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    Nicholas Cortellucci • Atrium Research

    Nicholas Cortellucci is Co-Founder and Equity Research Analyst at Atrium Research, specializing in diversified industries with a focus on small- and micro-cap Canadian companies. He has provided coverage on firms across the technology and industrials sectors and is recognized for his success in identifying mispriced quality opportunities, with a record of generating actionable insights for investors. Cortellucci began his finance career as a Research Analyst at an independent investment bank in Toronto, later co-founding Atrium Research in late 2022, where he continues to drive high-impact equity research. He holds the CFA charter, reflecting advanced proficiency in financial analysis and investment management.

    Nicholas Cortellucci's questions to Sabio Holdings Inc (SABOF) leadership

    Nicholas Cortellucci's questions to Sabio Holdings Inc (SABOF) leadership • Q1 2025

    Question

    Nicholas Cortellucci of M Partners inquired about the drivers behind the strong industry diversification seen in the quarter's results. He also asked for the outlook on the mobile segment, which has posted its third consecutive quarter of positive growth.

    Answer

    Executive Aziz Rahimtoola explained that industry diversification was driven by robust growth in categories like telecom, quick-service restaurants, and advocacy, which helped offset some tariff-related softness in the automotive sector. CFO Sajid Premji added that product diversification, including the new programmatic offering, provides flexibility in an uncertain economic climate. Regarding the mobile segment, Rahimtoola attributed its surprising resurgence to the new performance marketing product and cross-selling opportunities. He clarified that while mobile is expected to continue growing as a byproduct of Sabio's core data capabilities, the primary strategic focus remains on expanding the CTV/OTT business.

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    Nicholas Cortellucci's questions to Sabio Holdings Inc (SABOF) leadership • Q4 2024

    Question

    Nicholas Cortellucci asked about the company's comfort level with its balance sheet ahead of a convertible note maturity, the reasons for recent growth in the mobile segment, and the initial advertiser response and revenue timeline for the new Creator TV platform.

    Answer

    Executive Sajid Premji expressed confidence in repaying the convertible note, citing higher cash reserves, reduced debt, and a favorable FX rate. Executive Aziz Rahimtoola explained that mobile segment growth is driven by advertisers using it for lower-funnel tactics that complement CTV campaigns, a trend expected to continue with their new performance product. Regarding Creator TV, Aziz Rahimtoola described strong advertiser excitement for reaching younger audiences but clarified that 2025 is focused on scaling distribution, with significant revenue contributions expected the following year. He also noted the strategic benefit of collecting first-party data from the platform.

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    Nicholas Cortellucci's questions to Sabio Holdings Inc (SABOF) leadership • Q4 2024

    Question

    Inquired about the company's comfort with its balance sheet and ability to handle upcoming convertible notes, the drivers behind recent growth in the mobile segment, and the market response and revenue expectations for the new Creator TV product.

    Answer

    Management is very comfortable with the balance sheet, citing higher cash reserves and lower debt, and sees no issue paying off the convertible notes. Mobile segment growth is driven by its use as a lower-funnel tactic that complements CTV, and growth is expected to continue with the new performance product. For Creator TV, advertiser response is very positive, but significant revenue contribution is not expected until next year as the current focus is on scaling reach and distribution. The product also provides valuable first-party data and is a key differentiator.

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