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Search resuls for: "SVB MoffettNathanson"


21 mentions found


☆ Netflix shares drop after mixed earnings. Here's what the experts have to say
  + stars: | 2023-04-19 | by ( Christina Falso | ) 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 shares drop after mixed earnings. Here's what the experts have to sayJim Cramer, Jessica Reif Ehrlich of Bank of America Securities, Michael Nathanson of SVB MoffettNathanson, John Blackledge of Cowen and Bill Nygren of Oakmark Funds on what they think about Netflix.
☆ Atlassian taps OpenAI to make its collaboration software smarter
  + stars: | 2023-04-19 | by ( Jordan Novet | ) www.cnbc.com   time to read: +5 min
Atlassian on Wednesday said it will draw on technology from startup OpenAI to add artificial intelligence features to a slew of the collaboration software company's programs. Atlassian has been building its own AI models for several years, but just started using OpenAI at the beginning of 2023. But Farquhar dismissed this concern, explaining that OpenAI won't be training its models on Atlassian's customer data, so Atlassian won't be necessarily making OpenAI better by giving it business. Atlassian employees have been able to use the new Atlassian Intelligence features internally, and they have become popular, especially for those leading teams, Anu Bharadwaj, president of Atlassian, said. Bharadwaj said Atlassian hasn't figured out how much to charge for Atlassian Intelligence.
☆ Disney would make a mistake by selling Hulu: MoffettNathanson's Michael Nathanson
  + stars: | 2023-04-03 | 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 would make a mistake by selling Hulu: MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss upcoming Disney's annual shareholder meeting, how difficult is it for Disney to 'unbundle' its streaming package, and more.
☆ Walt Disney Co begins 7,000 layoffs
  + stars: | 2023-03-27 | by ( Dawn Chmielewski | ) www.reuters.com   time to read: +3 min
LOS ANGELES, March 27(Reuters) - Walt Disney Co (DIS.N) on Monday began 7,000 layoffs announced earlier this year, as it seeks to control costs and create a more "streamlined" business, according to a letter Chief Executive Bob Iger sent to employees and seen by Reuters. Several major divisions of the company - Disney Entertainment, Disney Parks, Experiences and Products, and corporate - will be impacted, according to a person familiar with the matter. Iger said Disney would begin notifying the first group of employees who are impacted by the workforce reductions over the next four days. Josh D’Amaro, chair of Disney Parks, Experiences and Products, sent a memo to theme parks employees in February warning that the profitable division would experience cuts. Officials for two of the unions representing cast members at Walt Disney World Resorts in Orlando, Florida, said “guest-facing” services were not expected to be affected by the layoffs.
☆ Watch CNBC's full interview on Hindenburg's allegations against Block with SVB MoffettNathanson's Lisa Ellis and Empire Financial's Herb Greenberg
  + stars: | 2023-03-23 | 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 on Hindenburg's allegations against Block with SVB MoffettNathanson's Lisa Ellis and Empire Financial's Herb GreenbergSVB MoffettNathanson's Lisa Ellis and Herb Greenberg of Empire Financial Research join 'Closing Bell: Overtime' to discuss Hindenburg Research's allegations that Block is engaged in fraud.
☆ Credit card debt hits record high $986 billion as inflation weighs on consumer
  + stars: | 2023-02-17 | 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 EmailCredit card debt hits record high $986 billion as inflation weighs on consumerLisa Ellis, SVB MoffettNathanson analyst, joins 'Squawk on the Street' to discuss the state of credit debt, American Express' recent performance, and how to judge the other credit companies.
☆ Playing the software space with SVB MoffettNathanson's Jackson Ader
  + stars: | 2023-02-13 | 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 EmailPlaying the software space with SVB MoffettNathanson's Jackson AderJackson Ader, SVB MoffettNathanson, joins Frank Holland and the 'CNBC Special: Taking stock' to discuss whether the market is showing signs of a software turnaround.
☆ Why the Super Bowl still matters: Football is 'the glue' holding network TV together
  + stars: | 2023-02-11 | by ( Christina Cheddar Berk | ) www.cnbc.com   time to read: +3 min
And it came on top of a 9% bump in viewership during the 2021-22 football season, he said. Nathanson said the NFL is the biggest single driver of network ratings — and ultimately advertising dollars — during the fall TV season. "Sunday Night Football" is aired on NBC, while Disney, which owns ESPN and ABC, has the rights to show "Monday Night Football." Amazon has the rights to "Thursday Night Football" through 2033 . All this is to say, that there is a reason why advertisers still care about putting their commercials on during football games.
☆ We're happy Bob Iger is back: SVB MoffettNathanson's Michael Nathanson
  + stars: | 2023-02-09 | 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 EmailWe're happy Bob Iger is back: SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on Disney's earnings results and his positive view on the stock.
