Vizio
March 14, 2023
As macro headwinds built throughout last year programmatic connected TV growth rates remained constant in Q3 and Q4 while pressure on the rest of the connected TV advertising spending kept increasing. As a result, connected…
March 1, 2023
We are updating our estimates to reflect Q4 FY22 results. Our Neutral rating and price target of $9 remain unchanged. Q1 FY23: Smart TV shipments of 1.1m, Device segment revenue of $235m and gross profit…
February 28, 2023
Q4 results in the all important Platform+ segment are below expectations so is the guidance for Q1. One possible explanation for the soft guide is that VZIO is switching to the strategy ROKU deployed in…
January 13, 2023
We would like to highlight a potential slowdown in M&E revenue growth as another variable worth watching. The drivers include shrinking room for monetization gains, a deceleration in SmartCast hours growth and spending rationalization at…