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Ophir Gottlieb

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17 Feb, 13 tweets, 2 min read

1/n

$FSLY

Full year $291M vs 290.03M

2/n

Yes!!!!

Fastly Names Brett Shirk as Chief Revenue Officer

3/n

$FSLY

* Rev: $83M vs. 81.84M estimates
* EPS: -$0.15 vs. -$0.11
* DBNER: 143%

Full Year Guidance
* Rev: $380M vs. 379.25M estimates

4/n

$FSLY

* Rev: $83M vs. 81.84M estimates
* EPS: -$0.15 vs. -$0.11
* DBNER: 143%

Full Year Guidance
* Rev: $380M vs. 379.25M estimates
* EPS: -$0.39 vs -$0.23

5/n

$FSLY

* Rev: $83M vs. 81.84M estimates
* EPS: -$0.15 vs. -$0.11
* DBNER: 143%

Next Q Guidance
* Rev: $84.5M vs 84.58M
* EPS: -$0.11 vs $0.11

Full Year Guidance
* Rev: $380M vs. 379.25M estimates
* EPS: -$0.39 vs -$0.23

6/n

$FSLY

324 of 2,0841 customers, excluding Signal Sciences’
customers, were enterprise customers.

Signal Sciences had a total of 280 customers, including 78 enterprise customers of which approximately 25% overlap with Fastly enterprise customers.

7/n

$FSLY

* Increase in our average enterprise customer spend of $782,000 up from $753,000 in the previous quarter

* Dollar-Based Net Expansion Rate (DBNER) of 143%

* Annual revenue retention rate of 99% for the full year 2020.

* Enterprise count 324, up from 313 in Q3 2020

8/n

$FSLY

"The cross sell and upsell of our new security portfolio driven by the respective Fastly and Signal Sciences customer bases exceeded our expectations in the quarter and
the pipeline is strong."

9/n

$FSLY

"[W]e saw existing Fastly customers beginning to adopt
Signal Sciences products in Q4, and we are seeing strong demand in the market for purchasing application protection and delivery from a single vendor."

10/n

$FSLY

"We are also seeing numerous opportunities to sell Fastly products within the existing Signal Sciences customer base.

We believe this provides a pathway for stronger renewals and increased annual contract value per customer..."

11/n

$FSLY

Compute@Edge in Production

12/n

$FSLY

"This quarter we saw usage expansion and new business
wins across multiple verticals including gaming, education, financial services, ecommerce, high technology, telecommunications, and media."

13/n

🚨

$FSLY

Google Cloud Marketplace Partnership Gaining Traction

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More from @OphirGottlieb

Ophir Gottlieb

@OphirGottlieb

18 Feb

1/n

$ROKU

Total net revenue grew 58% YoY to $1,778 million;
Platform revenue increased 71% YoY to $1,268 million;
Gross profit was up 63% YoY to $808 million;
Roku added 14.3 million incremental active accounts in 2020 to reach 51.2 million at year end;

2/n

$ROKU

Streaming hours increased by 20.9 billion hours YoY to a record 58.7 billion;

Average Revenue Per User (ARPU) increased $5.62 YoY to $28.76 (trailing 12-month basis);

In 2020, 38% of all smart TVs sold in the U.S. were Roku TV models

3/n

$ROKU

$ROKU

* Rev: $649.9M vs. $606M

Read 22 tweets

Ophir Gottlieb

@OphirGottlieb

18 Feb

Oh, the boogey man is out tonight...

1/n

There will be a narrative that will soon be prolific, that focuses on the dual tailwinds for technology companies of reinflation and the end of COVID.

Reinflation refers to price increases in a basket of goods and services due to the vast amount of pent up demand ...

2/n

...for those goods and services that were unavailable to the populace during COVID times.

This ranges from travel, to hospitality and impacts commodities (like oil) and possibly wages as lost jobs return.

Read 13 tweets

Ophir Gottlieb

@OphirGottlieb

4 Feb

1/n

$PINS

Q4 revenue grew 76% year over year to $706 million.

2020 revenue grew 48% year over year to $1,693 million.

Global Monthly Active Users (MAUs) grew 37% year over year to 459 million.

2/n

$PINS

* Revenue: $706 million vs $ $642.95M estimates

3/n

$PINS

!!! "Our current expectation is that Q1 revenue will grow in the low-70% range year over year."

Read 15 tweets

Ophir Gottlieb

@OphirGottlieb

2 Feb

1/n $GOOGL

Big pop

2/n

$GOOGL

* EPS $22.30 Beats $15.90 Estimate
* Sales $56.90B Beat $53.13B Estimate

3/n

$GOOGL

Trading above $2,045 for the the first time ever

Read 4 tweets

Ophir Gottlieb

@OphirGottlieb

12 Nov 20

$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

Read 6 tweets

Ophir Gottlieb

@OphirGottlieb

6 Aug 20

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

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