Here are the biggest calls on Wall Street on Friday
MKM said in its initiation note that it likes the "strength" of Constellation's Modelo brand.
"The unrelenting strength, and resulting cash generation, of Modelo affords Constellation the flexibility to invest in innovation, adjacent industries and marketing. Most of its peers are facing the opposite: declining volumes and a P&L under fixed cost pressures forcing a tightening of the investment belt. Constellation has an occasion expanding opportunity behind cans and should enjoy better tailwinds from relative channel pricing .
"We see dramatically more competition emerging that will likely drive the cost of OTT devices to zero and put material pressure on advertising revenue splits highlighted by Comcast's recent moves with its free Xfinity Flex product that is likely to be copied by other distributors.receives a premium valuation for potential outsized subscriber growth and ARPU opportunities that we believe are materially reduced post the CMCSA move.
"We now estimate that Google Cloud Platform will generate roughly $5 billion in revenues next year – and along with G-Suite – total Google Cloud revenues in the $11 billion range. With AWS valued at approximately $400 billion in our sum of the parts, this implies a value of roughly $100 billion for
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