Ratings by Macquarie (Tim Nollen)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
1/27/2025 PubMatic Inc PUBM Upgrade Outperform
(Neutral)
14.97
(8.91)
-40.48% Details
1/22/2025 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
1/13/2025 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
1/7/2025 Getty Images Holdings Inc. GETY Maintain Neutral
(N/A)
 
 
  Details
12/11/2024 Omnicom Group OMC Maintain Outperform
(N/A)
 
 
  Details
11/22/2024 The Trade Desk TTD Maintain Outperform
(N/A)
 
 
  Details
11/15/2024 Walt Disney DIS Maintain Neutral
(N/A)
 
 
  Details
11/8/2024 Warner Brothers Discovery WBD Maintain Neutral
(N/A)
 
 
  Details
10/16/2024 Omnicom Group OMC Maintain Outperform
(N/A)
 
 
  Details
10/3/2024 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
9/25/2024 AppLovin Corp APP Maintain Outperform
(N/A)
 
 
  Details
9/17/2024 Unity Software U Maintain Underperform
(N/A)
 
 
  Details
8/12/2024 Getty Images Holdings Inc. GETY Maintain Neutral
(N/A)
 
 
  Details
8/2/2024 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
7/25/2024 Warner Brothers Discovery WBD Downgrade Neutral
(Outperform)
8.47
(27.95)
229.99% Details
7/23/2024 Shopify SPOT Maintain Outperform
(N/A)
 
 
  Details
7/19/2024 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
5/13/2024 Comcast Corp CMCSA Maintain Neutral
(N/A)
 
 
  Details
4/23/2024 Spotify SPOT Maintain Outperform
(N/A)
 
 
  Details
4/16/2024 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
3/11/2024 DoubleVerify DV Upgrade Outperform
(Neutral)
31.89
(11.01)
-65.48% Details
2/27/2024 PubMatic Inc PUBM Maintain Neutral
(N/A)
 
 
  Details
2/16/2024 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
2/12/2024 Unity Software U Downgrade Underperform
(Neutral)
33.82
(19.85)
-41.31% Details
2/8/2024 FOX Corp. FOXA Maintain Neutral
(N/A)
 
 
  Details
2/8/2024 Walt Disney DIS Maintain Neutral
(N/A)
 
 
  Details
1/24/2024 Netflix NFLX Upgrade Outperform
(Neutral)
485.71
(99.02)
-79.61% Details
1/22/2024 Warner Brothers Discovery WBD Maintain Outperform
(N/A)
 
 
  Details
1/5/2024 Publicis Groupe PUBGY Upgrade Outperform
(Neutral)
22.47
(22.17)
-1.34% Details
1/5/2024 Omnicom Group OMC Upgrade Outperform
(Neutral)
85.09
(84.93)
-0.19% Details
11/10/2023 Unity Software U Downgrade Neutral
(Outperform)
25.24
(19.85)
-21.35% Details
10/25/2023 Spotify SPOT Maintain Outperform
(N/A)
 
 
  Details
9/27/2023 Integral Ad Science Holding Corp IAS New Coverage Outperform
(N/A)
11.65
(10.34)
-11.24% Details
9/27/2023 DoubleVerify DV New Coverage Neutral
(N/A)
27.42
(11.01)
-59.85% Details
8/9/2023 Warner Music Group WMG Maintain Neutral
(N/A)
 
 
  Details
8/9/2023 PubMatic Inc PUBM Downgrade Neutral
(Outperform)
19.21
(8.91)
-53.62% Details
7/28/2023 Comcast Corp CMCSA Upgrade Neutral
(Underperform)
45.35
(31.91)
-29.64% Details
7/26/2023 Spotify SPOT Maintain Outperform
(N/A)
 
 
  Details
7/13/2023 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
5/19/2023 Walt Disney DIS Downgrade Neutral
(Outperform)
92.77
(101.54)
9.45% Details
4/19/2023 Omnicom Group OMC Maintain Neutral
(N/A)
 
 
  Details
3/29/2023 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
2/17/2023 Paramount Global PARA Maintain Underperform
(N/A)
 
 
  Details
2/17/2023 Digital Turbine APPS Downgrade Neutral
(Outperform)
12.83
(4.10)
-68.04% Details
1/31/2023 Warner Brothers Discovery WBD Maintain Outperform
(N/A)
 
