The shares have come crashing down on valuation multiple contraction and economic slowdown risk, but we think most of that is priced in and the shares are cheap. Headline earnings […]

While the company is suffering from some temporary softness in CTV due to automotive and travel segments, things are already improving. CTV, as well as DV+ and more generally programmatic […]

The company has been able to cement its position through a couple of acquisitions as the leading SSP for CTV which is on a secular growth path. The company outgrowing […]