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    Robert Sanderson

    Senior Internet Analyst at Loop Capital Markets

    Rob Sanderson is a Senior Internet Analyst at Loop Capital Markets, specializing in internet and technology sector equity research with a direct focus on major players such as Meta Platforms, DoorDash, Uber Technologies, Maplebear (Instacart), and Snap. He is recognized for issuing bullish calls on companies like DoorDash and Amazon, contributing to notable performance metrics, such as raising price targets during periods of significant stock outperformance. Sanderson has actively participated in earnings calls for firms including Life360, Applovin, and others, and is regarded for his market insights featured regularly on CNBC and financial media. With years of experience at Loop Capital and a demonstrated record in the internet equities arena, Rob Sanderson holds professional analyst credentials, including registration with FINRA and relevant securities licenses.

    Robert Sanderson's questions to INTEGRAL AD SCIENCE HOLDING (IAS) leadership

    Robert Sanderson's questions to INTEGRAL AD SCIENCE HOLDING (IAS) leadership • Q4 2024

    Question

    Robert Sanderson requested more details on the expansion into China, including the go-to-market strategy for domestic versus cross-border opportunities and the overall strategic priority of the initiative.

    Answer

    CEO Lisa Utzschneider described the China strategy as a 'test and learn' approach, viewing it as a long-term play. The initial focus is on two fronts: 'China out' for Chinese brands advertising globally, and 'China in' for global brands advertising within China, with strong interest from CPG and luxury verticals. She emphasized a 'crawl-walk-run' methodology, currently focusing on these two areas before considering a domestic 'China to China' play.

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