The Mikro Kap

Half-Time Lead

portfolio update

Jul 1 • David Katunarić

48

18

2

June 2026

On the Horizon

research report

Jun 24 • David Katunarić

40

6

Class Act

research report

Jun 7 • David Katunarić

37

4

May 2026

ROAS to Riches

research update

May 17 • David Katunarić

42

10

Chicken or the Egg

research report

May 3 • David Katunarić

47

10

April 2026

Make Some Noise

research report

Apr 9 • David Katunarić

50

4

1

Pieces in Motion

portfolio update

Apr 1 • David Katunarić

41

6

1

March 2026

Fandom-as-a-Service

research report

Mar 8 • David Katunarić

44

15

February 2026

AI Baby, SaaS Bathwater. And a Price Hike.

research update

Feb 16 • David Katunarić

28

9

1

Riches in Niches

research report

Feb 1 • David Katunarić

42

16

January 2026

Programmatic DSPs

insights from management

Jan 25 • David Katunarić

34

14

Behind the Moo

insights from management

Jan 13 • David Katunarić

22

4