Mike04257
2021-07-25
Good information
Facebook, Google and Snap stocks rocket to records as online ad market heats up
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":177958034,"tweetId":"177958034","gmtCreate":1627177511328,"gmtModify":1631890232401,"author":{"id":3576022902493162,"idStr":"3576022902493162","authorId":3576022902493162,"authorIdStr":"3576022902493162","name":"Mike04257","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good information </p></body></html>","htmlText":"<html><head></head><body><p>Good information </p></body></html>","text":"Good information","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/177958034","repostId":2153936266,"repostType":2,"repost":{"id":"2153936266","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1627142160,"share":"https://www.laohu8.com/m/news/2153936266?lang=&edition=full","pubTime":"2021-07-24 23:56","market":"hk","language":"en","title":"Facebook, Google and Snap stocks rocket to records as online ad market heats up","url":"https://stock-news.laohu8.com/highlight/detail?id=2153936266","media":"Dow Jones","summary":"MW Facebook, Google and Snap stocks rocket to records as online ad market heats up\n\n\n By Emily Bary","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Google and Snap stocks rocket to records as online ad market heats up\n</p>\n<p>\n By Emily Bary and Jon Swartz \n</p>\n<p>\n Strong earnings from Snapchat parent company and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> boost stocks of online-ad companies ahead of reports from the titans of the industry, Facebook and Google \n</p>\n<p>\n Shares of Facebook Inc., Google parent company Alphabet Inc., and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. all closed at record highs Friday on a wave of surging digital ad sales. \n</p>\n<p>\n After Snap (SNAP) and Twitter Inc. (TWTR) both posted better-than-expected financial results late Thursday, signaling that the online-advertising market is making a strong recovery from the lowest point of the pandemic, the stocks of online-advertising companies flew higher Friday. Snap's report was the real standout, as the company exceeded revenue expectations by more than $100 million , and its shares received the biggest bounce, rising 23.9% to a record close of $78.02, the best daily percentage gain for the stock since October. Twitter gained 3.1% to $71.69. \n</p>\n<p>\n See also: Twitter earnings show large, unexpected growth in users and ad sales \n</p>\n<p>\n The dual reports were seen as an upbeat indicator for ad giants Facebook (FB) and Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), which are set to post earnings next week. Facebook jumped 5.3% to $369.79, putting its market capitalization higher than $1 trillion at the end of the week, and Alphabet's Class A shares improved 3.6% to $2,660.30 as the search giant closes in on a $2 trillion valuation. Other online services that rely on ad revenue also received a boost, such as Pinterest Inc. <a href=\"https://laohu8.com/S/PINS\">$(PINS)$</a> , which jumped 5.8%, and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU), a streaming platform that offers its own free channel supported by ads and saw its shares jump 12.6% Friday. \n</p>\n<p>\n See also: Facebook earnings preview \n</p>\n<p>\n The bigger beat and stronger stock rally for Snap indicate that more than just macro trends are at play, however, as analysts were quick to praise smart strategic moves that have driven the Snapchat parent company's faster recent momentum. A few years ago, there were doubts that Snap could make a serious business out of a platform that was mainly used by young people wishing to send each other disappearing messages, but Snap now has a valuation more than twice the size of Twitter's and the company is closing in on Twitter's revenue totals. \n</p>\n<p>\n MoffettNathanson analyst Michael Nathanson wrote that Snap has done a better job improving its per-user revenue, whereas Twitter \"has had a hard time breaking out of its recent monetization per [daily active user] range.