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March 24, 2023

The Roku Channel matters a lot now and will matter more and more

By Vasily Karasyov

Our analysis shows that The Roku Channel’s importance in driving video advertising revenue growth will only increase with time as ROKU’s access to third party inventory sources becomes more limited. We also believe that this…

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March 14, 2023

An inconvenient nuance of programmatic connected TV

By Vasily Karasyov

As macro headwinds built throughout last year programmatic connected TV growth rates remained constant in Q3 and Q4 while pressure on the rest of the connected TV advertising spending kept increasing. As a result, connected…

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March 2, 2023

Attention TMT buysiders! Proof points keep building up, it’s time to take a closer look

By Vasily Karasyov

We believe that Q4 results and the guidance for Q1 and full FY23, in line with expectations (equals a raise in this environment for ad tech names), once again highlight the fact that DV offers…

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March 1, 2023

FIRST LOOK

By Vasily Karasyov

Q4 results ahead of expectations, guidance for Q1 and full FY23 (!) in line with the consensus but light compared to our Street-high forecast. Although not the usual beat-and-raise, we think the stock should get…

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