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Rosenblatt's Barton Crockett Barton Crockett - 10 Barton Crockett - 5 Rosenblatt's Barton Crockett - 5 haven't - 2 Davidson - 1 Gil Luria - 1 Citi's Ronald Josey - 1 Citi's Josey - 1
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Search resuls for: "Rosenblatt's Barton Crockett"


24 mentions found


☆ 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
☆ Rosenblatt's Barton Crockett on why the iPhone 17 rollout will boost Apple's growth
  + stars: | 2024-10-24 | 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 EmailRosenblatt's Barton Crockett on why the iPhone 17 rollout will boost Apple's growthBarton Crockett, Rosenblatt analyst, joins CNBC's 'Squawk on the Street' to discuss what he expects from Apple earnings, how the rollout of Apple Intelligence could impact iPhone demand, and more.
Persons: Rosenblatt's Barton Crockett, Barton Crockett Organizations: Rosenblatt, Apple, Apple Intelligence
☆ Netflix is a company on a decelerating trajectory, says Rosenblatt's Barton Crockett
  + stars: | 2024-10-18 | 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 a company on a decelerating trajectory, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to break down Netflix's quarterly earnings results, growth outlook, and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Netflix, Rosenblatt Securities
☆ Watch CNBC's full interview with Slow Ventures' Sam Lessin and Rosenblatt's Barton Crockett on Meta
  + stars: | 2024-09-25 | 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 EmailWatch CNBC's full interview with Slow Ventures' Sam Lessin and Rosenblatt's Barton Crockett on MetaSam Lessin, Slow Ventures co-founder, and Barton Crockett, senior internet analyst at Rosenblatt Securities, join 'The Exchange' to discuss Meta as the social media giant's annual developer conference Connect kicks off on Wednesday.
Persons: Sam Lessin, Rosenblatt's Barton Crockett, Barton Crockett Organizations: Slow Ventures, Rosenblatt Securities, Meta
☆ Meta is leading the way in using AI to reengineer their business, says Rosenblatt's Barton Crockett
  + 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 EmailMeta is leading the way in using AI to reengineer their business, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior research analyst, joins 'Squawk Box' to discuss Meta's quarterly earnings results, state of the company's AI adoption, and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities
☆ 'Future for media companies is a break up', says Rosenblatt's Barton Crockett
  + stars: | 2024-06-13 | 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 Email'Future for media companies is a break up', says Rosenblatt's Barton CrockettBarton Crockett, senior analyst & managing director at Rosenblatt Securities, joins 'Fast Money' to talk what's behind the slump in media stocks.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities
☆ Wall Street weighs in on what's wrong with Apple and whether the stock can make a comeback
  + stars: | 2024-03-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
But the tides have shifted in recent months as investors overlook the $2.6 trillion company for rosier AI opportunities. "Everybody's waiting for Apple to come along," said Max Wasserman, co-founder and senior portfolio manager at Miramar Capital. "Great cash flow, great balance sheet, but they're just not demonstrating that they're going to be the new leader in AI." Apple's AI story Last month, Apple pulled the plug on its decade-long autonomous vehicle project in what many on Wall Street viewed as a move to divert resources toward AI prospects. Another way Apple could satisfy the need for AI progress is through a merger or acquisition of a company with large-scale AI capabilities, Meeks said.
Persons: Max Wasserman, they're, Tim Cook, haven't, CFRA Research's Angelo Zino, Wasserman, That's, Paul Meeks, Miramar's Wasserman, Melius Research's Ben Reitzes, Rosenblatt's Barton Crockett, Meeks, hasn't, Michael Bloom Organizations: Apple, Miramar Capital, Nasdaq, Nvidia, Meta, Microsoft, Union, Huawei, Accounting, Portfolio Management, Apple's, Conference Locations: China
☆ Apple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton Crockett
  + stars: | 2024-03-05 | 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 EmailApple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's leadership at top of the tech sector, the lack of product innovation from the company, how the tech giant plans to catch up in the AI race, and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities
☆ Third-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton Crockett
  + stars: | 2023-11-24 | 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 EmailThird-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss Black Friday's Big Tech winners, the impact of labor disputes in legacy media, and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Big Tech
☆ Adds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton Crockett
  + stars: | 2023-10-18 | 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 EmailAdds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst and managing director at Rosenblatt Securities, and CNBC's Alex Sherman join 'The Exchange' to discuss Netflix's earnings results on deck, streaming companies hoping to shift users into the more lucrative ad tier, and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett, Alex Sherman Organizations: Netflix, Rosenblatt Securities
☆ Pressure will build at Disney to break up if stock doesn't improve: Rosenblatt's Barton Crockett
  + 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 EmailPressure will build at Disney to break up if stock doesn't improve: Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss the company's stock performance after the stock hits 9-year low, how CEO Bob Iger can turn the company around, and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett, Bob Iger Organizations: Disney, Rosenblatt Securities
☆ Rosenblatt's Barton Crockett on Meta's earnings beat: The advertising market is recovering
  + stars: | 2023-07-27 | 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 EmailRosenblatt's Barton Crockett on Meta's earnings beat: The advertising market is recoveringBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Meta's quarterly quarterly earnings results, the rebound in digital advertising, the state of the Metaverse, and more.
