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…

We think that a slight beat in Q4 and a weak guide for Q1 will reinforce the bear case which has been weighing on the stock since Q4 FY24 print. In our view, irrespective of…