Group 1: Earnings Expectations - Getty Images is set to report earnings with analysts expecting revenue to be flat year on year at $240 million, a slowdown from the 4.9% increase recorded in the same quarter last year [2] - Adjusted earnings per share (EPS) are anticipated to be $0.04 [2] - Last quarter, Getty Images reported revenues of $234.9 million, up 2.5% year on year, and beat analysts' EPS estimates [1] Group 2: Analyst Sentiment - Analysts have generally reconfirmed their revenue estimates for Getty Images over the last 30 days, indicating expectations for stability heading into earnings [3] - The company has missed Wall Street's revenue estimates four times in the past two years [3] Group 3: Market Context - In the digital media & content platforms segment, Ziff Davis reported year-on-year revenue growth of 2.9%, while Stride reported a 12.7% increase, indicating mixed performance among peers [4] - Getty Images' stock has decreased by 16.7% over the past month, contrasting with steady share prices in the broader digital media sector [5] - The average analyst price target for Getty Images is $4.43, significantly higher than its current share price of $1.74 [5]

Group 1 - The individual investor focuses on undercovered companies, particularly in technology, software, electronics, and energy transition sectors [1] - The investor has over 50 companies on their watchlist and has been investing personal capital for more than 7 years globally [1] - The investor holds a Master's degree in Electrical Engineering and works as an automotive battery R&D engineer in Sweden [1] Group 2 - The investor aims to identify asymmetric investment opportunities to achieve market-beating returns through diligent research of small to mid-cap companies [1]

Company Overview - Verb Technology Company, Inc. (VERB) is expected to report a year-over-year increase in earnings driven by higher revenues for the quarter ended March 2025, with a consensus outlook indicating a quarterly loss of $3.14 per share, representing an 85.7% change from the previous year [1][3] - Revenues are anticipated to reach $0.8 million, reflecting a significant increase of 7900% compared to the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised 21.72% lower over the last 30 days, indicating a reassessment by analysts of their initial estimates [4] - The Most Accurate Estimate for Verb Technology aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10][11] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, but its predictive power is significant primarily for positive readings [7][8] - Verb Technology's current Zacks Rank is 5 (Strong Sell), complicating the prediction of an earnings beat [11] Historical Performance - In the last reported quarter, Verb Technology was expected to post a loss of $2.52 per share but delivered a loss of $2.20, resulting in a surprise of +12.70% [12] - Over the past four quarters, the company has beaten consensus EPS estimates two times [13] Industry Context - Ziff Davis, another company in the Zacks Internet - Software industry, is expected to report earnings of $1.10 per share for the same quarter, indicating a year-over-year change of -13.4% [17] - Ziff Davis's revenues are projected to be $323.51 million, up 2.9% from the previous year, with a consensus EPS estimate revised 12.1% lower over the last 30 days [18]

Core Viewpoint - Citigroup has adjusted earnings expectations and target prices for most companies in the North American internet sector due to anticipated tariff impacts and a weakening macro environment [1] Online Advertising - Citigroup has lowered online advertising revenue forecasts due to macroeconomic uncertainties and expected spending cuts by advertisers, particularly in the second half of the year [2] - The Trade Desk is expected to be most directly affected by tariffs, with revenue projections for FY2025 reduced from $2.879 billion to $2.755 billion and target price cut from $70 to $63 [2] - Criteo's revenue forecast for FY2025 has been adjusted from $1.168 billion to $1.147 billion, with target price decreased from $60 to $47 [2] - IAC's target price has been lowered from $47.55 to $45, ZiffDavis from $52 to $35, and Outbrain from $5.9 to $4 [3] E-commerce - Consumer confidence is near historical lows, prompting a reduction in forecasts for discretionary e-commerce companies due to potential tariff impacts [4] - eBay is considered to have the strongest defense against tariffs, with FY2025 GMV expectations adjusted from $75.923 billion to $75.436 billion and target price from $80 to $79 [4] - Etsy's FY2025 GMS forecast has been lowered from $12.115 billion to $11.749 billion, with target price cut from $53 to $48 [4] - Wayfair's FY2025 revenue expectation has been reduced from $11.830 billion to $11.464 billion, with target price slightly increased from $28 to $30 [4] Website Builders - Website builders like GoDaddy and Wix.com are seen as having strong fundamentals despite potential pressures on small businesses from tariffs and economic slowdown [5] - GoDaddy's FY2025 revenue forecast has been adjusted from $4.934 billion to $4.888 billion, with target price cut from $260 to $234 [6] - Wix.com's FY2025 revenue expectation has been lowered from $1.989 billion to $1.963 billion, with target price reduced from $280 to $238 [6]

Core Viewpoint - The article emphasizes the importance of value investing and highlights Ziff Davis (ZD) as a strong value stock based on its favorable valuation metrics and earnings outlook [2][3][6]. Group 1: Value Investing Strategy - Value investing focuses on identifying companies that are undervalued by the market, relying on traditional analysis of key valuation metrics [2]. - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly in the "Value" category [3]. Group 2: Ziff Davis Valuation Metrics - Ziff Davis has a Zacks Rank of 2 (Buy) and an A grade for Value, indicating it is among the strongest value stocks currently [3]. - The P/S ratio for ZD is 1.28, significantly lower than the industry average of 3.73, suggesting it is undervalued [4]. - ZD's P/CF ratio is 5.13, compared to the industry's average of 13.75, further indicating its undervaluation [5]. - Over the past 12 months, ZD's P/CF has fluctuated between 4.80 and 9.34, with a median of 6.64, reinforcing its solid cash outlook [5]. Group 3: Earnings Outlook - The combination of ZD's strong valuation metrics and positive earnings outlook positions it as an impressive value stock at present [6].

Core Insights - RetailMeNot is launching its Spring Savecation event from March 6-10, 2025, offering exclusive travel deals and cash back on various travel-related purchases [1][7] - The event features participation from top retailers such as Away, Expedia, Ray-Ban, H&M, Sephora, and Viator, providing a wide range of discounts on travel essentials [1][7] - A new feature this year includes a partnership with Viator to offer a trip package to Las Vegas, including concert tickets to see Coldplay, for one lucky winner [3][7] Event Details - Spring Savecation allows shoppers to stack cash back offers with promo codes from over 3,800 brands, simplifying the savings process for travelers [2] - The event aims to help travelers save money as 54% of them plan to research and book trips by the end of March, indicating a proactive approach to travel planning [4] - Shoppers can access deals through the RetailMeNot website, app, or browser extension, with additional giveaways available from March 6-20 [5] Discounts and Offers - Specific offers include 20% off on Away products, 20% cash back on Booking.com, and various cash back percentages from retailers like CVS, Expedia, and Sephora [8] - RetailMeNot's Spring Savecation is positioned as a significant opportunity for consumers to save on travel expenses amid rising prices [4][7]