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Media & Technology (Industry Notes)
AppLovin Corp.
AMC Networks Inc.
Discovery, Inc.
DoubleVerify
DraftKings, Inc
Fox Corporation (FOXA)
IMAX Corporation
Lionsgate
LiveRamp Holdings, Inc.
Magnite, Inc
MSG Networks Inc.
Pubmatic
Reddit, Inc.
Roku, Inc.
Sinclair Broadcast Group, Inc.
TEGNA Inc.
The New York Times Co
The Trade Desk, Inc.
The Walt Disney Company
Unity Software Inc
Vizio
World Wrestling Entertainment, Inc.
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Vasily Karasyov
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CEO & CFO NDR on May 10th
2 days ago
in:
Company Notes
no comments
Connected TV: arranging the ducks back in a row
6 days ago
in:
Industry Notes
no comments
Introducing Q1 FY24 estimates
2 weeks ago
in:
Uncategorized
no comments
Model update
4 weeks ago
in:
Uncategorized
no comments
News from DIS support ROKU bull case; a couple of points on FY24;
4 weeks ago
in:
Company Notes
no comments
This valuation looks extreme
1 month ago
in:
Company Notes
no comments
Updating estimates
2 months ago
in:
Uncategorized
no comments
Things have changed, the thesis has to change, too
2 months ago
in:
Company Notes
no comments
FIRST LOOK
2 months ago
in:
Uncategorized
no comments
Pros and cons and waiting
2 months ago
in:
Company Notes
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