All Reports

August 10, 2021

FIRST LOOK

By Vasily Karasyov

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August 10, 2021

Back on track; BUY, price target $105

By Vasily Karasyov

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August 10, 2021

Updating estimates following Q1 FY22 report

By Vasily Karasyov

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August 9, 2021

FIRST LOOK

By Vasily Karasyov

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August 6, 2021

The only way to disprove the bear case; here is what happens next

By Vasily Karasyov

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August 5, 2021

FIRST LOOK

By Vasily Karasyov

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August 5, 2021

We must be looking at different Q2 reports…

By Vasily Karasyov

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August 4, 2021

FIRST LOOK

By Vasily Karasyov

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August 4, 2021

FIRST LOOK

By Vasily Karasyov

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August 4, 2021

The can has been kicked down the road today

By Vasily Karasyov

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July 30, 2021

Model update

By Vasily Karasyov

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July 29, 2021

FIRST LOOK

By Vasily Karasyov

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July 26, 2021

A new CTV revenue mix in Q2; SSPs vs. DSPs

By Vasily Karasyov

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July 22, 2021

Updating 2H FY21 forecast

By Vasily Karasyov

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July 13, 2021

A small group meeting with Steve Tomsic, CFO

By Vasily Karasyov

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