Share this page!

Ophir Gottlieb Profile picture
Twitter logo
12 Nov, 6 tweets, 1 min read
$FTCH !!!!!!!!!!!!!!!!!!!!!!!!!!!!!

* Revenue: 438M vs $367M (up 71% YoY)
2/n thread

$FTCH

Announced global partnership with Alibaba and Richemont to accelerate the digitization of luxury industry; strategic partners to invest total $1.15 billion in Farfetch Limited and new Farfetch China joint venture.
3/n thread

$FTCH Huge. Numbers.

* Adj. EPS $(0.17) Beats $(0.40) Estimate
* Sales $437.70M Beat $367.12M Estimate
4/n thread

$FTCH

* Guides to Positive Adjusted EBITDA vs -$0.27 estimates
5/n thread

$FTCH

This is a $70 stock, IMHO.
6/n thread

$FTCH

Slowdown?... 😂

The company accelerated GMV growth to 60% in third quarter 2020 driven by acceleration across all three geographic regions – the Americas, EMEA and APAC, including each of its top 5 countries, which grew faster than during second quarter 2020.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Ophir Gottlieb

Ophir Gottlieb Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @OphirGottlieb

Ophir Gottlieb Profile picture
6 Aug
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 ever.

* Customer Count: Largest quarterly growth since IPO.

* GAAP GM: 60.2% up from 55%
2/
$FSLY

Compute@edge is still not in revenue guidance since it is in beta.

This is one of the largest thrusts forward for any technology company of this size in the world coming soon.

Jan 1, 2020: Wall Street estimates were 29% growth.

August 5, 2020 Guidance: 47% growth.
3/
$FSLY

Even though margins are rising at scale, it expects innovation improvements to reduce computing requirements for common workloads, increase overall POP capacity, and ultimately increase the amount of revenue per server.
Read 8 tweets
Ophir Gottlieb Profile picture
5 Aug
1/n
$FSLY

IR site has crashed
2/n
$FSLY

Fastly Q2 Adj. EPS $0.02 Beats $(0.01) Estimate

Sales $75.00M Beat $71.40M Estimate
3/n
$FSLY

Fastly Raises FY20 Guidance
Read 17 tweets
Ophir Gottlieb Profile picture
5 Aug
1/n
$ROKU

Total net revenue grew 42% YoY to $356.1 million;

Revenue: $356M vs analysts $311M
2/n
$ROKU

Roku added 3.2 million incremental active accounts in Q2 2020 to reach 43 million;
3/n
$ROKU

Year-over-year active account growth accelerated in Q2 to 41% with ending active accounts reaching 43 million, driven by strong sales of both players and Roku TV models throughout the quarter
Read 21 tweets
Ophir Gottlieb Profile picture
29 Jul
A thread

What is it we say about the market right now?...

The digital transformation (DX) due to COVID-19 is a permanent shift in the way technology is used by people, governments, and enterprises around the world.

bit.ly/CMLPro

1/n
A thread

What is it we say about the market right now?...

E-commerce, by some measures, has moved forward by 10-years in the last 3-months.

bit.ly/CMLPro

2/n
A thread

What is it we say about the market right now?...

While this virus is a tragedy, if it happened to us ten years ago, the death toll and economic impact would have been far (far) worse.

bit.ly/CMLPro

3/n
Read 16 tweets
Ophir Gottlieb Profile picture
25 Jul
Due to breakthroughs in technology, live's have been saved, economies have been resuscitated, and the general world order has been able to preserve itself while pursuing the largest, most coordinated global cooperation in the history of mankind.
2/
Technology companies that are empowering this change, that are enabling this change, will see their stock prices rise.

For the crew out there that sits in incredulity at some of the stock prices, in my opinion, it would be incredulous if they didn't rise this far this fast.
3/

While this virus is a tragedy, if it happened to us ten years ago, the death toll and economic impact would have been far (far) worse.
Read 15 tweets
Ophir Gottlieb Profile picture
7 May
$ROKU

This is a new thread:

Here is what Wall Street algos will not get, but Wall Street analysts will soon

1. The Roku Channel continues to grow substantially faster than the overall platform, with a greater than an *100%* increase in streaming hours year-over-year.
$ROKU

2/n
This is a new thread:

2. "There can be no assurance that these patterns will continue throughout 2020; however, we believe that they may represent an acceleration of the longer-term trends reshaping the industry that were already well established prior to COVID-19."
$ROKU

3/n
"overall advertising expenditure in the U.S. is likely to fall in 2020, but we expect our ad revenues to still grow
substantially year-over-year;"

--

THIS MEANS THAT ROKU IS OUTPERFORMING $FB AND $GOOGL
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get email notifications when new thread is out from this Author!

Check out other threads from this Author!

Read all threads by @OphirGottlieb