DIRS.INFO The most relevant business & tech news

☆ In renaming 'HBO Max,' Warner Bros. Discovery hedges its bets in streaming
▼ + stars: | 2023-04-15 | by ( Alex Sherman | ) www.cnbc.com time to read: +8 min

Warner Bros. Discovery unveiled its new streaming service Wednesday, featuring a combination of programming from HBO Max and Discovery+. Discovery logo is displayed on a smartphone screen and in the background, the HBO Max and Discovery Plus logos. Those who want HBO already know where to find it, and HBO Max will simply morph into Max on most platforms. Warner Bros.

☆ Here are Monday's biggest analyst calls: Tesla, Walmart, First Republic, Nikola, McDonald's & more
▼ + stars: | 2023-04-10 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Monday's biggest calls on Wall Street: Bernstein reiterates Tesla as underperform Bernstein said more price cuts are coming for Tesla. Morgan Stanley reiterates Walmart as overweight Morgan Stanley said its latest survey shows Walmart+ membership is at a record. UBS reiterates McDonald's as buy UBS said the fast food giant is extremely well positioned. UBS upgrades Regions Financial to buy from neutral UBS said in its upgrade of the regional bank that it likes the company's balance sheet. Northcoast upgrades McDonald's to buy from neutral Northcoast said it sees improved profitability for McDonald's .

☆ Here are Friday's biggest analyst calls: Boeing, Tesla, Disney, Generac, Wells Fargo, Alphabet & more
▼ + stars: | 2023-03-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

UBS reiterates Wells Fargo and Bank of America as buy UBS said it sees a re-rating for bank stocks such as Wells and Bank of America. Morgan Stanley names Mercadolibre a top pick Morgan Stanley said it sees multiple growth drivers for the LatAm e-commerce company. Deutsche Bank reiterates Charles Schwab as buy Deutsche said it's standing by its buy rating on shares of Charles Schwab. UBS reiterates Disney as buy UBS said it thinks Disney will take a 100% ownership stake in Hulu and integrate it with Disney+. Morgan Stanley reiterates elf Beauty as overweight Morgan Stanley said it sees a long-term growth opportunity for the beauty company.

☆ Reliance Jio's new 5G plans may impact Bharti Airtel's key metrics- JP Morgan
▼ + stars: | 2023-03-23 | by ( ) www.reuters.com time to read: +1 min

BENGALURU, March 23 (Reuters) - The launch of cheaper postpaid plans with unlimited 5G by Reliance's Jio has put rival Bharti Airtel (BRTI.NS) on the back foot in the Indian market and may delay recovery in its key profit metric, JP Morgan analysts said on Thursday. Jio, the telecoms unit of Indian conglomerate Reliance Industries (RELI.NS), launched new postpaid plans last week, starting from 399 rupees ($4.85) that included over-the-top (OTT) packages, forcing Bharti Airtel to roll out similar plans. Analysts kept their "under weight" rating on Bharti Airtel, saying that ARPU expansion for Bharti was at risk and could even reduce over 2024-25 as 5G price wars take place. Both, Jio and Bharti Airtel have been rolling out 5G services across the country. ($1 = 82.2100 Indian rupees)Reporting by Nallur Sethuraman in Bengaluru; Editing by Anil D'SilvaOur Standards: The Thomson Reuters Trust Principles.

☆ Here are Tuesday's biggest analyst calls: Apple, Amazon, Arista, Costco, Joby, Netflix & more
▼ + stars: | 2023-03-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Northcoast upgrades Costco to buy from hold Northcoast said it sees more upside for the wholesale retailer. " Goldman Sachs initiates Arista Networks and Juniper as buy Goldman initiated several networking equipment stocks, noting they are attractively valued. Deutsche Bank downgrades Joby to sell from hold Deutsche said it sees too many risks for the aviation company. Morgan Stanley reiterates Walmart as overweight Morgan Stanley said its standing by shares of Walmart as the retail giant continues to sign up new members for its Walmart+. Loop reiterates Netflix as hold Loop said its survey checks show that password sharing charging is increasing revenue for Netflix.

