Ophir Gottlieb Profile picture
CEO @CMLviz. Contrib @Bloomberg @Reuters @Factset @Refinitiv . @Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.

Aug 5, 2021, 8 tweets

$BIGC @bigcommerce

Excellent numbers, still digging.

$BIGC updated... delicious numbers

$BIGC and this is what I see in total.

* Revenue Growth permanently accelerated post COVID

* 30%+ grower overall

* 40%+ accounts > $2K

* 50%+ enterprise

$BIGC

Yep. That'll do.

$AMZN and $ETSY missed COVID comps.

$SHOP and $BIGC did not.

$BIGC Speaking with CFO next Friday

Q2 results below.

Join CML Pro
bit.ly/CMLPro

And remarkable improvement in operating leverage

$BIGC

Deals this quarter

* $AMZN Amazon
* $FB Facebook
* $MEL Mercadolibre

There's a new name in e-commerce.

Finally, full year has $11M from inorganic (Feedonomics) so organic growth guide is more like 31.5%.

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