 
  Details
1/31/2023 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
1/31/2023 AMC Networks AMCX Maintain Neutral
(N/A)
 
 
  Details
1/31/2023 Paramount Global PARA Downgrade Underperform
(Neutral)
23.07
(11.08)
-51.97% Details
1/20/2023 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
1/4/2023 FOX Corp. FOXA Maintain Neutral
(N/A)
 
 
  Details
1/4/2023 Paramount Global PARA Maintain Neutral
(N/A)
 
 
  Details
1/4/2023 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
1/4/2023 Warner Brothers Discovery WBD Maintain Outperform
(N/A)
 
 
  Details
12/15/2022 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
10/19/2022 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
9/20/2022 Getty Images Holdings Inc. GETY New Coverage Neutral
(N/A)
8.50
(0.85)
-90% Details
9/7/2022 Netflix NFLX Upgrade Neutral
(Underperform)
218.39
(99.02)
-54.66% Details
7/29/2022 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
7/29/2022 Comcast Corp CMCSA Downgrade Underperform
(Neutral)
39.41
(31.91)
-19.03% Details
7/20/2022 Netflix NFLX Maintain Underperform
(N/A)
 
 
  Details
6/1/2022 Digital Turbine APPS Maintain Outperform
(N/A)
 
 
  Details
2/9/2022 Cosair Gaming CRSR Maintain Outperform
(N/A)
 
 
  Details
2/9/2022 Digital Turbine APPS Maintain Outperform
(N/A)
 
 
  Details
2/9/2022 Warner Music Group WMG Maintain Neutral
(N/A)
 
 
  Details
2/8/2022 ironSource Ltd. IS Downgrade Neutral
(Outperform)
6.92
(2.74)
-60.4% Details
2/8/2022 Comcast Corp CMCSA Maintain Neutral
(N/A)
 
 
  Details
2/8/2022 Digital Turbine APPS Downgrade Neutral
(Outperform)
44.07
(4.10)
-90.7% Details
1/21/2022 Netflix NFLX Downgrade Underperform
(Neutral)
515.86
(99.02)
-80.8% Details
12/14/2021 ViacomCBS VIAC Maintain Neutral
(N/A)
 
 
  Details
12/14/2021 Fox Corp. FOX Maintain Neutral
(N/A)
 
 
  Details
12/14/2021 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
12/14/2021 AMC Networks AMCX Maintain Neutral
(N/A)
 
 
  Details
12/14/2021 Lions Gate LGF Downgrade Neutral
(Outperform)
26.09
(26.09)
0% Details
12/14/2021 Comcast Corp CMCSA Downgrade Neutral
(Outperform)
47.71
(31.91)
-33.12% Details
12/7/2021 ironSource Ltd. IS Upgrade Outperform
(Neutral)
7.97
(2.74)
-65.62% Details
12/7/2021 Digital Turbine APPS Upgrade Outperform
(Neutral)
49.80
(4.10)
-91.77% Details
11/8/2021 Discovery Communications DISCA Upgrade Outperform
(Neutral)
26.52
(24.43)
-7.88% Details
10/20/2021 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
8/31/2021 ironSource Ltd. IS New Coverage Neutral
(N/A)
9.94
(2.74)
-72.43% Details
8/31/2021 AppLovin Corp APP New Coverage Outperform
(N/A)
74.20
(502.14)
576.74% Details
8/31/2021 PubMatic Inc PUBM New Coverage Outperform
(N/A)
26.91
(8.91)
-66.89% Details
8/31/2021 Magnite MGNI New Coverage Outperform
(N/A)
29.73
(14.00)
-52.91% Details
8/31/2021 Digital Turbine APPS New Coverage Neutral
(N/A)
52.60
(4.10)
-92.21% Details
8/31/2021 Unity Software U New Coverage Outperform
(N/A)
123.51
(25.24)
-79.56% Details
7/21/2021 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
6/24/2021 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
5/28/2021 Lions Gate Entertainment Corp. LGF-B Maintain Outperform
(N/A)
 
 
  Details
5/26/2021 LiveRamp Holdings Inc. RAMP Maintain Outperform
(Outperform)
 
