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    Mauricio Munoz Roldan

    Senior Research Associate at Raymond James

    Mauricio Alberto Munoz Roldan is a Senior Research Associate at Raymond James & Associates, focusing on equity research within the technology, networking, and telecommunications sectors. He has contributed to coverage of companies such as Infinera Corp, supporting senior analysts in producing in-depth research and market analysis. Munoz Roldan began his financial services career in the early 2010s and has held his current role at Raymond James since at least 2020. He is registered with FINRA and maintains securities licenses, reflecting his credentials and compliance with industry standards.

    Mauricio Munoz Roldan's questions to Viant Technology (DSP) leadership

    Mauricio Munoz Roldan's questions to Viant Technology (DSP) leadership • Q1 2025

    Question

    Mauricio Munoz Roldan asked for quantification of the demand pushed to the second half, which customers and channels were most affected, and about Viant's defensibility against competitors like Amazon, particularly in the mid-market.

    Answer

    CFO Larry Madden quantified the impact as 3-4% of expected Q2 revenue, driven by about five mid-sized customers across a typical mix of channels. CEO Tim Vanderhook addressed the competitive landscape, arguing Amazon's data advantage is confined to retail and not a threat in other major verticals. He and COO Chris Vanderhook emphasized that Viant already competes effectively with large DSPs in the mid-market by winning on efficiency and value.

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    Mauricio Munoz Roldan's questions to PubMatic (PUBM) leadership

    Mauricio Munoz Roldan's questions to PubMatic (PUBM) leadership • Q4 2024

    Question

    Mauricio Munoz Roldan asked what portion of the Q4 CTV success was attributable to the U.S. political season. He also inquired about competitive dynamics, particularly the blurring lines between DSPs and SSPs.

    Answer

    CFO Steven Pantelick stated that even excluding political spend, CTV revenue still doubled year-over-year, showing strong underlying momentum. CEO Rajeev Goel addressed competition by noting that the blurring of lines is not new and that PubMatic's winning strategy is its focus on providing an efficient, transparent supply chain built on its owned infrastructure. He also highlighted that publishers are increasingly adopting multi-SSP strategies in CTV, which benefits PubMatic.

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