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Vertiseit Q3’21 Review: Front-Loaded Costs, Strong ARR Growth - Redeye

Redeye raises its Base Case slightly despite lowering its EBITDA forecasts following Vertiseit’s Q3 report. Costs seem to be more front-loaded than we expected, heavily affecting next year’s margins. However, over time, raised ARR forecasts are vital to our Base Case.

Redeye raises its Base Case slightly despite lowering its EBITDA forecasts following Vertiseit’s Q3 report. Costs seem to be more front-loaded than we expected, heavily affecting next year’s margins. However, over time, raised ARR forecasts are vital to our Base Case.
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