We are updating our estimates following Q1 report. We are now modeling Q2 revenue of $750m, Adjusted Ebitda of $260m and adjusted diluted EPS of$0.44. We expect FY26 revenue of $3,182m, Adjusted Ebitda of $1,259m…

We are updating our estimates following Q1 FY26. For Q2 FY26, we expect Connected TV revenue of $91m, Desktop revenue of $25m and Mobile revenue of $61m. We expect total revenue of $177m, Adjusted Ebitda…

We are updating our model to reflect the Q1 report. We now expect the following results: Q2 FY26: We are modeling Create Solutions revenue of $157m, Grow Solutions revenue of $355m ($305m of Strategic revenue)…

We are updating our model to reflect Q1 results and the most recent guidance. We are adjusting our price target to $587 to reflect the updated estimates and the current market multiple. Our estimates are:…