Company Notes

May 13, 2020

Model update

By Vasily Karasyov

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May 11, 2020

Estimates update

By Vasily Karasyov

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May 10, 2020

Adjusting estimates and price target, maintain Neutral

By Vasily Karasyov

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May 9, 2020

Two surprises; reiterating Buy and raising price target to $380

By Vasily Karasyov

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May 9, 2020

The story got more compelling; our base case looks too conservative now; BUY

By Vasily Karasyov

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May 7, 2020

FIRST LOOK

By Vasily Karasyov

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May 7, 2020

FIRST LOOK

By Vasily Karasyov

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May 7, 2020

Updating estimates; maintain Neutral rating and price target of $21

By Vasily Karasyov

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May 6, 2020

FIRST LOOK

By Vasily Karasyov

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May 6, 2020

FIRST LOOK

By Vasily Karasyov

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May 6, 2020

A massive news cycle, digital subs growth accelerated, no credit risk; BUY

By Vasily Karasyov

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May 5, 2020

FIRST LOOK

By Vasily Karasyov

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May 5, 2020

COVID-19 in addition to the business model transformation

By Vasily Karasyov

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May 3, 2020

In a zero box office environment but still better off than many companies

By Vasily Karasyov

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May 1, 2020

FIRST LOOK

By Vasily Karasyov

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