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☆ Loop Capital on Netflix: Not cheap but fundamentals continue improving
▼ + stars: | 2024-10-17 | 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 EmailLoop Capital on Netflix: Not cheap but fundamentals continue improvingAlan Gould, Loop Capital analyst, joins 'Squawk on the Street' to discuss what to expect for Netflix's quarterly earnings results, which number will be most important to monitor for, and what's working for Netflix.

Persons: Alan Gould Organizations: Netflix, Loop Capital

☆ Netflix earnings need to justify runup in stock. What analysts see for subscribers, ad tier
▼ + stars: | 2024-10-17 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Analysts surveyed by LSEG expect Netflix earnings to come in at $5.12 per share, while revenue should hit $9.769 billion. In the second quarter, Netflix earned $4.88 per share on $9.56 billion in revenue. Along with solid numbers for the quarter just ended, other analysts believe Netflix also has to raise prices to appease shareholders. Citigroup's Jason Bazinet says price hikes are warranted at Netflix due to strong engagement trends and competitors' own price increases. A ramping ad-tier Finally, Wall Street is keeping close watch on the advertising tier business Netflix rolled out in November 2022.

Persons: Evercore, Mark Mahaney, Citigroup's Jason Bazinet, Goldman Sachs, Eric Sheridan, Deutsche Bank's Bryan Kraft, Wells, Steven Cahall, Kannan Venkateshwar, NFLX, Alan Gould, Piper, Matt Farrell, Doug Anmuth, Morgan Stanley, Benjamin Swinburne, Alicia Reese Organizations: Netflix, Wall, LSEG, StreetAccount, Deutsche, Barclays, Wednesday's, JPMorgan

☆ Reddit's increased reliance on Google traffic has Wall Street anxious to see if visitors sign up
▼ + stars: | 2024-08-14 | by ( Jonathan Vanian | In | ) www.cnbc.com time to read: +10 min

Reddit calls them logged-out users and, based on some industry estimates, they only monetize at about one-third the rate of logged-in users. The number of logged-out users surpassed logged-in users in the fourth quarter, and the gap has since widened. Logged-in users increased 31% in the second quarter to 42 million, while logged-out users increased at a much more robust rate of 74% to 49.2 million. Alan Gould, managing director at Loop Capital, said Google makes up "the vast majority of the logged-out users." By 2025, Reddit's logged-in users could represent an ARPU of $17.60 compared to $5.90 for logged-out users, Black said, based on the firm's estimates.

Persons: Spencer Platt, Tom Wahlin's, Hacker, Wahlin, we're, Lily Ray, Amsive, Ray, Reddit, Alan Gould, Daniel Konstantinovic, Konstantinovic, Benjamin Black, monetization, they'll, Reddit's, Black, Jen Wong, Wong, Steve Huffman, They'll, Huffman Organizations: New York Stock Exchange, Getty, Aer, Google, U.S, Loop, Deutsche Bank, CNBC, AllGear Digital, YouTube Locations: New York City, U.S, Reddit

Wolfe Research initiated coverage of Amazon with an outperform rating, calling for nearly 30% upside. 7:03 a.m.: Goldman Sachs increases Spotify price target Goldman Sachs thinks Spotify will surpass Wall Street's second-quarter earnings forecasts. The firm and increased its price target to $320 from $317 on shares while maintaining a neutral rating. The analyst upgraded the e-commerce stock to buy from neutral and raised his price target to $82 per share from $78. Analyst Alan Gould downgraded the forum social network stock to hold from buy and reiterated a $75 per share price target.

Persons: Wolfe, Goldman Sachs, Wall, Eric Sheridan, Brian Evans, Shopify, Brad Sills, Sills, — Brian Evans, Jefferies, Surinder Thind, Piper Sandler, Peter Keith, Keith, DLTR, Alan Gould, Gould, Shweta, Khajuria, Fred Imbert Organizations: CNBC, Wolfe Research, Bank of America, Spotify, Jefferies, EPAM, EPAM Systems, Trump, Biden, Democrat, Advertising, Cloud Computing, Health, Business, Amazon Logistics Locations: Reddit, Monday's

☆ Disney proxy battle concluding: Here's what's at stake
▼ + stars: | 2024-04-02 | 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 proxy battle concluding: Here's what's at stakeAlan Gould, Loop Capital managing director, joins 'Squawk Box' to discuss the latest developments in Disney's proxy battle with activist investor Nelson Peltz, who has the upper hand ahead of the shareholder meeting tomorrow, and more.

