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Just How Much Money Did Bill O'Reilly's Show Make? This Analyst's Estimate Might Surprise You
Thursday, April 20, 2017 - 10:33am | 457Read More...Bill O'Reilly's departure from Fox News is a concerning headline for its parent company Twenty-First Century Fox Inc (NASDAQ: FOXA). A CNN report from earlier this month suggested O'Reilly's daily show, "The O'Reilly Factor" generated $446 million in total ad revenue from 2014 through 2016, or more...
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The Street Tries To Get A Clear Signal On Comcast's New Mobile Phone Service
Sunday, April 9, 2017 - 11:15am | 733Read More...Comcast Corporation (NASDAQ: CMCSA)'s entrance into the mobile phone segment certainly changes the competitive landscape of the entire market. But what are Wall Street analysts saying? 'Cost Disciplined Approach' Matthew Harrigan of Wunderlich commented in a report that Comcast is...
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Disney's Film Success Keeps Company In 'Beast' Mode
Tuesday, March 21, 2017 - 10:43am | 365Read More...Walt Disney Co (NYSE: DIS)'s latest smash-hit film, the live-action "Beauty and the Beast," is keeping some analysts bullish on the company's stock outlook. According to Deadline, the film realized $174.75 million in ticket sales during the opening weekend, which also makes the film the best sixth...
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Disney's ESPN Layoffs: Downsizing Or 'Right-Sizing'?
Wednesday, March 8, 2017 - 4:04pm | 255Read More...Nomura reaffirmed its Buy rating on Walt Disney Co (NYSE: DIS) following reports of ESPN laying off about 1,000 on-air talent and reporters between now and June, a move that may boost operating margins of Cable Networks unit. The rumored layoffs reflect change in content consumption habits of...
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Why Nomura Initiated Snap At Reduce With A $16 Price Target
Friday, March 3, 2017 - 10:51am | 259Read More...On March 1, Snap Inc (NYSE: SNAP) started selling its stock on the public stock market, with an IPO price of $17 per share. Snap’s user growth and monetization growth rates are beginning to “meaningfully slow,” and there seems to be limited upside to the stock, Nomura’s...
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Alphabet's Q4 Fails To Excite, But Long-Term View Remains Largely Unchanged
Friday, January 27, 2017 - 3:53pm | 485Read More...Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) reported an earnings miss, despite better-than-expected revenue, as a mysterious cost of goods sold expense weighed on the margins. But, Wall Street’s bullish long-term view on the stock remains largely unchanged. There are reasons for Street’...
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Facebook's $6 Billion Buyback Is 'Pragmatic'
Tuesday, November 22, 2016 - 11:03am | 257Read More...On November 18, Facebook Inc (NASDAQ: FB) had announced the authorization of a share buyback program worth $6 billion, starting in Q1:17. Nomura’s Anthony DiClemente maintains a Buy rating on the company, with a price target of $155. Buyback Authorization The analyst pointed out that the...
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Anthony DiClemente Shares 3 Reasons To Support Netflix's Bullish Case
Monday, October 17, 2016 - 2:08pm | 466Read More...Anthony DiClemente, an internet analyst with Nomura, was a guest on CNBC's "Squawk Box" segment and offered three reasons why investors should buy Netflix, Inc. (NASDAQ: NFLX)'s stock. First, Netflix doesn't have a legacy business that it needs to "protect" versus legacy media companies. This also...
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Every 1% Of E-Commerce Market Could Equal $15 Billion In Revenue For Amazon
Wednesday, September 28, 2016 - 8:14am | 288Read More...Terming Amazon.com, Inc. (NASDAQ: AMZN) as a “stock in the high castle,” Nomura’s Anthony DiClemente said the company had “a dominant leadership position in multiple large and global addressable markets.” The analyst initiated coverage of Amazon with a Buy rating...
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Are You Among The 500,000 Netflix Users About To Cancel Your Membership?
Monday, June 20, 2016 - 3:29pm | 258Read More...By the end of the year, 27 million people in the U.S. will be paying more for their Netflix, Inc. (NASDAQ: NFLX) membership than they have in the past. According to Variety, Netflix's planned price increase to $9.99 per month will result in approximately 480,000 customers saying goodbye to...
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Nomura Still Buying Disney Despite Earnings Miss
Wednesday, May 11, 2016 - 4:04pm | 294Read More...Nomura maintained its Buy rating and $115 target price on Walt Disney Co (NYSE: DIS) despite the company reporting a rare miss in its quarterly earnings. Disney's second-quarter EPS came in at 1.36 versus consensus estimates of $1.40 per share. Despite delivering double-digit growth in...
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5 Takeaways From Internet Sector's Q4 Earnings
Wednesday, February 17, 2016 - 9:03am | 309Read More...Shares of American Internet companies have been trending lower in 2016. While shares of Netflix, Inc. (NASDAQ: NFLX) and Twitter Inc (NYSE: TWTR) have lost more than 20 percent since January 4, shares of Facebook Inc (NASDAQ: FB) and Alphabet Inc (NASDAQ: GOOGL) are down less than 10 percent...
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Nomura: Twitter's 2016 Is All About Execution
Thursday, February 11, 2016 - 11:43am | 292Read More...According to Nomura analyst Anthony DiClemente, Twitter Inc (NYSE: TWTR)'s timeline deserves further attention and a "reset." While Twitter announced an algorithmic timeline amid the brushed-off #RIPTwitter phenomenon, DiClemente remained critical toward Twitter's recent performance. The Note "...
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Analysts Hesitant After LinkedIn's Conservative Guidance; Shares Plummet More Than 42%
Friday, February 5, 2016 - 2:31pm | 718Read More...Analysts roundly panned LinkedIn Corp (NYSE: LNKD)'s 2016 outlook after the company lowered guidance in a fourth-quarter earnings report this week. The company also offered a surprise for investors in announcing it would merge the B2B marketing solution it purchased last year, Bizo, into an...
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Nomura Explains Why LinkedIn Guidance Fell Below Expectations
Friday, February 5, 2016 - 12:01pm | 281Read More...Nomura issued a report on LinkedIn Corp (NYSE: LNKD) after the company beat Q4 revenue and EPS expectations, but offered 1Q16 guidance that was below consensus estimates. The firm rates LinkedIn as a Buy, lowering its price target from $235 to $180. Shares were down 40 percent on Friday morning...














