Andrew Marok

US : Perion Network Ltd. - PERI | 2Q23 Slightly Ahead of Pre-Announce With Raised FY23 EBITDA Outlook; Maintain Outperform

US : Media - Integrated - Online Advertising | 2Q23 Adtech Quarterly Preview

US : Microsoft Corporation - MSFT | Solid F4Q23, AI Tailwinds to Intensify in 2H24; Maintain Outperform

US : Microsoft Corporation - MSFT | F4Q23 Quarterly Preview

US : Media - Integrated - Digital Media | 2Q23 Digital Media Quarterly Preview

US : IT Services - Internet | 2Q23 Internet App Data & Google Search Trends Analysis

US : Perion Network Ltd. - PERI | Positive 2Q Pre-Announcement Pointing to Encouraging Market Backdrop; Maintain Outperform

US : IT Services - Internet | Key Takeaways From Cloud Expert Webinar

US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

US : Integral Ad Science Holding Corp. - IAS | Investor Day Highlights Growth Opps; Reiterate Strong Buy, PT to $23

US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

US : Media - Integrated - Digital Media | The RJ Level-Up: Interactive Entertainment Monthly — May 2023 Data Recap

US : IT Services - Internet | 2Q23 QTD Internet App Data & Google Search Trends Analysis

US : The Trade Desk, Inc. - TTD | Kokai Launch Leans Into AI, Platform, and Measurement

US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

US : Tremor International Ltd. - TRMR | Solid CTV Growth in 1Q23 with Macro Easing into Rest of 2023; Maintain Market Perform

Jumia: US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

Microsoft Corp: US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

US : Media - Integrated - Online Advertising | Key Takeaways From Programmatic I/O Las Vegas Conference

Microsoft Corp: US : IT Services - Raymond James Internet Weekly: Industry Data Points and Valuation Analysis

US : The Trade Desk, Inc. - TTD | Broad-Based Strength Drives 1Q Beat

US : Electronic Arts, Inc. - EA | Live Services Drive F4Q23 Strength; Maintain Outperform

US : PubMatic, Inc. - PUBM | SPO Powers Above-Expectations 1Q23; Maintain Outperform

US : Vivid Seats Inc. - SEAT | Strong 1Q23 as Demand Remains Robust; Maintain Outperform