Company Notes

March 4, 2021

A refresher on Unified ID 2.0, the replacement for 3P cookies

By Vasily Karasyov

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March 2, 2021

A good house in a challenged neighborhood

By Vasily Karasyov

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February 28, 2021

Proof points piling up; raising PT to $80

By Vasily Karasyov

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February 25, 2021

Not getting DIS-intermediated: two things that mattered most in the Q4 report

By Vasily Karasyov

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February 24, 2021

FIRST LOOK

By Vasily Karasyov

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February 21, 2021

A clinic in dismantling a bear case; raising price target to $650

By Vasily Karasyov

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February 20, 2021

A year of positive catalysts is over, back to beat and raise now

By Vasily Karasyov

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February 18, 2021

FIRST LOOK

By Vasily Karasyov

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February 18, 2021

FIRST LOOK

By Vasily Karasyov

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February 12, 2021

Still too soon, adjusting estimates

By Vasily Karasyov

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February 10, 2021

Remain the only Neutral on the Street after the December-quarter report…

By Vasily Karasyov

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February 9, 2021

FIRST LOOK

By Vasily Karasyov

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February 9, 2021

Like FUBO and SBGI, FOXA can reach escape velocity, too

By Vasily Karasyov

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February 5, 2021

Despite the easy stretch being over we see strong subs growth ahead

By Vasily Karasyov

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February 4, 2021

FIRST LOOK

By Vasily Karasyov

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