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Search resuls for: "ISI's Mark Mahaney"


25 mentions found


☆ Evercore ISI's Mark Mahaney says, he'd buy the dip in Uber
  + stars: | 2024-10-31 | 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 EmailEvercore ISI's Mark Mahaney says, he'd buy the dip in UberMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss Amazon ahead of earnings.
Persons: Mark Mahaney, he'd
☆ What investors should look for as Meta, Microsoft report earnings Wednesday
  + stars: | 2024-10-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Another busy day of megacap technology earnings kicks off Wednesday with results from Meta Platforms and Microsoft after the bell. Wall Street expects Meta Platforms to post third-quarter earnings of $5.25 per share, up from $4.39 a year ago, per LSEG. For Microsoft, EPS and revenue are expected to reach $3.10 and $64.51 billion, respectively, for the fiscal first quarter . Meta Platforms For Meta Platforms, analysts are hunting for signs that AI is continuing to boost the company's core product and advertising spending. Microsoft Microsoft faces a tougher bar headed into the print, with many analysts leaning toward caution as the company lags some of its megacap peers and underperforms the Nasdaq Composite.
Persons: haven't, Davidson, Gil Luria, Citi's Ronald Josey, Citi's Josey, Mark Mahaney, Barton Crockett, Mark Shmulik, Bank of America's Justin Post, Keith Bachman, Citi's Tyler Radke, Morgan Stanley's Keith Weiss, Weiss, Goldman Sachs, Kash Rangan, Azure's Organizations: Meta, Microsoft, D.A, Revenue, Google, Bank of America's, Microsoft Microsoft, Nasdaq, BMO Capital Markets, BMO
☆ Google's new CFO makes earnings call debut, says company can 'push a little further' on cost cuts
  + stars: | 2024-10-29 | by ( Jennifer Elias | ) www.cnbc.com   time to read: +3 min
For nine years, the CFO role at Google and parent company Alphabet was held by Ruth Porat, who took a giant pay package in 2015 to leave Wall Street for Silicon Valley. "But I think any organization can always push a little further and I'll be looking at additional opportunities." During the Q&A portion of the call, Evercore ISI's Mark Mahaney asked, "As you're coming in looking at this fresh, is it clear to you there are a lot of newfound cost efficiencies or ongoing cost efficiencies?" The new CFO said one way Google can find additional efficiencies is by using AI "within our own processes and how we get work done." WATCH: Google search benefiting from generative AI
Persons: Ruth Porat, Porat's, Anat Ashkenazi, Sundar Pichai, Ruth, Sundar, Ashkenazi, Eli Lilly, Porat, There's, Pichai, Askenazi, Evercore, Mark Mahaney Organizations: Google, Tuesday Locations: Silicon Valley
☆ 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
☆ Amazon checkout process hits technical snag during Labor Day sale
  + stars: | 2024-08-30 | by ( Jordan Novet | ) www.cnbc.com   time to read: +1 min
A worker prepares packages at an Amazon same-day delivery fulfillment center on Prime Day in the Bronx borough of New York, US, on Tuesday, July 16, 2024. Amazon.com Inc.'s Prime Day sales rose about 13% in the first six hours of the event compared with the same period last year, according to Momentum Commerce, which manages 50 brands in a variety of product categories. But the company's Amazon Web Services division was not reporting any technical issues while the checkout feature wasn't working. In the run-up to the long weekend in the U.S., Amazon has started promoting discounts on products as part of a Labor Day sale. Amazon has warned investors that technical incidents can lead to lower sales and a worse perception of the company's products and services.
Persons: Stephanie Keith, X, Mark Mahaney, Uber Organizations: Amazon.com Inc, Momentum Commerce, Bloomberg, Getty, Web Services, Amazon, Labor Locations: Bronx, New York, U.S
☆ Friday's analyst calls: Big Tech earnings reaction, Morgan Stanley gets a downgrade
  + stars: | 2024-08-02 | by ( Samantha Subin Fred Imbert | Samantha Subin | Fred Imbert | ) www.cnbc.com   time to read: +9 min
Along with the downgrade, Roach slashed her price target to $286 from $463. Along with the downgrade, Arya cut his price target to $23 from $35 a share. — Samantha Subin 6:15 a.m.: Apple results suggest 'best is yet to come,' support multiyear upgrade cycle The latest earnings report from Apple reaffirms analysts' confidence in the technology giant and a multiyear upgrade cycle when it launches its latest iPhone later this year. Bernstein's Mark Shmulik trimmed his price target by $5 to $210 a share but encouraged investors to use the sell-off as an entry point. His price target of $95, down from $99, implies downside of 6.6% over the next 12 months.