\" Snap's progress reflects improved returns on investments for advertisers driven by enhanced analytical tools, deeper investments in sales and marketing meant to attract advertisers, and a push into the commerce space, he continued. \n</p>\n<p>\n \"Of the two, we continue to believe that Snap is the much better long-term play given our forecast that Snap's revenue will exceed the more tenured Twitter some time in 2022, which is remarkable given that Snap barely generated any revenues a few years ago,\" Nathanson wrote. He upped his price target on Snap's stock to $87 from $80 while maintaining a buy rating and increased his target on neutral-rated Twitter to $63 from $57. \n</p>\n<p>\n Snap's execution wins weren't lost on Bernstein's Mark Shmulik either. \"We've run out of nice things to say on Snapchat, and this string of exceptional prints should remove any doubts about the maturity of this organization,\" he wrote in a note to clients. \n</p>\n<p>\n Full earnings coverage: Snap stock rockets after huge earnings beat, revenue more than doubles \n</p>\n<p>\n He's encouraged by Snap's progress in building out other areas of its platform beyond messaging, including through the Spotlight section, which lets users submit their own content for wider dissemination. Shmulik called out how time spent viewing content is up year over year amid better engagement with these newer functions. \n</p>\n<p>\n \"There's a lot of content coming onto the platform -- across the Discover tab, Spotlight, and gaming -- which should further support engagement and creates a runway for monetization both domestically and abroad,\" he wrote, while reiterating an outperform rating and boosting his target price to $85 from $80. \n</p>\n<p>\n As for Twitter, Shmulik pointed to strength in brand advertising but highlighted continued challenges in user engagement. \n</p>\n<p>\n \"[I]t's hard not to notice the 1 million sequential decline in U.S. users to 37 million,\" he wrote. \"While seasonality and reopening played a part in the decline, continued efforts around improved features (Spaces) and onboarding--now 9,500 topics to follow (up 2,500 quarter over quarter) with 41% adoption--may not be driving the desired engagement lift. Investor patience may be tested if we don't see an inflection soon.\" \n</p>\n<p>\n Shmulik upped his price target on Twitter's stock to $80 from $75 but kept a market-perform rating. \n</p>\n<p>\n Another theme across the two reports was the impact of Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> efforts to let users decide whether they wanted to allow their online activity to be tracked for marketing purposes through an advertising identifier, or IDFA. This recent initiative was flagged by social-media players as a looming headwind during the prior cycle of earnings calls, but Snap indicated this time around that it didn't see as much of a negative impact thus far as initially anticipated while Twitter Chief Financial Officer Ned Segal said he was \"pleased\" by what the company had noticed to date. \n</p>\n<p>\n Opinion: Apple's privacy changes are affecting more than just Facebook \n</p>\n<p>\n \"Generally speaking, IDFA's impact has been less than expected due to a slower rollout and audience upgrades,\" wrote <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Brian Nowak. While he noted that both Twitter and Snap indicated some uncertainty about the future impact of IDFA as more users conduct software updates, both gave upbeat outlooks for the third quarter, \"highlighting the likely small IDFA impact.\" \n</p>\n<p>\n The IDFA commentary was a \"bullish\" sign for Facebook as well, he continued. \n</p>\n<p>\n Nowak boosted his Twitter target to $68 from $62 and his Snap target to $85 from $75. He has an equal-weight rating on Twitter's stock and an overweight rating on Snap's. \n</p>\n<p>\n Shares of Snap have gained 250% over the past year, while Twitter shares have increased 83%, Alphabet shares have added 73%, and Facebook shares have risen 57%. \n</p>\n<p>\n -Emily Bary; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n July 24, 2021 11:56 ET (15:56 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook, Google and Snap stocks rocket to records as online ad market heats up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook, Google and Snap stocks rocket to records as online ad market heats up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-24 23:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Google and Snap stocks rocket to records as online ad market heats up\n</p>\n<p>\n By Emily Bary and Jon Swartz \n</p>\n<p>\n Strong earnings from Snapchat parent company and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> boost stocks of online-ad companies ahead of reports from the titans of the industry, Facebook and Google \n</p>\n<p>\n Shares of