Persons: Alan Gould, Nelson Peltz Organizations: Loop Capital

☆ Netflix has won the streaming war and deserves its high multiple, says Loop Capital's Alan Gould
▼ + stars: | 2024-01-24 | 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 has won the streaming war and deserves its high multiple, says Loop Capital's Alan GouldAlan Gould, Loop Capital managing director, joins 'Squawk on the Street' to discuss to what degree valuation is a concern for shares of Netflix, his take on the advertising business, and more.

Persons: Alan Gould Alan Gould Organizations: Netflix, Loop Capital

☆ Earnings playbook: Your guide to the biggest reports this week, including Netflix and Tesla
▼ + stars: | 2024-01-21 | by ( Fred Imbert | ) www.cnbc.com time to read: +10 min

Nearly 70 S & P 500 companies are slated to report earnings this week. Of the roughly 52 S & P 500 companies that have reported, just 69% have beaten earnings expectations, according to FactSet. What history shows: Bespoke Investment Group data shows United beats earnings expectations 70% of the time. What history shows: Bespoke data shows Netflix exceeds earnings estimates 81% of the time. What history shows: Bespoke data shows Alaska Air tops bottom-line estimate 72% of the time.

Persons: Buckle, Leslie Josephs, Max, Procter & Gamble, Robert Ottenstein, Procter, headwinds, Trian's Nelson Peltz, —, Alan Gould, Jordan Novet, Tesla, TSLA, Elon Musk, Elon, Jefferies, Philippe Houchois, INTC, Timothy Arcuri Organizations: Netflix, Intel, Investors, CNBC, Monday United Airlines, Boeing, Max, Alaska Airlines, FAA, Procter &, Procter, Gamble, HBO, IBM, ISI, Alaska Air Group, Alaska Air, Nvidia, AMD, UBS Locations: Alaska, U.S, China, Europe

☆ Consolidation in streaming will be beneficial for Netflix, says Loop Capital's Alan Gould
▼ + stars: | 2024-01-19 | 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 EmailConsolidation in streaming will be beneficial for Netflix, says Loop Capital's Alan GouldAlan Gould, Loop Capital managing director, joins 'Closing Bell' to discuss raising his price target for Netflix.

Persons: Alan Gould Alan Gould Organizations: Netflix, Loop Capital

Gould is more bullish than many on Wall Street, as the average price target of analysts polled by LSEG is $484.42. Analyst Harold Antor downgraded the stock to hold from buy and slashed his price target by $4 to $8. Analyst Jeffrey Stantial upgrade the sports betting stock to buy from hold and raised his price target by $5 to $45. Stantial's new price target implies shares can jump 19.9% over the next year from Thursday's close. UBS raised its rating on Texas Instruments to buy and increased its price target to $195 from $170.

Persons: Chipmakers, Wells, Bernstein, PDD, Robin Zhu, Zhu, Temu, there's, Shein, — Alex Harring, Alan Gould, Gould, Jefferies, Hertz, Harold Antor, Antor, There's, Saul Martinez, Martinez, Alex Harring, Stifel, Jeffrey Stantial, Stantial, Wells Fargo, Aaron Rakers, Mark Zuckerberg, Zuckerberg, TXN, Timothy Arcuri, FCF –, Fred Imbert Organizations: CNBC, UBS, Texas, Nvidia, Meta, PDD Holdings, Netflix, HBO, LSEG, Hertz, EV, Jefferies, HSBC, Discover, Facebook, Big Tech, Texas Instruments Locations: China, Thursday's

☆ Netflix is back to a growth stock and deserves to be re-rated, says Loop Capital's Alan Gould
▼ + stars: | 2023-10-19 | 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 EmailNetflix is back to a growth stock and deserves to be re-rated, says Loop Capital's Alan GouldAlan Gould, Loop Capital managing director, joins 'Squawk on the Street' to discuss whether Netflix can keep up its strong subscriber growth, why the company's multiple should increase, and more.

Persons: Alan Gould Alan Gould Organizations: Netflix, Loop Capital

☆ Higher valuation leaves 'less margin of error' for this streaming stock, Loop Capital says
▼ + stars: | 2023-09-07 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

A higher valuation has raised the stakes for Roku and pushed Loop Capital to the sidelines. Analyst Alan Gould downgraded the streaming stock to hold from buy while keeping his price target at $85. Ultimately, he said the stock is trading at a valuation that leaves less of a cushion. Roku shares slipped 1.5% before the bell Thursday after climbing almost 3% in Wednesday's session. ROKU YTD mountain Roku shares this year — CNBC's Michael Bloom contributed to this report

Persons: Alan Gould, Gould, Roku, Dan Jedda, CNBC's Michael Bloom Locations: Wednesday's

☆ There will be less competitors in the streaming business, says Loop Capital's Alan Gould
▼ + stars: | 2023-08-25 | 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 EmailThere will be less competitors in the streaming business, says Loop Capital's Alan GouldAlan Gould, Loop Capital analyst, joins 'Power Lunch' to discuss Loop's Netflix upgrade and the future of the streaming business.

