Company Notes

May 12, 2022

FIRST LOOK

By Vasily Karasyov

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May 11, 2022

Waiting for fireworks

By Vasily Karasyov

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May 11, 2022

A clean beat, the stock is worth a look

By Vasily Karasyov

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May 10, 2022

FIRST LOOK

By Vasily Karasyov

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May 10, 2022

FIRST LOOK

By Vasily Karasyov

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May 10, 2022

Updating estimates following Q1 FY22 report

By Vasily Karasyov

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May 9, 2022

Adjusting estimates following Q1 report

By Vasily Karasyov

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May 9, 2022

FIRST LOOK

By Vasily Karasyov

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May 6, 2022

Margin compression if off the table, room for upside in 2H FY22

By Vasily Karasyov

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May 5, 2022

FIRST LOOK

By Vasily Karasyov

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May 5, 2022

We have seen quarters like this before but there is a twist

By Vasily Karasyov

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May 4, 2022

FIRST LOOK

By Vasily Karasyov

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April 29, 2022

The first small step in the right direction

By Vasily Karasyov

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April 28, 2022

FIRST LOOK

By Vasily Karasyov

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April 28, 2022

Tweaking seasonality assumptions for Consumer Apps; full FY22 ests unchanged

By Vasily Karasyov

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