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We are updating our estimates following Q2 FY25 report and raising our price target to $27. For Q3 FY25, we expect Connected TV revenue of $73m, Desktop revenue of $26m and Mobile revenue of $64m….

Our Q3 FY25 estimates are: 12,145K digital-only subs at quarter end Digital-only subscription revenue of $364m Total subscription revenue of $489m Total advertising revenue of $123m Total revenue to $686m Adjusted Operating Profit of $118m…

We are updating our estimates to reflect Q2 results and the latest guidance for FY25. We now expect the following results: FY25: We are modeling $248m in Measurement revenue, $435m in Activation and $71m in Supply-side…

It appears that Unity Vector’s first-quarter performance led to slightly better-than-expected revenue growth in Q2, with guidance for Q3 growth a couple of percentage points ahead of our model. The press release discloses that Unity…

DV beat the updated guidance for Q2 provided in June and raised the full-year revenue growth outlook to 15% from 13%. We see the print as another important step in the direction of restoring the…

We are updating our estimates following Q2 FY25 report. Our rating and price target remain unchanged. Q3 FY25 We expect Platform revenue of $1,055m and gross profit of $538m, Devices revenue of $150m and gross profit…

We are updating our model following Q2 FY25 report. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q3 FY25: Average Daily Uniques (DAUq) of $114m; $504m in advertising…

Q2 results and the guide look in line with bulls’ expectations going into the print. Video advertising revenue came in better than the company’s expectations which should give the Street more conviction in estimates going…

We are updating our estimates to reflect the updated guidance for FY25. We now expect the following results: FY25: We are modeling $243m in Measurement revenue, $426m in Activation and $72m in Supply-side revenue. Our Adjusted…

We are updating our model to reflect Q1 results and the sale of the Apps business. Our updated estimates are: Q2 FY25: We expect total company revenue of $1,205m and Adjusted Ebitda of $976m. We…

We are updating our model following Q4 FY25 report. We maintain our Neutral rating and adjust our price target to $34 to reflect the updated estimates and the prevailing valuation multiple. Q1 FY26: We expect subscription…

Our Q2 FY25 estimates are: 12,048K digital-only subs at quarter end Digital-only subscription revenue of $351m Total subscription revenue of $481m Total advertising revenue of $122m Total revenue to $673m Adjusted Operating Profit of $122m…

We are updating our estimates to reflect Q1 results and the latest guidance for FY25. We now expect the following results: FY25: We are modeling $242m in Measurement revenue, $415m in Activation and $69m in Supply-side…

We are updating our estimates following Q1 report. We are now modeling Q2 revenue of $682m, Adjusted Ebitda of $259m and adjusted diluted EPS of$0.42. We expect FY25 revenue of $2,821m, Adjusted Ebitda of $1,113m…

A bigger than usual beat with an in-line guidance is the new normal. The stock probably wouldn’t get credit for a more aggressive outlook this earnings season. We think at this point the macro uncertainty…