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Brian Kraska

Research Analyst at Wolfe Research

Brian Kraska is an Equity Research Internet Associate at Wolfe Research, focusing on detailed analysis within the internet sector. He supports coverage of major internet companies, contributing research used by institutional clients and helping the senior analyst team track industry trends and stock performance, though specific quantitative performance metrics or company names under his direct coverage are not publicly available. Kraska began his investment research career before joining Wolfe Research and has held his role for nearly three years, reflecting steady progression in the sector. While there is no public record of professional credentials such as FINRA registrations or securities licenses, his role within an award-winning research firm underscores his professional capabilities.

Brian Kraska's questions to MAGNITE (MGNI) leadership

Question · Q3 2024

Brian Kraska, on for Shweta Khajuria, asked for an update on The Trade Desk's OpenPath and its impact on DV+ share, and requested more color on advertising vertical trends.

Answer

CEO Michael Barrett provided no major update on OpenPath, stating Magnite participates in its CTV economics and continues to grow its spend share with The Trade Desk in DV+. CFO David Day noted that Magnite is not overly dependent on specific verticals but highlighted political (3.5% of contribution ex-TAC), news, and retail as strong performers in the quarter.

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Question · Q3 2024

Brian Kraska, on behalf of Shweta Khajuria, asked for an update on the impact of The Trade Desk's OpenPath and for color on advertising vertical trends.

Answer

CEO Michael Barrett provided no major update on OpenPath, stating Magnite participates in its CTV economics and continues to grow its spend share with The Trade Desk in DV+. CFO David Day noted that while Magnite is not overly dependent on any single vertical, political was the strongest performer at 3.5% of contribution ex-TAC, with news and retail also performing well.

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