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Jefferies cuts Roku and Spotify, prefers defensive media names

By Senad Karaahmetovic  Jefferies analysts made a number of rating changes in the broker's research coverage of the U.S. media and entertainment sector. They urged clients to focus...
Jefferies cuts Roku and Spotify, prefers defensive media names © Reuters. Jefferies cuts Roku (ROKU) and Spotify (SPOT), prefers defensive media names
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By Senad Karaahmetovic 

Jefferies analysts made a number of rating changes in the broker's research coverage of the U.S. media and entertainment sector.

They urged clients to focus on safety and names that have downside de-risked, highlighting stocks like Electronic Arts (NASDAQ:EA), Take-Two Interactive Software (NASDAQ:TTWO), and Netflix (NASDAQ:NFLX), which he upgraded to Buy.

"Each have their own near-term pressure points (we are generally lower than our peers for 1H23), but each have specific catalysts for 2H23 and 2024 where our estimates are generally above Street," the analysts wrote in a note.

On the other hand, the analysts downgraded Roku (NASDAQ:ROKU) and Unity Software (NYSE:U) to Underperform from Hold, while also cutting Spotify (NYSE:SPOT), and Funko (NASDAQ:FNKO) to Hold from Buy.

On Roku, the analysts commented:

"We do not believe that a significantly slower digital ad market is reflected in NT consensus expectations and the LT trajectory of the business remains unclear. We expect Netflix and Disney+ to capture majority of the incremental CTV ad spend in 2023 & 2024."

As far as Spotify is concerned, the analysts added:

"Our long-term Buy thesis was audio service convergence (music + podcast + audiobooks + fandom) will happen leading to better margins. It appears convergence is happening, but much slower than expected. We don't see gross margins returning to 2021 levels until 2024 and above 30% well beyond that (which was the original premise). Until we see signs of a re-acceleration, we'll move to the sidelines."

Roku and Spotify shares are down 1.9% and 0.9%, respectively, in pre-market Thursday.

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03-02-2023 13:35:39 (UTC+7)

EUR/USD

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EUR/USD

1.0895

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USD/JPY

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AUD/USD

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USD/CAD

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    EUR/USD 1.0895 Sell  
    GBP/USD 1.2219 Buy  
    USD/JPY 128.63 Sell  
    AUD/USD 0.7067 Sell  
    USD/CAD 1.3327 Neutral  
    EUR/JPY 140.14 Neutral  
    EUR/CHF 0.9958 ↑ Sell  
    Gold 1,929.40 ↑ Buy  
    Silver 23.560 Neutral  
    Copper 4.1225 Sell  
    Crude Oil WTI 75.78 Buy  
    Brent Oil 82.12 ↑ Buy  
    Natural Gas 2.431 Buy  
    US Coffee C 178.38 ↑ Buy  
    Euro Stoxx 50 4,241.12 Neutral  
    S&P 500 4,179.76 ↑ Buy  
    DAX 15,509.19 Buy  
    FTSE 100 7,820.16 ↑ Buy  
    Hang Seng 21,616.00 Buy  
    Small Cap 2000 2,001.22 ↑ Buy  
    IBEX 35 9,229.70 ↑ Sell  
    BASF 53.840 ↑ Buy  
    Bayer 56.80 ↑ Buy  
    Allianz 221.70 ↑ Buy  
    Adidas 157.92 ↑ Buy  
    Lufthansa 9.893 ↑ Sell  
    Siemens AG 143.72 ↑ Buy  
    Deutsche Bank AG 11.456 Neutral  
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