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The software industry is expected to witness accelerated growth for an extended period owing to gradual tech integration in virtually every industry. However, with the tech space dominated by a handful of trillion-dollar businesses, we think fundamentally weak companies ironSource (IS), Suppo...
Seth Klarman’s 13F portfolio value decreased from $12.56B to $12.33B this quarter. Baupost Group increased Micron Technology and Facebook while dropping Fox Corp. The portfolio continues to be heavily concentrated with the top three positions accounting for ~32% of the 13F ...
ironSource Limited (IS) Q2 2021 Earnings Conference Call August 11, 2021 08:30 AM ET Company Participants Daniel Amir - VP of Investor Relations Tomer Bar-Zeev - CEO Assaf Ben-Ami - Chief Financial Officer Arnon Harish - President Omer Kaplan - Chief Revenue Officer Conference Call Participan...
Record Revenue of $135 million, 83% year-over-year growth Record Adjusted EBITDA of $46 million, 34% Adjusted EBITDA margin Dollar-based net expansion rate of 181% Raised full year 2021 revenue outlook to $510-$520 million Completed Merger with Thoma Br...
Aura is the first device-native solution in the local market to offer a dynamic and personalized app content experience for Samsung device owners ironSource , a leading business platform for the App Economy, officially announced the integration of Aura - its solution...
We own ironSource and see it as one of the top risk/reward opportunities in the market at $8.27 today going to $22.00 by 2023YE. Thoma Bravo, a leading investor in the software industry, found an absolute gem of a business in ironSource and swung big with an additional $332.5 million ...
ironSource (NYSE: IS) (“ironSource” or the "Company"), a leading business platform for the App Economy, today announced it will release its financial results for the second quarter ended June 30, 2021, before the market opens on August 11, 2021. The Company will host a...
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Industry-first partnership combines the ad and app intelligence of Sensor Tower with the keyword campaign management and optimization of ironSource Luna to help app developers scale their campaigns ironSource (NYSE: IS), a leading business platform for the App Economy, today ann...
Aura solution suite supports Samsung in increasing customer loyalty and engagement by leveraging relevant content and apps for mobile users in MENA; Partnership creates a unique, and incremental distribution channel for app marketers looking to diversify their UA strategy and grow the...
Shares of Unity Software (NYSE: U) plunged 25.4% in September, according to data from S&P Global Market Intelligence . While the stock broadly followed the general market downward in a period of challenges to the U.S. economy, the content creation software expert also juggle...