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    Arthur Chu

    Vice President and equity research analyst at Bank of America

    Arthur Yingpeng Chu is a Vice President and equity research analyst at Bank of America specializing in Internet sector research. He contributes financial analysis and investment research focused on major publicly traded Internet companies, leveraging deep sector expertise to support investment decisions. Since joining Bank of America, Chu has built a track record for delivering timely and insightful analysis, backed by experience in financial modeling and industry due diligence. He holds professional credentials relevant to sell-side research and is recognized for his analytical rigor and depth of sector knowledge.

    Arthur Chu's questions to Playtika Holding (PLTK) leadership

    Arthur Chu's questions to Playtika Holding (PLTK) leadership • Q2 2025

    Question

    Arthur Chu of Bank of America Merrill Lynch inquired about the key learnings from the ongoing efforts to stabilize older titles like Slotomania and whether these lessons have altered Playtika's turnaround strategy for such games.

    Answer

    Craig Abrahams, President & CFO, responded by acknowledging the complexity of fixing hyperinflation in game economies for titles over a decade old. He highlighted that player engagement, measured by Daily Active Users (DAU), has declined less than monetization, measured by Daily Paying Users (DPU), indicating a specific monetization challenge. Abrahams expressed encouragement with the changes being implemented and noted they are beginning to see positive impacts from their efforts.

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    Arthur Chu's questions to Playtika Holding (PLTK) leadership • Q4 2024

    Question

    Arthur Chu of Bank of America inquired about Playtika's view on the trend of mobile games serving non-gaming sectors like e-commerce and whether this could alter their monetization strategy away from in-app purchases towards advertising.

    Answer

    Craig Abrahams, President and CFO, reiterated Playtika's strategic focus on in-app purchases, citing their expertise in live operations as a driver for better monetization and long-term retention. He stated that while some games have in-app advertising, it is not a primary driver, and declined to comment on broader e-commerce trends.

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    Arthur Chu's questions to Digital Turbine (APPS) leadership

    Arthur Chu's questions to Digital Turbine (APPS) leadership • Q1 2026

    Question

    Inquired about the specific factors needed to return the Application Growth Platform (AGP) business to year-over-year growth and asked for a timeline on improvements to the performance DSP side.

    Answer

    CEO Bill Stone explained that while the supply-side platform is growing, the key to overall AGP growth is improving the performance DSP by leveraging first-party data and AI. He noted encouraging sequential growth but did not provide a specific timeline for future improvements, stating that the focus is on connecting the DSP to the new data and AI algorithms.

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    Arthur Chu's questions to Digital Turbine (APPS) leadership • Q1 2026

    Question

    Arthur Chu, on for Omar Dusuki, asked what is needed to return the Application Growth Platform (AGP) business to year-over-year growth and for a timeline on performance DSP improvements.

    Answer

    CEO & Director Bill Stone stated that while the supply-side platform (DTx) is showing year-over-year growth, the key to returning the overall AGP business to growth lies in improving the performance side. He emphasized that investments in first-party data (IgniteGraph) and AI/machine learning (DTiQ) are crucial for driving top-line performance on the demand side, but declined to provide a specific timeline for these initiatives.

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    Arthur Chu's questions to Digital Turbine (APPS) leadership • Q1 2026

    Question

    Arthur Chu, on behalf of Omar Dusuki, asked what specific improvements are needed to return the Application Growth Platform (AGP) business to year-over-year growth. He also requested a potential timeline for the development work being done on the performance DSP side of the business.

    Answer

    CEO & Director, Bill Stone, responded that while the supply-side platform (DTx) is growing, the key to returning the overall AGP business to growth is improving the performance side. He emphasized that integrating their first-party data (DT Ignite Graph) and AI capabilities (DTiQ) into the demand-side platform is the critical driver for future top-line growth. Stone did not provide a specific timeline but noted they are making significant progress.

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    Arthur Chu's questions to Cardlytics (CDLX) leadership

    Arthur Chu's questions to Cardlytics (CDLX) leadership • Q4 2024

    Question

    Arthur Chu, on for Omar Dessouky, questioned if there has been a shift in advertiser mentality for 2025 budgets due to macro uncertainty and asked about the potential magnitude and timing of the CPG opportunity from combining Cardlytics and Bridg data.

    Answer

    CEO Amit Gupta acknowledged a consumer pullback in discretionary spending like travel but noted everyday spend remains strong, with Cardlytics' diversified advertiser base providing resilience. On microtargeting, he described the combination of Cardlytics and Bridg data as a unique capability to unlock new CPG budgets, stating the company is focused on initial market tests before scaling and will provide updates in future quarters.

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    Arthur Chu's questions to Dynatrace (DT) leadership

    Arthur Chu's questions to Dynatrace (DT) leadership • Q3 2025

    Question

    Arthur Chu from BofA Securities, Inc. asked about the key dynamics and moving parts that will shape Digital Turbine's performance in the upcoming fiscal year compared to the current one.

    Answer

    CEO William Stone outlined the key growth drivers for the next fiscal year, emphasizing building on current momentum. He highlighted continued growth in the brand advertising business, better monetization of first-party data, and expansion of the company's device footprint with new partners as primary focus areas.

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    Arthur Chu's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership

    Arthur Chu's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership • Q2 2025

    Question

    Arthur Chu asked whether future growth for the NBA 2K franchise is expected to come more from increased monetization per user or from user base growth, and what the key drivers of monetization are.

    Answer

    CEO Strauss Zelnick responded that the company is optimistic about growth in both users and spending per user, stating that both are driven by the game's quality. He emphasized that making a better game leads to a larger footprint and deeper engagement, which in turn drives profitable revenue.

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