Company Notes

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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June 23, 2020

CFO Virtual NDR on July 9th

By Vasily Karasyov

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June 23, 2020

CFO Virtual NDR on July 9th

By Vasily Karasyov

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June 21, 2020

A hidden asset that should be worth close to $1bn next year

By Vasily Karasyov

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June 4, 2020

Our key assumption validated, raising PT to $50, reiterating BUY

By Vasily Karasyov

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June 2, 2020

A small group call with the CEO & CFO on June 9th

By Vasily Karasyov

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June 1, 2020

Model update

By Vasily Karasyov

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May 29, 2020

Model update

By Vasily Karasyov

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May 27, 2020

Adjusting estimates following Q4 FY20 report

By Vasily Karasyov

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May 25, 2020

Initiating coverage

By Vasily Karasyov

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