Persons: Alan Gould Alan Gould Organizations: Loop Capital, Netflix

☆ Loop Capital upgrades Netflix, says streaming giant can jump more than 20% from here
▼ + stars: | 2023-08-25 | by ( Alex Harring | ) www.cnbc.com time to read: +1 min

Netflix is a cheap and smart buy after a recent pullback as the Hollywood strikes continue, according to Loop Capital. Analyst Alan Gould upgraded the streaming giant to a buy from a hold and raised his price target by $75 to $500. Gould noted that competing streaming platforms have raised prices while reducing spending on content, a recipe that he said can help bolster Netflix's competitive position. And even as more competitors enter the field, he said Netflix has been able to keep its share of engagement. Elsewhere, Gould noted that the implementation of paid password sharing has gone better than was expected.

Persons: Alan Gould, NFLX, Gould, — CNBC's Michael Bloom Organizations: Netflix, Hollywood, Capital Locations: NFLX

☆ Stocks making the biggest moves premarket: Marvell Technology, Affirm, Hawaiian Electric and more
▼ + stars: | 2023-08-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Marvell posted earnings of 33 cents per share, excluding items, on $1.34 billion in revenue. For the recent period, Affirm posted a smaller-than-expected loss of 69 cents per share on revenues of $446 million. Intuit posted $2.71 billion in revenue, ahead of the $2.64 billion expected. Analysts polled by Refinitiv had anticipated earnings of $5.85 per share on $2.51 billion in revenue, according to Refinitiv. Adjusted earnings per share came in at 34 cents, ahead of the 9 cents expected by analysts polled by Refinitiv.

Persons: Marvell, Refinitiv, Nordstrom, Ulta, Alan Gould, —, Jesse Pound, Sarah Min, Michelle Fox Organizations: Marvell Technology, Hawaiian Electric, Electric, NBC News, Intuit —, Refinitiv, Intuit, AMC Entertainment, Netflix Locations: Maui

☆ Watch CNBC’s full interview with NYU’s Suzy Welch and Loop capital’s Alan Gould
▼ + stars: | 2023-07-13 | 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 EmailWatch CNBC’s full interview with NYU’s Suzy Welch and Loop capital’s Alan GouldNYU’s Suzy Welch and Loop capital’s Alan Gould, join 'Power Lunch' to discuss the future of Disney and ESPN

Persons: NYU’s Suzy Welch, Alan Gould, Suzy Welch Organizations: Disney, ESPN

☆ Disney's board needs to give Iger full runway until successor is ready, says NYU’s Suzy Welch
▼ + stars: | 2023-07-13 | 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 EmailDisney's board needs to give Iger full runway until successor is ready, says NYU’s Suzy WelchNYU’s Suzy Welch and Loop capital’s Alan Gould, join 'Power Lunch' to discuss the future of Disney and ESPN.

Persons: NYU’s Suzy Welch, Suzy Welch, Alan Gould Organizations: Disney, ESPN

☆ Disney trades flat after Iger contract extension. Here's what the pros are saying
▼ + stars: | 2023-07-13 | by ( Joshua Natoli | ) 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 trades flat after Iger contract extension. Here's what the pros are sayingJim Cramer, Michael Nathanson of SVB MoffettNathanson, Jim Lebenthal of Cerity Partners and Alan Gould of Loop Capital discussed Disney after it announced a contract extension with CEO Bob Iger through 2026.

Persons: Jim Cramer, Michael Nathanson, SVB MoffettNathanson, Jim Lebenthal, Alan Gould, Bob Iger Organizations: Cerity Partners, Loop Capital, Disney

☆ Watch CNBC's full interview with Alan Gould
▼ + 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 Alan GouldAlan Gould of Loop Capital joins 'Squawk on the Street' to discuss his thoughts on Netflix earnings and more.

☆ There has been too much investment in streaming by the whole industry, says Alan Gould
▼ + stars: | 2023-01-12 | 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 EmailThere has been too much investment in streaming by the whole industry, says Alan GouldAlan Gould of Loop Capital joins 'Squawk on the Street' to break down his thoughts on Disney.

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