As the earnings season rolls on, investors are getting a glimpse into how companies are handling an array of macro pressures.
"We continue to believe that NFLX's ad-supported offering and password-sharing initiatives constitute major Growth Curve Initiatives – catalysts that will drive a material reacceleration in revenue and EPS growth," said Mahaney.The analyst thinks that the company is pursuing these GCI catalysts from a position of strength, given that it is a global streaming leader based on several metrics, including revenue, subscriber base and viewing hours.
Regarding the second major shift, Sur said that the roadmaps indicated"more market segmentation by expanding the number of product SKUs that are optimized for a broad spectrum of AI workloads ." Most importantly, Sebastian views Instacart's advertising business as one of the most successful launches of retail media, second only to e-commerce behemoth). He pointed out that consumer packaged goods advertisers are promoting their products by leveraging Instacart's performance ad formats that help in reaching target customers with relevant product ideas.
"SLB remains the preferred way to gain exposure to the international and offshore theme, with additional growth drivers in the expansion of its digital footprint with customers, which is margin accretive at ~40-45%, in our view," said Mehta.
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