In this report we are modifying our financial models for video-centric media companies we cover, mostly leaving valuations and recommendations unchanged. Commentary on companies...
IPG reported a very strong 2Q18 vs. expectations, once again outperforming the industry to a significant degree. We continue to rate IPG Hold with a $23 price target.
Alphabet sustained >20% constant currency growth for the 12th consecutive quarter, generating $33bn in gross revenue during 2Q18 and beating expectations on both top and bottom ...
contributors
Brian Wieser is a Senior Analyst at Pivotal Research Gro...
Jack Myers is the nation’s leading Media Ecologist...
Ross Sandler has been the Managing Director of Americas ...
Senior Analyst, Entertainment, Cable, & Media Needha...
Steven is an analyst for the Royal Bank of Canada (RBC).
Charlene Weisler is a media research executive with expe...
For 20-plus years David Polinchock has explored eme...
Omar is an analyst covering US Media & Cable stocks ...
Wible is an entrepreneur and well-known Technology and...
Anthony is Vice President at Credit Suisse
Anthony DiClemente, CFA is Managing Director at Nomura S...
Simon Applebaum has covered the TV medium for more than ...
David Bank is Managing Director at RBC Capital Markets. ...
Stephen Ju is an analyst for Credit Suisse and can be re...
Senior Media & Internet Analyst Maxim Group, LLC Joh...
Daniel Salmon, Equity Research Analyst at BMO Capital Ma...
Douglas Anmuth is a Senior Vice President and senior res...
