Ophir Gottlieb
OphirGottlieb
1/n$ROKU* Q1 EPS $0.54 Beats $(0.15) Estimate* Sales $574.18M Beat $490.56M Estimate 2/n$ROKURoku Q1 Adj. EBITDA $125.948M vs Adj. EBITDA Loss $16.312M In Same Qtr. Last Year 3/n$ROKUGuidance:Roku Sees Q2
Read more
1/n$PINS * EPS $0.11 Beats $0.07 Estimate* Sales $485.23M Beat $473.66M EstimateMAU: 478M vs 480.5 2/n$PINSGuidance... ongoing COVID-19 pandemic and other factors. Our current expectation is that Q2 revenue will
Read more
A thread:From this morning's new Top Pick dossier.We see a decade long thematic coming and we have not heard or read any other research firm define it, so we will
Read more
1/n$BIGC Second Quarter Total Revenue of $36.3 Million, YoY of 33%Total ARR of $151.8 Million, YoY of 32% 2/n$BIGC Adj. EPS $(0.38) Beats $(0.45) EstimateSales $36.30M Beat $35.59M Estimate 3/n$BIGCEnterprise
Read more
1/$FSLY Reviewed the quarter. Wow.75% of all data will be created and processed at the edge by 2022 per IDC-* 62% Revenue Growth* 137% DBNER* Adj EBITDA: First positive quarter
Read more