We believe that the current revenue contribution as well as the growth potential of TTD’s shopper marketing business is still not fully understood at this point. We estimate that shopper marketing is on track to…

Our Buy thesis is predicated on the argument that the recent and continuing product and monetization improvements will result in upside to the current consensus estimates. In this note we show that, according to our…

We are updating our model to reflect Q1 results. We are lowering our price target to $17 and maintain Neutral rating. we now expect the following results: Q3 FY24: We are modeling Create Solutions revenue of…

We are updating our estimates following Q2 FY24 report. Our rating and price target remain unchanged. We currently expect RDDT to report the following results: Q3 FY24: Average Daily Uniques (DAUq) of 96m; $275m in advertising…