“possible (but not certain) that ironSource will also see some issues from IDFA”
Contrar, Ironsource may well stand to benefit from Apple’s move on IDFA. I recall seeing the IS CEO speak to this matter months ago indicating IDFA could work to their advantage because they structured their ad targeting to be independent of Apple’s anticipated move. Looking like brilliant planning right now.
Also, Bert Hochfeld addresses this matter directly in his 9/23 SA article on the Thoma Bravo SPAC.
https://seekingalpha.com/article/4456667-ironsource-is-stock…
I very much like the Ironsource leadership and the model, consider the stock very well priced, own a small/medium position, and prefer IS to Applovin (APP) which is the hotter stock in the space at the moment. The leadership team at IS is superior, IMO.
I always look at Orlando Bravo stocks because he is a software investor/executive leader of the highest rank, IMO. Bravo currently serves as Chairman of IS.