Sign in

    Nathaniel Schindler • Scotiabank

    Nathaniel Schindler's questions to Nexxen International Ltd (NEXN) leadership

    Nathaniel Schindler's questions to Nexxen International Ltd (NEXN) leadership • Q1 2025

    Question

    Nathaniel Schindler highlighted the strong Q1 EBITDA, which is seasonally unusual, and asked about expected expense trends for the rest of the year. He also asked for the company's long-term target for adjusted EBITDA margin.

    Answer

    CFO Sagi Niri attributed the strong Q1 EBITDA to a combination of a top-line beat, provision reversals, margin expansion, and slower hiring. He confirmed the company is maintaining its full-year guidance out of caution. For the long-term outlook, he stated that with initiatives like GenAI, Nexxen aims to reach an adjusted EBITDA margin in the '40-ish' percent range within three to five years.

    Ask Fintool Equity Research AI

    Nathaniel Schindler's questions to Viant Technology Inc (DSP) leadership

    Nathaniel Schindler's questions to Viant Technology Inc (DSP) leadership • Q1 2025

    Question

    Nathaniel Schindler inquired about Viant's ability to move upmarket amid advertiser pushback on high adtech stack costs and asked for a direct comparison of Viant's pricing model versus competitors like The Trade Desk.

    Answer

    COO Chris Vanderhook and CEO Tim Vanderhook confirmed they are successfully moving upmarket by winning larger, U.S.-based national advertisers. They positioned Viant as a more efficient partner, highlighting value-based pricing and no-fee programs like Direct Access. Tim Vanderhook argued that competitors have inflated take rates to subsidize unprofitable international operations, a cost Viant doesn't have, allowing for more competitive pricing and fewer incremental fees.

    Ask Fintool Equity Research AI

    Nathaniel Schindler's questions to Viant Technology Inc (DSP) leadership • Q4 2024

    Question

    Nathaniel Schindler asked about the broader ad tech market, noting reports of a post-election brand spending drop-off in late Q4, and questioned if Viant experienced similar trends. He also asked about Q1 expense seasonality.

    Answer

    COO Chris Vanderhook and CEO Tim Vanderhook stated that Viant saw sustained strength through Q4, including December. They suggested that any market weakness was likely concentrated in companies with high exposure to display advertising, which relies on cookies and last-touch attribution. Chris Vanderhook also confirmed the typical Q1 seasonality in operating expenses due to events like CES and an all-company conference.

    Ask Fintool Equity Research AI