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daphnelim
2021-12-22
[得意]
daphnelim
2021-09-12
Great ariticle, would you like to share it?
@CY_Ng:这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？
daphnelim
2021-09-12
$NVIDIA Corp(NVDA)$
[财迷]
daphnelim
2021-05-12
Good
抱歉，原内容已删除
daphnelim
2021-04-23
Yes
抱歉，原内容已删除
daphnelim
2021-04-23
AMD[思考] [思考] [思考]
daphnelim
2021-04-23
Good
抱歉，原内容已删除
daphnelim
2021-04-23
Great ariticle, would you like to share it?
抱歉，原内容已删除
daphnelim
2021-02-06
[傲娇]
抱歉，原内容已删除
daphnelim
2021-02-06
[惊讶]
抱歉，原内容已删除
daphnelim
2021-02-06
[流泪]
抱歉，原内容已删除
去老虎APP查看更多动态
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","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691696948","isVote":1,"tweetType":1,"viewCount":3992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888961584,"gmtCreate":1631423042948,"gmtModify":1632810491360,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888961584","repostId":"816679767","repostType":1,"repost":{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1783481716041,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562206499105387","idStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 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Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888960412,"gmtCreate":1631422808136,"gmtModify":1631884593407,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573632430449582","idStr":"3573632430449582"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷] 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[思考] [思考] ","listText":"AMD[思考] [思考] [思考] ","text":"AMD[思考] [思考] 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第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash 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1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193729192,"gmtCreate":1620822491016,"gmtModify":1634196071162,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193729192","repostId":"1197896266","repostType":4,"repost":{"id":"1197896266","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620809991,"share":"https://www.laohunote.com/m/news/1197896266?lang=zh_CN&edition=full","pubTime":"2021-05-12 16:59","market":"us","language":"en","title":"Unity Software rose more than 5% in premarket trading<blockquote>Unity Software 在盘前交易中上涨超过 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197896266","media":"Tiger Newspress","summary":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted bette","content":"<p>(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.</p><p><blockquote>（5月12日）Unity Software盘前交易涨超5%，早些时候，Unity Software公布了好于预期的财报。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><ul><li>Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><blockquote><ul><li>Unity Software 的第一季度盈利在营收和利润方面超出了普遍预期，并指导本季度和明年的收入增长走高。</li><li>经过一番来回交易，盘后股价现已上涨 1.2%。</li><li>收入增长近 40%，达到 2.348 亿美元。</li><li>运营亏损（非公认会计准则）从去年同期的 1,340 万美元扩大至 2,340 万美元。受股票薪酬支出增加的影响，本季度 GAAP 亏损进一步扩大。</li><li>非 GAAP 每股净亏损小幅收窄至 0.10 美元。</li></ul>首席财务官Luis Visoso说：“我们的客户在过去12个月中贡献了超过10万美元的收入，以及第一季度以美元为基础的健康净增长率，这让我们感到鼓舞。”</blockquote></p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p><blockquote><b>收入突破：</b>创建解决方案，7040万美元（增长51%）；运营解决方案，1.466亿美元（增长40%）；战略伙伴关系和其他，1780万美元（增长12%）。</blockquote></p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p><blockquote>作为其长期愿景的一部分，它解决了用户标识符的行业热点话题：“过去两年，我们一直在为IDFA做准备。到目前为止，我们平台上的支出很强劲，我们的上下文模型（不依赖于IDFA）表现良好，客户反馈也很强劲。”</blockquote></p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p><blockquote>它仍然认为 IDFA 今年将削减约 3000 万美元的收入，但仍将全年指导上调 5000 万美元，至 10 亿美元至 10.15 亿美元（高于共识的 9.672 亿美元）。本季度，预计收入为 2.4 亿至 2.45 亿美元（市场普遍预期为 2.32 亿美元）。</blockquote></p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p><p><blockquote>“我们的目标是打造一家长期收入增长约 30% 的公司。当然，商业和生活一样，不是线性的，因此某些季度和年份很可能会高于或低于我们的预期，但即便如此，我们相信摆在我们面前的机会使这样的目标成为可能。