1×1 and small group virtual meetings with Mark Zagorsky, CEO; Nicola Allais, CFO; Tejal Engman, SVP, IR. Click to submit interest

We saw a number of important developments in connected TV in Q1 including the launch of Prime Video ad-supported tier, DIS announcement of a direct, i.e. bypassing SSPs integration with DSPs and WMT’s acquisition of…

We are introducing Q1 FY24 estimates. We are also raising our price target to $11.50 and maintain Neutral rating. We suspend the rest of our forward estimates as we currently expect the acquisition by WMT…

We are updating our forecast of digital-only subscribers to 9,899K at the end of Q1 and 10,252K at the end of FY24. As a result, our estimate of Digital-only Subscription Revenue for FY24 moves to…