All Reports

November 13, 2020

FIRST LOOK

By Vasily Karasyov

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November 12, 2020

Adjusting estimates

By Vasily Karasyov

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November 10, 2020

Back to waiting for a bull case; maintain Neutral

By Vasily Karasyov

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November 9, 2020

Updating estimates

By Vasily Karasyov

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November 7, 2020

More good news hidden in the Q3 print; raising PT to $290; BUY

By Vasily Karasyov

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November 6, 2020

The only charts you need to see after Q3; reiterate BUY, raising PT to $878

By Vasily Karasyov

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November 5, 2020

FIRST LOOK

By Vasily Karasyov

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November 5, 2020

FIRST LOOK

By Vasily Karasyov

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November 5, 2020

Too early to call; we think bulls will be proven right; BUY

By Vasily Karasyov

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November 3, 2020

FIRST LOOK

By Vasily Karasyov

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November 3, 2020

Updating estimates following Q1 FY21 report

By Vasily Karasyov

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November 3, 2020

Adjusting estimates; maintain Neutral

By Vasily Karasyov

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November 2, 2020

TTD and RAMP now joined by NLSN; a refresher on Unified ID 2.0

By Vasily Karasyov

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November 2, 2020

FIRST LOOK

By Vasily Karasyov

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November 2, 2020

Adjusting estimates

By Vasily Karasyov

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