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Dick's, Costco, Snowflake, Meta, Dish & more
▼ + stars: | 2023-02-28 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Mizuho reiterates Tesla as buy Mizuho said it's standing by its buy rating heading into the company's analyst day on March 1. Barclays reiterates Apple as equal weight Barclays said low growth in the App Store is the "new norm" for Apple. Morgan Stand reiterates Dick's as overweight Morgan Stanley said it's standing by its overweight rating heading into Dick's earnings on March 7. Bank of America downgrades Dish to underperform from buy Bank of America said it sees inflationary pressure for the satellite TV company. Deutsche Bank reiterates Salesforce as buy Deutsche Bank said it's standing by shares of Salesforce heading into earnings on Wednesday.

Disney CEO Bob Iger announced a new business structure Wednesday and further details emerged Thursday. ESPN and ESPN+ will form a separate unit, led by Jimmy Pitaro. Hollywood is already busy sharing memes about Bergman and Walden and how they will share and compete for power. As part of the cuts, Iger has directed his reports to lay off 7,000 staffers. A Thursday morning press release outlined all the shared services units that will now come under Bergman, Walden, and Pitaro.

☆ Pinterest shares plunge as much as 12% on fourth-quarter revenue miss and weak forecast
▼ + stars: | 2023-02-06 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +3 min

Pinterest shares sank as much as 12% after the company reported revenue that missed analyst expectations and issued a light forecast for the first quarter. Pinterest recorded net income of $17 million in the fourth quarter, but logged a net loss of $96 million for 2022. Its average revenue per user, or ARPU, for the U.S. and Canada region rose 6% in the fourth quarter to $7.60 from a year ago. Additionally, revenue in Alphabet's YouTube unit sank 8% year-over-year to $7.96 billion in the fourth quarter. Snap said its sales in the fourth quarter was slightly up year-over-year to $1.30 billion, which missed analyst expectations of $1.31 billion.

☆ Meta set to report fourth-quarter earnings after the bell
▼ + stars: | 2023-02-01 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +3 min

Mark Zuckerberg, chief executive officer of Meta Platforms Inc., left, arrives at federal court in San Jose, California, US, on Tuesday, Dec. 20, 2022. Meta reports fourth-quarter earnings on Wednesday as the company tries to reverse a slide that pushed the stock down by 64% last year. The company also said its "internal forecast" assumes a revenue drop in the first quarter of between 2% and 10%. Alphabet and Amazon will wrap up earnings reports from the major online ad platforms on Thursday, followed by Pinterest next week. Meta said last quarter that "Reality Labs operating losses in 2023 will grow significantly year-over-year."

☆ Netflix's new ad tier plan appears to be working
▼ + stars: | 2023-01-09 | by ( Lucia Moses | Ryan Joe | ) www.businessinsider.com time to read: +5 min

Netflix's new ad-supported tier accounted for 13% of subscribers in its first month, new Evercore research found. Evercore believes the ad tier is driving incremental subscriber growth for Netflix. The firm upgraded its rating on Netflix in September based on its ad-supported tier and plan to crack down on password-sharing, which are expected to drive earnings and share price. Netflix's ad tier entered a crowded field of streaming services, including ad-supported versions, from Disney's Hulu to Comcast's Peacock to Warner Bros. Netflix's ad tier was followed close behind Disney+ with Ads launching in December, and Warner plans to launch a combined Discovery+-HBO Max app in spring with an ad-supported tier.

☆ Netflix's ad tier drove 13% of subscriptions in its first month, new survey shows
▼ + stars: | 2023-01-06 | by ( Lucia Moses | Ryan Joe | ) www.businessinsider.com time to read: +5 min

Netflix's new ad-supported tier accounted for 13% of subscribers in its first month, new Evercore research found. Evercore believes the ad tier is driving incremental subscriber growth for Netflix. Netflix's new ad-supported tier accounted for 13% of the streamer's subscribers in its first month, with about half being new or returning users to the streamer, according to new research from Evercore ISI. Netflix's ad tier entered a crowded field of streaming services, including ad-supported versions, from Disney's Hulu to Comcast's Peacock to Warner Bros. Netflix's ad tier was followed close behind Disney+ with Ads launching in December, and Warner plans to launch a combined Discovery+-HBO Max app in spring with an ad-supported tier.

