DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Goldman Sachs - 1 Eric Sheridan - 1 Morgan Stanley's Benjamin Swinburne - 1 Jefferies - 1 James Heaney - 1 JPMorgan's Doug Anmuth - 1 Morgan Stanley's Swinburne - 1 Evercore ISI's Mark Mahaney - 1
Top related locs:
Top related orgs:
Netflix - 1 Wall Street's - 1 LSEG - 1 Bank of America - 1

Search resuls for: "Jessica Ehrlich"


6 mentions found


☆ 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
☆ Netflix vs. Disney? Analysts have a favorite, and give it nearly 30% upside
  + stars: | 2023-04-05 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
There's plenty of competition in streaming services, but Netflix and Disney are undoubtedly two of the biggest names — and both are facing a number of headwinds. However, analysts' average potential upside tells a different story: Disney gets average potential upside of 26%, according to FactSet data, while Netflix's comes in at just 3.8%. The case for Netflix For Bank of America, Netflix is a "world class brand" with a "leading global subscriber base." "I think Netflix is certainly going to have a lot of leverage on revenue growth and cost discipline. With the kind of blended businesses and the opportunities for improvement, I think Disney is a little bit better in my favor," he said.
☆ Digital video is set to top traditional TV this year. How Wall Street says to play it
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
As of Thursday's close, Netflix shares were up 9% year to date, while Disney , Paramount and Warner Bros. NFLX YTD mountain Netflix shares since the start if 2023 During the pandemic, the streaming industry challenged cable TV as customers cut the cord. Shares of Netflix struggled Thursday following a report from The Wall Street Journal that the company was cutting prices in over 30 countries. Disney represents another clear-cut behemoth in the space, and boasts one of the higher number of buy ratings on Wall Street. The Trade Desk is another advertising stock Wall Street is bullish on, with more than 60% of analysts giving a buy rating on the stock.
☆ Watch CNBC's full interview with Bank of America's Jessica Ehrlich
  + stars: | 2022-11-15 | 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 Bank of America's Jessica EhrlichJessica Reif Ehrlich, senior U.S. media and entertainment analyst at BofA Securities, joins 'The Exchange' to discuss her bullish case for Netflix and explore if the worst is over for Netflix in the short term.
☆ We see a lot of value from here in Netflix, says BofA's Ehrlich
  + stars: | 2022-11-15 | 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 see a lot of value from here in Netflix, says BofA's EhrlichJessica Ehrlich, BofA Global Securities senior U.S. media and entertainment analyst, joins 'The Exchange' to discuss her bull case for Netflix and the company's initiation of the stock, two areas of the company's business she is bullish on and whether the worst is over for Netflix in the short-term.
☆ Disney has positive catalysts coming up and that's why we're sticking with buy rating, says BofA's Ehrlich
  + stars: | 2022-11-09 | 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 has positive catalysts coming up and that's why we're sticking with buy rating, says BofA's EhrlichJessica Ehrlich, Bank of America Securities, joins 'Closing Bell' to discuss Disney's stock moves after the company's earnings results, positive catalysts for the stock and questions around Disney's path to profitability.
0 next >>
Total: 6