 
  Details
5/7/2021 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
4/30/2021 ViacomCBS VIAC Upgrade Neutral
(Underperform)
41.50
(29.58)
-28.72% Details
4/30/2021 Discovery Communications DISCA Upgrade Neutral
(Underperform)
37.95
(24.43)
-35.63% Details
4/21/2021 Netflix NFLX Maintain Neutral
(Neutral)
 
 
  Details
3/17/2021 ViacomCBS VIAC Downgrade Underperform
(Neutral)
96.24
(29.58)
-69.26% Details
3/17/2021 Discovery Communications DISCA Downgrade Underperform
(Neutral)
75.81
(24.43)
-67.77% Details
3/17/2021 Lions Gate LGF Maintain Outperform
(Outperform)
 
 
  Details
3/17/2021 FOX Corp. FOXA Maintain Neutral
(Neutral)
 
 
  Details
3/17/2021 AMC Networks AMCX Maintain Neutral
(Neutral)
 
 
  Details
3/12/2021 The Trade Desk TTD Maintain Outperform
(Outperform)
 
 
  Details
3/12/2021 Nielsen Holdings NLSN Maintain Outperform
(Outperform)
 
 
  Details
2/26/2021 ViacomCBS VIAC Maintain Neutral
(Neutral)
 
 
  Details
2/26/2021 Nielsen Holdings NLSN Maintain Outperform
(Outperform)
 
 
  Details
2/25/2021 WideOpenWest WOW Maintain Neutral
(Neutral)
 
 
  Details
2/11/2021 Criteo S.A. CRTO Upgrade Outperform
(Neutral)
28.93
(19.74)
-31.77% Details
2/10/2021 Cosair Gaming CRSR Maintain Outperform
(Outperform)
 
 
  Details
2/9/2021 LiveRamp Holdings Inc. RAMP Maintain Outperform
(Outperform)
 
 
  Details
2/5/2021 MSG Networks MSGN Upgrade Outperform
(Neutral)
16.42
(14.17)
-13.7% Details
2/4/2021 Warner Music Group WMG Maintain Neutral
(Neutral)
 
 
  Details
2/4/2021 Spotify SPOT Maintain Outperform
(Outperform)
 
 
  Details
2/2/2021 The Trade Desk TTD Maintain Outperform
(Outperform)
 
 
  Details
1/28/2021 ViacomCBS VIAC Maintain Neutral
(Neutral)
 
 
  Details
1/28/2021 Lions Gate LGF Maintain Outperform
(Outperform)
 
 
  Details
1/28/2021 FOX Corp. FOXA Maintain Neutral
(Neutral)
 
 
  Details
1/28/2021 Discovery Communications DISCA Maintain Neutral
(Neutral)
 
 
  Details
1/28/2021 AMC Networks AMCX Downgrade Neutral
(Outperform)
48.27
(8.30)
-82.81% Details
1/22/2021 Spotify SPOT Maintain Outperform
(N/A)
 
 
  Details
1/20/2021 Netflix NFLX Maintain Neutral
(N/A)
 
 
  Details
1/14/2021 Comcast Corp CMCSA Maintain Outperform
(Outperform)
 
 
  Details
1/12/2021 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
12/16/2020 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
12/16/2020 AMC Networks AMCX Maintain Outperform
(N/A)
 
 
  Details
12/16/2020 ViacomCBS VIAC Maintain Neutral
(N/A)
 
 
  Details
12/15/2020 Cosair Gaming CRSR Maintain Outperform
(N/A)
 
 
  Details
11/10/2020 Cosair Gaming CRSR Maintain Outperform
(N/A)
 
 
  Details
10/19/2020 Cosair Gaming CRSR New Coverage Outperform
(N/A)
18.41
(5.95)
-67.68% Details
8/7/2020 Discovery Communications DISCA Downgrade Neutral
(Outperform)
21.63
(24.43)
12.94% Details
8/7/2020 AMC Networks AMCX Upgrade Outperform
(Neutral)
23.55
(8.30)
-64.76% Details
8/6/2020 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
6/29/2020 Spotify SPOT Maintain Outperform
(N/A)
 
 
  Details
6/19/2020 FOX Corp. FOXA Upgrade Neutral
(Underperform)
28.07
(59.78)
112.97% Details
3/2/2020 MSG Networks MSGN Maintain Neutral
(N/A)
 
 
  Details
3/2/2020 Lions Gate LGF Maintain Outperform
(N/A)
 
