We are updating our model to reflect Q4 results. We now expect the following results: Q1 FY26: We are modeling Create Solutions revenue of $153m, Grow Solutions revenue of $338m and total company revenue of $492m….

We see Q4 results and the guidance for Q1 as another proof point that (i) Unity Vector is working, and (ii) there is room for upside in the mid term in other business lines. Bears…

We are updating our model following Q4 FY25 report. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q1 FY26: Average Daily Uniques (DAUq) of 125m; $567m in advertising…

Another strong quarter with advertising revenue strength in both, brand and performance. We see the results as supportive of our thesis that RDDT is still early in the monetization cycle. DAUq came in 1m above…