$SHOP Google today announced it’s partnering with Shopify, giving the e-commerce platform’s over 1.7 million merchants the ability to reach consumers through Google Search and its other services. The integration will allow merchants to....

/1
sign up in just a few clicks to have their products appear across Google’s 1 billion “shopping journeys” that take place every day through Search, Maps, Images, Lens and YouTube.
techcrunch.com/2021/05/18/goo…

Has an impact on $BIGC too.

...

/2
BigCommerce has the best enterprise set of APIs, according to many. Different universe, but e-commerce is a thing. 

3/3
Long both

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More from @OphirGottlieb

18 May
A thread...

Application Performance Usage Distribution on the Entire Internet
-
Statistics for websites using Application Performance technologies
trends.builtwith.com/analytics/appl…
-
A new Internet is coming.

$FSLY $NET

/1
A thread continued...

Application Performance Usage Distribution in the Top 1 Million Sites

A new Internet is coming.

trends.builtwith.com/analytics/appl…

$FSLY $NET

/2
A thread continued...

Application Performance Usage Distribution in the Top 10k Sites

trends.builtwith.com/analytics/appl…

A new Internet is coming...

$FSLY $NET

/3
Read 6 tweets
16 May
A thread

The Digital Transformation due to COVID was permanent.

Example 1.

$SHOP In January of 2020, the consensus analyst estimate for 2021 revenue was 2.85B.

... 2020 happened...

The consensus estimate for 2021 revenue is now $4.4B.

In one year, estimates are up 54%.

/1
A thread

The Digital Transformation due to COVID was permanent.

Example 2.

$ROKU In January of 2020, the consensus analyst estimate for 2021 revenue was 2.08B.

... 2020 happened...

The consensus estimate for 2021 revenue is now $2.57B.

In one year, estimates are up 24%.

/2
A thread

The Digital Transformation due to COVID was permanent.

Example 3.

$ZM In January of 2020, the consensus analyst estimate for 2021 revenue was 866M.

... 2020 happened...

The consensus estimate for 2021 revenue is now $2.6B.

In one year, estimates are up 200%.

/3
Read 11 tweets
13 May
$FTCH

* Revenue: $485M versus $458.79M
* EBITDA: -$19M versus -$20.2M

/1
$FTCH

* Revenue: $485M versus $458.79M
* EPS: -$0.22 vs -$0.26
* EBITDA: -$19M versus -$20.2M

/2
$FTCH

Upgrades Digital Platform GMV outlook for full year 2021

/3
Read 11 tweets
13 May
A thread on @BigCommerce

$BIGC

* Revenue: $46.7M (up 41% yoy) versus analyst expectations of $42.2M

The highest estimate of the ten covering analysts was for $42.70M.

* Total ARR: $196.3M, up 43%.

* Adjusted EPS: -$0.04 versus -$0.11.

/1
$BIGC @BigCommerce

* Next Q Revenue Guide: $46.7M versus $45.62M.

* Full Year Revenue Guide: $197.5 versus $190.68M.

The highest estimate of the ten analysts out there was for $192 million.

/2
$BIGC

* Fourth consecutive year of accelerating top line growth and now we are over 40%.

* Revenue growth accelerating: 41% growth for Q1 2021 versus 36% for Q1 2020.

* But so too are these metrics:

...

/3
Read 8 tweets
11 May
$JMIA
All I care about:

* Market place revenue +6% 
* Active accounts +7%
* Advertising revenue +35%
* Gross profit +11%
* Jumia Pay TPV +21%

- And -

* Fullfilment exp - 11%
* S&A exp -9%
* T&C exp -4%
* G&A -18%

- Meaning -
* Net loss from ops shrank 23%

1/2
$JMIA

First party revenue was taken down by 35% and they want it down 100%.
It's the first party revenue purposeful reduction that has the rest looking bad.

If this didn't happen, it was a problem.

Now the CEO has finally said we are finally able to go after growth.

/2
$JMIA

With 560M EUR in cash (88M in Apr), this is a $1.5B EV investment in Africa’s e-commerce, fintech, logistics, advertising, food delivery. 

This story is unfolding as it should.

Cut costs, turn margins positive, raise funds, then grow.

'Then grow' is now up per CEO.
Read 9 tweets
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

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