Financial OutlookStrong 4Q23 and F24 guide provide positive momentum for the stock.
Market PerformanceThe stabilization of the macro backdrop, indicated by a strong holiday season and solid retail data in the U.S. and Europe, bodes well for sustained growth in the retail media sector.
Strategic InitiativesManagement's proactive multi-pronged approach to cookie deprecation, including alignment with Google & the UK CMA, instills confidence in the company's adaptability and future performance.