Company Notes

August 10, 2020

Updating estimates

By Vasily Karasyov

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August 7, 2020

Beat & raise is back; great results in a key quarter; reiterate BUY

By Vasily Karasyov

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August 6, 2020

FIRST LOOK

By Vasily Karasyov

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August 6, 2020

The Rubicon crossed; price target $193; reiterate BUY

By Vasily Karasyov

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August 5, 2020

FIRST LOOK

By Vasily Karasyov

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August 5, 2020

FIRST LOOK

By Vasily Karasyov

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August 5, 2020

Massive tailwinds of overlapping news cycles, reiterate BUY

By Vasily Karasyov

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August 4, 2020

FIRST LOOK

By Vasily Karasyov

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August 4, 2020

A top- and bottom-line beat is nice even though long-term challenges persist

By Vasily Karasyov

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July 31, 2020

Too soon still; remain Neutral

By Vasily Karasyov

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July 30, 2020

FIRST LOOK

By Vasily Karasyov

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July 26, 2020

What will and what will not matter in the Q2 report

By Vasily Karasyov

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July 16, 2020

Model update

By Vasily Karasyov

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July 12, 2020

A dive into the Platform segment shows estimates were low; raising PT to $193

By Vasily Karasyov

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July 1, 2020

A closer look at connected TV size, growth and advertising inventory sources

By Vasily Karasyov

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