Persons: Rosenblatt's Barton Crockett, Barton Crockett Organizations: Rosenblatt Securities
☆ Meta and Alphabet are both well positioned for an ad recovery, says Rosenblatt's Barton Crockett
  + stars: | 2023-07-03 | 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 EmailMeta and Alphabet are both well positioned for an ad recovery, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities analyst, joins 'Squawk on the Street' to discuss tech closing its best first half in 40 years, generative A.I. fueling momentum in tech, and charting tech's recovery from the ad market pullback.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities
☆ iPhone is the most important device of this economy, says Rosenblatt's Barton Crockett
  + stars: | 2023-06-20 | 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 EmailiPhone is the most important device of this economy, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst at Rosenblatt Securities, joins 'Squawk on the Street' to discuss Apple as the stock is trading at its all-time highs, why he thinks iPhone is an important device in this economy and more.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Apple
☆ We're in a difficult transition period for streaming, says Rosenblatt's Barton Crockett
  + stars: | 2023-06-07 | 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 EmailWe're in a difficult transition period for streaming, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities Senior Research Analyst & Managing Director, joins 'Fast Money' to discuss why he believes the bullish sentiment around Netflix may be premature.
Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Netflix
☆ Apple's iOS 17 expands capabilities of iPhone ecosystem, says Rosenblatt's Barton Crockett
  + stars: | 2023-06-05 | 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 EmailApple's iOS 17 expands capabilities of iPhone ecosystem, says Rosenblatt's Barton CrockettRosenblatt's Barton Crockett and CNBC's Steve Kovach join 'The Exchange' to discuss Apple's transition away from intel chips, Apple's ability to take share in smartphone, and the appeal of Apple's product ecosystem.
Persons: Rosenblatt's Barton Crockett, Barton Crockett, Steve Kovach Organizations: intel
☆ Rosenblatt's Barton Crockett on Fox: This is a bigger, more interesting challenge for the network
  + stars: | 2023-05-09 | 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 EmailRosenblatt's Barton Crockett on Fox: This is a bigger, more interesting challenge for the networkBarton Crockett, Senior Analyst at Rosenblatt Securities, joins 'Squawk Box' to discuss Fox's quarterly earnings results, the ensuing fallout from the company's Dominion settlement and ouster of Tucker Carlson, and more.
☆ Here's why Rosenblatt's Barton Crockett has a buy rating on Alphabet, Meta, Apple
  + stars: | 2023-03-20 | 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 EmailHere's why Rosenblatt's Barton Crockett has a buy rating on Alphabet, Meta, AppleBarton Crockett, senior analyst at Rosenblatt Securities, joins 'Squawk on the Street' to discuss why investors should stick with internet stocks, how important company efficiency is right now, and more.
☆ Meta shares rocket 25%, on pace for the best day in a decade
  + stars: | 2023-02-02 | by ( Rohan Goswami | ) www.cnbc.com   time to read: +2 min
Meta shares jumped 25% Thursday morning, on pace for the best day in nearly a decade, with a slew of analyst upgrades coming off the back of a fourth-quarter revenue beat and optimistic prognostications from CEO Mark Zuckerberg. Meta shares sit at their highest point since September 2022, weeks before a disastrous third-quarter earnings report that prompted analysts across Wall Street to openly question Zuckerberg's leadership. posited Evercore ISI analyst Mark Mahaney. He cited "materially reduced expense projections" and a larger-than-anticipated share buyback, upping his price target to $275 and reiterating an outperform rating. At Guggenheim, Michael Morris revised his price target to $210, maintaining a buy rating, citing in part lowered costs and a belief in management messaging on "momentum."
☆ Meta's short video Reels may finally be ready to challenge TikTok, analysts say
  + stars: | 2023-02-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Improving Reels engagement is boosting analysts' confidence in the short-form video platform's ability to compete with TikTok. META 1D mountain Meta Platforms shares surged more than 28% Thursday, on pace for their best day since 2013. Looking ahead, some analysts believe that Reels plays a dominant role in improving Facebook's efficiency. Easing TikTok tensions As for TikTok, some analysts say Reels is in position to overtake the short-form video leader that finds itself under increasing pressure as calls for a nationwide bans grow. JPMorgan analyst Doug Anmuth views improving Reels engagement trends and artificial intelligence investments as a way to temper threats from TikTok.
☆ 2023 is starting out better than feared for media companies, says Rosenblatt's Barton Crockett
  + stars: | 2023-01-13 | 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 Email2023 is starting out better than feared for media companies, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss secular headwinds impacting the economic environment, media stocks displaying positive multiples, and cable companies competing with fiber networks.
☆ Apple is positioned for a good recovery, says Rosenblatt's Barton Crockett
  + stars: | 2022-12-27 | 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 positioned for a good recovery, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss Apple overcoming supply and demand setbacks, production delays correcting, and more.
☆ Consolidation in streaming isn't always a great equity play, says Rosenblatt's Barton Crockett
  + stars: | 2022-12-20 | 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 EmailConsolidation in streaming isn't always a great equity play, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss competition among media streaming providers, revenue opportunities in ad services and subscription plans, and the prospect of consolidating streaming platforms.
☆ Tech is the future; you have to own it, says Rosenblatt's Barton Crockett
  + stars: | 2022-09-26 | 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 EmailTech is the future; you have to own it, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss increased gains in dollar prices, navigating unruly conditions around owning tech, and secular competition in the tech sector.
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