09/30/22 06:30 AM EDT

TODAY AT 12:30pm -> META, GOOG, SNAP, TTD, ROKU, TWTR, PARA, DIS, LYV | THE #COMMS WRAP

Andrew Freedman, CFA

CLICK HERE FOR MATERIALS AND TO WATCH LIVE

THE COMMUNICATIONS WRAP | SEPTEMBER 2022

We hope you can join us Friday (9/30) at 12:30 PM ET for our monthly "Wrap" call. The Communications Wrap is a monthly call where we discuss current and new ideas, share incremental analysis, and provide data updates. The call format is 30-45 minutes of presentation, with the remaining time dedicated to Q&A. We target the last Friday of every month to host this event.

CLICK HERE TO ADD TO YOUR OUTLOOK CALENDAR

We will review the following:

Facebook (META), Google (GOOG), Snapchat (SNAP), The Trade Desk (TTD), Roku (ROKU), Pinterest (PINS), Twitter (TWTR), #TikTok, Paramount (PARA), Disney (DIS) - Well... here we are! September is over and the rush into year-end begins. We will look at how ad-pricing/spend is tracking and offer takeaways from our latest advertising agency checks. We will review the most recent app downloads, usage, and time spent trends. And offer preliminary thoughts on Q3 earnings.
Live Nation (LYV) - We will discuss investor feedback from our Short Live Nation (LYV) presentation from yesterday (Click Here for Replay). We will also dig deeper into our data tracking tools, and provide incremental analysis that didn't make the cut for the main deck.

CLICK HERE FOR OUR AUGUST 2022 WRAP CALL REPLAY

CLICK HERE FOR OUR JULY 2022 WRAP CALL REPLAY

CLICK HERE FOR OUR 3Q22 THEMES REPLAY

Please submit your questions in advance to - You can also submit them live during the event, but chances are you will get a better answer from us by sending them in advance. Please let us know if there are any topics/tickers not listed above you would like us to address.

Please call or e-mail with any questions.

Andrew Freedman, CFA
Managing Director
@HedgeyeComm

TODAY AT 12:30pm -> META, GOOG, SNAP, TTD, ROKU, TWTR, PARA, DIS, LYV | THE #COMMS WRAP

CLICK HERE FOR MATERIALS AND TO WATCH LIVE

THE COMMUNICATIONS WRAP | SEPTEMBER 2022

CLICK HERE TO ADD TO YOUR OUTLOOK CALENDAR

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