$NLS
* EPS $0.97 Beats $0.75 Estimate
* Sales $189.26M Miss $191.73M Estimate
* EPS $0.97 Beats $0.75 Estimate
* Sales $189.26M Miss $191.73M Estimate
2/n
$NLS
"Container shortages, worsening global logistics disruptions, and continued factory capacity constraints resulted in $91.5 million of backlog."
That's a big number, like 50% of revenue big.
$NLS
"Container shortages, worsening global logistics disruptions, and continued factory capacity constraints resulted in $91.5 million of backlog."
That's a big number, like 50% of revenue big.
3/n
$NLS
Q4 2020
Also talking about shortage of actual shipping containers.
$NLS
Q4 2020
Also talking about shortage of actual shipping containers.
4/n
$NLS
Strong customer metrics: 3x increase in traffic to Bowflex dot com
* 4x increase to schwinnfitness dot com
* 4x increase in new customers
$NLS
Strong customer metrics: 3x increase in traffic to Bowflex dot com
* 4x increase to schwinnfitness dot com
* 4x increase in new customers
5/n
$NLS
CEO talking about the differentiation for JRNY and it sounds very good, but...
... no numbers.
$NLS
CEO talking about the differentiation for JRNY and it sounds very good, but...
... no numbers.
6/n
$NLS
A lot to like on this call, tbh.
$NLS
A lot to like on this call, tbh.
7/n
$NLS
"Nautilus will be [.] a more digitally focused company"
$NLS
"Nautilus will be [.] a more digitally focused company"
8/n
$NLS
Hard to not like what CEO is saying on the call.
Stock bouncing up back off the drop.
$NLS
Hard to not like what CEO is saying on the call.
Stock bouncing up back off the drop.
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