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    Kenneth Wu

    Senior Equity Research Associate at Wolfe Research

    Kenneth Wu is a Senior Equity Research Associate at Wolfe Research, specializing in institutional equity analysis with an emphasis on finance and consumer services sectors. He joined Wolfe Research as a Senior Equity Research Associate in June 2024 after previously serving as an Equity Research Associate at Susquehanna Financial Group. Wu has a proven track record of rigorous company coverage and research support, though specific performance metrics or company names he covers are not publicly disclosed. He earned his undergraduate degree from Drexel University in 2017 and is a registered broker with FINRA (CRD# 7410286) at Wolfe Research Securities.

    Kenneth Wu's questions to MAGNITE (MGNI) leadership

    Kenneth Wu's questions to MAGNITE (MGNI) leadership • Q2 2025

    Question

    Kenneth Wu of Wolfe Research, LLC asked for the reasoning behind reinstating the full-year guidance, especially after raising the Q3 outlook.

    Answer

    CFO David Day explained that while the ad market isn't robust, it has stabilized more than initially feared. This stability, combined with accelerating organic growth in CTV (ex-political) and unexpected strength in the DV+ business, gave management the confidence to reinstate the full-year outlook.

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    Kenneth Wu's questions to PubMatic (PUBM) leadership

    Kenneth Wu's questions to PubMatic (PUBM) leadership • Q4 2024

    Question

    Kenneth Wu asked if headline growth in the second half of 2025 would converge with the 15%+ underlying business growth rate and inquired about the expected revenue contribution from new partnerships in 2025.

    Answer

    CFO Steven Pantelick clarified that while the underlying business is expected to grow 15%+, the second half of 2025 faces a tough comparison due to significant political ad spending in 2H 2024. Therefore, reported revenue growth is expected to be in the high single digits. He confirmed that new partnerships are being rolled out and are expected to contribute incremental revenue, particularly in CTV, during the second half of the year.

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