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☆ Disney could win streaming wars in the long-term, says Needham's Laura Martin
▼ + stars: | 2024-11-13 | 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 EmailDisney could win streaming wars in the long-term, says Needham's Laura MartinLaura Martin, senior internet and media analyst at Needham, joins CNBC's 'The Exchange' to discuss why Disney may come out on top in the streaming wars, why parks may be critical to long-term success despite falling revenue, and more.

Persons: Needham's Laura Martin Laura Martin Organizations: Disney, Needham

☆ Alphabet needs more clarity on how capex will translate to revenue, says Needham's Laura Martin
▼ + stars: | 2024-11-01 | 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 EmailAlphabet needs more clarity on how capex will translate to revenue, says Needham's Laura MartinLaura Martin, Needham analyst, joins CNBC's 'Money Movers' to discuss tech earnings, thoughts on whether regulators should break up Alphabet, and more.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ Apple is ignoring generative AI craze, says Needham's Laura Martin
▼ + stars: | 2024-08-02 | 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 EmailApple is ignoring generative AI craze, says Needham's Laura MartinLaura Martin, Needham analyst, joins 'Money Movers' to discuss her take on big tech names Apple and Amazon after the tech giants reported their earnings.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ Watch CNBC's full interview with Needham's Laura Martin and The Verge's Nilay Patel on Apple's future
▼ + stars: | 2024-05-07 | 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 Needham's Laura Martin and The Verge's Nilay Patel on Apple's futureLaura Martin, senior internet and media analyst at Needham; and Nilay Patel, editor in chief of The Verge; and CNBC's Steve Kovach join 'The Exchange' to share details on Apple's new iPad, the company's approach to AI, and more.

Persons: Needham's Laura Martin, Nilay Patel, Laura Martin, Steve Kovach Organizations: Needham

☆ Apple might be 'stuck in the last tech boom,' says Needham's Laura Martin
▼ + stars: | 2024-05-03 | 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 EmailApple might be 'stuck in the last tech boom,' says Needham's Laura MartinLaura Martin, Needham senior internet and media analyst, joins CNBC's 'The Exchange' to share outlooks on Apple, where the company stands in the AI race, and more.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ Jim Cramer explains why you should hold on to Alphabet stock
▼ + stars: | 2024-04-08 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Monday explained why it's worthwhile for investors to keep Alphabet stock in their portfolios, lauding the continued success of its search business and company-owned YouTube. Cramer had decided to sell some stock for the CNBC Investing Club's Charitable Trust because he worried that new artificial intelligence query systems will eventually become an "existential challenge" to Google's search business. "We shall sell no more for the charitable trust ... . Cramer also praised Alphabet's YouTube business, which could be worth $423 billion, according to a January commentary from Needham's Laura Martin. Cramer also mentioned a Bloomberg story that pointed to the hold YouTube has over the younger generation.

Persons: CNBC's Jim Cramer, Cramer, It's, Needham's Laura Martin Organizations: CNBC, YouTube, Oppenheimer & Co, Bloomberg, Pew Research, TikTok's

☆ Disney needs to cut costs on the streaming side to get to profitability: Needham's Laura Martin
▼ + stars: | 2024-04-03 | 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 needs to cut costs on the streaming side to get to profitability: Needham's Laura MartinLaura Martin, Needham senior internet and media analyst, joins 'Closing Bell' to discuss Disney's stock outlook following the company's proxy fight victory.

Persons: Laura Martin Laura Martin, Needham Organizations: Disney

☆ Needham's Laura Martin weighs in on new data showing Gen Z prefers social video to streaming
▼ + stars: | 2024-03-22 | 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 EmailNeedham's Laura Martin weighs in on new data showing Gen Z prefers social video to streamingHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Laura Martin, Z, Brian Sullivan, “ Organizations: CNBC

☆ Needham's Laura Martin talks where Apple goes from here
▼ + stars: | 2024-03-01 | 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 EmailNeedham's Laura Martin talks where Apple goes from hereHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Laura Martin, Brian Sullivan, “ Organizations: Apple, CNBC

☆ Needham's Laura Martin previews Disney ahead of earnings
▼ + stars: | 2024-02-07 | 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 EmailNeedham's Laura Martin previews Disney ahead of earningsLaura Martin, Needham senior analyst, joins 'Closing Bell' to discuss her expectations for Disney before the company reports its earnings.

Persons: Laura Martin, Needham Organizations: Disney

☆ Meta is too optimistic on revenue and cost growth in 2024, says Needham's Laura Martin
▼ + stars: | 2024-02-02 | 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 EmailMeta is too optimistic on revenue and cost growth in 2024, says Needham's Laura MartinLaura Martin, Needham Sr. Entertainment & Internet Analyst, joins 'Closing Bell Overtime' to talk Meta earnings, the Big Tech sector, generative AI and more.

