IXP News and Press, iShares Global Comm Services From 07/20/22

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. ...

Some companies are so integral to the way we live our lives that we hardly notice them. This includes our internet service providers, many of which are cable companies. These stocks have come under pressure in the first part of 2022. The turbulence within the industry represents b...

If the cost of content production remains as high as it is today, we believe not all the current streaming contenders can remain in operation or as standalone businesses. Among streaming and media companies, we believe stock picking is crucial to avoid the allure of high-flying names ...

Why traditional telcos are back in favour amongst many investors? How a post-covid world is impacting high-growth tech stocks? Investors are searching for defense stocks, and that's changing the investing landscape. Many of the biggest names in tech have tumbled ...

Deutsche Telekom reported 6.2% (Y/Y) revenue growth in 1Q22, primarily supported by the business in the United States, which remains the company's growth engine. 1Q22 net profit ballooned to €3.9 billion thanks to gain from deconsolidation of T-Mobile Netherlands and 50% of its...

Shares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform. Netflix risks losing its focus as a content publisher if it also wants to become an advertising company. Roku will no longer be a neutral CTV advertising outlet if the merger takes place....

Meta Platforms’ true economic or owners’ earnings have been consistently better than its accounting earnings. As a result, its valuation is even more attractive than on the surface. Its FW P/E is about 16x on a GAAP basis, but only about 11x on an owners’ earn...