Persons: Wells Fargo, Morgan Stanley, Henning Cosman, Cosman, — Samantha Subin, Goldman Sachs downgrades Lululemon, Goldman Sachs, Lululemon, Brooke Roach, Roach, LULU YTD, Vivek Arya, Arya, Samantha Subin, America's Wamsi Mohan, macOS, Samik Chatterjee, Citi's Atif Malik, Bernstein's Toni Sacconaghi, Morgan Stanley's Brian Nowak, ISI's Mark Mahaney, Bernstein's Mark Shmulik, Wells, downgrades Morgan Stanley Wells Fargo, Mike Mayo, Mayo, Morgan, Fred Imbert Organizations: CNBC, Barclays, Ferrari, Bank of America, Intel, AMD, Apple, Apple Intelligence, America's, Amazon, Web Services, North Locations: Europe, U.S, Lululemon
☆ Wall Street analysts think investors should buy the dip in Amazon, call cloud business a 'bright spot'
  + stars: | 2024-08-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Investors may way to consider buying the dip in Amazon , according to some Wall Street analysts. A 'bright spot' in AWS Despite Thursday's disappointing results, many Wall Street analysts are finding the positive in the company's Amazon Web Services division. Many expect this business to continue gaining steam, with Susquehanna Financial Group's Shyam Patil referring to this acceleration as a "bright spot" in the results. Evercore ISI's Mark Mahaney referred to accelerating AWS growth as one of "three fundamental catalysts" for the stock. Bank of America's Justin Post named the stock the firm's top large cap picks, citing the AWS acceleration and opportunity within artificial intelligence.
Persons: Deutsche Bank's Lee Horowitz, Deutsche Bank's Horowitz, Mark Shmulik, Shyam Patil, Patil, Morgan Stanley's Brian Nowak, Evercore, Mark Mahaney, Bank of America's Justin Post, We're, Doug Anmuth, Anmuth Organizations: Deutsche, Wall, Web Services, Susquehanna, Bank of America's
☆ Watch CNBC’s full interview with Virtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark Mahaney
  + stars: | 2024-08-01 | 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 Virtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark MahaneyVirtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark Mahaney, join 'Closing Bell' to discuss markets, the Fed and their broader economic outlook.
Persons: Virtus ’ Joe Terranova, Malcolm Ethridge, Mark Mahaney Virtus, Joe Terranova, Mark Mahaney Organizations: Virtus ’, Fed
☆ Elevated volatility is going to be present over the next two months, says Virtus' Joe Terranova
  + stars: | 2024-08-01 | 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 EmailElevated volatility is going to be present over the next two months, says Virtus' Joe TerranovaVirtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark Mahaney, join 'Closing Bell' to discuss markets, the Fed and their broader economic outlook.
Persons: Virtus, Joe Terranova Virtus ’ Joe Terranova, Malcolm Ethridge, Mark Mahaney Organizations: Fed
☆ Alphabet remains one of our top picks, says Evercore ISI's Mark Mahaney
  + stars: | 2024-07-24 | 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 EmailAlphabet remains one of our top picks, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to break down Alphabet's quarterly earnings results, impact of generative AI, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney
☆ Harris seems to be more of a friend to Big Tech than Biden and Trump, says Evercore ISI's Mark Mahaney
  + stars: | 2024-07-22 | 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 EmailHarris seems to be more of a friend to Big Tech than Biden and Trump, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI, joins 'Closing Bell Overtime' to talk what to expect from Alphabet earnings tomorrow.
Persons: Harris, Trump, Evercore, Mark Mahaney Mark Mahaney Organizations: Big Tech, Biden, ISI
☆ Netflix reports earnings after the bell. Here's what Wall Street is watching
  + stars: | 2024-07-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Netflix reports after the bell Thursday, ushering in the start of earnings season for Wall Street's biggest media and technology giants. Analysts expect the streaming behemoth to post earnings of $4.74 per share on about $9.53 billion in revenue, according to analysts polled by LSEG. The analyst regards upside to subscriber additions, commentary surrounding margin expansion and a reacceleration in revenue as key for investors. Jefferies analyst James Heaney expects these programs and a strong content slate position Netflix well for a second-quarter subscriber beat. Netflix has made strides within advertising, disclosing in May that there were 40 million active monthly users in the tier.
Persons: Goldman Sachs, Eric Sheridan, Morgan Stanley's Benjamin Swinburne, Jefferies, James Heaney, JPMorgan's Doug Anmuth, Morgan Stanley's Swinburne, Evercore ISI's Mark Mahaney, Jessica Ehrlich, Jason Bazinet, Piper Sandler's Matt Farrell, Farrell Organizations: Netflix, Wall Street's, LSEG, Bank of America
☆ Top tech analyst Mark Mahaney gives his new picks and names a surprising potential underperformer
  + stars: | 2024-07-16 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +4 min
With the second-quarter earnings season beginning to gain steam, Evercore ISI's Mark Mahaney has updated his list of tactical calls. He has a $225 price target on shares, indicating upside potential of about 20%. "We continue to believe that recent concerns about UBER being negatively impacted by an AV rollout are mis-placed," said Mahaney. Mahaney added that Uber shares are currently trading at a "very attractive" valuation of around 20 times enterprise value to free cash flow. With shares trading approximately 30% below their 52-week high, Mahaney thinks now is an attractive time to enter what he calls "a best-in-class ecommerce platform business."
