TMT Breakout

TMT Breakout

TMTB: APP RDDT CSCO First Takes

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TMT Breakout
Feb 12, 2025
∙ Paid

APP +12%: Looks very good with total revs of $1.37B vs street at $1.26B and bogeys of $1.32B

EBITDA $848M vs street at $762M
Ad revs +73% vs bogeys of closer to +60%

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