Facebook Inc., Google parent company Alphabet Inc., and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. all closed at record highs Friday on a wave of surging digital ad sales. \n</p>\n<p>\n After Snap (SNAP) and Twitter Inc. (TWTR) both posted better-than-expected financial results late Thursday, signaling that the online-advertising market is making a strong recovery from the lowest point of the pandemic, the stocks of online-advertising companies flew higher Friday. Snap's report was the real standout, as the company exceeded revenue expectations by more than $100 million , and its shares received the biggest bounce, rising 23.9% to a record close of $78.02, the best daily percentage gain for the stock since October. Twitter gained 3.1% to $71.69. \n</p>\n<p>\n See also: Twitter earnings show large, unexpected growth in users and ad sales \n</p>\n<p>\n The dual reports were seen as an upbeat indicator for ad giants Facebook (FB) and Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), which are set to post earnings next week. Facebook jumped 5.3% to $369.79, putting its market capitalization higher than $1 trillion at the end of the week, and Alphabet's Class A shares improved 3.6% to $2,660.30 as the search giant closes in on a $2 trillion valuation. Other online services that rely on ad revenue also received a boost, such as Pinterest Inc. <a href=\"https://laohu8.com/S/PINS\">$(PINS)$</a> , which jumped 5.8%, and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU), a streaming platform that offers its own free channel supported by ads and saw its shares jump 12.6% Friday. \n</p>\n<p>\n See also: Facebook earnings preview \n</p>\n<p>\n The bigger beat and stronger stock rally for Snap indicate that more than just macro trends are at play, however, as analysts were quick to praise smart strategic moves that have driven the Snapchat parent company's faster recent momentum. A few years ago, there were doubts that Snap could make a serious business out of a platform that was mainly used by young people wishing to send each other disappearing messages, but Snap now has a valuation more than twice the size of Twitter's and the company is closing in on Twitter's revenue totals. \n</p>\n<p>\n MoffettNathanson analyst Michael Nathanson wrote that Snap has done a better job improving its per-user revenue, whereas Twitter \"has had a hard time breaking out of its recent monetization per [daily active user] range.\" Snap's progress reflects improved returns on investments for advertisers driven by enhanced analytical tools, deeper investments in sales and marketing meant to attract advertisers, and a push into the commerce space, he continued. \n</p>\n<p>\n \"Of the two, we continue to believe that Snap is the much better long-term play given our forecast that Snap's revenue will exceed the more tenured Twitter some time in 2022, which is remarkable given that Snap barely generated any revenues a few years ago,\" Nathanson wrote. He upped his price target on Snap's stock to $87 from $80 while maintaining a buy rating and increased his target on neutral-rated Twitter to $63 from $57. \n</p>\n<p>\n Snap's execution wins weren't lost on Bernstein's Mark Shmulik either. \"We've run out of nice things to say on Snapchat, and this string of exceptional prints should remove any doubts about the maturity of this organization,\" he wrote in a note to clients. \n</p>\n<p>\n Full earnings coverage: Snap stock rockets after huge earnings beat, revenue more than doubles \n</p>\n<p>\n He's encouraged by Snap's progress in building out other areas of its platform beyond messaging, including through the Spotlight section, which lets users submit their own content for wider dissemination. Shmulik called out how time spent viewing content is up year over year amid better engagement with these newer functions. \n</p>\n<p>\n \"There's a lot of content coming onto the platform -- across the Discover tab, Spotlight, and gaming -- which should further support engagement and creates a runway for monetization both domestically and abroad,\" he wrote, while reiterating an outperform rating and boosting his target price to $85 from $80. \n</p>\n<p>\n As for Twitter, Shmulik pointed to strength in brand advertising but highlighted continued challenges in user engagement. \n</p>\n<p>\n \"[I]t's hard not to notice the 1 million sequential decline in U.S. users to 37 million,\" he wrote. \"While seasonality and reopening played a part in the decline, continued efforts around improved features (Spaces) and onboarding--now 9,500 topics to follow (up 2,500 quarter over quarter) with 41% adoption--may not be driving the desired engagement lift. Investor patience may be tested if we don't see an inflection soon.