1/n

$FSLY

* Revenue: $85M vs $85.18M analysts

2021 Full Year guidance
* $385M vs $377M
2/n

$FSLY

CORRECTION ON EPS

* Revenue: $85M vs $85.18M analysts
* EPS: -$0.12 vs -$0.10 (prev wrote -$0.06)

2021 Full Year guidance
* Revenue: $385M vs $377M
* EPS: -$0.39 vs -$0.40
6/n

$FSLY

Actually there is a lot in the letter to shareholders, like this:

Revenue would have been $86.5M which would have been a beat if not for a write down from SS.

Also...
7/n

$FSLY

If we look at expected EBITDA loss for Q1 Q2 and full year along w rev by Q and full year, they are forecasting serious acceleration in growth in the back half both in revenue and profitability.

The result is a beat for both for full year, but a miss for Q1/2.

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More from @OphirGottlieb

6 May
1/n

$ROKU

* Q1 EPS $0.54 Beats $(0.15) Estimate
* Sales $574.18M Beat $490.56M Estimate
2/n

$ROKU

Roku Q1 Adj. EBITDA $125.948M vs Adj. EBITDA Loss $16.312M In Same Qtr. Last Year
3/n

$ROKU

Guidance:

Roku Sees Q2 2021 Revs $610M-$620M Vs $549.4M Est
Read 11 tweets
30 Apr
A thread

$ROKU

* Three years ago today, consensus analyst estimate for 2021 revenue was $1.5B.

* Today it is $2.6B, fully 73% higher.

COVID didn't "pull forward" growth that will "revert."

It changed the world permanently.

/1
A 'scan' for growth can leave you knowing 10% thinking you know 90%.

It happens to all of us.

It takes work to be a stock picker.

It takes a willingness to sit in an underappreciated stock where 'underappreciated' is code for bad returns...

... until they aren't.

/2
I call this patience 'perspective,' but w/e. It's all the same thing.

Either you have it or you do not.

Charlie Munger said it well (image).

Morgan Housel said it well too:

The Agony of High Returns:
fool.com/investing/gene…

/3
Read 4 tweets
30 Apr
A brief thread

$FIVN @Five9

* Revenue: $137.9M vs $122.6M est
* Adj EPS: $0.17 vs $0.13

Guidance FY 21
* Revenue: $550M vs $520.6M

* 100% of Five9’s revenue is cloud based.

* 92% of the company’s revenue is recurring.

But that's not even the story...

/1
$FIVN

* DBNER: 121% versus 117% last quarter and 111% a year ago.

At scale, DBNER is at all time highs.

But that too is not story.

/2
$FIVN

When the company went public in Q2 2014, it had:

– 3 enterprise customers over $1M in annual recurring revenue (ARR).

– 60% of revenue derived from all enterprises.

* As of Q4 2020, it had:

– 91 enterprise customers over $1M ARR.

Still not the story...

/3
Read 8 tweets
28 Apr
$AAPL

* EPS $1.40 Beats $0.99 Estimate
* Sales $89.58B Beat $77.35B Estimate
2/n

$AAPL

* $47.938B In iPhone Sales VS $28.9B YoY
3/n

$AAPL

Apple Adds $90B To Buyback;

Raises Qtr. Dividend From $0.205 To $0.22/Share
Read 8 tweets
28 Apr
1/n

$FB wow
2/n

$FB

* EPS $3.30 Beats $2.37 Estimate
* Sales $26.17B vs $23.67B Estimate
3/n

$FB

Q1 Average Daily Active Users 1.88B, Up 8% Year Over Year
Read 4 tweets
27 Apr
1/n

$PINS

* EPS $0.11 Beats $0.07 Estimate
* Sales $485.23M Beat $473.66M Estimate
MAU: 478M vs 480.5
2/n

$PINS

Guidance

... ongoing COVID-19 pandemic and other factors. Our current expectation is that Q2 revenue will grow around 105% year over year.

In Q2, we expect global MAUs to grow in the mid-teens and US MAUs to be around flat on a year-over-year percentage basis.
3/n

$PINS

That 105% guidance means:

Revenue: $559M vs $530.43M
Read 20 tweets

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