Thread by @OphirGottlieb, 1/n$BIGC Second Quarter Total Revenue of $36.3 Million, YoY of 33%Total ARR [...]

Ophir Gottlieb

OphirGottlieb

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) Estimate
Sales $36.30M Beat $35.59M Estimate

3/n

$BIGC

Enterprise account ARR was $79.8 million, up 44% compared to the second quarter of 2019.

Enterprise account ARR as a percent of total ARR was 53%, up from 48% from the second quarter of 2019.

4/n

$BIGC

Guidance
---
Q3 Sales $35.9M-$36.3M vs $34.37M Est.

FY20 Sales $142.5M-$143.3M vs $139.47M Est.

5/n

$BIGC in total:

Q2:
-
* Revenue: $36.30M Beats $35.59M Estimate
* EPS $(0.38) Beats $(0.45)

Full Year Guidance:
-
* Revenue: $142.5M-$143.3M Beats $139.47M

6/6

$BIGC Wall Street has modeled 20% revenue growth for 2022.

Bottom line is whether or not BIGC can be a 30%+ grower or falls below 20%.

That& #39;s the whole story for the call and very well may not get answered.

For the quarter reported, well done (33% revenue growth).

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