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software rose more than 5% in premarket trading<blockquote>Unity Software 在盘前交易中上涨超过 5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Software rose more than 5% in premarket trading<blockquote>Unity Software 在盘前交易中上涨超过 5%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-12 16:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.</p><p><blockquote>（5月12日）Unity Software盘前交易涨超5%，早些时候，Unity Software公布了好于预期的财报。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ac5be392751a4807672639c19811191f\" tg-width=\"766\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><ul><li>Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.</li><li>After some back-and-forth trading, shares are nowup 1.2%postmarket.</li><li>Revenues jumped nearly 40% to $234.8M.</li><li>And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.</li><li>Non-GAAP net loss per share shrank slightly to $0.10.</li></ul>\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.</p><p><blockquote><ul><li>Unity Software 的第一季度盈利在营收和利润方面超出了普遍预期，并指导本季度和明年的收入增长走高。</li><li>经过一番来回交易，盘后股价现已上涨 1.2%。</li><li>收入增长近 40%，达到 2.348 亿美元。</li><li>运营亏损（非公认会计准则）从去年同期的 1,340 万美元扩大至 2,340 万美元。受股票薪酬支出增加的影响，本季度 GAAP 亏损进一步扩大。</li><li>非 GAAP 每股净亏损小幅收窄至 0.10 美元。</li></ul>首席财务官Luis Visoso说：“我们的客户在过去12个月中贡献了超过10万美元的收入，以及第一季度以美元为基础的健康净增长率，这让我们感到鼓舞。”</blockquote></p><p><b>Revenue breakout: </b>Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).</p><p><blockquote><b>收入突破：</b>创建解决方案，7040万美元（增长51%）；运营解决方案，1.466亿美元（增长40%）；战略伙伴关系和其他，1780万美元（增长12%）。</blockquote></p><p>As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"</p><p><blockquote>作为其长期愿景的一部分，它解决了用户标识符的行业热点话题：“过去两年，我们一直在为IDFA做准备。到目前为止，我们平台上的支出很强劲，我们的上下文模型（不依赖于IDFA）表现良好，客户反馈也很强劲。”</blockquote></p><p>It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).</p><p><blockquote>它仍然认为 IDFA 今年将削减约 3000 万美元的收入，但仍将全年指导上调 5000 万美元，至 10 亿美元至 10.15 亿美元（高于共识的 9.672 亿美元）。本季度，预计收入为 2.4 亿至 2.45 亿美元（市场普遍预期为 2.32 亿美元）。</blockquote></p><p>And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"</p><p><blockquote>“我们的目标是打造一家长期收入增长约 30% 的公司。当然，商业和生活一样，不是线性的，因此某些季度和年份很可能会高于或低于我们的预期，但即便如此，我们相信摆在我们面前的机会使这样的目标成为可能。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197896266","content_text":"(May 12) Unity Software rose more than 5% in premarket trading. Earlier, Unity Software posted better-than-expected earnings.Unity Software beat consensus on top and bottom lines with itsfirst-quarter earnings, where it also guided revenue growthto the high side for the current quarter and coming year.After some back-and-forth trading, shares are nowup 1.2%postmarket.Revenues jumped nearly 40% to $234.8M.And loss from operations widened (non-GAAP) to $23.4M from a year-ago loss of $13.4M. GAAP loss widened further in a quarter impacted by an increase in stock-based compensation expense.Non-GAAP net loss per share shrank slightly to $0.10.\"We are encouraged by the growth of our customers contributing more than $100K of trailing twelve-month revenue and the healthy dollar-based net expansion rate during the first quarter,” says CFO Luis Visoso.Revenue breakout: Create Solutions, $70.4M (up 51%); Operate Solutions, $146.6M (up 40%); Strategic Partnerships and Other, $17.8M (up 12%).As part of its long-term view, it tackles the hot industry topic of user identifiers: \"We have been preparing for IDFA for the last two years. So far, spending on our platform is strong, our contextual model (which does not rely on IDFA) is performing well, and customer feedback is strong.\"It continues to believe that IDFA will cut revenue by about $30M this year, but is raising full-year guidance by $50M nonetheless - to $1B-$1.015B (above consensus for $967.2M). For the current quarter, it's guiding to revenues of $240M-$245M (vs. consensus for $232M).And \"Our goal is to build a company that delivers revenue growth of approximately 30% over the long run. Of course, business, like life, is not linear, so it is likely that some quarters and years will be higher or lower than we expect, but even so, we believe the opportunities in front of us make such a goal achievable.\"","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