 
  Details
3/2/2020 ViacomCBS VIAC Maintain Neutral
(N/A)
 
 
  Details
3/2/2020 Discovery Communications DISCA Maintain Outperform
(N/A)
 
 
  Details
3/2/2020 AMC Networks AMCX Maintain Neutral
(N/A)
 
 
  Details
2/13/2020 Criteo S.A. CRTO Maintain Neutral
(N/A)
 
 
  Details
11/22/2019 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
11/8/2019 The Trade Desk TTD Maintain Outperform
(N/A)
 
 
  Details
11/8/2019 Nielsen Holdings NLSN Maintain Outperform
(N/A)
 
 
  Details
11/7/2019 Roku Inc. ROKU Maintain Outperform
(N/A)
 
 
  Details
10/18/2019 Discovery Communications DISCA Maintain Outperform
(N/A)
 
 
  Details
10/18/2019 Viacom VIAB Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 CBS CBS Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 AMC Networks AMCX Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 WideOpenWest WOW Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 Charter Communications CHTR Maintain Neutral
(N/A)
 
 
  Details
10/18/2019 Altice-USA ATUS Maintain Outperform
(N/A)
 
 
  Details
10/17/2019 Netflix NFLX Downgrade Neutral
(Outperform)
286.28
(99.02)
-65.41% Details
10/16/2019 Omnicom Group OMC Maintain Neutral
(N/A)
 
 
  Details
10/9/2019 Eros International Plc EROS Maintain Outperform
(N/A)
 
 
  Details
9/20/2019 Roku Inc. ROKU Maintain Neutral
(N/A)
 
 
  Details
9/9/2019 FOX Corp. FOXA Downgrade Underperform
(Neutral)
34.25
(59.78)
74.54% Details
8/22/2019 MSG Networks MSGN Maintain Neutral
(N/A)
 
 
  Details
8/14/2019 Viacom VIAB Downgrade Neutral
(Outperform)
28.53
(24.22)
-15.11% Details
8/8/2019 Roku Inc. ROKU Maintain Neutral
(N/A)
 
 
  Details
8/5/2019 WideOpenWest WOW Maintain Neutral
(N/A)
 
 
  Details
7/29/2019 Comcast Corp CMCSA Maintain Outperform
(N/A)
 
 
  Details
7/18/2019 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
7/16/2019 Eros International Plc EROS Maintain Outperform
(N/A)
 
 
  Details
6/19/2019 WideOpenWest WOW New Coverage Neutral
(N/A)
7.08
(5.20)
-26.55% Details
6/19/2019 Comcast Corp CMCSA New Coverage Outperform
(N/A)
42.56
(31.91)
-25.02% Details
6/19/2019 Charter Communications CHTR New Coverage Neutral
(N/A)
394.07
(232.24)
-41.07% Details
6/19/2019 Altice-USA ATUS New Coverage Outperform
(N/A)
23.26
(1.79)
-92.3% Details
5/1/2019 Criteo S.A. CRTO Downgrade Neutral
(Outperform)
22.45
(19.74)
-12.07% Details
4/29/2019 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
3/29/2019 Criteo S.A. CRTO Maintain Outperform
(N/A)
 
 
  Details
3/4/2019 The Trade Desk TTD Maintain Outperform
(N/A)
 
 
  Details
2/19/2019 Walt Disney DIS Maintain Outperform
(N/A)
 
 
  Details
2/13/2019 Omnicom Group OMC Maintain Neutral
(Neutral)
 
 
  Details
1/18/2019 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
11/26/2018 Netflix NFLX Maintain Outperform
(N/A)
 
 
  Details
10/11/2018 Netflix NFLX Maintain Outperform
(Outperform)
 
 
  Details
9/20/2018 Viacom VIAB Upgrade Outperform
(Neutral)
30.21
(28.53)
-5.56% Details
9/14/2018 Discovery Communications DISCA Maintain Outperform
(N/A)
 
 
  Details
9/6/2018 21st Century Fox FOXA Maintain Neutral
(N/A)
 
 
  Details
8/16/2018 MSG Networks MSGN Maintain Neutral
(N/A)
 
 
  Details
8/14/2018 Nielsen Holdings NLSN Upgrade Outperform
(Neutral)
24.62
(27.98)
13.65% Details