You can’t honestly believe Eats is why the stock was down after the last two prints. C’mon.
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?? Of course. They missed on the most important metric (bookings). Beat literally everything else
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What's this look like on a Y/Y basis?
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62% yoy in q4 vs 73% q3. 18pt decel prior 2 quarters. It could happen. Just don’t see the logic on base case being there, esp after making this mistake prior 2 quarters. Too many people anchoring on the company’s pre-IPO model which clearly has changed.
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Čini se da učitavanje traje već neko vrijeme.
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Missed eats booking in q3, stock tanked
Yet still street modeling 550bps acceleration in q4???
Where is the pilot