GBA Presents: RADIO SAVANT-!

The angle I'm working here is an interesting one. NFLX's new advertising tier... That should be an ignition for TTD.

Trade Desk upgraded to Buy from Hold at Stifel 05/16 TTD, NFLX, DIS Stifel analyst Mark Kelley upgraded Trade Desk (TTD) to Buy from Hold with a price target of $80, up from $50. A Netflix (NFLX) with ads is a "big deal" and it changes Stifel's view on the state of connected TB advertising in the near-to-medium term, Kelley tells investors in a research note. The analyst estimates Trade Desk should see an incremental $300M in 2023 revenue with a bull case of an incremental $950M. He says connected TV ads will gain even more momentum with Netflix and Disney+ (DIS). Kelley sees a base case of close to $12B in ad spend on Netflix, with upside to $25B.
 
Netflix ads could debut as soon as Q4

The news: Netflix’s much-discussed ad-supported tier may come sooner than expected. Despite initially saying it could take one or two years to implement, the company recently told employees that it hopes to launch an ad platform between October and December 2022, per a New York Times report.
 
THE PROBLEM WITH NFLX..

Netflix price target lowered to $196 at BofA after streaming survey 11:41 NFLX In a note issued before the open, BofA analyst Nat Schindler lowered the firm's price target on Netflix to $196 from $240 and keeps an Underperform rating on the shares following a survey of over 1,200 U.S. consumers that represented a cross-section of U.S. demographics, geographies, income levels, and age groups. The survey highlighted Netflix as "a must-have service by a wide margin" and indicates Netflix is currently consumers' top choice, but he believes the results are also indicative that streaming has "very quickly become a commoditized product following the pandemic," Schindler tells investors. Customers now subscribe to more services on the whole while still keeping Netflix, but it "wouldn't be surprising to see incremental churn" if a recession were to take hold, while ad-tiering allowing consumers to extend their streaming budget may benefit "Netflix's competitors much more than Netflix itself," argues the analyst.
 
HEY in all seriousness if any of you have traveled on an airplane in the last six years let me know. I think that's the last time for me... actually it was right before the Covid I went to LA...
but aside from that trip six freakin years!

Can you still order three bloody merry's (at once) ?

 
Will Formula 1 break out this week?

·
Published June 24, 2022
F1 gets an $85 million bump in new broadcast rights deal with ESPN


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F1 Racing has reportedly come to terms on a massive new broadcasting deal with powerhouse sports network ESPN that will see the racing league earn close to $100 million dollars per year.

On Friday, Sports Business Journal broke the news of a new pact between ESPN and one of the top driving leagues in the world. ESPN is set to pay Formula 1 “around $75-90M per year for the rights” in the new agreement. F1 and the network signed a three-year, $15 million deal in 2019 that only called for ESPN to pay F1 $5 million a year.

While the outlet adds an official contract has not been signed, they claim that F1 has already reached out to Amazon and Comcast executives to inform them that their competing offers have not been accepted.

F1 ratings in 2022 are 131 percent higher than in 2020<-----------
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The deal will reportedly give the network flexibility to “put a small, but an undetermined number of races exclusively on its ESPN+. Most races will be carried on linear television, either ABC or ESPN, sources said.”

F1 was able to land such an impressive increase in rights fees from a continued upward trend in per race ratings over the last three years. Races in 2022 so far have averaged 1.4 million viewers for each contest. That is a 49% increase over 2021’s average of 949,000 and a whopping 131% over the 609,000 F1 averaged in 2020 [via ESPN Press Room].

Last season was the most viewed yet for Formula 1, but 2022 is set to eclipse that off with numbers for the first five races of the new season up 53% compared to the first five
 
Farthy well all.

Van please take over and feel free to add to the portfolio we have three empty positions.
Watch out for Tuesday Turnaround you may get better prices then.

I left a chart a few pages back that shows what bear market rallies look like and they tend to be about 10% upside which the Naz is pretty close to. I think the others will catch up in a good way.

My sense is Tech corrects but the rest of the market holds up / or goes up-- which could be a good sign.> CSX?

Talk to you all Wed after the close. Godspeed. ~si
 
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