\" \n</p>\n<p>\n Shmulik upped his price target on Twitter's stock to $80 from $75 but kept a market-perform rating. \n</p>\n<p>\n Another theme across the two reports was the impact of Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> efforts to let users decide whether they wanted to allow their online activity to be tracked for marketing purposes through an advertising identifier, or IDFA. This recent initiative was flagged by social-media players as a looming headwind during the prior cycle of earnings calls, but Snap indicated this time around that it didn't see as much of a negative impact thus far as initially anticipated while Twitter Chief Financial Officer Ned Segal said he was \"pleased\" by what the company had noticed to date. \n</p>\n<p>\n Opinion: Apple's privacy changes are affecting more than just Facebook \n</p>\n<p>\n \"Generally speaking, IDFA's impact has been less than expected due to a slower rollout and audience upgrades,\" wrote <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Brian Nowak. While he noted that both Twitter and Snap indicated some uncertainty about the future impact of IDFA as more users conduct software updates, both gave upbeat outlooks for the third quarter, \"highlighting the likely small IDFA impact.\" \n</p>\n<p>\n The IDFA commentary was a \"bullish\" sign for Facebook as well, he continued. \n</p>\n<p>\n Nowak boosted his Twitter target to $68 from $62 and his Snap target to $85 from $75. He has an equal-weight rating on Twitter's stock and an overweight rating on Snap's. \n</p>\n<p>\n Shares of Snap have gained 250% over the past year, while Twitter shares have increased 83%, Alphabet shares have added 73%, and Facebook shares have risen 57%. \n</p>\n<p>\n -Emily Bary; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n July 24, 2021 11:56 ET (15:56 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","09086":"华夏纳指-U","SNAP":"Snap Inc","QNETCN":"纳斯达克中美互联网老虎指数","GOOGL":"谷歌A","03086":"华夏纳指"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153936266","content_text":"MW Facebook, Google and Snap stocks rocket to records as online ad market heats up\n\n\n By Emily Bary and Jon Swartz \n\n\n Strong earnings from Snapchat parent company and Twitter boost stocks of online-ad companies ahead of reports from the titans of the industry, Facebook and Google \n\n\n Shares of Facebook Inc., Google parent company Alphabet Inc., and Snap Inc. all closed at record highs Friday on a wave of surging digital ad sales. \n\n\n After Snap (SNAP) and Twitter Inc. (TWTR) both posted better-than-expected financial results late Thursday, signaling that the online-advertising market is making a strong recovery from the lowest point of the pandemic, the stocks of online-advertising companies flew higher Friday. Snap's report was the real standout, as the company exceeded revenue expectations by more than $100 million , and its shares received the biggest bounce, rising 23.9% to a record close of $78.02, the best daily percentage gain for the stock since October. Twitter gained 3.1% to $71.69. \n\n\n See also: Twitter earnings show large, unexpected growth in users and ad sales \n\n\n The dual reports were seen as an upbeat indicator for ad giants Facebook (FB) and Google $(GOOGL)$(GOOGL), which are set to post earnings next week. Facebook jumped 5.3% to $369.79, putting its market capitalization higher than $1 trillion at the end of the week, and Alphabet's Class A shares improved 3.6% to $2,660.30 as the search giant closes in on a $2 trillion valuation. Other online services that rely on ad revenue also received a boost, such as Pinterest Inc. $(PINS)$ , which jumped 5.8%, and Roku Inc. (ROKU), a streaming platform that offers its own free channel supported by ads and saw its shares jump 12.6% Friday. \n\n\n See also: Facebook earnings preview \n\n\n The bigger beat and stronger stock rally for Snap indicate that more than just macro trends are at play, however, as analysts were quick to praise smart strategic moves that have driven the Snapchat parent company's faster recent momentum. A few years ago, there were doubts that Snap could make a serious business out of a platform that was mainly used by young people wishing to send each other disappearing messages, but Snap now has a valuation more than twice the size of Twitter's and the company is closing in on Twitter's revenue totals. \n\n\n MoffettNathanson analyst Michael Nathanson wrote that Snap has done a better job improving its per-user revenue, whereas Twitter \"has had a hard time breaking out of its recent monetization per [daily active user] range.