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    Brianna Diaz

    Research Analyst at Citizens

    Brianna Diaz is an Equity Research Associate specializing in internet sector analysis at Citizens JMP Securities. Within her role, Diaz conducts in-depth research on publicly traded internet companies, supporting investment recommendations for institutional clients. She began her career in equity research at Citizens JMP Securities and brings strong analytical skills to the internet sector team. Diaz holds an academic background rooted in education policy, further enhancing her expertise in systematic analysis and industry assessment.

    Brianna Diaz's questions to Grindr (GRND) leadership

    Brianna Diaz's questions to Grindr (GRND) leadership • Q2 2025

    Question

    Brianna Diaz from JMP Securities LLC asked for an explanation of the acceleration in indirect revenue, the drivers behind the increase in operating expenses, and any early learnings from recent pricing experiments.

    Answer

    CEO George Arison stated that strong indirect revenue growth was driven by third-party advertising, achieved by increasing ad inventory and adding new partners and formats like rewarded video. CFO Vandana Mehta-Krantz explained that higher operating expenses reflect product investments, Q2 accruals, and a more even quarterly expense distribution compared to prior years. Regarding pricing, Arison confirmed no material impact is expected in 2025, as the company is in an early experimental phase, but noted significant value has been added to justify future increases.

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    Brianna Diaz's questions to Nerdy (NRDY) leadership

    Brianna Diaz's questions to Nerdy (NRDY) leadership • Q1 2025

    Question

    Brianna Diaz, on behalf of Andrew Boone from Citizens, questioned the Q1 gross margin impact from the timing gap between new tutor incentives and consumer price increases, and the expected margin recovery trajectory.

    Answer

    CFO Jason Pello confirmed the Q1 gross margin decline was a temporary and planned effect of investing in tutor incentives across the entire platform before new pricing was fully implemented for new customers. He projected sequential quarterly gross margin improvements throughout 2025, with a return to historical levels above 70% in 2026 as the customer mix shifts.

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    Brianna Diaz's questions to PubMatic (PUBM) leadership

    Brianna Diaz's questions to PubMatic (PUBM) leadership • Q3 2024

    Question

    An analyst on behalf of Brianna Diaz at JMP Securities asked about the expected impact on monetization and take rates for 2025 and beyond as advertising budgets continue to shift towards video.

    Answer

    CFO Steve Pantelick responded that the trend towards omnichannel video is very robust and expected to continue. He stated that PubMatic is in an 'advantaged position' because its low, relatively fixed unit processing costs mean that higher-CPM video impressions deliver significant marginal profitability. He expects the video mix, which hit a record 36% in Q3, to continue growing, positively impacting average CPMs and gross profit.

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