☆ Here's why MoffettNathanson downgraded T-Mobile
  + stars: | 2023-02-07 | 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 EmailHere's why MoffettNathanson downgraded T-MobileCraig Moffett, co-founder and senior analyst with SVB MoffettNathanson, joins ‘Power Lunch’ to explain why he downgraded T-Mobile stock to market perform from outperform and set a price target of $174.
☆ Watch CNBC's full interview with SVB MoffettNathanson's Craig Moffett
  + stars: | 2023-02-07 | 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 EmailWatch CNBC's full interview with SVB MoffettNathanson's Craig MoffettCraig Moffett, co-founder and senior analyst with SVB MoffettNathanson, joins ‘Power Lunch’ to explain why he downgraded T-Mobile stock to market perform from outperform and set a price target of $174.
☆ Disney investors await CEO Iger's revival plan with results on tap
  + stars: | 2023-02-07 | by ( Dawn Chmielewski | ) www.reuters.com   time to read: +3 min
LOS ANGELES, Feb 7 (Reuters) - Walt Disney Co (DIS.N) CEO Bob Iger is expected to discuss a turnaround plan on Wednesday, when the media company delivers its first quarterly results since the return of the executive who built the modern incarnation of Disney. "This is the right place to do it. It also endorsed Iger's leadership, adding that Disney generated a shareholder return of 554% under his previous tenure as CEO. That change resulted in the departure of Kareem Daniel, head of the Disney Media and Entertainment Distribution group created by Iger's predecessor, Bob Chapek, to consolidate budgeting and distribution for the studio's content. Analysts polled by FactSet estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter.
☆ Watch CNBC's full interview with SVB MoffettNathanson's Michael Nathanson
  + stars: | 2023-02-01 | 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 EmailWatch CNBC's full interview with SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss what to expect from Meta's quarterly earnings results, why investors are more optimistic about Meta, and more.
☆ Meta earnings: What investors should expect
  + stars: | 2023-02-01 | 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 EmailMeta earnings: What investors should expectMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss what to expect from Meta's quarterly earnings results, why investors are more optimistic about Meta, and more.
☆ 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.
☆ Microsoft's AI push has some analysts raving about the stock even after lackluster earnings
  + stars: | 2023-01-26 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Microsoft 's earnings report earlier this week was largely considered dissatisfying to analysts. The company beat analyst expectations on per-share earnings while missing analysts' revenue estimate in its fiscal second quarter , Refinitiv data shows. But analysts who cover the stock weren't entirely beating up on it, pointing to AI as a bright spot in the earnings report. Analysts and company management have argued AI will improve existing products such as Azure and Bing. He said AI company Nvidia will have "derivative focus," while Arista Networks is well positioned as AI's fabric gets expanded.
☆ Watch CNBC's full interview with SVB MoffettNathanson's Michael Nathanson on Netflix earnings
  + stars: | 2023-01-20 | 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 SVB MoffettNathanson's Michael Nathanson on Netflix earningsMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss if Netflix's quarterly earnings results changed Nathanson's view towards the company, where Nathanson thinks better opportunities exist and more.
☆ Michael Nathanson: Netflix's stock is ahead of itself and investors are hiding in it
  + stars: | 2023-01-20 | 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 EmailMichael Nathanson: Netflix's stock is ahead of itself and investors are hiding in itMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss if Netflix's quarterly earnings results changed Nathanson's view towards the company, where Nathanson thinks better opportunities exist and more.
☆ SVB MoffettNathanson's Lisa Ellis on Coinbase: We assume the crypto market begins to recover in 2024
  + stars: | 2023-01-10 | 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 EmailSVB MoffettNathanson's Lisa Ellis on Coinbase: We assume the crypto market begins to recover in 2024Lisa Ellis, SBV MoffettNathanson, joins 'TechCheck' to discuss her thoughts on Coinbase and forecast on crypto. With CNBC's Kate Rooney.
☆ Coinbase still has upside despite FTX collapse, says SVB MoffettNathanson's Lisa Ellis
  + stars: | 2022-12-22 | 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 EmailCoinbase still has upside despite FTX collapse, says SVB MoffettNathanson's Lisa EllisLisa Ellis, senior managing director at SVB MoffettNathanson, joins 'The Exchange' to discuss her bullish stance on Coinbase, the overall fate of crypto exchanges and currencies, as well as the scope of institutional investor involvement in crypto.
☆ AT&T receives a downgrade from Moffett going in to 2023
  + stars: | 2022-12-19 | 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 EmailAT&T receives a downgrade from Moffett going in to 2023Craig Moffett, co-founder and senior analyst with SVB MoffettNathanson, joins 'Power Lunch' to discuss the decision to downgrade AT&T, the pitfalls the company has in M&A, and the state of telco markets going in to 2023.
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