Persons: Needham's Laura Martin Laura Martin, Needham Organizations: Entertainment, Internet, Big Tech

☆ YouTube is worth $350-400 billion on its own, says Needham's Laura Martin
▼ + stars: | 2023-12-22 | 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 EmailYouTube is worth $350-400 billion on its own, says Needham's Laura MartinHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Needham's Laura Martin, Brian Sullivan, “ Organizations: CNBC

☆ Amazon announces Q, an AI chatbot for businesses
▼ + stars: | 2023-11-28 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Amazon on Tuesday announced a new chatbot called Q for people to use at work. The Copilot for Microsoft 365 and Duet AI for Google Workspace for business workers both cost $30 per person per month. As a result, with Q, people can discuss information that's stored in Microsoft 365, Dropbox, Salesforce and Zendesk, along with AWS' S3 data-storage service. Administrators will be able to determine whether Q can answer people's questions about general topics, said Deepak Singh, an AWS vice president. WATCH: The market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura Martin

Persons: James Bond, Salesforce's Slack, Adam Selipsky, Selipsky, Steven Dickens, Q, Deepak Singh, Needham's Laura Martin Organizations: Amazon Web Services, Microsoft, Google, Star Trek, Futurum, AWS Locations: Las Vegas

☆ I'd be more positive on Disney if Nelson Peltz gets board seats, says Needham's Laura Martin
▼ + stars: | 2023-11-09 | 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 EmailI'd be more positive on Disney if Nelson Peltz gets board seats, says Needham's Laura MartinLaura Martin, Needham managing director, joins 'Closing Bell' to discuss Martin's thoughts on Disney's stock, what would make Disney's stock more compelling and if Apple should buy Disney or ESPN.

Persons: Nelson Peltz, Needham's Laura Martin Laura Martin, Needham Organizations: Disney, Apple, ESPN

☆ Apple's keynote event could give updates on new chips for laptops, says Needham's Laura Martin
▼ + stars: | 2023-10-30 | 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 EmailApple's keynote event could give updates on new chips for laptops, says Needham's Laura MartinLaura Martin, Needham senior analyst, joins 'The Exchange' to discuss expectations for Apple's keynote event, the forecast for the company's earnings, and more.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ The market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura Martin
▼ + stars: | 2023-10-25 | 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 EmailThe market now sees Amazon as more of a cloud and generative AI company, says Needham's Laura MartinLaura Martin, Needham Senior Analyst, joins 'Closing Bell Overtime' to talk Amazon earnings set to report Thursday after the market close.

Persons: Needham's Laura Martin Laura Martin, Needham

☆ It's still too early to buy Disney, says Needham's Laura Martin
▼ + stars: | 2023-10-06 | 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 EmailIt's still too early to buy Disney, says Needham's Laura MartinHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Needham's Laura Martin, Brian Sullivan, “ Organizations: Disney, CNBC

☆ AI infrastructure will be the backbone of U.S. business in 10-years, says Needham's Laura Martin
▼ + stars: | 2023-09-11 | 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 EmailAI infrastructure will be the backbone of U.S. business in 10-years, says Needham's Laura MartinLaura Martin, senior media analyst at Needham, and CNBC's Steve Kovach join 'The Exchange' to discuss US-China relations, weakness in consumer demand for Apple devices in China, and the bull case for Apple's virtual reality headset.

Persons: Needham's Laura Martin Laura Martin, Steve Kovach Organizations: Needham, Apple Locations: China

☆ Wall Street analyst sees 3 companies as the next $3 trillion stocks due to AI. Here's our take
▼ + stars: | 2023-09-07 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

Needham's Laura Martin sees Club names Amazon (AMZN), Alphabet (GOOGL) and Microsoft (MSFT) as "front-runners" in the race of tech firms competing in generative AI. While positive on Apple, Martin thinks it will be "dwarfed by generative AI" firms. "High-quality data that is most relevant will allow generative AI to create the best new content and products and or save costs faster through better online customer service," Needham wrote. MSFT YTD mountain Microsoft YTD performance In the coming quarters, Microsoft will increase capital expenditures to invest in Microsoft Cloud growth and demand for AI services. 2 AI stock in the portfolio, followed by Nvidia), and would consider adding to the Club's MSFT position on a pullback as indicated by the Club's 1 rating .

