We think the better-than-expected results and Q4 guidance are the first step in the right direction that LFTO could have used last quarter. In addition to LFTO’s performance in Q3, APP’s and U’s results provided…

So, revenue didn’t decline 12% Y/Y in Q3 as the guidance suggested. In Q/Q terms, the top line was up 3%. We think political spend must have helped. The Q4 guide also implies sequential growth…

An extremely strong quarter and guidance for Q4, all driven by Unity Vector; we estimate the guidance implies 23% Q/Q growth. We think this should be the quarter which helps U move the incremental long-only…

Q3 results and the guidance for Q4 are both ahead of expectations. The results, in our view, support our argument that MGNI is in a better position than it has been in a while. Connected…