IXP News and Press, iShares Global Comm Services From 08/10/22

Meta Platforms had to report declining revenue for the first time ever, and earnings per share declined. There seems to be a bullish and a bearish camp right now - and there are arguments for both perspectives. Nevertheless, I consider the business model still intact, and there is...

Both AT&T and Verizon have posted disappointing Q2 results. More worrisome, AT&T’s free cash flow in 1H 2022 was not even sufficient to cover its dividends. This article assesses their dividend safety holistically (beyond the common payout ratios) by considering the...

Following Meta's Q2 earnings announcement, the stock price of the largest social media conglomerate plunged by more than 8%. Meta generated revenues of about $28.82 billion, down 1% as compared to Q2. Analysts had expected revenue of $28.92 billion. Meta significantly reduced Q3 2...

Meta has reported its quarterly earnings and missed on both lines. That's bad. But at the same time, the company continues to add new users, despite tough comparables and an unfavorable macro environment. The valuation is well below average, and if the current investments pay off,...

Google’s advertising business is showing robust growth despite a feared slowdown in the ad market. Google’s Cloud business is also growing strongly, now has a 9% revenue share. TikTok is becoming a challenge for YouTube ad revenue growth. Google's significant fre...

Despite the weaker-than-expected guidance, we believe that Verizon stock could outperform the broader market in the current macroeconomic environment. The relatively safe, sustainable, and growing dividend could make the stock an attractive addition to portfolios, focusing on dividend...

Netflix lost 970,000 subscribers in Q2’22. The subscriber number was significantly better than guidance. However, Netflix is losing subscribers predominantly in high-revenue regions like the U.S., Canada, and Europe, while offsets only come from low-revenue regions like APA...

I believe Google is deeply undervalued as compared to Amazon. Judged by the relative PEG ratio, Amazon trades at a 100% premium. This is not justified, in my opinion, since both Amazon and Google are equally exposed to secular growth drivers--although slightly differently. In case...

Ranking Recession Readiness is a series considering how prepared the top 100 U.S. Firms are to face a prolonged and damaging recession. Research and advice from the 2008 Great Recession recommended firms carefully manage debt, build cash stockpiles and monitor liquidity before a reces...

Disney's movie releases are going to increase free cash flow tremendously, probably beginning with the third quarter. Disney probably has a lot of potential blockbusters in the backlog of movies to be released. The parks are now operating and will generate a lot of cash as well. ...