All Reports

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…

We are updating our estimates following Q1 FY25 report. For Q2 FY25, we expect Connected TV revenue of $72m, Desktop revenue of $27m and Mobile revenue of $61m. We expect total revenue of $160m, Adjusted…

We are updating our model to reflect Q1 results. Our price target and rating remain unchanged. We now expect the following results: Q2 FY25: We are modeling Create Solutions revenue of $143m, Grow Solutions revenue of…

Another clean beat and raise. Quarters like this are ultimately the best defense against what we think will prove to be noise. The new format of earnings materials provide only financial information. We look forward…

Q1 results ahead of expectations due to smaller than anticipated Q/Q revenue decline in Grow Solutions. The press release calls out “earlier than expected rollout of Unity Vector”. Estimates for FY25 were reset lower after…

Digital-only subscribers were ahead of expectations, with ARPU in line. The stock often trades based on digital advertising results and guidance, both of which surpassed our expectations this quarter, likely supporting the stock’s performance today….

We are updating our model following Q1 FY25 report. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q2 FY25: Average Daily Uniques (DAUq) of 108m; $387m in advertising…

We are updating our estimates following Q1 FY25 report. Our rating and price target remain unchanged. Q2 FY25 We expect Platform revenue of $941m and gross profit of $479m, Devices revenue of $130m and gross profit…

Q1 results in line, full FY25 for Platform revenue reaffirmed, some softness is now expected in the Devices segment due to the tariffs backdrop. We see the print as somewhat mixed with (i) no guide-down…

MGNI stock’s reaction to the press report about NFLX’s advertising revenue target earlier this week suggests that the Street expects it to eventually become a significant revenue driver. We think that the steep ramp in…

We view FY25 as a pivotal year for U. A successful rollout of Unity Vector throughout the year could drive accelerated top-line growth, expand Adjusted EBITDA margins, and trigger a stock re-rating. As the Street…

We are updating our estimate of stock-based compensation for Q1 to reflect the management’s comments. As a result, our GAAP EPS estimates for Q1 and FY25 move lower while the rest of the estimates remain…