Company Notes

October 31, 2019

This may be it until February

By Vasily Karasyov

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October 29, 2019

DISH blackout for bears, T extension for bulls; Q3 will be noisy

By Vasily Karasyov

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October 22, 2019

CFO NDR in New York on November 20th

By Vasily Karasyov

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October 18, 2019

We see the elephant, but what else is in the room?

By Vasily Karasyov

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October 16, 2019

CFO NDR in New York on November 20th

By Vasily Karasyov

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October 16, 2019

Model update

By Vasily Karasyov

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October 2, 2019

Our Buy thesis just got a boost; Q1 FY20 preview

By Vasily Karasyov

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September 24, 2019

Q3 FY19 preview, incorporating the impact of the recently closed acquisitions

By Vasily Karasyov

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September 20, 2019

Downgrading from Buy and lowering the price target to $11

By Vasily Karasyov

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September 20, 2019

Downgrading from Buy and lowering the price target to $11

By Vasily Karasyov

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September 13, 2019

This is how big connected TV and audio are now and how fast they need to grow

By Vasily Karasyov

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September 9, 2019

Initiating coverage; taking a closer look at the RSNs economics

By Vasily Karasyov

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September 9, 2019

Model update

By Vasily Karasyov

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August 20, 2019

Initiating coverage

By Vasily Karasyov

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August 9, 2019

Four reasons why; raising price target to $316; reiterate Buy

By Vasily Karasyov

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