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No. of Recommendations: 2
The Change acquisition gave a big boost to earnings; Change margins are much higher, but they are going to decline. Also, the trend in ad tech is transparency, another factor that will effect take rate/earnings.

With the guidance and stock options, I think caution is warranted. That was not happening after the last call. Some of this price increase back then was bid up by the assumption that they'd win big due to political ad spending. They won't; they made that clear on the cc.
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