讨论已被 来份鱼头泡饼 删除
$Dropbox(DBX)$ :付费用户增速已经跌到20%左右了,低ARPU公司,面临巨头免费策略竞争,这个标的吸引力一直不高。Q3 Non-GAAP EPS of $0.11 beats by $0.05; GAAP EPS of -$0.01 beats by $0.06.Revenue of $360.3M (+25.7% Y/Y) beats by $7.52M.
Paying users totaled 12.3M (last year: 10.4M) and average revenue per paying user was $118.60 (ly: $112.05).
Non-GAAP gross margin was 75.9% (ly: 69.1%) and operating margin was 12.8% (ly: 8.2%).
$The Trade Desk(TTD)$ :double beats并上调预期,但股价盘后还是跌了,就是因为前期涨太多了吧。TTD值得长期关注,他有可能成为像Shopify那样的to B全渠道营销平台。Q3 Non-GAAP EPS of $0.65 beats by $0.15; GAAP EPS of $0.44 beats by $0.12.Revenue of $118.8M (+49.6% Y/Y) beats by $1.43M.
The company beat on top and bottom lines, with record profits topping even high estimates, and boosted guidance above consensus for the current quarter on revenue and EBITDA.
Revenues grew 50% to a record $118.8M and net income nearly doubled to $20.3M on a GAAP basis, and rose to $30.2M non-GAAP from $15.3M.
Customer retention again remained over 95%.
In channel spend highlights, the company notes mobile (in-app, video, Web) grew 65% Y/Y and built to 46% of gross spend; connected TV rose by tenfold; Audio grew 192%; mobile video rose 98%; and mobile in-app rose 90%.
It's guiding to Q4 revenues of $147M (above consensus for $144.8M) and EBITDA of $53M (vs. expectations for $52.3M).
For the full year, it sees revenues of at least $464M, revised up from $456M, and EBITDA of $145M, up from $140M.
$Bottomline Technologies, Inc. (EPAY)$ :没能继续之前大幅Beats的财报,估计短期内要盘整一段时间了。Q1 Non-GAAP EPS of $0.33 in-line; GAAP EPS of -$0.02 misses by $0.02.Revenue of $102.44M (+12.2% Y/Y) beats by $2.54M.
LivePerson:Q3 Non-GAAP EPS of $0.02 in-line; GAAP EPS of -$0.12 misses by $0.01.Revenue of $64.21M (+13.7% Y/Y) beats by $1.66M.