Persons: Mark Mahaney, Mahaney, Uber, Evercore Organizations: Technologies, Expedia, Google, Mobility, TAM, Amazon Locations: Monday's
☆ Prime Day is a big marketing event for Amazon, says Evercore ISI's Mark Mahaney
  + stars: | 2024-07-16 | 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 EmailPrime Day is a big marketing event for Amazon, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss his thoughts on Amazon's standing among the world's top tech companies, how important Prime Day is to Amazon's quarter, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Amazon
☆ Here's why Evercore ISI's Mark Mahaney favors Amazon
  + stars: | 2024-07-03 | 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 Evercore ISI's Mark Mahaney favors AmazonMark Mahaney, Evercore ISI head of Internet research, joins 'Squawk on the Street' to discuss tech names, Amazon, Alphabet, and more.
Persons: Mark Mahaney, Mahaney
☆ There's a lot of growth yet to come for the ridesharing sector, says Evercore ISI's Mark Mahaney
  + stars: | 2024-06-06 | 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's a lot of growth yet to come for the ridesharing sector, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss state of the U.S. ridesharing sector, why he expects continued positive demand and growth in the industry, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Locations: ridesharing
☆ Google has proven it's not AI roadkill, says Evercore ISI's Mark Mahaney
  + stars: | 2024-05-23 | 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 EmailGoogle has proven it's not AI roadkill, says Evercore ISI's Mark MahaneyGoogle has proven it's not AI roadkill, says Evercore ISI's Mark Mahaney
Persons: Evercore, Mark Mahaney Google, Mark Mahaney Organizations: Google
☆ Google's Gemini is a great generative AI for the consumer, says Evercore ISI's Mark Mahaney
  + stars: | 2024-04-30 | 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 EmailGoogle's Gemini is a great generative AI for the consumer, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.
Persons: Evercore, Mark Mahaney Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors
☆ Watch CNBC’s full interview with Evercore ISI's Mark Mahaney and Odyssey's Jason Snipe
  + stars: | 2024-04-30 | 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 Evercore ISI's Mark Mahaney and Odyssey's Jason SnipeMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.
Persons: Evercore ISI's Mark Mahaney, Jason Snipe Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors
☆ Our top pick in the 'Fab 5' remains to be Amazon, says Evercore ISI's Mark Mahaney
  + stars: | 2024-04-01 | 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 EmailOur top pick in the 'Fab 5' remains to be Amazon, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Monday.
Persons: Evercore, Mark Mahaney Mark Mahaney
☆ There's a lot of tailwinds for Netflix's ad-supported tier, says Evercore ISI's Mark Mahaney
  + stars: | 2024-03-13 | 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 EmailThere's a lot of tailwinds for Netflix's ad-supported tier, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell Overtime' to talk his latest not on Netflix and the impact of a TikTok ban.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Internet Research, Netflix
☆ Instacart having a personnel change this soon after IPO a 'shock', says Evercore ISI's Mark Mahaney
  + stars: | 2024-02-13 | 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 EmailInstacart having a personnel change this soon after IPO a 'shock', says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk Instacart, Airbnb, and Lyft earnings.
Persons: Evercore, Mark Mahaney Mark Mahaney
☆ Amazon has the most 'juice' to the upside among Big Tech stocks, says Evercore ISI's Mark Mahaney
  + stars: | 2024-02-07 | 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 EmailAmazon has the most 'juice' to the upside among Big Tech stocks, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Snap's quarterly earnings results, Big Tech stocks' bull run, which tech company he likes the most, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Big Tech
☆ Netflix is looking more attractive as a free cash-flow name, says Evercore ISI's Mark Mahaney
  + stars: | 2024-01-23 | 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 EmailNetflix is looking more attractive as a free cash-flow name, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell: Overtime' to discuss Netflix earnings as shares surge after reporting.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Netflix, Internet Research
☆ Evercore ISI's Mark Mahaney on why Google is the riskiest large-cap internet stock
  + stars: | 2024-01-19 | 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 EmailEvercore ISI's Mark Mahaney on why Google is the riskiest large-cap internet stockMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss a Q4 preview of internet stocks, which companies he sees the most upside to estimates, and more.
Persons: Mark Mahaney, Mahaney Organizations: Google
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