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Ophir Gottlieb Profile picture
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3 Jun, 10 tweets, 2 min read
$PD

* Revenue: $63.6M vs analyst estimates of 62.0M
* EPS: -$0.08 vs -$0.09

Full Year Guidance:
* Revenue: $269.5M vs analyst estimates of 267.69M
* EPS: -$0.39 vs -$0.399
$PD

* Customers with annual recurring revenue over $1,000,000, up 55% year-over-year

/2
$PD

Net cash provided by operations was $1.6 million, or 2.5% of revenue, compared to net cash used in operating activities of $0.2 million, or negative 0.4% of revenue,

/3
$PD

* Revenue: $63.6M vs analyst estimates of 62.0M
* EPS: -$0.08 vs -$0.09

Next Q Guidance
* Revenue: $65.5M vs analyst estimates of 63.7M
* EPS: -$0.15 vs -$0.09

Full Year Guidance:
* Revenue: $269.5M vs analyst estimates of 267.69M
* EPS: -$0.39 vs -$0.399

/4
$PD

/5
Revenue growth of 28%, but larger companies doing more:

/6
* 98% of revenue is subscription
* Renewal rate 95%
* DBNER: 121%

/7
$PD

International growing as company said it would:

/8
$PD

Oh, this is nice:

RPO yoy growth is 52%

/9
$PD

* Over 16,800 companies now using PagerDuty to power their digital transformations

* Last year same quarter total cust: 13,000

Growth is 29%, slightly higher than revenue growth.

/10

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More from @OphirGottlieb

Ophir Gottlieb Profile picture
3 Jun
A thread...

$FSLY

Bars: Revenue (TTM)
Line: Gross Profit (TTM)

cmlviz.com/stocks/FSLY/fi…

/1
...

$ROKU

Bars: Revenue (TTM)
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cmlviz.com/stocks/ROKU/fi…

/2
$PINS

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cmlviz.com/stocks/PINS/fi…

/3
Read 11 tweets
Ophir Gottlieb Profile picture
28 May
Thread

This is from @morganhousel:

collaborativefund.com/blog/how-to-do…

/1
* The long run is just a collection of short runs you have to put up with.

* Long term is harder than most people imagine, which is why it’s more lucrative than many people assume. Everything worthwhile has a price, and the prices aren’t always obvious.

/2
* Saying you have a 10-year time horizon doesn’t exempt you from all the nonsense that happens during the next 10 years. Everyone has to experience the recessions, the bear markets, the meltdowns, the surprises and the memes at the same time.

/3
Read 8 tweets
Ophir Gottlieb Profile picture
24 May
A quick thread.

$FSLY $NET

CML Pro members got a dossier yesterday after I spoke with Fastly's Chief Product Architect.

...

/1
$FSLY

There are unfortunate misconceptions about the technology that there two companies are bridging.

But, there is also an obtuse misconception of their differences.

/2
*Significant* speed difference, so 100x, is a symptom not the end goal.

It is the circumstantial evidence that what Fastly has built will be the only scalable solution. 

Nobody, not even Fastly and Cloudflare know what will happen on the Internet with these new clouds. 

/3
Read 9 tweets
Ophir Gottlieb Profile picture
21 May
A thread

$FTCH

Richemont Shares Climb After ‘Golden’ Earnings. The Luxury Stock May Shine Brighter. 

Source
barrons.com/articles/riche…

... more...

/1
In November 2020, Richemont and Chinese e-commerce giant Alibaba invested $1.1 billion in Farfetch, a London-based online fashion retailer.

...

/2
The three groups are partners on a “Luxury New Retail” model that allows Richemont to sell directly to consumers through Alibaba’s popular e-commerce platforms.

...

/3
Read 15 tweets
Ophir Gottlieb Profile picture
20 May
A little thread...

$FSLY

I have had a standing belief that Fastly’s technology, based on architectural decisions, is the best in the world in the space of global programmable networks and edge compute (I feel the same way about CDN, but that’s a different subject).

/1
I believe that architecture makes it the only truly scalable programmable network and I think that the largest enterprises in the world are starting to catch on (and thus Fastly is so dominated with enterprise business).

/2
I spoke with the head of product just to educate myself, which is to say it’s all out there, but I’m not good enough to grasp it all without help.

/3
Read 12 tweets
Ophir Gottlieb Profile picture
18 May
$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
Read 4 tweets

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