Good results from the company:
- Company increase their YoY revenue by 40% compared to their 20% guidance which always looked likely.
- Create segment:
- Finally the growth has picked up a little bit QoQ growth 14% in Q4 compared to 11% in Q3
- Also, we’re starting to see operating leverage kick-in. Margins in Q4 were 28% compared to just 16% in Q3. Looks like all the marketing and partnerships expenses are paying off now
- YoY revenue growth is 21% which is my only peeve with the results. This is the segment which is expected to lead us to promised land and I would like to see rapid growth here so that company can capture market share which can convert into annually recurring revenue (ARR)
- Collect segment:
- Unexpected levels of growth here, sales up ~70% YoY and even margins improved by 100 basis points
Missed the con-call unfortunately, so if someone can post the notes here, that would be great
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