Company Notes

July 30, 2021

Model update

By Vasily Karasyov

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July 29, 2021

FIRST LOOK

By Vasily Karasyov

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July 26, 2021

A new CTV revenue mix in Q2; SSPs vs. DSPs

By Vasily Karasyov

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July 22, 2021

Updating 2H FY21 forecast

By Vasily Karasyov

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July 13, 2021

A small group meeting with Steve Tomsic, CFO

By Vasily Karasyov

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July 7, 2021

The true content costs & the bear case

By Vasily Karasyov

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June 17, 2021

Model update

By Vasily Karasyov

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May 26, 2021

Not going to be enough, lowering PT to $53, maintain Neutral

By Vasily Karasyov

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May 20, 2021

Model update

By Vasily Karasyov

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May 16, 2021

We think the Street is still too optimistic

By Vasily Karasyov

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May 13, 2021

FIRST LOOK

By Vasily Karasyov

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May 13, 2021

Adjusting estimates, maintain Neutral, $20 price target

By Vasily Karasyov

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May 13, 2021

Model update

By Vasily Karasyov

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May 11, 2021

In a “show me” mode for at least a couple of quarters now; sticking with Buy

By Vasily Karasyov

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May 10, 2021

FIRST LOOK

By Vasily Karasyov

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