☆ Here are Monday's biggest analyst calls: Apple, Netflix, Disney, Microsoft, Robinhood, Gap & more
▼ + stars: | 2022-12-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Stifel names Microsoft a top 2023 pick Stifel said it likes Microsoft's "strong product portfolio" for 2023. Goldman Sachs downgrades Ulta to neutral from buy Goldman said in its downgrade of the stock that it sees difficult comps. Evercore ISI names Netflix a top idea for 2023 Evercore said it sees "robust revenue growth" for Netflix in 2023. " Goldman Sachs upgrades Gap to buy from neutral Goldman said in its upgrade of the stock that it sees accelerated earnings growth. Cowen names Take-Two a top 2023 pick Cowen said the video game maker has a great "long-term track record."

☆ We're fed up after Disney's terrible quarter and streaming losses. It's time for some big changes
▼ + stars: | 2022-11-08 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Operating income fell 91% to $83 million mostly due to higher than expected losses from the Direct-to-Consumer business. In better news, Disney ended Q4 with 164.2 million Disney+ subscribers, up 12.1 million from the prior quarter and well above estimates of about 160.45 million. Bundling has a negative effect on ARPUs, and Disney said Tuesday evening that bundled and multiproduct offerings now make up over 40% of domestic Disney+ subscribers. In terms of subscribers, Disney sees core Disney+ subscribers slightly increasing in its first quarter, though Disney+ Hotstar is expected to lose subs due to the absence of the Indian Premier League Cricket rights. After checking consensus estimates, this is a terrible miss compared to expectations of sales growing by 11% and operating income increasing by 17%.

☆ Top Wall Street analysts pick these stocks to bet on during the market’s uncertainty
▼ + stars: | 2022-11-06 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +7 min

The market's cloudy picture is yet another reason for investors to maintain a long-term perspective as they pick out stocks. To that end, here are five stocks chosen by Wall Street's top professionals, according to TipRanks, a service that ranks analysts based on their past performances. Huron Consulting GroupThe next on our list of top analysts' favorite stocks is Huron Consulting Group (HURN), an operational and financial consulting firm. KAR Auction ServicesKAR Auction Services (KAR) provides a platform to auction used cars and offers salvage auction services in North America and the United Kingdom. Moreover, Rolland also believes Cirrus to be a potential buying target for Apple, which also depends on Cirrus' IC products.

☆ Major analysts are talking about Robinhood's third-quarter results. Here’s what they said
▼ + stars: | 2022-11-03 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +4 min

Wall Street analysts are impressed with Robinhood after it posted strong results for the latest quarter that showed a boost from interest rates and lower expenses. In August, the fintech company announced a 23% reduction in its headcount as it reported weaker-than-expected results for the second quarter . Deutsche Bank – Hold, price target $11 "Quite positively, the company achieved adjusted EBITDA profitability a quarter ahead of its target... Piper Sandler – Neutral, price target $11.50 "Our price target multiple increase is driven by our increased confidence in HOOD's leaner expense model & given it achieved adjusted EBITDA profitability a quarter earlier than expected. Barclays – Underweight, price target $11 "Q3 revenues beat, driven by higher net interest income, and costs came in well below expectations, driving adj.

Organizations: ~ +

☆ Pinterest shares surge as return to user growth drives revenue beat
▼ + stars: | 2022-10-27 | by ( ) www.reuters.com time to read: +1 min

Oct 27 (Reuters) - Pinterest Inc (PINS.N) beat estimates for quarterly revenue on Thursday, making it a rare bright spot in an otherwise downbeat social media sector and sending the image-sharing platform's shares 15% higher in after-hours trading. The company returned to user growth in the third quarter, with its global monthly active users rising 2.8% sequentially to 445 million, which was above Factset estimates of 437.4 million. Pinterest's global average revenue per user (ARPU) jumped 11% to $1.56 in the quarter. Pinterest said it was expecting revenue growth in mid-single-digit percentage in the current quarter, due to slightly greater foreign exchange headwinds than in the third quarter. Reporting by Vansh Agarwal and Shreyaa Narayanan in Bengaluru; Editing by Anil D'SilvaOur Standards: The Thomson Reuters Trust Principles.

