We think that the current valuation of 17x EV/FY27E Adjusted EBITDA will prove to be unsustainably low, given the combination of the growth opportunity from audience monetization and management’s track record, which has been building…

We are updating our estimates to reflect Q1 results and the latest guidance for FY26. We are adjusting our price target to $10.50 to reflect the updated estimates and the current valuation. We now expect…

We are updating our estimates following Q1 report. We are now modeling Q2 revenue of $750m, Adjusted Ebitda of $260m and adjusted diluted EPS of$0.44. We expect FY26 revenue of $3,182m, Adjusted Ebitda of $1,259m…

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…