All Reports

February 6, 2019

This quarter was way more important than many think

By Vasily Karasyov

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February 5, 2019

FIRST LOOK at Q2 FY19 results

By Vasily Karasyov

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February 5, 2019

Q2 FY19 earnings analysis

By Vasily Karasyov

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February 4, 2019

Model update

By Vasily Karasyov

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February 1, 2019

FY19 should be easier than FY18 for two reasons

By Vasily Karasyov

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January 23, 2019

ROKU, RAMP & TTD: implications of the acquisition of Pluto TV by VIAB

By Vasily Karasyov

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January 18, 2019

Bulls vs. bears & Q4 expectations. Every quarter matters more & more now.

By Vasily Karasyov

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January 17, 2019

Viewing is growing; monetization remains a challenge for now

By Vasily Karasyov

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January 9, 2019

So, $1bn in box office = $136m in Ebitda. This is your proxy for the run-rate

By Vasily Karasyov

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January 6, 2019

Not yet. Re-rating isnt imminent. Initiating with Neutral, PT $41

By Vasily Karasyov

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January 6, 2019

Not yet. Re-rating isnt imminent. Initiating with Neutral, PT $41

By Vasily Karasyov

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December 12, 2018

FY19 will NOT be like FY18; a closer look at puts and takes

By Vasily Karasyov

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November 30, 2018

The two things than can keep the stock from working are not that probable; BUY

By Vasily Karasyov

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November 28, 2018

Adjusted EPS estimates

By Vasily Karasyov

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November 19, 2018

Downgrading to N, low hanging fruit finished; the next bull case needs time

By Vasily Karasyov

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