Company Notes

February 5, 2020

FY20 looks on track; waiting for more visibility into FY21 and beyond

By Vasily Karasyov

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February 4, 2020

FIRST LOOK

By Vasily Karasyov

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February 4, 2020

Adjusting estimates; maintain Neutral rating

By Vasily Karasyov

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January 23, 2020

Non-Deal Roadshow on Thursday, February 20th in New York

By Vasily Karasyov

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January 17, 2020

Revising estimates to reflect updated guidance

By Vasily Karasyov

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January 10, 2020

Group lunch with the CEO and CFO on February 11th

By Vasily Karasyov

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January 9, 2020

Momentum behind our less conventional bull case building; Q2 FY20 preview

By Vasily Karasyov

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January 6, 2020

Lowering estimates to reflect new CMCSA deal terms; maintain Neutral

By Vasily Karasyov

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January 2, 2020

Updating estimates; maintain Neutral

By Vasily Karasyov

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December 26, 2019

Quantifying growth drivers in FY20: share gains, connected TV and international

By Vasily Karasyov

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December 26, 2019

Model update

By Vasily Karasyov

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December 13, 2019

Cleaner quarters should be coming; reiterate Buy, PT $41

By Vasily Karasyov

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December 4, 2019

Headroom for ad revenue growth underappreciated; raising PT to $180; BUY

By Vasily Karasyov

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November 19, 2019

Adjusting estimates

By Vasily Karasyov

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November 18, 2019

Model update

By Vasily Karasyov

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