We think that FY25 will be an especially important year for the APP story. The launch of AXON 2 in FY23 and the resulting revenue ramp drove continued upward estimates revisions and a steady valuation…

We are updating our model to reflect Q3 results. We are raising our price target to $21 and maintain Neutral rating. We now expect the following results: Q4 FY24: We are modeling Create Solutions revenue of…

We are updating our model following Q2 FY25 report. We maintain Neutral rating and adjust our price target to $28 to reflect the updated estimates and the prevailing valuation multiple. Q3 FY25: We expect subscription revenue…

We are updating our model following Q3 report, our revised forecast is below. Our price target and rating remain unchanged. For Q4 FY24, we expect Connected TV revenue of $76m, Desktop revenue of $30m and…