☆ Meta shares drop 12% on weak fourth-quarter forecast and earnings miss
▼ + stars: | 2022-10-26 | by ( Jonathan Vanian | Jonathan Vanian Is A Technology Reporter For Cnbc.Com | ) www.nbcnews.com time to read: +2 min

Meta shares plummeted in extended trading on Wednesday after Facebook’s parent issued a weak forecast for the fourth quarter and came up well short of Wall Street’s expectations for earnings. Meta is contending with a broad slowdown in online ad spending, challenges from Apple’s iOS privacy update and increased competition from TikTok. Add it up, and Meta is expected to post its third straight quarter of declining sales for the year. The company said revenue for the fourth quarter will be $30 billion to $32.5 billion. Meta earnings summary Earnings per share (EPS): $1.64 vs $1.89 expected, according to Refinitiv$1.64 vs $1.89 expected, according to Refinitiv Revenue : $27.71 billion vs. $27.38 billion expected, according to Refinitiv: $27.71 billion vs. $27.38 billion expected, according to Refinitiv Daily Active Users (DAUs) : 1.98 billion vs 1.98 billion expected, according to StreetAccount: 1.98 billion vs 1.98 billion expected, according to StreetAccount Monthly Active Users (MAUs) : 2.96 billion vs 2.94 billion expected, according to StreetAccount: 2.96 billion vs 2.94 billion expected, according to StreetAccount Average Revenue per User (ARPU): $9.41 vs. $9.83 expected, according to StreetAccountThe Facebook parent’s operating margin, or the profits left after accounting for costs to run the business, sank to 20% from 36% a year earlier.

☆ Facebook parent Meta reports third-quarter earnings after the bell Wednesday
▼ + stars: | 2022-10-26 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +2 min

Meta reports third-quarter earnings on Wednesday after the bell. Add it up, and Meta is expected to post its second straight quarter of declining sales. Meta is trying to make Reels more attractive to advertisers and has announced new ad formats intended to give businesses enhanced options for promoting their products through short videos. Most concerning are the user figures in the U.S. and Canada, its biggest region for revenue. In the second quarter of 2022, Meta counted 197 million daily active users in those two North American countries, down from 198 million in the same quarter in 2020.

☆ Metaverse-obsessed Mark Zuckerberg refuses to cut costs. It's no wonder the stock tanked
▼ + stars: | 2022-10-26 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

Club holding Meta Platforms (META) reported mixed third-quarter results and weak forward guidance after the closing bell Wednesday. While beating expectations, revenue for Q3 dropped 4% to $27.71 billion. As for profitability, Family of Apps operating income came in at $9.34 billion, short versus expectations of $9.65 billion. Facebook Global Average Revenue per User (ARPU): $9.41 versus expectations of $9.83. Capital expenditures (capex) guidance was tightened to a range of $32 billion to $33 billion versus $30 billion to $34 billion previously forecast and above the $30.41 billion consensus.

☆ Snap plunges more than 25% on third-quarter revenue miss
▼ + stars: | 2022-10-20 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +4 min

Snap shares plummeted more than 25% in extended trading on Thursday after the social media company reported weaker-than-expected revenue for the third quarter. In August, Snap announced that it would lay off 20% of the company's roughly 6,000 employees as part of a major restructuring plan. Snap added that revenue growth is likely to keep decelerating in the fourth quarter, as that period "has historically been relatively more dependent on brand-oriented advertising revenue," which declined in the latest period. Snap also ended the production of its Snap Originals premium shows. Snap debuted the subscription service in June as a way for users to access exclusive and pre-release features for $3.99 a month.