\" Snap's progress reflects improved returns on investments for advertisers driven by enhanced analytical tools, deeper investments in sales and marketing meant to attract advertisers, and a push into the commerce space, he continued. \n\n\n \"Of the two, we continue to believe that Snap is the much better long-term play given our forecast that Snap's revenue will exceed the more tenured Twitter some time in 2022, which is remarkable given that Snap barely generated any revenues a few years ago,\" Nathanson wrote. He upped his price target on Snap's stock to $87 from $80 while maintaining a buy rating and increased his target on neutral-rated Twitter to $63 from $57. \n\n\n Snap's execution wins weren't lost on Bernstein's Mark Shmulik either. \"We've run out of nice things to say on Snapchat, and this string of exceptional prints should remove any doubts about the maturity of this organization,\" he wrote in a note to clients. \n\n\n Full earnings coverage: Snap stock rockets after huge earnings beat, revenue more than doubles \n\n\n He's encouraged by Snap's progress in building out other areas of its platform beyond messaging, including through the Spotlight section, which lets users submit their own content for wider dissemination. Shmulik called out how time spent viewing content is up year over year amid better engagement with these newer functions. \n\n\n \"There's a lot of content coming onto the platform -- across the Discover tab, Spotlight, and gaming -- which should further support engagement and creates a runway for monetization both domestically and abroad,\" he wrote, while reiterating an outperform rating and boosting his target price to $85 from $80. \n\n\n As for Twitter, Shmulik pointed to strength in brand advertising but highlighted continued challenges in user engagement. \n\n\n \"[I]t's hard not to notice the 1 million sequential decline in U.S. users to 37 million,\" he wrote. \"While seasonality and reopening played a part in the decline, continued efforts around improved features (Spaces) and onboarding--now 9,500 topics to follow (up 2,500 quarter over quarter) with 41% adoption--may not be driving the desired engagement lift. Investor patience may be tested if we don't see an inflection soon.\" \n\n\n Shmulik upped his price target on Twitter's stock to $80 from $75 but kept a market-perform rating. \n\n\n Another theme across the two reports was the impact of Apple Inc.'s $(AAPL)$ efforts to let users decide whether they wanted to allow their online activity to be tracked for marketing purposes through an advertising identifier, or IDFA. This recent initiative was flagged by social-media players as a looming headwind during the prior cycle of earnings calls, but Snap indicated this time around that it didn't see as much of a negative impact thus far as initially anticipated while Twitter Chief Financial Officer Ned Segal said he was \"pleased\" by what the company had noticed to date. \n\n\n Opinion: Apple's privacy changes are affecting more than just Facebook \n\n\n \"Generally speaking, IDFA's impact has been less than expected due to a slower rollout and audience upgrades,\" wrote Morgan Stanley's Brian Nowak. While he noted that both Twitter and Snap indicated some uncertainty about the future impact of IDFA as more users conduct software updates, both gave upbeat outlooks for the third quarter, \"highlighting the likely small IDFA impact.\" \n\n\n The IDFA commentary was a \"bullish\" sign for Facebook as well, he continued. \n\n\n Nowak boosted his Twitter target to $68 from $62 and his Snap target to $85 from $75. He has an equal-weight rating on Twitter's stock and an overweight rating on Snap's. \n\n\n Shares of Snap have gained 250% over the past year, while Twitter shares have increased 83%, Alphabet shares have added 73%, and Facebook shares have risen 57%. \n\n\n -Emily Bary; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n July 24, 2021 11:56 ET (15:56 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/177958034"}
精彩评论