Company Notes

April 24, 2019

Was it worth it in the longer run? Maybe not. Taking a stab at PF estimates

By Vasily Karasyov

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April 12, 2019

Now or never. Or at least not for a long time.

By Vasily Karasyov

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April 1, 2019

Downgrading from Buy

By Vasily Karasyov

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March 28, 2019

Conference Call with Allison Metcalfe, General Manager of LiveRamp TV

By Vasily Karasyov

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March 26, 2019

Conference Call with Allison Metcalfe, General Manager of LiveRamp TV

By Vasily Karasyov

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March 18, 2019

Upgrading to Buy, updating the valuation framework, raising price target to $41

By Vasily Karasyov

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March 11, 2019

A dive into advertising inventory sources and sales channels

By Vasily Karasyov

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March 6, 2019

Things that would be great to learn at the Investor Day

By Vasily Karasyov

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March 4, 2019

Model update

By Vasily Karasyov

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February 28, 2019

First look at Q4 FY18

By Vasily Karasyov

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February 28, 2019

Thoughts on the first ever box office guidance on Q4 call

By Vasily Karasyov

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February 27, 2019

That was interesting

By Vasily Karasyov

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February 26, 2019

Q4 FY18 First Look

By Vasily Karasyov

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February 26, 2019

Q4 FY18 First Look

By Vasily Karasyov

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February 26, 2019

Model update

By Vasily Karasyov

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