All Reports

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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April 25, 2022

A small group meeting with Jeff Green, CEO, Founder & Chairman

By Vasily Karasyov

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April 22, 2022

NDR with CEO and CFO on May 12th

By Vasily Karasyov

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April 22, 2022

NDR with CEO and CFO on May 12th

By Vasily Karasyov

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April 2, 2022

Ad spending, rates and inflation in the last 40 years: the short answer is NO

By Vasily Karasyov

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March 21, 2022

A closer look at M&E; DIS contribution to Platform revenue up 39% Y-Y

By Vasily Karasyov

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March 9, 2022

The story is on track despite what the stock price seems to suggest

By Vasily Karasyov

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