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IS News and Press, ironSource Ltd. Class A From 09/12/22

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Company Name: ironSource Ltd. Class A
Stock Symbol: IS
Market: NYSE

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IS - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q2 2022 Update

Summary Glenview Capital Management’s 13F portfolio value decreased from $4.94B to $4B this quarter. The number of positions decreased from 60 to 55. They increased Cigna, Aptiv plc, and Change Healthcare while dropping Bausch Health, Meritor, and AmerisourceBergen. The...

IS - Unity: More Discounts Coming - Monetization Is On The Horizon

Summary We expect to see a successful match between Unity and ironSource ahead, once voting closes by early October. We are of the opinion that Unity needs the adtech's help for a successful monetization in the Metaverse, given the former's continuous cash burn thus far. Sever...

IS - Unity Software: Here Comes The Buy Point From The Pullback

Summary Unity is scheduled for its shareholder vote on its merger with ironSource on October 7. Besides the premium, investors need to assess whether Unity can execute its potential integration well. Management is confident that Unity should see better days in H2 after its fumbles...

IS - IronSource pushes back shareholder vote on Unity sale to Oct. 7, Unity sets vote for same date (Update)

Update 11:55pm : Adds Unity setting same holder vote day, rationale for delay. IronSource ( NYSE: IS ) pushed back a date for its shareholder vote for its planned sale to Unity Software ( NYSE: U ) to Oct. 7 from Oct. 3. Unity also separately disclosed it set...

IS - IronSource pushes back shareholder vote on Unity sale to Oct. 7 from Oct. 3

IronSource ( NYSE: IS ) pushed back a date for its shareholder vote for its planned sale to Unity Software ( NYSE: U ) to Oct. 7 from Oct. 3. The Sept. 2 record date for the vote remains unchanged,  according a 6-K filing. The delayed vote date ...

IS - 74% of Consumers Use Mobile Ads to Discover New Apps According to ironSource Report

MobileVoice ® study demonstrates efficacy of in-app ads and diversified app monetization to help app-based businesses  to scale revenue and growth ironSource (NYSE: IS), a leading business platform for the App Economy, today presents its MobileVoice ® ...

IS - Best Penny Stocks To Buy Now? 4 To Watch This Month

If you’re looking for the best penny stocks to buy now, you’ve got plenty to choose from. The best place to start is to put together a watch list. This article is about penny stocks to watch and a handful of names moving in the stock market today. We dive in and look at wh...

IS - Why Unity Software Stock Was Up 14% in August

Shares of Unity Software (NYSE: U) were up 14.3% in August, according to data provided by S&P Global Market Intelligence . If you're a shareholder hoping for some action, you got what you wanted -- the month was jam-packed with information relevant to an investment thes...

IS - Greenhaven Road Capital - Digital Turbine: Hits An Air Pocket

Summary The Fund’s largest detractor year-to-date is a business where the purchases are more discretionary (fewer forced buyers): Digital Turbine. Digital Turbine’s troubles have been customer and product specific. There also appears to be a growing opportunity f...

IS - Greenhaven Road Capital Q2 2022 Investor Letter

Summary The Fund returned about -33% in the second quarter, bringing its total decline to approximately -51% in the first half of the year. The vast majority of our losses have been driven by the continued compression of multiples across the board. Mission critical products an...

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