Depending on what second you look at the share price, $ETSY is priced at 36x 2022 analyst est EPS. A lot of names are not crazy expensive anymore.
$PINS is 40x an estimate of $1.50 2022 EPS
$FSLY is <8x 2y forward EV/S if they grow 30% for 2 years.
$RDFN is 40x 2022 est EV/EBITDA and is not remotely trying to be profitable yet. Analysts have Q2 revenue in estimates over $100M lower than guidance -> all of their numbers will be coming up.
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-Total Rev $574M +79% from $321M
beat est. $491M by 17%
-Platform Revenue +101%
-Total Gross profit +139%
-Platform Gross profit of 67% up from 56%
-EBITDA positive $126M up from a loss -$55M
-Operating expenses were only up 28% on 79% revenue growth.
$FSLY
Revenue up 35% YoY to $85M
NonGaap GM of 60.1%, loss $13M
DBNER 139%
Enterprise customers 336, up from 324 in Q4 2020
Average enterprise customer spend $800,000, up from $782,000 in Q4 2020
$FSLY Signal Sciences
Total customer count of 293, up from 280 at the end of Q4 202
Enterprise customer count of 86, up from 78 at the end of Q4 2020
Approximately 25% overlap with existing Fastly enterprise customers
$FSLY Letter highlights a Compute@Edge customer that worked with Google and Roku to dispute connected TV botnets.
$SKLZ Call -
CEO: We are excited to expand our games to synchronous categories including FPS and RTS games. We are currently working with developer partners to test the technology. We anticipate growing to other categories such as battle royale.
We are focusing on partnering with brands. We imagine a world where all brands have their own games where players can [win prizes, etc].