We believe that at this point the drivers of Platform revenue growth in FY26 are fairly well understood. We believe, however, that the Street has less visibility into the gross margin profile of each of…

We are upgrading U shares to Buy from Neutral and raising our twelve-month price target to $54. Our thesis is straightforward: we believe that Unity Vector will drive upside to estimates for multiple quarters. We…

We are updating our estimates following Q3 FY25. For Q4 FY25, we expect Connected TV revenue of $88m, Desktop revenue of $32m and Mobile revenue of $76m. We expect total revenue of $196m, Adjusted Ebitda…

We are updating our estimates following Q3 FY25. For Q4 FY25, we expect Connected TV revenue of $88m, Desktop revenue of $32m and Mobile revenue of $76m. We expect total revenue of $196m, Adjusted Ebitda…