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The Primary Winner Of Facebook's Expansion In Video Will Be Third-Party Measurement Firms
Thursday, September 7, 2017 - 1:22pm | 492Read More...Facebook Inc (NASDAQ: FB) might boast content agreements with Discovery Communications Inc. (NASDAQ: DISCA), A&E, Univision and the widely-followed Indian Premier League. But that may not be enough to re-earn the esteem of advertisers, on whom its Watch project relies. “Measurement issues...
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Pivotal's Brian Wieser Previews Q1 Earnings For Big Media Brands
Thursday, April 20, 2017 - 1:27pm | 629Read More...Ahead of first-quarter results from video-centric media conglomerates, Pivotal Research said the key issues will relate to over-the-top content consumption and distribution, the consequences of distributor consolidation, compressing margins due to high programming costs and tepid ad spend from...
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A Snap Bear Responds To The Bull Thesis
Monday, March 27, 2017 - 4:56pm | 316Read More...Nearly a month after initiating Snap Inc (NYSE: SNAP) coverage with a Sell rating, and amid a Monday deluge of bullish analysts notes, Pivotal Research Group’s Brian Wieser told Benzinga he stands by his initial thesis and $10 price target. Wieser foremost expressed skepticism in the theory...
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YouTube Advertiser Protest: How Much Is Fake Outrage, How Much Is Real?
Monday, March 27, 2017 - 1:23pm | 430Read More...Pivotal Research Group's Brian Wieser commented in a research report isn't the lone analyst to take a deeper look at Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube ad scandal. UBS: Sorting Reality From Noise UBS's Eric Sheridan explored in a research report on Monday just how much of the...
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Companies Continue To Weigh Whether Their Brands Are Safe In The Hands Of Google
Monday, March 27, 2017 - 11:06am | 407Read More...According to Pivotal Research Group's Brian Wieser, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube scandal is "widely known," but the company's actions haven't translated to any results as the list of companies pulling back ads on the streaming video platform continues to rise. In a research...
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Google Downgraded On European Ad Concerns
Monday, March 20, 2017 - 10:55am | 427Read More...Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) was slapped with a rare downgrade on Monday as Pivotal Research Group's Brian Wieser lowered his rating on the stock to Hold from Buy with a price target lowered to $950 from a previous $970 due to ongoing concerns in the United Kingdom. According to U.K...
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The Bearish First Wave Of Ratings, Price Targets For Snap Post-IPO
Monday, March 6, 2017 - 4:37pm | 643Read More...Shares of Snap Inc (NYSE: SNAP) fell more than 5 percent on Monday as the newly issued IPO isn't receiving the same amount of love from Wall Street as it is from investors. Within hours of Snap's initial trading on the New York Stock Exchange, Pivotal Research Group's Brian Wieser was first to...
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Snap Says It May Never Become Profitable; Here's Why That's Not Uncommon
Saturday, March 4, 2017 - 8:48pm | 744Read More...With the din around Snap Inc (NYSE: SNAP)'s IPO settling down, it is time to take stock of how fundamentals stack up. This assumes importance, especially as the stock's valuation looks overstretched on the back of strong gains in the first two trading sessions since its listing. Valuation Goes...
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Snap's Unproven Monetization Potential Doesn't Deserve To Trade At A Premium To Facebook
Friday, March 3, 2017 - 2:19pm | 460Read More...A mere hours after Snap Inc (NYSE: SNAP)'s initial public offering, the company received its first ever recommendation from a Wall Street analyst. Brian Wieser of Pivotal Research Group initiated coverage of the social media company with a Sell rating and $10 price target. The Bears March In By...
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That Didn't Take Long: Snap Initiated With A Sell Rating At Pivotal
Thursday, March 2, 2017 - 3:32pm | 328Read More...Snap Inc's (NYSE: SNAP) initial public offering is a few hours old, but Wall Street firms that didn't participate in the underwriting activity are coming out with their recommendations. Pivotal Research Group's Brian Wieser initiated coverage of Snap with a Sell rating and $10 price...
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Wall Street Consensus On Twitter: Sell The Stock
Friday, February 10, 2017 - 12:03pm | 356Read More...Shares of Twitter Inc (NYSE: TWTR) continued trading lower on Friday after Thursday's disappointing earnings report resulted in a more than 10 percent selloff in the stock. 14 Voices From The Street Here is a roundup of the mostly unanimous bearish outlook from Wall Street's top analysts following...
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Snap's IPO Draws Comparison To Twitter, GoPro
Friday, February 3, 2017 - 10:17am | 401Read More...Snap's upcoming initial public offering is drawing some comparisons to Twitter Inc (NYSE: TWTR) and GoPro Inc (NASDAQ: GPRO) — and not in a good way. Snap's user growth is cooling down while losses are raising. However, the company is doing a good job at demonstrating year-over-year revenue...
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Wall Street Has Absolutely No Idea What To Make Of Disney
Wednesday, January 18, 2017 - 2:45pm | 637Read More...Walt Disney Co (NYSE: DIS)'s shares had a roller coaster ride in 2016, which ended with a loss of 0.82 percent. Fundamental performance was also lackluster, with the company reporting below-consensus results in the fiscal second and fourth quarters of 2016, while it trumped estimates in the first...
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Disney Downgraded To Sell As Its Subscription Base Continues To Erode
Thursday, January 12, 2017 - 10:59am | 302Read More...The valuations of companies currently do not “appropriately reflect that the environment for stocks and companies is riskier now than was the case several months ago,” Pivotal Research Group’s Brian Wieser said in a report. He downgraded the rating on Walt Disney Co (NYSE: DIS)...
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A Weak Q1 Could Be Ahead For Disney, Pivotal Downgrades Stock
Friday, November 11, 2016 - 11:04am | 292Read More...Walt Disney Co (NYSE: DIS) reported Q4 results softer than expected. The company’s performance in Q1 is likely to be weak, Pivotal’s Brian Wieser said in a report. He downgraded the rating on the company from Buy to Hold, while reducing the price target from $108 to $102. Disney...
















