Company Notes


December 7, 2022

Bulls and bears got M&E revenue wrong; reasons and implications for the future

By Vasily Karasyov

Media & Entertainment (M&E) revenue surprised both to the upside and downside in the last two years. In this note we argue that going forward, this revenue stream is likely to see a normalized rate…

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November 19, 2022

History v. hope; is the third time the charm?

By Vasily Karasyov

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November 13, 2022

Are estimates finally low enough?

By Vasily Karasyov

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November 11, 2022

Updating estimates

By Vasily Karasyov

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November 10, 2022

Updating estimates following Q3 report

By Vasily Karasyov

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November 10, 2022

Model update

By Vasily Karasyov

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November 9, 2022

FIRST LOOK

By Vasily Karasyov

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November 9, 2022

FIRST LOOK

By Vasily Karasyov

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November 9, 2022

All about the macro at this point

By Vasily Karasyov

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November 8, 2022

FIRST LOOK

By Vasily Karasyov

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November 8, 2022

Adjusting estimates following Q3 report

By Vasily Karasyov

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