We believe at this point it’s clear that advertising revenue as opposed to data licensing is and will be the main revenue growth driver. In this note we argue that performance advertising solutions (RDDT refers…

Adjusting FY25 estimates and raising the price target to $19.50. For Q4 FY24, we expect Connected TV revenue of $76m, Desktop revenue of $30m and Mobile revenue of $79m. We expect total revenue of $186m,…

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…