Sign in

    Matthew Farrell

    Senior Research Analyst at Piper Sandler

    Matthew Farrell is a Senior Research Analyst at Piper Sandler, specializing in vertical marketplaces and regularly covering companies such as Netflix, Bumble, DraftKings, and Trade Desk. He has maintained a success rate of 36.36% with an average investor return of 2.66%, earning a 2.87-star performance rating across recent equity recommendations. Farrell has served at Piper Sandler since at least early 2025, with prior experience details not publicly specified. He holds professional credentials including FINRA registration under CRD# 6205157 and meets industry standards for securities licensing.

    Matthew Farrell's questions to INTEGRAL AD SCIENCE HOLDING (IAS) leadership

    Matthew Farrell's questions to INTEGRAL AD SCIENCE HOLDING (IAS) leadership • Q3 2024

    Question

    Matthew Farrell inquired about the specific dynamics in Q3 and Q4 that negatively impacted the outlook, focusing on the slowdown in CPG and retail verticals and the slower-than-expected monetization of new products. He also asked about the key learnings from integrating former Oracle customers and their expected contribution to 2025 growth.

    Answer

    CEO Lisa Utzschneider confirmed a slowdown in volume growth from CPG and retail due to budget cuts and delays, and noted that while new products are being adopted, the revenue ramp is taking longer than anticipated. She highlighted a 72% win rate on Oracle opportunities. CFO Tania Secor added that the revenue contribution from these Oracle wins is already factored into the Q4 guidance.

    Ask Fintool Equity Research AI