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…

We are updating our estimates to reflect Q4 results and the latest guidance for FY26. We are adjusting our price target to $11.50 to reflect the updated estimates and the current valuation. We now expect…

We are updating our estimates following Q4 report. We are adjusting our price target to $40 to reflect the updated estimates and the current valuation multiple. We are now modeling Q1 revenue of $678m, Adjusted…