1: After Skool
2: April Wilkerson
3: Crash Course
4: Deep Dive
5: Daily Dose of Internet
6: Dude Perfect
7: Mark Rober
8: My Mechanics
9: Outdoor Boys
10: Our Rich Journey
11: Practical Engineering
12: Physics Girl
13: Real Engineering
14: SciShow
15: Smarter Every Day
16: Stuff Made Here
17: Ted-Ed
18: Wintegartan
19: Yoga With Adriene
20: My Channel
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Revenue +60% to $75.3 Million
✅Guidance was $73 MM to $75 MM
✅Wall street expected $74.8 MM
Adjusted EPS +110% to $7.9 million, or $0.19
✅Wall Street expected $0.14
Other metrics:
✅Active buyers +43% to 4.0 million
✅Spend per buyer +23% to $226
✅Take rate up 80 basis points to 27.8%
✅Non-GAAP gross margin 84.4%
➡️Expenses grew ~80%, especially R&D, SGA
✅FCF $15 million
➡️Cash $312 MM / Convertible notes $361 million