Gabby Jones | Bloomberg | Getty ImagesBenefits of bundlingFor consumers that buy many streaming services already, purchasing a bundle of them for a discount would be an instant money saver. For corporations, pushing together streaming services reduces the number of people who cancel each month, known in the industry as churn. But those companies also offer their own competing streaming services – The Roku Channel, Prime Video and Apple TV+, respectively – which could deter broader partnerships. Wireless companies already offer promotional pricing to streaming services as sign-up bonuses. From the standpoint of niche services, Peacock hasn't come to them with a coherent strategy, according to several people familiar with the talks.

☆ France's Deezer pledges to turn a profit by 2025
▼ + stars: | 2022-09-21 | by ( Mathieu Rosemain | ) www.reuters.com time to read: +2 min

REUTERS/Benoit TessierPARIS, Sept 21 (Reuters) - French music streaming platform Deezer (DEEZR.PA)'s first-half adjusted gross profit rose 9.1% from a year earlier, led by a surge in sales in its home country that firmed up its goal to turn a profit by 2025, the company said on Wednesday. Gross profit increased to 45 million euros ($44.4 million) from 42 million a year earlier, while total sales rose by 12% over the period to 219 million euros, Deezer said in a statement. Deezer's number of direct subscribers in France, where it generates about 60% of its consolidated revenue, rose to 3.3 million from 3 million a year earlier. Yet the total number of subscribers fell by close to 3% to 9.4 million. read moreThe stock has lost 65% of its value since its first trading day, valuing the company at 472 million euros ($466.38 million), compared to Spotify's market capitalisation of $18.7 billion.

☆ Here are Monday's biggest analyst calls: Apple, Amazon, Adobe, Peloton, Bed Bath & Beyond and more
▼ + stars: | 2022-09-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Oppenheimer reiterates Peloton as outperform Oppenheimer said it sees signs that Peloton's turnaround is starting to take hold. Bank of America reiterates Amazon as buy Bank of America noted that Amazon is poised to gain share, especially after FedEx's disappointing earnings report last week. JPMorgan reiterates Apple as overweight JPMorgan said in a note that demand remains "elevated" for Apple's latest iPhone models. Jefferies reiterates Bed Bath & Beyond as hold Jefferies said its analysis shows retailers such as Walmart and Target are key beneficiaries of Bed Bath & Beyond store closures. "After reviewing locations of upcoming Bed Bath store closures, we believe Walmart, Target, and Big Lots will be prime beneficiaries of sales transfer.

Organizations: ~$

☆ Oppenheimer upgrades Netflix, says new ad tier can boost growth
▼ + stars: | 2022-09-19 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Netflix 's new ad-supported subscriber can give the stock a much-needed boost, according to Oppenheimer. "Ad-tier launch should accelerate subscriber growth, drive ARPU, and slow churn," Helfstein wrote in a Monday note. Netflix shares tumbled this year after slowing subscriber numbers pointed to trouble ahead for the streaming company. Still, the analyst said that Netflix has the "highest viewership in the industry," and that Wall Street is not properly accounting for the ad opportunity. On top of that, about seven out of 10 current basic subscribers would downgrade to the ad tier, the analyst found.

☆ Фиксированной телефонии в Молдове грозит исчезновение
▼ + stars: | 2021-06-17 | by ( Анна Ротарь | ) aif.md time to read: +1 min

0Согласно статистическим данным за первый квартал 2021 года, предоставленным поставщиками услуг фиксированной телефонии, основные показатели этого рынка продолжили снижаться. Общий объем голосового трафика снизился на 3%, по сравнению с первым кварталом 2020 года, и составил около 284 млн минут, а общий объем продаж снизился на 8,8% или 88,7 млн леев. Уровень проникновения услуг фиксированной телефонии на 100 жителей снизился за три месяца на 0,3 п.п. Так, трафик в международные сети снизился на 43%, трафик в другие фиксированные сети – на 4,7%, а трафик в мобильные сети – на 0,4%. В результате среднемесячный доход на абонента (ARPU) снизился, по сравнению с аналогичным периодом прошлого года, на 4,8% и составил 28,9 лея.

Persons: А.О. Organizations: НАРЭКИТ

Search resuls for: "ARPU"

25 mentions found