A strong report with additional details thanks to the new disclosure. A few things stand out in the Shareholder Letter; we will be looking for the management’s commentary and details on the call. First, ad…

We are updating our model following Q3 FY26 report. We maintain our Neutral rating. Q4 FY26: We expect subscription revenue of $157m, marketplace & other revenue of $49m and total company revenue of $205m. We are…

We think that the growth story of retail media (sometimes referred to as shopper marketing) has been overshadowed in recent quarters in the ad tech space by the revenue growth deceleration at TTD, the GOOGL…

We are updating our estimates following Q4 FY25. For Q1 FY26, we expect Connected TV revenue of $80m, Desktop revenue of $23m and Mobile revenue of $57m. We expect total revenue of $160m, Adjusted Ebitda…