晓畅 的讨论

发布于: 雪球回复:8喜欢:1
请问下会议中所说的收入增速会有高个位数下滑,是指所有每个季度环比上个季度都有下滑吗,还是后面两个季度保持一致呢?

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2018-07-26 13:58

所以就是20%的year on year啊,接下的3、4季度

2018-07-26 23:37

20%的增长太悲观,28%-30%的营收增长比较可能,所以PEG小于1,股价并不贵

2018-07-26 13:46

看了下原文,应该是连续两个季度同比的环比都持续滑落搞个位数百分点
oss Sandler - Barclays Capital, Inc.
Okay. Sorry. Dave, I think you said that the quarter-on-quarter growth rates are going to be high-single digits lower than the prior-year quarter-on-quarter growth rates versus 3Q and 4Q. That would imply around a 20% year-on-year growth rate exiting fourth quarter. So just want to clarify, is that what you actually said? And if so, what's driving this fairly dramatic deceleration in revenue growth?
David M. Wehner - Facebook, Inc.
Ross, so, yes, so we grew at 42% in the current quarter and we would expect decel in the high-single digits for the next couple quarters. In terms of what is driving the deceleration, it's a combination of factors, and I think I outlined those in my commentary. First of all, there's the currency, which is going from being a tailwind to being a modest headwind, we expect.
Secondly, we're going to be focusing on growing engaging new experiences like Stories and promoting those. And that's going to have a negative impact on revenue growth. And then, finally, we're giving people who use the services more choice around privacy, and that's coming both in terms of impacts that could be ongoing from things like GDPR as well as other product options that we're providing that could have an impact on revenue growth. So it's a combination of all those factors that is leading to the deceleration of revenue growth in the second half.

we expect our "revenue growth rates" to decline by high single digit percentages from prior quarters sequentially in both Q3 and Q4.[吐血]

2018-07-26 12:35

原文说的是decline from prior quarters sequentially,怎么会是同比呢……

公司是指接下来二个季度年增率下滑高个位数百分点
是同比而非环比