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:…

Another print with a weak guide. This time the release calls out “headwinds in the macro environment”, we think the management will elaborate on the call, until then the Street will believe it’s the impact…