Persons: Laura Martin, Martin, AAPL, Jim Cramer, Jim, Apple, Tim Cook, Needham, Baird, Morgan Stanley, Jim Cramer's, Doce Organizations: Microsoft, Apple, Nasdaq, Big Tech, Nvidia, Broadcom, Oracle, Google, YouTube, Services, Amazon, CNBC, Mobile World Congress Locations: Needham, Barcelona, Spain

☆ 'Disney has to cave', says Needham's Laura Martin as Disney-Charter battle heats up
▼ + stars: | 2023-09-05 | 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 Email'Disney has to cave', says Needham's Laura Martin as Disney-Charter battle heats upHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Needham's Laura Martin, Brian Sullivan, “ Organizations: Disney, CNBC

☆ It's a smart play to neutralize Amazon, says Needham's Laura Martin on reported ESPN partnership
▼ + stars: | 2023-08-25 | 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 EmailIt's a smart play to neutralize Amazon, says Needham's Laura Martin on reported ESPN partnershipHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Needham's Laura Martin, Brian Sullivan, “ Organizations: ESPN, CNBC

☆ Disney's earnings showed incremental improvements, says Needham's Laura Martin
▼ + stars: | 2023-08-10 | 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 EmailDisney's earnings showed incremental improvements, says Needham's Laura MartinLaura Martin, Needham senior analyst, and Mark Douglas, founder and CEO of MNTN, join 'The Exchange' to discuss Disney's latest earnings results, Disney's effort to reinvigorate brand loyalty, and more.

Persons: Needham's Laura Martin Laura Martin, Needham, Mark Douglas Organizations: MNTN

☆ Google, Microsoft, and Meta can't stop talking about A.I. — here's why Apple rarely mentions it
▼ + stars: | 2023-07-28 | by ( Kif Leswing | ) www.cnbc.com time to read: +6 min

Stefani Reynolds | AFP | Getty ImagesMicrosoft, Google and Meta are rallying everyone around AI, even though the future is murkyGoogle launched Bard AI, it's own chatbot to rival Microsoft and OpenAI's ChatGPT. Google, for example, has announced its plans to revamp its search engine using an AI model called Search Generative Experience. Google and Pichai say that the company's text-generating AI models will make its search engine better and could even answer questions that normal Google search can't. Zuckerberg was effusive about AI technology and its applications in virtual reality, ad targeting and recommending content from accounts users don't follow. UBS analyst Lloyd Walmsley wrote this week that generative AI was still an "overhang" over Google.

Persons: Tim Cook, Narendra Modi, Stefani Reynolds, ChatGPT, Jonathan Raa, OpenAI's, Amy Hood, we'll, Nadella, Pichai, it's, Zuckerberg, Meta, Bing, Gartner, Mark Murphy, Laura Martin, Lloyd Walmsley, monetization, Walmsley, Scott Olson Organizations: India's, White, AFP, Getty, Microsoft, Google, Nurphoto, Meta, Apple, Big Tech, Nvidia, Venture, JPMorgan, UBS Locations: Washington ,, iPhones, Brussels, Belgium, Chicago

☆ Analysts say Netflix investors should 'buy the pullback,' as password sharing 'supercharges' subscriber growth
▼ + stars: | 2023-07-20 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Wall Street analysts were positive on Netflix after its latest subscriber additions and largely dismissed concerns of that the monetization of paid sharing is too slow. The company added 5.9 million subscribers in the quarter in a sign that its password sharing crackdown and advertising tier is generating new subscribers. "2Q review: Password sharing supercharges subs Netflix (NFLX) reported healthy 2Q results, which reflected strong net adds of 5.9mn (vs. guidance of ~1.75mn and our 2.95mn est. ), indicating the initial rollout of password sharing has been very positive," the analyst wrote on Thursday. Wells Fargo's Steven Cahall said investors are "over-exuberant on paid sharing," though he reiterated an overweight rating on the stock.

Persons: Doug Anmuth, Anmuth, America's Jessica Reif Ehrlich, Wells Fargo's Steven Cahall, Needham's Laura Martin, NFLX, OTT, — CNBC's Michael Bloom, Alex Sherman Organizations: Netflix, " Bank, America's, DIS Locations: Wednesday's

☆ The creator economy is expected to double in ad revenue by 2027, says Deepwater's Gene Munster
▼ + stars: | 2023-06-26 | 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 EmailThe creator economy is expected to double in ad revenue by 2027, says Deepwater's Gene MunsterCNBC's Alex Sherman, Deepwater's Gene Munster, Needham's Laura Martin join 'The Exchange' to discuss legacy media brands struggling to compete with Netflix, Netflix's password sharing crackdown, and growth from user-generated content.

Persons: Deepwater's Gene Munster, Alex Sherman, Needham's Laura Martin Organizations: Netflix

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