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    Ian Peterson

    Research Analyst at Evercore ISI

    Ian Peterson is an Equity Research Analyst at Evercore ISI specializing in internet and technology sectors, with coverage of major public companies in these areas. He has been recognized for his insightful research alongside Evercore's top team, contributing to industry reports and investor strategy, and maintains a performance record as part of an analyst group with a strong Buy/Hold/Sell distribution on the Evercore platform. Peterson joined Evercore ISI after previous analytical and sales roles at other financial institutions and brings over six years of financial services and investment banking experience. He is FINRA-registered, holds industry licenses, and is noted for his thorough analytical approach and expertise within institutional research.

    Ian Peterson's questions to PubMatic (PUBM) leadership

    Ian Peterson's questions to PubMatic (PUBM) leadership • Q3 2024

    Question

    An analyst on behalf of Ian Peterson at Evercore ISI asked for an analysis of the Q3 U.S. revenue acceleration, questioning the impact of political ads versus other factors, and requested an update on the DSP-related headwind mentioned in the prior quarter.

    Answer

    CFO Steve Pantelick explained that the primary driver of Q3 outperformance was significant, volume-driven growth in CTV, which also captured the majority of political ad spend. He also highlighted strong mobile app growth. Regarding the DSP headwind, he reiterated that the situation has stabilized and the Q4 guidance implies over 15% core business growth on an apples-to-apples basis.

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    Ian Peterson's questions to ROKU (ROKU) leadership

    Ian Peterson's questions to ROKU (ROKU) leadership • Q3 2024

    Question

    On behalf of Mark Mahaney, Ian Peterson asked about the contribution from political ad revenue in Q3 and Q4, and for color on potential headwinds in the Q4 platform guide from lapping prior-year subscription price increases.

    Answer

    CFO Dan Jedda confirmed that political ad revenue was strong in Q3 and is factored into the Q4 guide, but noted Q4 has only one month of political spend. He did not characterize lapping subscription price increases as a headwind, instead reiterating that brand advertising (excluding M&E) continues to accelerate at a healthy clip. He and President of Roku Media Charlie Collier added that while M&E comps are not easy, Roku is well-positioned to grow its ad business even in a challenged M&E environment.

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