-12-28 | 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 EmailFirst half of 2023 will bring more pressure to tech stocks, says MKM Partners' Rohit KulkarniMKM Partners' Rohit Kulkarni joins CNBC's 'Squawk on the Street' to break down his outlook for the tech sector in 2023.
☆ Tech stock expectations are coming down but not fast enough, says MKM Partners' Rohit Kulkarni
  + stars: | 2022-12-16 | 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 EmailTech stock expectations are coming down but not fast enough, says MKM Partners' Rohit KulkarniMKM Partners' Rohit Kulkarni and Loup Ventures' Gene Munster join 'Closing Bell' to discuss the general tech outlook, key players in the technology space and near- and long-term forecasts for tech.
☆ Reeling in costs even more from current levels will drive Meta's stock higher, says MKM's Kulkarni
  + stars: | 2022-12-01 | 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 EmailReeling in costs even more from current levels will drive Meta's stock higher, says MKM's KulkarniRohit Kulkarni, MKM Partners, joins 'Squawk on the Street' to discuss his thoughts on Mark Zuckerberg's comments, why Meta's stock is a buy right now and more.
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