All Reports

October 29, 2020

FIRST LOOK

By Vasily Karasyov

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October 23, 2020

Not a news cycle but TAM expansion, a $56 stock on doable estimates, BUY

By Vasily Karasyov

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October 16, 2020

A dive into elevated marketing spending: is it a positive or a negative?

By Vasily Karasyov

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October 10, 2020

An important proof point coming up in Q3 results; raising PT to $61; BUY

By Vasily Karasyov

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October 5, 2020

Must be nearing the tipping point; DKNG is helping; updating Q1 FY21 estimates

By Vasily Karasyov

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October 5, 2020

Virtual NDR on November 17th

By Vasily Karasyov

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September 29, 2020

Headroom for monetization growth and steady state revenue opportunity; BUY

By Vasily Karasyov

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September 18, 2020

Model update

By Vasily Karasyov

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September 16, 2020

Unified ID 2.0: a primer and why it matters; plus a couple of data points

By Vasily Karasyov

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September 4, 2020

Tweaking estimates

By Vasily Karasyov

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September 1, 2020

Updating assumptions and adjusting estimates; maintain Buy rating

By Vasily Karasyov

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August 26, 2020

Model update

By Vasily Karasyov

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August 26, 2020

Model update

By Vasily Karasyov

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August 20, 2020

Recent mixed news flow does not amount to a bear case; reiterate Buy

By Vasily Karasyov

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August 14, 2020

FIRST LOOK

By Vasily Karasyov

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