All Reports

November 9, 2022

All about the macro at this point

By Vasily Karasyov

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November 9, 2022

The story is moving forward, still looking for more recognition

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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November 3, 2022

Bulls are out of arguments, bears firmly in control; downgrading to Neutral

By Vasily Karasyov

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November 2, 2022

A bounce back to where it will remain for a while

By Vasily Karasyov

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November 2, 2022

FIRST LOOK

By Vasily Karasyov

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November 2, 2022

FIRST LOOK

By Vasily Karasyov

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October 28, 2022

Model update

By Vasily Karasyov

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October 21, 2022

A couple of thoughts ahead of Q3 report

By Vasily Karasyov

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October 11, 2022

Tweaking smart TV shipments estimates

By Vasily Karasyov

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October 3, 2022

An important topic to be discussed at the Investor Day

By Vasily Karasyov

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September 27, 2022

This is the reason connected TV growth rates are diverging

By Vasily Karasyov

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September 16, 2022

Growth proved resilient before and should again if ad spending craters

By Vasily Karasyov

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September 10, 2022

About MAX

By Vasily Karasyov

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