Company Notes

October 10, 2020

An important proof point coming up in Q3 results; raising PT to $61; BUY

By Vasily Karasyov

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October 5, 2020

Must be nearing the tipping point; DKNG is helping; updating Q1 FY21 estimates

By Vasily Karasyov

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October 5, 2020

Virtual NDR on November 17th

By Vasily Karasyov

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September 29, 2020

Headroom for monetization growth and steady state revenue opportunity; BUY

By Vasily Karasyov

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September 18, 2020

Model update

By Vasily Karasyov

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September 16, 2020

Unified ID 2.0: a primer and why it matters; plus a couple of data points

By Vasily Karasyov

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September 4, 2020

Tweaking estimates

By Vasily Karasyov

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September 1, 2020

Updating assumptions and adjusting estimates; maintain Buy rating

By Vasily Karasyov

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August 26, 2020

Model update

By Vasily Karasyov

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August 26, 2020

Model update

By Vasily Karasyov

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August 20, 2020

Recent mixed news flow does not amount to a bear case; reiterate Buy

By Vasily Karasyov

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August 14, 2020

FIRST LOOK

By Vasily Karasyov

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August 12, 2020

Updating estimates following Q2 report

By Vasily Karasyov

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August 11, 2020

Still in “show me” territory; maintain Neutral; price target $51

By Vasily Karasyov

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August 10, 2020

Updating estimates

By Vasily Karasyov

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